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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Phocas Financial Corp.

Quarter ended Q1 2023 · Filed January 11, 2023 · Accession 0001754960-23-000004

Total Value
$694.2M
Positions
321
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (321)

#IssuerTicker / CUSIPSharesValue% of Filing
1STERLING INFRASTRUCTURE INCSTRL456,446$15.0M2.16%
2NEXSTAR MEDIA GROUP INCNXST82,873$14.5M2.09%
3RYMAN HOSPITALITY PPTYS INC78377T107138,640$11.3M1.63%
4PREFERRED BK LOS ANGELES CA740367404147,748$11.0M1.59%
5ENTERPRISE FINL SVCS CORP293712105224,107$11.0M1.58%
6BANCORP INC DELTBBK384,143$10.9M1.57%
7MATERION CORPMTRN118,736$10.4M1.50%
8ENPRO INDS INCNPO93,828$10.2M1.47%
9ARMADA HOFFLER PPTYS INC04208T108835,467$9.6M1.38%
10PATHWARD FINANCIAL INCCASH223,022$9.6M1.38%
11FIRST MERCHANTS CORPFRMEP230,628$9.5M1.37%
12AMERIS BANCORPABCB199,056$9.4M1.35%
13F N B CORP302520101713,077$9.3M1.34%
14HOSTESS BRANDS INC44109J106409,511$9.2M1.32%
15FULLER H B COFUL128,027$9.2M1.32%
16RETAIL OPPORTUNITY INVTS COR76131N101604,732$9.1M1.31%
17INDEPENDENCE RLTY TR INC45378A106515,596$8.7M1.25%
18MODINE MFG CO607828100419,829$8.3M1.20%
19ATKORE INCATKR72,677$8.2M1.19%
20BANC OF CALIFORNIA INCBANC-PF502,661$8.0M1.15%
21HEARTLAND FINL USA INC42234Q102170,671$8.0M1.15%
22FOCUS FINL PARTNERS INC34417P100211,370$7.9M1.13%
23GLOBAL MED REIT INC37954A204818,272$7.8M1.12%
24PRIMORIS SVCS CORP74164F103349,111$7.7M1.10%
25SPECTRUM BRANDS HLDGS INC NESPB124,173$7.6M1.09%
26KFORCE INCKFRC136,308$7.5M1.08%
27ASBURY AUTOMOTIVE GROUP INCABG40,627$7.3M1.05%
28WESCO INTL INC95082P10558,081$7.3M1.05%
29PDC ENERGY INC69327R101113,931$7.2M1.04%
30BLACK HILLS CORPBKH102,010$7.2M1.03%
31INDEPENDENT BANK GROUP INCINDB118,732$7.1M1.03%
32WHITE MTNS INS GROUP LTDG9618E1075,006$7.1M1.02%
33AAR CORPAIR148,243$6.7M0.96%
34OTTER TAIL CORPOTTR111,122$6.5M0.94%
35SCHWAB STRATEGIC TR808524201144,085$6.5M0.94%
36BANNER CORPBANR102,782$6.5M0.94%
37AVIENT CORPORATIONAVNT189,965$6.4M0.92%
38RYDER SYS INCR76,413$6.4M0.92%
39TERRENO RLTY CORP88146M101111,422$6.3M0.91%
40TEXAS CAP BANCSHARES INC88224Q107104,031$6.3M0.90%
41SUPERNUS PHARMACEUTICALS INCSUPN174,946$6.2M0.90%
42HILTON GRAND VACATIONS INCHGV161,520$6.2M0.90%
43UNITED NAT FOODS INCUNTCW159,389$6.2M0.89%
44PENN ENTERTAINMENT INCPENN202,791$6.0M0.87%
45DANA INCDAN390,523$5.9M0.85%
46PORTLAND GEN ELEC CO736508847120,340$5.9M0.85%
