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YOUSIF CAPITAL MANAGEMENT, LLC
Period ended Sep 30, 2026 · Latest filing Oct 22, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $8,868,095,172
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVidia Corp · COM · 67066G104 · shares: $518,445,020
- Apple Inc · COM · 037833100 · shares: $486,892,566
- Microsoft Corp · COM · 594918104 · shares: $378,066,019
- Amazon.Com Inc · COM · 023135106 · shares: $241,987,934
- Alphabet Inc Cap Stock Cl A · COM · 02079K305 · shares: $195,212,570
- Meta Platforms Inc · COM · 30303M102 · shares: $162,104,920
- Broadcom Inc · COM · 11135F101 · shares: $159,489,955
- Alphabet Inc Cap Stock Cl C · COM · 02079K107 · shares: $156,988,050
- Micron Technology Inc · COM · 595112103 · shares: $123,418,646
- Berkshire Hathaway Inc Cl B · COM · 084670702 · shares: $99,809,098
Reported holdings
1,652 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVidia Corp | COM | 67066G104 | — | 2,270,098 shares | $518,445,020 |
| Apple Inc | COM | 037833100 | — | 1,462,052 shares | $486,892,566 |
| Microsoft Corp | COM | 594918104 | — | 737,114 shares | $378,066,019 |
| Amazon.Com Inc | COM | 023135106 | — | 971,254 shares | $241,987,934 |
| Alphabet Inc Cap Stock Cl A | COM | 02079K305 | — | 567,346 shares | $195,212,570 |
| Meta Platforms Inc | COM | 30303M102 | — | 223,537 shares | $162,104,920 |
| Broadcom Inc | COM | 11135F101 | — | 454,142 shares | $159,489,955 |
| Alphabet Inc Cap Stock Cl C | COM | 02079K107 | — | 460,727 shares | $156,988,050 |
| Micron Technology Inc | COM | 595112103 | — | 115,874 shares | $123,418,646 |
| Berkshire Hathaway Inc Cl B | COM | 084670702 | — | 200,440 shares | $99,809,098 |
| Advanced Micro Devices Inc | COM | 007903107 | — | 161,566 shares | $98,839,616 |
| Tesla Inc | COM | 88160R101 | — | 277,971 shares | $98,626,891 |
| JPMorgan Chase & Co | COM | 46625H100 | — | 291,954 shares | $96,587,217 |
| Exxonmobil Holdings Corp | COM | 30233Q108 | — | 510,887 shares | $83,146,813 |
| Lilly Eli & Co | COM | 532457108 | — | 68,446 shares | $79,197,498 |
| Johnson & Johnson | COM | 478160104 | — | 266,405 shares | $70,528,132 |
| Intel Corp | COM | 458140100 | — | 517,357 shares | $62,201,832 |
| Visa Inc Cl A | COM | 92826C839 | — | 170,787 shares | $61,368,896 |
| Ishares Msci Taiwan Etf | ETF | 46434G772 | — | 541,264 shares | $61,108,706 |
| Chevron Corp | COM | 166764100 | — | 266,062 shares | $54,332,571 |
| Abbvie Inc | COM | 00287Y109 | — | 196,219 shares | $51,328,935 |
| Caterpillar Inc | COM | 149123101 | — | 61,629 shares | $49,968,326 |
| Cisco Systems Inc | COM | 17275R102 | — | 442,652 shares | $47,642,649 |
| Ishares Msci Sth Kor Etf | ETF | 464286772 | — | 245,991 shares | $44,962,235 |
| Costco Wholesale Corp | COM | 22160K105 | — | 48,541 shares | $44,189,236 |
| Mastercard Inc Cl A | COM | 57636Q104 | — | 79,827 shares | $44,022,465 |
| Wal-Mart Inc | COM | 931142103 | — | 421,310 shares | $43,782,572 |
| Lam Research Corp New | COM | 512807306 | — | 124,993 shares | $41,061,363 |
| Bank America Corp | COM | 060505104 | — | 735,903 shares | $40,055,218 |
| Applied Materials Inc | COM | 038222105 | — | 78,207 shares | $39,993,562 |
| Palantir Technologies Inc Cl A | COM | 69608A108 | — | 211,910 shares | $39,637,765 |
| Procter & Gamble Co | COM | 742718109 | — | 270,807 shares | $39,342,826 |
| Schwab Capital Trust Total Sto | MUT | 808509756 | — | 2,021,726 shares | $37,300,846 |
| Coca-Cola Co | COM | 191216100 | — | 395,403 shares | $34,036,322 |
| General Electric Company | COM | 369604301 | — | 108,754 shares | $33,962,783 |
| Merck & Co Inc | COM | 58933Y105 | — | 222,533 shares | $32,336,270 |
| Linde PLC | COM | G54950103 | — | 64,474 shares | $30,602,741 |
| Unitedhealth Group Inc | COM | 91324P102 | — | 82,913 shares | $30,435,704 |
| Home Depot Inc | COM | 437076102 | — | 106,645 shares | $30,339,460 |
| Palo Alto Networks Inc | COM | 697435105 | — | 73,850 shares | $29,341,343 |
| Goldman Sachs Group Inc | COM | 38141G104 | — | 31,764 shares | $28,599,375 |
| Netflix Inc | COM | 64110L106 | — | 405,786 shares | $28,234,590 |
| Wells Fargo Co | COM | 949746101 | — | 349,136 shares | $27,948,366 |
