Arkolith/Funds/Phocas Financial Corp.

Phocas Financial Corp.

CIK 1356783
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Phocas Financial Corp. holds a diversified book of 153 stocks worth $720.7M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Green Brick Partners Inc and trimmed Ducommun Inc. Their largest long position is Ducommun Inc at 2% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Phocas Financial Corp. owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1356783/holdings"
Ask your agent
Use Arkolith to show Phocas Financial Corp.'s latest
holdings, largest changes, and filing provenance.
Opened
92
new positions
Added to
11
existing
Trimmed
103
reduced
Sold out
17
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
10%
Top 10 holdings
18%
Top 20 holdings
31%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Financials
24%
Industrials
14%
Health Care
11%
Information Technology
11%
Consumer Discretionary
9%
Real Estate
8%
Materials
8%
Utilities
6%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Phocas Financial Corp.

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$77.9B
STATE STREET CORP80 / 80$32.6B
VANGUARD PORTFOLIO MANAGEMENT LLC80 / 80$32.1B
GEODE CAPITAL MANAGEMENT, LLC80 / 80$18.7B
FMR LLC80 / 80$17.1B
JPMORGAN CHASE & CO80 / 80$15.3B
DIMENSIONAL FUND ADVISORS LP80 / 80$14.1B
MORGAN STANLEY80 / 80$13.3B

Ranked by how many of Phocas Financial Corp.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