47NEXTGEN HEALTHCARE INC65343C102307,772$5.8M0.83%
48ABBVIE INCABBV35,344$5.7M0.82%
49PLEXUS CORPPLXS55,208$5.7M0.82%
50CUSTOMERS BANCORP INCCUBB196,082$5.6M0.80%
51ADVANCED ENERGY INDS00797310064,543$5.5M0.80%
52LADDER CAP CORPLADR539,881$5.4M0.78%
53RANGE RES CORPRRC215,659$5.4M0.78%
54VERINT SYS INC92343X100147,727$5.4M0.77%
55NORTHERN OIL AND GAS INC MNNOG164,299$5.1M0.73%
56AIR TRANSPORT SERVICES GRP IAIIR193,135$5.0M0.72%
57CENTERSPACECSR84,966$5.0M0.72%
58PATTERSON-UTI ENERGY INCPTEN289,970$4.9M0.70%
59PREMIER INCPREM139,275$4.9M0.70%
60NATIONAL STORAGE AFFILIATESNSA-PB129,301$4.7M0.67%
61GOLDEN ENTMT INCNVGLF124,541$4.7M0.67%
62DIME CMNTY BANCSHARES INC25432X102142,905$4.5M0.66%
63MAGNOLIA OIL & GAS CORPMGY192,392$4.5M0.65%
64INTEGER HLDGS CORPITGR65,655$4.5M0.65%
65TRI POINTE HOMES INCTPH240,124$4.5M0.64%
66CHAMPIONX CORPORATION15872M104152,715$4.4M0.64%
67FIRST TR EXCH TRADED FD III33739P855247,641$4.4M0.64%
68RUTHS HOSPITALITY GROUP INC783332109279,419$4.3M0.62%
69ALIGHT INCALIT514,835$4.3M0.62%
70ATLANTIC UN BANKSHARES CORP04911A107119,414$4.2M0.60%
71THE NECESSITY RETAIL REIT IN02607T109693,776$4.1M0.59%
72REV GROUP INC749527107322,439$4.1M0.59%
73PGT INNOVATIONS INC69336V101224,980$4.0M0.58%
74MODIVCARE INC60783X10444,533$4.0M0.58%
75KADANT INCKAI22,415$4.0M0.57%
76APPLE INCAAPL30,600$4.0M0.57%
77ONEMAIN HLDGS INCOMF118,753$4.0M0.57%
78VERRA MOBILITY CORPVRRM273,151$3.8M0.54%
79COHU INCCOHU117,073$3.8M0.54%
80PROLOGIS INC.PLDGP33,107$3.7M0.54%
81PACIRA BIOSCIENCES INCPCRX95,414$3.7M0.53%
82EDGEWELL PERS CARE CO28035Q10295,385$3.7M0.53%
83TENET HEALTHCARE CORPTHC72,542$3.5M0.51%
84SCHOLASTIC CORPSCHL88,549$3.5M0.50%
85OWENS & MINOR INC NEW690732102178,038$3.5M0.50%
86FIRST FNDTN INC32026V104241,966$3.5M0.50%
87JACK IN THE BOX INCJACK49,936$3.4M0.49%
88ANTERO MIDSTREAM CORPAM301,812$3.3M0.47%
89MICROSOFT CORPMSFT13,225$3.2M0.46%
90IRONWOOD PHARMACEUTICALS INCIRWD253,694$3.1M0.45%
91AMERICAN TOWER CORP NEW03027X10014,705$3.1M0.45%
92STONEX GROUP INCSNEX32,019$3.1M0.44%
93HARMONY BIOSCIENCES HLDGS INHRMY55,089$3.0M0.44%
94FB FINL CORP30257X10483,648$3.0M0.44%
95PACIFIC PREMIER BANCORP69478X10595,637$3.0M0.43%
96COHERENT CORPCOHR81,379$2.9M0.41%
97REXFORD INDL RLTY INC76169C10051,735$2.8M0.41%
98LA Z BOY INCLZB122,721$2.8M0.40%
99EXELIXIS INCEXEL173,711$2.8M0.40%
100BOOT BARN HLDGS INCBOOT43,003$2.7M0.39%
