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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) |
|---|---|---|---|---|---|
| Virtu Finl Inc Cl A Cl A | COM | 928254101 | — | 22,277 shares | $1,228,804 |
| Lennox Intl Inc | COM | 526107107 | — | 3,445 shares | $1,223,044 |
| Solaris Energy Infrastructure | COM | 83418M103 | — | 17,155 shares | $1,221,093 |
| Deckers Outdoor Corp | COM | 243537107 | — | 15,594 shares | $1,218,515 |
| Box Inc Class A | COM | 10316T104 | — | 36,341 shares | $1,216,697 |
| Henry Jack & Assoc Inc | COM | 426281101 | — | 8,491 shares | $1,216,251 |
| Lululemon Athletica Inc | COM | 550021109 | — | 12,599 shares | $1,211,898 |
| Champion Homes Inc | COM | 830830105 | — | 14,116 shares | $1,209,741 |
| Myr Group Inc | COM | 55405W104 | — | 4,121 shares | $1,205,228 |
| Bank Ozk | COM | 06417N103 | — | 26,213 shares | $1,204,749 |
| Tyler Technologies Inc | COM | 902252105 | — | 3,769 shares | $1,200,803 |
| International Seaways Inc | COM | Y41053102 | — | 10,878 shares | $1,198,103 |
| Associated Banc Corp | COM | 045487105 | — | 41,803 shares | $1,197,656 |
| Ha Sustainable Infrastructure | COM | 41068X100 | — | 33,115 shares | $1,186,179 |
| Brunswick Corp | COM | 117043109 | — | 18,441 shares | $1,184,650 |
| Allegro Microsystems Inc | COM | 01749D105 | — | 32,489 shares | $1,180,975 |
| Autonation Inc | COM | 05329W102 | — | 7,493 shares | $1,179,698 |
| Middleby Corp | COM | 596278101 | — | 11,371 shares | $1,177,808 |
| Cousins Properties Inc | RT | 222795502 | — | 42,539 shares | $1,175,778 |
| Meritage Homes Corp | COM | 59001A102 | — | 18,603 shares | $1,169,199 |
| Vishay Intertechnology Inc | COM | 928298108 | — | 35,919 shares | $1,169,163 |
| AERCAP HOLDINGS NV | COM | N00985106 | — | 8,136 shares | $1,167,679 |
| Piper Sandler Companies | COM | 724078209 | — | 17,699 shares | $1,167,593 |
| Trex Co Inc | COM | 89531P105 | — | 26,694 shares | $1,162,791 |
| Patterson Uti Energy Inc | COM | 703481101 | — | 106,418 shares | $1,162,085 |
| Louisiana Pac Corp | COM | 546347105 | — | 17,971 shares | $1,160,028 |
| One Gas Inc | COM | 68235P108 | — | 16,135 shares | $1,159,622 |
| Aptiv PLC | COM | G3265R107 | — | 26,913 shares | $1,157,797 |
| Rush Enterprises Inc | COM | 781846209 | — | 25,258 shares | $1,157,069 |
| Spire Inc | COM | 84857L101 | — | 15,204 shares | $1,156,872 |
| Molson Coors Brewing Co Cl B | COM | 60871R209 | — | 31,720 shares | $1,156,828 |
| Urban Outfitters Inc | COM | 917047102 | — | 15,120 shares | $1,154,866 |
| Installed Building Prods Inc | COM | 45780R101 | — | 6,015 shares | $1,154,158 |
| Signet Jewelers Limited | COM | G81276100 | — | 11,210 shares | $1,147,119 |
| Ingredion Inc | COM | 457187102 | — | 11,965 shares | $1,146,367 |
| SK Hynix Inc American Deposit | ADR | 78392B206 | — | 6,201 shares | $1,141,914 |
| News Corp Cl A | COM | 65249B109 | — | 39,814 shares | $1,140,671 |
| Costar Group Inc | COM | 22160N109 | — | 41,629 shares | $1,140,635 |
| Pricesmart Inc | COM | 741511109 | — | 6,736 shares | $1,139,125 |
| Warrior Met Coal Inc | COM | 93627C101 | — | 12,925 shares | $1,138,305 |
| Mara Hldgs Inc | COM | 565788106 | — | 100,254 shares | $1,135,878 |
| Cavco Industries Inc | COM | 149568107 | — | 2,024 shares | $1,133,966 |
| Alaska Air Group Inc | COM | 011659109 | — | 29,301 shares | $1,133,949 |
| Oceaneering Intl Inc | COM | 675232102 | — | 25,986 shares | $1,133,769 |
| Cactus Inc Cl A | COM | 127203107 | — | 18,216 shares | $1,133,400 |
| Versant Media Group Inc Cl A | COM | 925283103 | — | 35,747 shares | $1,133,180 |
| Indivior Pharmaceuticals Inc | COM | 45579U109 | — | 31,558 shares | $1,131,354 |
| Moelis & Co Cl A | COM | 60786M105 | — | 19,655 shares | $1,130,556 |
| Robert Half Inc | COM | 770323103 | — | 30,752 shares | $1,130,136 |
