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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) |
|---|---|---|---|---|---|
| Tenable Holdings Inc | COM | 88025T102 | — | 28,173 shares | $1,025,215 |
| First Bancorp Pr | COM | 318672706 | — | 38,904 shares | $1,024,731 |
| Tanger Inc | RT | 875465106 | — | 29,859 shares | $1,024,164 |
| Ryan Specialty Holdings Inc Cl | COM | 78351F107 | — | 27,677 shares | $1,024,049 |
| Mdu Resources Group Inc | COM | 552690109 | — | 55,131 shares | $1,022,129 |
| Synaptics Inc | COM | 87157D109 | — | 10,052 shares | $1,019,223 |
| United Community Banks Blairsv | COM | 90984P303 | — | 30,527 shares | $1,018,075 |
| Helmerich & Payne Inc | COM | 423452101 | — | 27,392 shares | $1,017,339 |
| Franklin Electric Inc | COM | 353514102 | — | 10,574 shares | $1,013,941 |
| Openlane Inc | COM | 48238T109 | — | 29,661 shares | $1,012,330 |
| Grand Canyon Ed Inc | COM | 38526M106 | — | 6,678 shares | $1,012,318 |
| Penske Automotive Group Inc Co | COM | 70959W103 | — | 5,051 shares | $1,011,917 |
| Davita Inc | COM | 23918K108 | — | 5,785 shares | $1,011,912 |
| The Geo Group Inc | RT | 36162J106 | — | 33,159 shares | $1,010,355 |
| Mattel Inc | COM | 577081102 | — | 79,744 shares | $1,009,559 |
| Cathay Gen Bancorp | COM | 149150104 | — | 16,930 shares | $1,007,335 |
| Envista Holdings Corporation | COM | 29415F104 | — | 42,913 shares | $1,007,168 |
| Warner Music Group Corp Cl A | COM | 934550203 | — | 36,228 shares | $1,000,255 |
| Esab Corporation | COM | 29605J106 | — | 15,151 shares | $998,148 |
| Kilroy Realty Corp | RT | 49427F108 | — | 29,960 shares | $996,769 |
| Valvoline Inc | COM | 92047W101 | — | 33,030 shares | $995,524 |
| Veracyte Inc | COM | 92337F107 | — | 21,523 shares | $990,919 |
| Federated Hermes Inc Cl B | COM | 314211103 | — | 17,534 shares | $988,392 |
| WSFS Financial Corp | COM | 929328102 | — | 13,070 shares | $987,700 |
| Tidewater Inc | COM | 88642R109 | — | 12,159 shares | $986,095 |
| Travel And Leisure Co | COM | 894164102 | — | 15,902 shares | $983,857 |
| Itron Inc | COM | 465741106 | — | 11,369 shares | $981,599 |
| Fti Consulting Inc | COM | 302941109 | — | 7,285 shares | $979,905 |
| Skywest Inc | COM | 830879102 | — | 10,098 shares | $978,698 |
| Copt Defense Properties | RT | 22002T108 | — | 29,159 shares | $973,911 |
| Cinemark Holdings Inc | COM | 17243V102 | — | 26,099 shares | $973,493 |
| Tutor Perini Corp | COM | 901109108 | — | 11,792 shares | $973,076 |
| Crescent Energy Company Cl A | COM | 44952J104 | — | 75,361 shares | $971,403 |
| Doximity Inc Cl A | COM | 26622P107 | — | 34,061 shares | $965,289 |
| Manpowergroup Inc | COM | 56418H100 | — | 17,313 shares | $962,257 |
| Graham Holdings Co | COM | 384637104 | — | 847 shares | $961,065 |
| Boot Barn Holdings Inc | COM | 099406100 | — | 7,975 shares | $960,748 |
| Celanese Corp | COM | 150870103 | — | 21,627 shares | $959,600 |
| Universal Health Services Inc | COM | 913903100 | — | 5,495 shares | $957,559 |
| Pjt Partners Inc Com Cl A Com | COM | 69343T107 | — | 6,698 shares | $955,872 |
| M/I Homes Inc | COM | 55305B101 | — | 7,073 shares | $955,774 |
| International Bancshares Corp | COM | 459044103 | — | 13,910 shares | $952,765 |
| Sphere Entertainment Co | COM | 55826T102 | — | 7,065 shares | $949,819 |
| Avient Corporation Com | COM | 05368V106 | — | 23,594 shares | $949,658 |
| Korn Ferry | COM | 500643200 | — | 13,175 shares | $943,198 |
| Genworth Financial Inc Cl A | COM | 37247D106 | — | 105,093 shares | $942,684 |
| Badger Meter Inc | COM | 056525108 | — | 7,613 shares | $940,510 |
| Morningstar Inc Com Stk | COM | 617700109 | — | 4,934 shares | $937,657 |
| Independent Bank Corp Ma | COM | 453836108 | — | 12,068 shares | $937,080 |