101PTC THERAPEUTICS INCPTCT69,865$2.7M0.38%
102EQUINIX INCEQIX4,061$2.7M0.38%
103PUBLIC STORAGEPSA-PS9,262$2.6M0.37%
104TERADATA CORP DELTDC74,780$2.5M0.36%
105TRAVERE THERAPEUTICS INCTVTX118,248$2.5M0.36%
106EPLUS INCPLUS56,063$2.5M0.36%
107AVID BIOSERVICES INC05368M106173,645$2.4M0.34%
108EXTRA SPACE STORAGE INCEXR16,206$2.4M0.34%
109SCHWAB STRATEGIC TR80852410253,118$2.4M0.34%
110ARTISAN PARTNERS ASSET MGMT04316A10878,295$2.3M0.33%
111ALPHABET INCGOOG26,048$2.3M0.33%
112JOHNSON & JOHNSONJNJ12,546$2.2M0.32%
113ALEXANDRIA REAL ESTATE EQ IN01527110914,508$2.1M0.30%
114BERKSHIRE HATHAWAY INC DELBRK-A6,830$2.1M0.30%
115SIMON PPTY GROUP INC NEW82880610917,656$2.1M0.30%
116G III APPAREL GROUP LTDGIII137,930$1.9M0.27%
117MID-AMER APT CMNTYS INC59522J10311,919$1.9M0.27%
118INVITATION HOMES INCINVH61,972$1.8M0.26%
119SUN CMNTYS INC86667410412,687$1.8M0.26%
120CROWN CASTLE INCCCI11,027$1.5M0.22%
121EQUITY LIFESTYLE PPTYS INC29472R10820,410$1.3M0.19%
122ISHARES TR4642876309,055$1.3M0.18%
123FIRST REP BK SAN FRANCISCO C33616C10010,194$1.2M0.18%
124KIMCO RLTY CORP49446R10958,633$1.2M0.18%
125PEPSICO INCPEP6,421$1.2M0.17%
126VENTAS INCVTR25,741$1.2M0.17%
127INVESCO EXCHANGE TRADED FD TIVZ7,720$1.1M0.16%
128CIGNA CORP NEW1255231003,095$1.0M0.15%
129REGENCY CTRS CORP75884910316,314$1.0M0.15%
130ISHARES TR46428773912,085$1.0M0.15%
131EATON CORP PLCETN6,425$1.0M0.15%
132WEYERHAEUSER CO MTN BEWY31,247$969,0000.14%
133SELECT SECTOR SPDR TR81369Y2096,913$939,1310.14%
134SCHWAB STRATEGIC TR80852484747,396$914,2690.13%
135VANGUARD INDEX FDS9229085126,690$904,7560.13%
136ISHARES TR4642876484,160$892,4030.13%
137HEALTHPEAK PROPERTIES INCDOC33,530$840,1260.12%
138JPMORGAN CHASE & COVYLD6,156$825,5200.12%
139UNITEDHEALTH GROUP INCUNH1,550$821,7790.12%
140DOVER CORPDOV5,960$807,0440.12%
141COSTCO WHSL CORP NEW22160K1051,735$792,0280.11%
142EARTHSTONE ENERGY INC27032D30455,198$785,0000.11%
143AVALONBAY CMNTYS INCAWX4,818$778,2030.11%
144PROCTER AND GAMBLE CO7427181095,083$770,4190.11%
145CIVITAS RESOURCES INC17888H10313,019$754,0000.11%
146INVESCO EXCHANGE TRADED FD TIVZ14,073$737,1540.11%
147COLGATE PALMOLIVE COCL9,323$734,5590.11%
148NVIDIA CORPORATIONNVDA4,623$675,6090.10%
149SPDR S&P 500 ETF TRSPY1,764$674,6070.10%
150GALLAGHER ARTHUR J & CO3635761093,450$650,4630.09%
151SELECT SECTOR SPDR TR81369Y5067,290$637,6560.09%
152PEBBLEBROOK HOTEL TRPEB-PH47,560$637,0680.09%
153TARGET CORPTGT4,025$599,8860.09%