153 positions
#SecurityValueShares% PortLast moveHistory
1Ducommun Inc Del
COM
$15.8M85.4K
2.2%
−4.9%
Reduced · −4K sh
2Amneal Pharmaceuticals Inc
COM STK CL A
$14.2M819.5K
2.0%
−18%
Reduced · −183K sh
3Aar Corp
COM
$13.8M96.4K
1.9%
−5.0%
Reduced · −5K sh
4Materion Corp
COM
$13.7M46.2K
1.9%
−4.9%
Reduced · −2K sh
5Stonex Group Inc
COM
$12.3M103.7K
1.7%
−24%
Reduced · −32K sh
6Ralliant Corp
COM
$12.1M164.0K
1.7%
+34%
Added · +41K sh
7Wintrust Finl Corp
COM
$12.0M74.9K
1.7%
−5.2%
Reduced · −4K sh
8National Energy Services Reu
SHS
$11.8M393.7K
1.6%
−4.9%
Reduced · −20K sh
9Ameris Bancorp
COM
$11.7M130.0K
1.6%
−5.0%
Reduced · −7K sh
10Columbia BKG Sys Inc
COM
$11.3M353.6K
1.6%
−5.0%
Reduced · −19K sh
11Alerus Finl Corp
COM
$11.0M354.2K
1.5%
+36%
Added · +93K sh
12Pathward Financial Inc
COM
$10.8M123.7K
1.5%
−5.0%
Reduced · −6K sh
13Carpenter Technology Corp
COM
$10.6M17.2K
1.5%
−5.0%
Reduced · −905 sh
14Skywest Inc
COM
$10.3M103.7K
1.4%
−5.0%
Reduced · −5K sh
15Preferred BK Los Angeles Ca
COM NEW
$10.3M96.6K
1.4%
−5.0%
Reduced · −5K sh
16Timken Co
COM
$9.6M65.9K
1.3%
−5.0%
Reduced · −3K sh
17Atlantic Un Bankshares Corp
COM
$8.9M211.2K
1.2%
+28%
Added · +46K sh
18F N B Corp
COM
$8.9M465.2K
1.2%
−5.0%
Reduced · −24K sh
19First Merchants Corp
COM
$8.8M201.6K
1.2%
−5.0%
Reduced · −11K sh
20Ryder Sys Inc
COM
$8.8M33.4K
1.2%
−5.0%
Reduced · −2K sh
21Enpro Inc
COM
$8.8M23.2K
1.2%
−5.0%
Reduced · −1K sh
22Terreno Rlty Corp
COM
$8.7M133.8K
1.2%
−5.0%
Reduced · −7K sh
23Texas Cap Bancshares Inc
COM
$8.6M83.3K
1.2%
−5.0%
Reduced · −4K sh
24Black Hills Corp
COM
$8.5M113.9K
1.2%
−5.0%
Reduced · −6K sh
25White MTNS Ins Group Ltd
COM
$8.5M4.1K
1.2%
−5.0%
Reduced · −214 sh
26Ryman Hospitality Pptys Inc
COM
$8.3M64.3K
1.1%
−5.1%
Reduced · −3K sh
27Penguin Solutions Inc
COM
$7.7M101.0K
1.1%
−56%
Reduced · −130K sh
28MKS Inc.
COM
$7.6M17.0K
1.0%
−33%
Reduced · −9K sh
29Benchmark Electrs Inc
COM
$7.3M74.4K
1.0%
+33%
Added · +18K sh
30SL Green Rlty Corp
COM
$7.2M139.0K
1.0%
−5.0%
Reduced · −7K sh
31Old Natl Bancorp Ind
COM
$7.1M275.0K
1.0%
−5.0%
Reduced · −14K sh
32Sonic Automotive Inc
CL A
$7.1M83.3K
1.0%
−5.0%
Reduced · −4K sh
33Sanmina Corp
COM
$7.0M27.8K
1.0%
−52%
Reduced · −30K sh
34Flagstar Bank National Assoc
COM NEW
$7.0M469.3K
1.0%
+99%
Added · +233K sh
35Vishay Intertechnology Inc
COM
$6.9M128.0K
1.0%
−26%
Reduced · −46K sh
36Terex Corp New
COM
$6.9M94.7K
1.0%
−5.0%
Reduced · −5K sh
37Mdu Res Group Inc
COM
$6.8M322.3K
0.9%
+97%
Added · +158K sh
38Herc Hldgs Inc
COM
$6.8M47.6K
0.9%
+22%
Added · +9K sh
39Natural Gas Svcs Group Inc
COM
$6.7M154.4K
0.9%
−4.9%
Reduced · −8K sh
40Abbvie Inc
COM
$6.6M26.2K
0.9%
−0.1%
Reduced · −39 sh
41Otter Tail Corp
COM
$6.5M72.7K
0.9%
−5.0%
Reduced · −4K sh
42Enterprise Finl Svcs Corp
COM
$6.5M99.2K
0.9%
−5.0%
Reduced · −5K sh
43Kontoor Brands Inc
COM
$6.4M77.4K
0.9%
−5.1%
Reduced · −4K sh
44First Finl Bankshares Inc
COM
$6.4M185.8K
0.9%
−5.0%
Reduced · −10K sh
45Idacorp Inc
COM
$6.4M42.0K
0.9%
−5.0%
Reduced · −2K sh
46Covista Inc
COM
$6.3M50.9K
0.9%
−5.1%
Reduced · −3K sh
47Pediatrix Medical Group Inc
COM
$6.3M248.8K
0.9%
−5.0%
Reduced · −13K sh
48Antero Midstream Corp
COM
$6.2M272.1K
0.9%
−4.9%
Reduced · −14K sh
49Urban Outfitters Inc
COM
$6.1M86.5K
0.9%
−5.1%
Reduced · −5K sh
50G III Apparel Group Ltd
COM
$6.1M181.5K
0.8%
−5.0%
Reduced · −10K sh
Showing 50 of 153 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026153$720.7M13F-HR
Q1 2026Mar 31, 2026May 1, 2026155$636.9M13F-HR
Q4 2025Dec 31, 2025Jan 26, 2026148$768.9M13F-HR/A
Q3 2025Sep 30, 2025Nov 12, 2025147$771.4M13F-HR
Q2 2025Jun 30, 2025Aug 6, 2025142$695.3M13F-HR
Q1 2025Mar 31, 2025May 9, 2025145$652.2M13F-HR
Q4 2024Dec 31, 2024Mar 5, 2025154$748.8M13F-HR/A
Amended / restated
  • Q4 2025 · filed Jan 21, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.