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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) |
|---|---|---|---|---|---|
| Hni Corp | COM | 404251100 | — | 18,490 shares | $837,967 |
| American States Water Co | COM | 029899101 | — | 10,174 shares | $837,625 |
| First Financial Bancorp Oh | COM | 320209109 | — | 26,688 shares | $835,868 |
| Dutch Brothers Inc Cl A | COM | 26701L100 | — | 21,608 shares | $833,204 |
| Vanguard Mid Cap Value Index | MUT | 921937694 | — | 8,220 shares | $832,643 |
| Celsius Holdings Inc New | COM | 15118V207 | — | 30,419 shares | $831,960 |
| Madden Steven LTD | COM | 556269108 | — | 18,576 shares | $831,648 |
| Kb Home | COM | 48666K109 | — | 17,874 shares | $830,605 |
| Dana Incorporated | COM | 235825205 | — | 30,375 shares | $829,541 |
| Simmons 1St Natl Corp Cl A $1 | COM | 828730200 | — | 36,636 shares | $827,241 |
| Planet Fitness Inc Cl A | COM | 72703H101 | — | 19,559 shares | $825,781 |
| Cal Maine Foods Inc | COM | 128030202 | — | 12,129 shares | $825,500 |
| Life360 Inc | COM | 532206109 | — | 20,491 shares | $825,275 |
| Corecivic Inc | RT | 21871N101 | — | 25,578 shares | $824,890 |
| Nicolet Bankshares Inc | COM | 65406E102 | — | 5,055 shares | $824,066 |
| Boise Cascade Co | COM | 09739D100 | — | 11,083 shares | $821,804 |
| Knowles Corp | COM | 49926D109 | — | 22,078 shares | $820,198 |
| Cohu Inc | COM | 192576106 | — | 12,034 shares | $819,997 |
| National Health Invs Inc Com | RT | 63633D104 | — | 12,487 shares | $819,522 |
| Stride Inc Com | COM | 86333M108 | — | 10,507 shares | $819,336 |
| ABM Industries Inc | COM | 000957100 | — | 17,029 shares | $819,095 |
| Kontoor Brands Inc | COM | 50050N103 | — | 12,978 shares | $818,003 |
| Cheesecake Factory Inc | COM | 163072101 | — | 7,770 shares | $817,715 |
| Liberty Energy Inc | COM | 53115L104 | — | 44,751 shares | $815,363 |
| Waystar Holding Corp | COM | 946784105 | — | 32,100 shares | $813,414 |
| Exponent Inc | COM | 30214U102 | — | 12,428 shares | $813,040 |
| Highwood Properties Inc | RT | 431284108 | — | 27,985 shares | $812,125 |
| Polaris Inc | COM | 731068102 | — | 15,546 shares | $810,724 |
| Peabody Energy Corp | COM | 704551100 | — | 33,091 shares | $807,089 |
| Arcutis Biotherapeutics Inc | COM | 03969K108 | — | 30,489 shares | $805,824 |
| Kinetik Holdings INC | COM | 02215L209 | — | 16,013 shares | $803,853 |
| Kadant Inc Com | COM | 48282T104 | — | 3,067 shares | $802,082 |
| Bright Horizons Family Solutio | COM | 109194100 | — | 12,511 shares | $797,201 |
| Veeco Instruments Inc | COM | 922417100 | — | 15,353 shares | $796,821 |
| Graphic Packaging Hldg Co Com | COM | 388689101 | — | 88,025 shares | $796,626 |
| Silgan Holdings Inc | COM | 827048109 | — | 22,818 shares | $792,925 |
| Community Finl Sys Inc | COM | 203607106 | — | 13,308 shares | $792,358 |
| Maximus Inc | COM | 577933104 | — | 14,823 shares | $788,435 |
| Osi Systems Inc | COM | 671044105 | — | 4,056 shares | $788,365 |
| Natera Inc | COM | 632307104 | — | 1,905 shares | $787,356 |
| Norwegian Cruise Line Holding | COM | G66721104 | — | 53,667 shares | $786,758 |
| Yeti Holdings Inc | COM | 98585X104 | — | 19,103 shares | $783,605 |
| Chesapeake Utilities Corp | COM | 165303108 | — | 6,079 shares | $780,908 |
| Post Holdings Inc | COM | 737446104 | — | 10,690 shares | $778,766 |
| Seacoast Banking Corp Fl | COM | 811707801 | — | 24,340 shares | $774,742 |
| Curbline Properties Corp | RT | 23128Q101 | — | 27,799 shares | $773,646 |
| Kohls Corp | COM | 500255104 | — | 41,594 shares | $767,825 |
| American Eagle Outfitters Inc | COM | 02553E106 | — | 43,137 shares | $766,976 |
| Transmedics Group Inc | COM | 89377M109 | — | 9,169 shares | $765,153 |