154BOSTON PROPERTIES INCBXP8,805$595,1650.09%
155SPDR SER TR78468R5564,320$587,0020.08%
156AMAZON COM INCAMZN6,950$583,8000.08%
157DISNEY WALT CO2546871066,132$532,7310.08%
158SCHWAB STRATEGIC TR80852483911,521$525,9340.08%
159CHEVRON CORP NEWCVX2,643$474,3920.07%
160ISHARES TR4642874657,070$464,0750.07%
161KKR & CO INCKKRT9,820$455,8440.07%
162DUKE ENERGY CORP NEWDUKB4,358$448,8300.06%
163LOWES COS INC5486611072,230$444,3050.06%
164INVESCO EXCHANGE TRADED FD TIVZ1,611$391,4410.06%
165ABBOTT LABSABLZF3,550$389,7550.06%
166GOLDMAN SACHS GROUP INCGSCE1,095$376,0010.05%
167ISHARES TR4642872263,623$351,3950.05%
168LABORATORY CORP AMER HLDGS50540R4091,408$331,5780.05%
169PALO ALTO NETWORKS INCPANW2,340$326,5240.05%
170DEERE & CODE750$321,5700.05%
171UNILEVER PLCUNLYF6,000$302,1000.04%
172ISHARES TR4642886879,553$291,6530.04%
173CVS HEALTH CORPCVS3,105$289,3550.04%
174INVESCO QQQ TRIVZ1,066$283,8540.04%
175LAMB WESTON HLDGS INCLW3,153$281,7520.04%
176PFIZER INCPFE5,486$281,1030.04%
177MCDONALDS CORPMCD1,020$268,8010.04%
178PIMCO ETF TR72201R7752,905$262,8440.04%
179LILLY ELI & COLLY700$256,0880.04%
180ISHARES TR4642876713,108$253,3640.04%
181MYR GROUP INC DELMYRG2,350$216,3650.03%
182BANK AMERICA CORP0605051046,140$203,3570.03%
183ALPHABET INCGOOG2,260$200,5300.03%
184VANGUARD STAR FDS9219097683,825$197,8290.03%
185INVESCO EXCHANGE TRADED FD TIVZ2,150$195,0700.03%
186SCHWAB STRATEGIC TR8085248055,985$192,7770.03%
187VERIZON COMMUNICATIONS INCVZ4,797$189,0020.03%
188EXXON MOBIL CORPXOM1,698$187,2890.03%
189HOME DEPOT INCHD585$184,7780.03%
190BLACKSTONE INCBX2,265$168,0400.02%
191WASTE MGMT INC DEL94106L1091,025$160,8020.02%
192FEDERAL RLTY INVT TR NEW3137451011,580$159,6430.02%
193AMGEN INCAMGN600$157,5840.02%
194QUANTA SVCS INC74762E1021,090$155,3250.02%
195AUTOMATIC DATA PROCESSING INADP650$155,2590.02%
196CATERPILLAR INCCAT645$154,5160.02%
197WALMART INCWMT1,050$148,8800.02%
198NIKE INCNKE1,262$147,6670.02%
199MERCK & CO INCMRK1,310$145,3450.02%
200BRISTOL-MYERS SQUIBB COCELG-RI1,916$137,8340.02%
201SKYWORKS SOLUTIONS INCSWKS1,500$136,6950.02%
202SALESFORCE INCCRM960$127,2860.02%
203SOUTHERN COSOMN1,720$122,8250.02%
204ACTIVISION BLIZZARD INC00507V1091,561$119,4950.02%
205VANGUARD CHARLOTTE FDS92203J4072,500$118,5900.02%
206VERTEX PHARMACEUTICALS INCVRTX400$115,5120.02%
207SELECT SECTOR SPDR TR81369Y7041,175$115,3970.02%
