CIK 1356783
Phocas Financial Corp.
Institutional 13F holdings & portfolio
Holdings
292
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 251–292 of 292
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO | 2K | $500K+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 2K | $500K+ | SH |
| AMZN | AMAZON COM INC | 2K | $500K+ | SH |
| AMZN | AMAZON COM INC | 2K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 606 | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 606 | $500K+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 2K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 2K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 3K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 3K | $100K–$500K | SH |
| UL | UNILEVER PLC | 5K | $100K–$500K | SH |
| UL | UNILEVER PLC | 5K | $100K–$500K | SH |
| SCHH | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| SCHH | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| EFA | ISHARES TR | 4K | $100K–$500K | SH |
| EFA | ISHARES TR | 4K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 1K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 1K | $100K–$500K | SH |
| EQIX | EQUINIX INC | 429 | $100K–$500K | SH |
| EQIX | EQUINIX INC | 429 | $100K–$500K | SH |
| AVGO | BROADCOM INC | 900 | $100K–$500K | SH |
| AVGO | BROADCOM INC | 900 | $100K–$500K | SH |
| AGG | ISHARES TR | 3K | $100K–$500K | SH |
| AGG | ISHARES TR | 3K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 851 | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 851 | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| PBF | PBF ENERGY INC | 10K | $100K–$500K | SH |
| PBF | PBF ENERGY INC | 10K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| FRT | FEDERAL RLTY INVT TR NEW | 2K | $100K–$500K | SH |
| FRT | FEDERAL RLTY INVT TR NEW | 2K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 345 | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 345 | $100K–$500K | SH |
| IYR | ISHARES TR | 2K | $100K–$500K | SH |
| IYR | ISHARES TR | 2K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 490 | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 490 | $100K–$500K | SH |