BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Phocas Financial Corp.

· CIK 0001356783
13F Portfolio $721M AUM 153 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 34 New 12 Added 85 Reduced
Page 8 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PLD PROLOGIS INC. Real Estate 2,544.0 $345K 0.05% -300.0 -10.6% $135.47 +4.0%
142 CI THE CIGNA GROUP Healthcare 1,210.0 $334K 0.05% $275.68 +0.8%
143 UNILEVER PLC 5,333.0 $321K 0.04% $60.12
144 CAT CATERPILLAR INC Industrials 295.0 $314K 0.04% NEW $1064.90 -22.7%
145 AVGO BROADCOM INC Technology 782.0 $295K 0.04% -118.0 -13.1% $377.75 -2.7%
146 AGG ISHARES TR 2,791.0 $276K 0.04% $98.98 -1.6%
147 BAC BANK OF AMER CORP Financial Services 4,640.0 $264K 0.04% $56.98 +8.6%
148 JPM JPMORGAN CHASE & CO Financial Services 798.0 $261K 0.04% -53.0 -6.2% $327.33 +7.6%
149 SPY STATE STR SPDR S&P 500 ETF T Financial Services 345.0 $258K 0.04% $746.77 +2.6%
150 IYR ISHARES TR 2,350.0 $240K 0.03% $102.25 +2.6%
151 AMT AMERICAN TOWER CORP Real Estate 1,363.0 $223K 0.03% -172.0 -11.2% $163.57 +8.0%
152 WELL WELLTOWER INC Real Estate 943.0 $214K 0.03% NEW $226.97 +6.0%
153 SCHM SCHWAB STRATEGIC TR 5,637.0 $208K 0.03% NEW $36.87 -2.0%
Page 8 of 8  ·  153 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.3%
Industrials 16.4%
Healthcare 11.7%
Technology 10.4%
Real Estate 8.9%
Consumer Cyclical 8.3%
Energy 7.4%
Basic Materials 5.1%
Utilities 3.6%
Communication Services 2.5%