208SCHWAB STRATEGIC TR8085246072,510$101,6800.01%
209SELECT SECTOR SPDR TR81369Y6052,957$101,1290.01%
210SELECT SECTOR SPDR TR81369Y8861,375$96,9380.01%
211ISHARES TR4642872342,500$94,7500.01%
212ISHARES TR4642871501,025$86,9200.01%
213APTIV PLCAPTV925$86,1450.01%
214SPDR SER TR78464A6981,450$85,1730.01%
215SELECT SECTOR SPDR TR81369Y407655$84,6000.01%
216RPM INTL INC749685103850$82,8330.01%
217ISHARES TR464287655466$81,2520.01%
218INVESCO EXCH TRADED FD TR IIIVZ1,360$77,5000.01%
219INVESCO EXCH TRADED FD TR IIIVZ6,930$77,4770.01%
2203M COMMM630$75,5500.01%
221COCA-COLA EUROPACIFIC PARTNECCEP1,360$75,2350.01%
222EXACT SCIENCES CORP30063P1051,500$74,2650.01%
223CUBESMARTCUBE1,800$72,4500.01%
224CITIGROUP INCC-PR1,600$72,3680.01%
225US BANCORP DELUSB-PS1,649$71,9130.01%
226ISHARES TR464287523200$69,5960.01%
227SELECT SECTOR SPDR TR81369Y8521,450$69,5860.01%
228DOW INCDOW1,286$64,8020.01%
229CLOROX CO DELCLX450$63,1490.01%
230UBER TECHNOLOGIES INCUBER2,550$63,0620.01%
231MONDELEZ INTL INC609207105940$62,6510.01%
232MEDTRONIC PLCMDT800$62,1760.01%
233CHUBB LIMITEDCB280$61,7680.01%
234VANGUARD INTL EQUITY INDEX F922042718575$59,1160.01%
235STORE CAP CORP8621211001,800$57,7080.01%
236ISHARES TR464287556430$56,4550.01%
237SCHWAB STRATEGIC TR808524508850$55,7690.01%
238TESLA INCTSLA447$55,0610.01%
239BANK NEW YORK MELLON CORP0640581001,200$54,6240.01%
240DIGITAL RLTY TR INC253868103520$52,1400.01%
241CROWDSTRIKE HLDGS INCCRWD475$50,0130.01%
242VISA INCV238$49,4470.01%
243TRIUMPH FINANCIAL INCTFIN-P995$48,6260.01%
244INVESCO EXCH TRADED FD TR IIIVZ2,828$48,4150.01%
245STARBUCKS CORPSBUX470$46,6240.01%
246AT&T INCT-PC2,480$45,6570.01%
247CLEARWAY ENERGY INCCWEN-A1,350$43,0250.01%
248FORTINET INCFTNT875$42,7790.01%
249ATMOS ENERGY CORPATO380$42,5870.01%
250ESSEX PPTY TR INC297178105200$42,3840.01%
251VANGUARD WORLD FDS92204A108190$41,6140.01%
252CAMDEN PPTY TR133131102350$39,1580.01%
253SCHWAB STRATEGIC TR808524797515$38,9030.01%
254BHP GROUP LTDBHPLF625$38,7810.01%
255SELECT SECTOR SPDR TR81369Y860974$35,9700.01%
256CONOCOPHILLIPSCOP300$35,4000.01%
257MAGELLAN MIDSTREAM PRTNRS LP559080106700$35,1470.01%
258INTEL CORPINTC1,267$33,4870.00%
259PEMBINA PIPELINE CORPPPLOF952$32,3200.00%
260REALTY INCOME CORPO500$31,7150.00%
261J P MORGAN EXCHANGE TRADED F46641Q837625$31,3310.00%
262NETFLIX INCNFLX100$29,4880.00%
263BOK FINL CORP05561Q201270$28,0230.00%
264T-MOBILE US INCTMUSZ200$28,0000.00%