| Diodes Inc | COM | 254543101 | — | 11,667 shares | $1,129,249 |
| Livanova Plc | COM | G5509L101 | — | 14,736 shares | $1,127,304 |
| California Resources Corp Stoc | COM | 13057Q305 | — | 22,164 shares | $1,125,931 |
| Enphase Energy Inc | COM | 29355A107 | — | 33,985 shares | $1,121,165 |
| Delek Us Holdings Inc | COM | 24665A103 | — | 15,679 shares | $1,119,010 |
| Eastern Bankshares Inc | COM | 27627N105 | — | 53,430 shares | $1,118,290 |
| Integer Holdings Corp | COM | 45826H109 | — | 8,824 shares | $1,114,912 |
| Space Exploration Technology C | COM | 84615Q103 | — | 7,383 shares | $1,113,799 |
| Epr Properties | RT | 26884U109 | — | 19,769 shares | $1,109,634 |
| Remitly Global Inc | COM | 75960P104 | — | 51,924 shares | $1,108,058 |
| Dominos Pizza Inc | COM | 25754A201 | — | 3,698 shares | $1,107,958 |
| Mosaic Co | COM | 61945C103 | — | 50,912 shares | $1,102,245 |
| COVISTA INC | COM | 00737L103 | — | 9,009 shares | $1,100,900 |
| Tko Group Holdings Inc Cl A | COM | 87256C101 | — | 6,125 shares | $1,100,785 |
| Vontier Corporation Com | COM | 928881101 | — | 35,034 shares | $1,100,068 |
| Chewy Inc Cl A | COM | 16679L109 | — | 60,392 shares | $1,099,134 |
| BGC Group Inc Cl A | COM | 088929104 | — | 94,859 shares | $1,093,724 |
| Fulton Financial Corp Pa | COM | 360271100 | — | 48,461 shares | $1,093,280 |
| Belden Inc | COM | 077454106 | — | 10,109 shares | $1,091,064 |
| Enova Intl Inc | COM | 29357K103 | — | 6,526 shares | $1,090,560 |
| Chefs Warehouse Inc | COM | 163086101 | — | 9,713 shares | $1,089,507 |
| Aar Corp | COM | 000361105 | — | 10,719 shares | $1,087,657 |
| Thor Industries Inc | COM | 885160101 | — | 15,681 shares | $1,083,557 |
| Cabot Corp | COM | 127055101 | — | 14,086 shares | $1,083,354 |
| Brinks Co | COM | 109696104 | — | 10,717 shares | $1,082,310 |
| Northwestern Corp | COM | 668074305 | — | 15,819 shares | $1,081,703 |
| Ishares Msci Kuwait Etf | ETF | 46436E817 | — | 29,477 shares | $1,081,069 |
| Bread Financial Holdings | COM | 018581108 | — | 11,034 shares | $1,078,573 |
| The Campbell's Company | COM | 134429109 | — | 54,148 shares | $1,073,755 |
| First Financial Bankshares | COM | 32020R109 | — | 33,588 shares | $1,066,083 |
| Azz Inc | COM | 002474104 | — | 7,927 shares | $1,065,310 |
| ProShares S&P 500 Dividend Ari | ETF | 74348A467 | — | 19,667 shares | $1,063,985 |
| Primoris Svcs Corp Com | COM | 74164F103 | — | 14,257 shares | $1,062,432 |
| Cooper Cos Inc | COM | 216648501 | — | 18,715 shares | $1,057,959 |
| Concentra Group Holdings Paren | COM | 20603L102 | — | 30,728 shares | $1,057,658 |
| Caesars Entertainment Inc | COM | 12769G100 | — | 35,658 shares | $1,057,260 |
| Bio Techne Corp | COM | 09073M104 | — | 14,576 shares | $1,056,323 |
| Karman Holdings Inc Common Sto | COM | 485924104 | — | 32,560 shares | $1,055,595 |
| Radian Group Inc Com | COM | 750236101 | — | 34,426 shares | $1,053,780 |
| Clear Secure Inc Cl A | COM | 18467V109 | — | 25,063 shares | $1,051,393 |
| Herc Holdings, Inc | COM | 42704L104 | — | 8,420 shares | $1,050,816 |
| Pvh Corp | COM | 693656100 | — | 14,132 shares | $1,046,475 |
| Kbr Inc | COM | 48242W106 | — | 29,712 shares | $1,044,674 |
| Texas Capital Bancshares Inc | COM | 88224Q107 | — | 11,229 shares | $1,044,522 |
| Core Natural Resources Inc | COM | 218937100 | — | 12,130 shares | $1,041,239 |
| Servisfirst Bancshares Inc | COM | 81768T108 | — | 26,013 shares | $1,040,000 |
| Millrose Properties Inc USD C | COM | 601137102 | — | 39,994 shares | $1,038,644 |
| Par Pacific Holdings Inc | COM | 69888T207 | — | 12,716 shares | $1,037,880 |
| Axcelis Technologies Inc | COM | 054540208 | — | 7,877 shares | $1,033,305 |
| Icu Medical Inc | COM | 44930G107 | — | 6,425 shares | $1,031,277 |
| Rollins Inc | COM | 775711104 | — | 34,185 shares | $1,029,652 |