Position in BHE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,340,554
+$4,195,140 QoQ
Shares Held
74,395
+32.6% QoQ
Ownership
0.207%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#60
of 330 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in BHE Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Phocas Financial Corp. holds $40,875,662 across 6 Electronic Components names. BHE ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RAL |
Ralliant Corp
|
163,960 | $12,072,374 | |
| 2 | BHE |
Benchmark Electronics Inc
This page
|
74,395 | $7,340,554 | |
| 3 | SANM |
Sanmina Corp
|
27,754 | $7,023,982 | |
| 4 | KN |
Knowles Corp
|
130,941 | $5,431,432 | |
| 5 | LFUS |
Littelfuse Inc /De
|
10,225 | $4,655,749 | |
| 6 | LYTS |
Lsi Industries Inc
|
163,716 | $4,351,571 |
All Filings in BHE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,340,554 | 74,395 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,145,414 | 56,108 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||