265WELLTOWER INCWELL425$27,8590.00%
266ROPER TECHNOLOGIES INCROP64$27,6540.00%
267SL GREEN RLTY CORP78440X887807$27,2120.00%
268VANECK ETF TRUST92189F676133$26,9910.00%
269B & G FOODS INC NEWBGS2,400$26,7600.00%
270BAXTER INTL INC071813109500$25,4850.00%
271SCHWAB CHARLES CORPSCHW-PJ300$24,9780.00%
272VAIL RESORTS INCMTN100$23,8350.00%
273WELLS FARGO CO NEW94974680420$23,7000.00%
274BK OF AMERICA CORP06050568220$23,2000.00%
275EQUITY COMWLTH294628201900$22,5470.00%
276EL PASO ENERGY CAP TR I283678209500$22,5200.00%
277SNOWFLAKE INCSNOW155$22,2490.00%
278ADOBE SYSTEMS INCORPORATEDADBE66$22,2110.00%
279SYNCHRONY FINANCIALSYF-PB661$21,7200.00%
280COCA COLA COKO320$20,3550.00%
281RAYTHEON TECHNOLOGIES CORPRTX195$19,6790.00%
282SELECT SECTOR SPDR TR81369Y100250$19,4200.00%
283ISHARES TR46428720050$19,2110.00%
284AMERICAN ELEC PWR CO INC025537101200$18,9900.00%
285SABRA HEALTH CARE REIT INCSBRA1,406$17,4770.00%
286PIMCO CORPORATE & INCOME OPPPTY1,436$17,2460.00%
287KRAFT HEINZ COKHC400$16,2840.00%
288JBG SMITH PPTYS46590V100812$15,4120.00%
289VANGUARD SCOTTSDALE FDS92206C102260$15,0330.00%
290NUSHARES ETF TRNU425$14,5520.00%
291SCHWAB STRATEGIC TR808524771261$13,9480.00%
292MARATHON OIL CORPMARA500$13,5350.00%
293INTUITIVE SURGICAL INCISRG48$12,7370.00%
294ALTRIA GROUP INCMO273$12,4790.00%
295ISHARES TR464288802150$12,3480.00%
296GLOBAL PMTS INC37940X102121$12,0180.00%
297SPDR GOLD TRGLD70$11,8750.00%
298QUALCOMM INCQCOM102$11,2140.00%
299ISHARES TR464288570150$10,7690.00%
300TAKE-TWO INTERACTIVE SOFTWARTTWO100$10,4130.00%
301CARLYLE GROUP INCCGABL325$9,6980.00%
302HCA HEALTHCARE INCHCA40$9,5980.00%
303CENTENE CORP DELCNC112$9,1850.00%
304DXC TECHNOLOGY CODXC333$8,8250.00%
305CARRIER GLOBAL CORPORATIONCARR195$8,0440.00%
306CONSTELLATION ENERGY CORPCEG83$7,1550.00%
307KOPPERS HOLDINGS INCKOP240$6,7680.00%
308ADT INC DELADT700$6,3490.00%
309ISHARES TR46428851385$6,2590.00%
310VORNADO RLTY TR929042109281$5,8480.00%
311FIDELITY NATL INFORMATION SV31620M10684$5,6990.00%
312WARNER BROS DISCOVERY INCWBD599$5,6790.00%
313SPROTT FDS TRSII170$5,3960.00%
314PLUG POWER INCPLUG375$4,6390.00%
315RIVIAN AUTOMOTIVE INCRIVN225$4,1470.00%
316CHATHAM LODGING TRCLDT-PA335$4,1100.00%
317WOODSIDE ENERGY GROUP LTDWOPEF126$3,0500.00%
318ORGANON & COOGN58$1,6200.00%
319ISHARES TR46428730920$1,1700.00%
320ORION OFFICE REIT INCONL50$4270.00%
321MEDIACO HLDG INCMDIA292$3350.00%