| Intl Business Machines | COM | 459200101 | — | 126,260 shares | $27,768,322 |
| Texas Instruments Inc | COM | 882508104 | — | 95,680 shares | $26,799,066 |
| Kla Corporation | COM | 482480100 | — | 133,142 shares | $25,953,280 |
| Citigroup Inc | COM | 172967424 | — | 192,742 shares | $24,956,249 |
| Crowdstrike Holdings Inc Cl A | COM | 22788C105 | — | 93,154 shares | $24,662,521 |
| Morgan Stanley | COM | 617446448 | — | 129,793 shares | $24,411,422 |
| State Street Spdr S&P 500 Etf | ETF | 78462F103 | — | 32,005 shares | $24,407,973 |
| GE Vernova Inc | COM | 36828A101 | — | 25,558 shares | $24,293,025 |
| Oracle Corp | COM | 68389X105 | — | 176,192 shares | $24,191,184 |
| Ishares Core S&P Scp Etf | ETF | 464287804 | — | 173,046 shares | $23,541,178 |
| Ishares Msci India Etf | ETF | 46429B598 | — | 502,766 shares | $23,469,117 |
| Nextera Energy Inc | COM | 65339F101 | — | 305,363 shares | $23,128,199 |
| Welltower Inc | RT | 95040Q104 | — | 99,353 shares | $22,874,927 |
| Verizon Communications Inc | COM | 92343V104 | — | 497,381 shares | $22,814,846 |
| Sandisk Corp | COM | 80004C200 | — | 13,047 shares | $22,700,345 |
| Thermo Fisher Scientific Inc | COM | 883556102 | — | 32,933 shares | $22,231,422 |
| Medtronic Plc | COM | G5960L103 | — | 254,477 shares | $21,958,861 |
| Abbott Laboratories | COM | 002824100 | — | 220,139 shares | $21,756,345 |
| Amgen Inc | COM | 031162100 | — | 51,266 shares | $21,609,132 |
| Amphenol Corp Cl A | COM | 032095101 | — | 254,458 shares | $21,450,823 |
| Analog Devices Inc | COM | 032654105 | — | 52,631 shares | $20,879,304 |
| Chubb Limited | COM | H1467J104 | — | 64,125 shares | $20,856,676 |
| Qualcomm Inc | COM | 747525103 | — | 112,584 shares | $20,720,016 |
| Marvell Technology Inc | COM | 573874104 | — | 77,217 shares | $20,401,509 |
| AT&T Inc | COM | 00206R102 | — | 823,212 shares | $20,086,378 |
| Arista Networks Inc | COM | 040413205 | — | 98,204 shares | $19,993,352 |
| Pepsico Inc | COM | 713448108 | — | 153,220 shares | $19,416,049 |
| Salesforce Inc | COM | 79466L302 | — | 84,099 shares | $19,306,682 |
| Disney Walt Co Disney | COM | 254687106 | — | 180,434 shares | $18,927,498 |
| Seagate Technology Holdings PL | COM | G7997R103 | — | 20,461 shares | $18,871,999 |
| Intuitive Surgical Inc | COM | 46120E602 | — | 46,382 shares | $18,860,313 |
| Ishares Msci Eafe Etf | ETF | 464287465 | — | 175,943 shares | $18,278,718 |
| Deere & Co | COM | 244199105 | — | 27,142 shares | $18,227,518 |
| Union Pacific Corp | COM | 907818108 | — | 66,747 shares | $18,163,827 |
| Mcdonalds Corp | COM | 580135101 | — | 78,239 shares | $18,068,554 |
| Gilead Sciences Inc | COM | 375558103 | — | 120,360 shares | $17,939,658 |
| Target Corp | COM | 87612E106 | — | 113,936 shares | $17,852,603 |
| Prologis Inc | RT | 74340W103 | — | 135,561 shares | $17,601,214 |
| S&P Global Inc | COM | 78409V104 | — | 44,091 shares | $17,392,464 |
| Automatic Data Processing Inc | COM | 053015103 | — | 66,341 shares | $17,120,038 |
| Philip Morris Intl Inc | COM | 718172109 | — | 88,124 shares | $16,815,822 |
| American Express Co | COM | 025816109 | — | 55,144 shares | $16,769,311 |
| Conocophillips | COM | 20825C104 | — | 132,966 shares | $16,640,671 |
| Lowes Cos Inc | COM | 548661107 | — | 90,281 shares | $16,637,918 |
| Cardinal Health Inc | COM | 14149Y108 | — | 74,134 shares | $16,494,818 |
| Rtx Corp | COM | 75513E101 | — | 87,974 shares | $16,332,373 |
| Tjx Cos Inc | COM | 872540109 | — | 122,943 shares | $16,266,553 |
| Nucor Corp | COM | 670346105 | — | 69,486 shares | $16,242,307 |
| CVS Health Corp | COM | 126650100 | — | 187,253 shares | $16,045,697 |
| The Charles Schwab Corporation | COM | 808513105 | — | 163,755 shares | $16,005,457 |
| Emerson Electric Co | COM | 291011104 | — | 101,123 shares | $15,684,198 |
| BlackRock Inc | COM | 09290D101 | — | 14,794 shares | $15,656,545 |
| Marathon Petroleum Corp | COM | 56585A102 | — | 39,536 shares | $15,633,237 |
| Eaton Corp Plc | COM | G29183103 | — | 36,276 shares | $15,588,160 |
| Dell Technologies Inc Cl C | COM | 24703L202 | — | 28,138 shares | $15,136,706 |
| Western Digital Corp | COM | 958102105 | — | 33,170 shares | $15,074,438 |
| Vanguard Total Stock Market ET | ETF | 922908769 | — | 40,063 shares | $14,993,177 |