Long-term investor
Phocas Financial Corp. @phocasfinancialcorp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001356783).
Record
- Tracked since 2025-06-30 (479 days), 208 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +9.2% · 1 year +14.0% · all +14.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DCO · 2.2% · long · since 2025-06-30
- AMRX · 2.0% · long · since 2025-06-30
- AIR · 1.9% · long · since 2025-06-30
- MTRN · 1.9% · long · since 2025-06-30
- SNEX · 1.7% · long · since 2025-06-30
- RAL · 1.7% · long · since 2025-09-30
- WTFC · 1.7% · long · since 2025-06-30
- NESR · 1.6% · long · since 2025-12-31
- ABCB · 1.6% · long · since 2025-06-30
- 197236102 · 1.6% · long · since 2025-06-30
- ALRS · 1.5% · long · since 2025-09-30
- CASH · 1.5% · long · since 2025-06-30