| Astera Laboratories Inc | COM | 04626A103 | — | 2,147 shares | $764,268 |
| BankUnited Inc | COM | 06652K103 | — | 18,109 shares | $764,200 |
| Atricure Inc | COM | 04963C209 | — | 13,551 shares | $761,566 |
| First Hawaiian Inc | COM | 32051X108 | — | 30,901 shares | $760,783 |
| Cushman And Wakefield Ltd Comm | COM | G2717C106 | — | 64,336 shares | $759,808 |
| Roche Hldg Ltd Sponsored Adr I | ADR | 771195104 | — | 14,535 shares | $759,651 |
| Sps Commerce Inc | COM | 78463M107 | — | 9,174 shares | $756,305 |
| Pegasystems Inc Com | COM | 705573103 | — | 22,673 shares | $754,557 |
| Benchmark Electronics Inc | COM | 08160H101 | — | 9,078 shares | $752,657 |
| First Interstate Bancsys/Mt | COM | 32055Y201 | — | 20,888 shares | $746,537 |
| Avista Corp | COM | 05379B107 | — | 21,265 shares | $746,189 |
| Wingstop Inc | COM | 974155103 | — | 7,068 shares | $744,755 |
| Natl Healthcare Corp Com | COM | 635906100 | — | 3,378 shares | $741,505 |
| Park Natl Corp | COM | 700658107 | — | 4,148 shares | $741,082 |
| World Kinect Corporation Com | COM | 981475106 | — | 21,072 shares | $740,892 |
| Vita Coco Co Inc | COM | 92846Q107 | — | 12,930 shares | $740,307 |
| Harley-Davidson Inc | COM | 412822108 | — | 30,298 shares | $740,180 |
| Brighthouse Financial Inc | COM | 10922N103 | — | 14,790 shares | $738,021 |
| Adeia Inc | COM | 00676P107 | — | 28,826 shares | $737,946 |
| Knife Riv Holding Co Common St | COM | 498894104 | — | 14,630 shares | $737,645 |
| Nmi Holdings Inc Cl A | COM | 629209305 | — | 19,761 shares | $737,481 |
| PDD HOLDINGS INC | ADR | 722304102 | — | 9,414 shares | $733,727 |
| Power Integrations Inc | COM | 739276103 | — | 14,132 shares | $732,038 |
| California Wtr Svc Group | COM | 130788102 | — | 15,778 shares | $730,048 |
| Provident Financial Services I | COM | 74386T105 | — | 32,926 shares | $729,311 |
| Kyndryl Hldgs Inc | COM | 50155Q100 | — | 64,422 shares | $725,392 |
| Arcbest Corp | COM | 03937C105 | — | 5,692 shares | $725,388 |
| Warby Parker Inc Cl A | COM | 93403J106 | — | 26,048 shares | $723,613 |
| Dnow Inc | COM | 67011P100 | — | 46,435 shares | $719,742 |
| Hsbc Hldgs Plc Sponsored Adr N | ADR | 404280406 | — | 7,243 shares | $719,302 |
| Neogen Corp | COM | 640491106 | — | 55,855 shares | $714,944 |
| Marriott Vactins Worldwide Cor | COM | 57164Y107 | — | 6,990 shares | $714,937 |
| Assured Guaranty Ltd | COM | G0585R106 | — | 10,504 shares | $711,331 |
| Extreme Networks Inc | COM | 30226D106 | — | 33,131 shares | $710,660 |
| Penguin Solutions Inc | COM | 706915105 | — | 12,935 shares | $707,415 |
| Newell Brands Inc | COM | 651229106 | — | 133,852 shares | $706,739 |
| Acadian Asset Management Inc | COM | 10948W103 | — | 7,696 shares | $705,800 |
| Credit Accep Corp Mich | COM | 225310101 | — | 1,329 shares | $705,699 |
| AngloGold Ashanti Limited | ADR | G0378L100 | — | 7,502 shares | $704,813 |
| Credicorp LTD | COM | G2519Y108 | — | 1,855 shares | $704,659 |
| Netscout Systems Inc | COM | 64115T104 | — | 17,518 shares | $703,873 |
| Strategy Inc Cl A New | COM | 594972408 | — | 4,590 shares | $702,683 |
| Advance Auto Parts Inc | COM | 00751Y106 | — | 18,053 shares | $702,442 |
| Centrus Energy Corp. Class A | COM | 15643U104 | — | 5,032 shares | $701,914 |
| Freshpet Inc | COM | 358039105 | — | 12,194 shares | $701,887 |
| Wd-40 Co | COM | 929236107 | — | 3,466 shares | $700,028 |
| Acadia Pharmaceuticals | COM | 004225108 | — | 34,439 shares | $693,946 |
| Totalenergies SE Act | COM | F92124100 | — | 8,106 shares | $693,063 |
| Bank Hawaii Corp | COM | 062540109 | — | 10,005 shares | $689,545 |
| Banc Of California Inc | COM | 05990K106 | — | 39,963 shares | $688,562 |
| Mercury General Corp | COM | 589400100 | — | 6,938 shares | $685,821 |