| Stepstone Group Inc Cl A | COM | 85914M107 | — | 21,545 shares | $935,053 |
| Digi Intl Inc | COM | 253798102 | — | 12,264 shares | $934,885 |
| Otter Tail Corp | COM | 689648103 | — | 10,606 shares | $933,752 |
| Ultra Clean Holdings Inc | COM | 90385V107 | — | 11,514 shares | $933,325 |
| Unifirst Corp Ma | COM | 904708104 | — | 3,718 shares | $931,433 |
| Bath & Body Works Inc | COM | 070830104 | — | 58,490 shares | $931,161 |
| Telephone & Data Systems Inc | COM | 879433829 | — | 27,446 shares | $930,968 |
| Atmus Filtration Technologies | COM | 04956D107 | — | 21,385 shares | $928,537 |
| Clearway Energy Inc Cl C | COM | 18539C204 | — | 31,665 shares | $926,835 |
| Textron Inc | COM | 883203101 | — | 12,109 shares | $922,706 |
| Brady Corp Cl A | COM | 104674106 | — | 11,013 shares | $919,475 |
| Cvb Financial Corp | COM | 126600105 | — | 42,408 shares | $916,437 |
| Griffon Corp | COM | 398433102 | — | 9,799 shares | $911,699 |
| Lxp Industrial Trust | RT | 529043408 | — | 14,957 shares | $911,180 |
| Wesbanco Inc | COM | 950810101 | — | 24,310 shares | $909,680 |
| FLAGSTAR FINANCIAL INC | COM | 649445400 | — | 77,677 shares | $906,491 |
| Option Care Health Inc New | COM | 68404L201 | — | 40,216 shares | $904,458 |
| Dolby Laboratories Inc Cl A | COM | 25659T107 | — | 15,382 shares | $904,000 |
| Renasant Corp | COM | 75970E107 | — | 23,250 shares | $903,960 |
| Apple Hospitality Reit Inc Com | RT | 03784Y200 | — | 55,889 shares | $903,166 |
| Broadstone Net Lease Inc Usd0. | RT | 11135E203 | — | 48,737 shares | $901,634 |
| Adt Inc | COM | 00090Q103 | — | 148,275 shares | $901,512 |
| Mirion Technologies Inc Cl A | COM | 60471A101 | — | 63,822 shares | $901,167 |
| Asbury Automotive Group Inc | COM | 043436104 | — | 5,223 shares | $899,923 |
| Lazard Inc | COM | 52110M109 | — | 24,801 shares | $898,540 |
| Organon & Co | COM | 68622V106 | — | 65,456 shares | $896,747 |
| Q2 Holdings Inc | COM | 74736L109 | — | 16,172 shares | $896,576 |
| Hamilton Lane Inc Cl A Cl A | COM | 407497106 | — | 10,320 shares | $896,395 |
| Ashland Inc | COM | 044186104 | — | 13,177 shares | $894,982 |
| Bill Holdings Inc | COM | 090043100 | — | 20,933 shares | $890,490 |
| Independence Realty Trust Inc | RT | 45378A106 | — | 60,844 shares | $884,063 |
| SL Green Realty Corp | RT | 78440X887 | — | 18,037 shares | $882,370 |
| Dorman Products Inc | COM | 258278100 | — | 7,175 shares | $879,655 |
| Versigent PLC Ordinary Shares | COM | G9600F104 | — | 19,418 shares | $872,660 |
| Standex Intl Corp | COM | 854231107 | — | 3,194 shares | $872,154 |
| United Natural Foods Inc | COM | 911163103 | — | 19,446 shares | $870,986 |
| Willscot Hldgs Corp | COM | 971378104 | — | 50,343 shares | $864,893 |
| Amneal Pharmaceuticals Inc Sto | COM | 03168L105 | — | 42,839 shares | $862,777 |
| Rxo Inc Common Stock | COM | 74982T103 | — | 42,063 shares | $860,609 |
| Fox Corp Cl B | COM | 35137L204 | — | 15,216 shares | $856,661 |
| Mueller Wtr Prods Inc Com Ser | COM | 624758108 | — | 40,292 shares | $855,802 |
| Palomar Holdings Inc | COM | 69753M105 | — | 6,909 shares | $851,811 |
| Group 1 Automotive Inc | COM | 398905109 | — | 3,540 shares | $851,158 |
| Dave Inc Class A | COM | 23834J201 | — | 2,645 shares | $850,394 |
| Ishares Msci Indonia Etf | ETF | 46429B309 | — | 72,338 shares | $848,525 |
| Universal Display Corp | COM | 91347P105 | — | 11,009 shares | $848,133 |
| NCR Atleos Corporation | COM | 63001N106 | — | 18,750 shares | $847,125 |
| Ishares Msci Qatar Etf | ETF | 46434V779 | — | 51,979 shares | $846,738 |
| Wisdomtree Inc | COM | 97717P104 | — | 34,736 shares | $843,737 |
| Cleanspark Inc | COM | 18452B209 | — | 65,457 shares | $843,086 |
| Lifestance Health Group Inc | COM | 53228F101 | — | 69,815 shares | $839,874 |