Position in LYTS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,351,571
+$1,148,837 QoQ
Shares Held
163,716
-4.9% QoQ
Ownership
0.439%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#41
of 174 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in LYTS 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. LYTS ranks #6 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RAL |
Ralliant Corp
|
163,960 | $12,072,374 | |
| 2 | BHE |
Benchmark Electronics Inc
|
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
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|
163,716 | $4,351,571 |
All Filings in LYTS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,351,571 | 163,716 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,202,734 | 172,190 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,026,351 | 219,779 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,201,212 | 220,297 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,671,438 | 215,840 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,636,980 | 213,940 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,390,551 | 226,084 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $3,682,216 | 228,001 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||