Phocas Financial Corp.

Position in SR — Spire Inc

CIK 1356783 ALAMEDA, CA

Position in SR

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,655,060

-$583,284 QoQ

Shares Held

34,000

-4.9% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#28

of 160 holders

Holding Since

Mar 2020

4 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Utilities · as of Jun 30, 2026

Phocas Financial Corp. holds $17,963,015 across 3 Utilities - Regulated Gas names. SR ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKH	Black Hills Corp /Sd/	113,884	$8,472,969
2	MDU	Mdu Resources Group Inc	322,253	$6,834,986
3	SR	Spire Inc This page	34,000	$2,655,060

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,655,060	34,000	-4.9%	Shares	Sole	2026-07-31
2026-03-31	$3,238,344	35,767	-22.1%	Shares	Sole	2026-05-01
2025-12-31	$3,796,178	45,903	-31.4%	Shares	Sole	2026-01-26
2020-03-31	$4,980,998	66,877	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.