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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) |
|---|---|---|---|---|---|
| Prog Holdings Inc Com | COM | 74319R101 | — | 13,248 shares | $409,628 |
| Douglas Emmett Inc | RT | 25960P109 | — | 42,628 shares | $408,376 |
| Schneider Natl Inc Wis Cl B Cl | COM | 80689H102 | — | 12,768 shares | $406,661 |
| UBS GROUP AG | COM | H42097107 | — | 8,439 shares | $406,169 |
| Iberdrola Sa Adr | ADR | 450737101 | — | 4,319 shares | $404,428 |
| Wolverine World Wide Inc | COM | 978097103 | — | 21,121 shares | $403,622 |
| Dime Commercial Bancshares, In | COM | 25432X102 | — | 10,217 shares | $402,754 |
| Omnicell Inc | COM | 68213N109 | — | 11,816 shares | $402,335 |
| Abb Ltd Sponsored Adr | ADR | 000375204 | — | 4,199 shares | $399,407 |
| Shake Shack Inc Cl A | COM | 819047101 | — | 6,796 shares | $398,789 |
| Xencor Inc | COM | 98401F105 | — | 15,857 shares | $395,632 |
| Innoviva Inc | COM | 45781M101 | — | 18,639 shares | $395,333 |
| Alignment Healthcare Inc | COM | 01625V104 | — | 48,187 shares | $393,206 |
| Hawaiian Elec Industries | COM | 419870100 | — | 43,824 shares | $391,787 |
| Atlassian Corporation Cl A | COM | 049468101 | — | 2,181 shares | $391,031 |
| Concentrix Corp | COM | 20602D101 | — | 15,602 shares | $389,270 |
| Sally Beauty Holdings Inc | COM | 79546E104 | — | 23,692 shares | $389,023 |
| Stewart Information Services C | COM | 860372101 | — | 7,804 shares | $387,937 |
| Safety Insurance Group Inc | COM | 78648T100 | — | 3,731 shares | $386,457 |
| Ss&C Technologies Holdings Inc | COM | 78467J100 | — | 4,976 shares | $383,500 |
| 1St Ctzns Bancshares Inc N C C | COM | 31946M103 | — | 186 shares | $383,197 |
| Fmc Corp | COM | 302491303 | — | 42,910 shares | $382,757 |
| Ellington Financial Inc | RT | 28852N109 | — | 32,350 shares | $382,700 |
| Uniti Group Inc | RT | 912932100 | — | 45,210 shares | $378,860 |
| Cvr Energy Inc Com Stk | COM | 12662P108 | — | 7,429 shares | $378,805 |
| Mongodb Inc Cl A | COM | 60937P106 | — | 1,085 shares | $378,242 |
| Ani Pharmaceuticals Inc | COM | 00182C103 | — | 5,187 shares | $376,836 |
| Kemper Corp | COM | 488401100 | — | 15,041 shares | $376,025 |
| Alibaba Group Holding LTD Sp A | ADR | 01609W102 | — | 3,495 shares | $375,852 |
| Vestis Corporation | COM | 29430C102 | — | 28,103 shares | $375,456 |
| Roblox Corp Cl A | COM | 771049103 | — | 8,856 shares | $375,229 |
| Meta Financial Group Inc | COM | 59100U108 | — | 5,237 shares | $372,560 |
| Axa Sa Sponsored Adr | ADR | 054536107 | — | 7,657 shares | $369,978 |
| Hilltop Holdings | COM | 432748101 | — | 9,720 shares | $366,055 |
| Masterbrand Inc Common Stock | COM | 57638P104 | — | 52,254 shares | $365,778 |
| Lakeland Financial Corp | COM | 511656100 | — | 6,319 shares | $364,354 |
| Conmed Corp | COM | 207410101 | — | 7,872 shares | $363,923 |
| Coreweave Inc Cl A | COM | 21873S108 | — | 4,175 shares | $363,726 |
| Blackbaud Inc | COM | 09227Q100 | — | 8,716 shares | $362,760 |
| Amn Healthcare Services Inc | COM | 001744101 | — | 10,108 shares | $362,574 |
| Healthcare Services Group Inc | COM | 421906108 | — | 17,613 shares | $360,186 |
| Restaurant Brands Intl Inc Com | COM | 76131D103 | — | 5,046 shares | $358,670 |
| Rush Street Interactive Inc | COM | 782011100 | — | 17,433 shares | $354,413 |
| Magnum Ice Cream Co NV Ord | COM | N5505D105 | — | 19,620 shares | $348,844 |
| Red Rock Resorts Inc Cl A Cl A | COM | 75700L108 | — | 7,034 shares | $348,464 |
| Triumph Financial Inc | COM | 89679E300 | — | 5,778 shares | $346,622 |
| Flowers Foods Inc | COM | 343498101 | — | 62,294 shares | $345,732 |
| Innovex International Inc | COM | 457651107 | — | 12,781 shares | $345,343 |
| Millerknoll Inc | COM | 600544100 | — | 17,540 shares | $344,836 |
| Pebblebrook Hotel Trust | RT | 70509V100 | — | 18,350 shares | $344,246 |
| Astrana Health | COM | 03763A207 | — | 9,669 shares | $343,926 |
| Jetblue Awys Corp | COM | 477143101 | — | 80,985 shares | $342,567 |
| Penn Entmt Inc | COM | 707569109 | — | 23,382 shares | $342,546 |
| Insmed Inc | COM | 457669307 | — | 2,993 shares | $341,621 |
| Stepan Co | COM | 858586100 | — | 5,474 shares | $341,468 |
| Adi Global Distr Inc | COM | 001026103 | — | 19,027 shares | $340,964 |
| Sunstone Hotel Invs Inc New Co | RT | 867892101 | — | 30,048 shares | $336,838 |
| Buckle Inc | COM | 118440106 | — | 7,817 shares | $335,740 |
| Arlo Technologies Inc | COM | 04206A101 | — | 26,977 shares | $334,515 |
| Rolls Royce Holdings Plc Spons | ADR | 775781206 | — | 17,105 shares | $332,119 |
| Novo-Nordisk AS ADR | ADR | 670100205 | — | 8,745 shares | $331,523 |
| Westamerica Bancorporation | COM | 957090103 | — | 5,659 shares | $330,033 |
| Vir Biotechnology, Inc. | COM | 92764N102 | — | 29,323 shares | $327,831 |
| Us Physical Therapy Inc | COM | 90337L108 | — | 3,810 shares | $326,631 |
| Napco Security Technologies, I | COM | 630402105 | — | 9,133 shares | $325,317 |
| Columbia Sportswear Co | COM | 198516106 | — | 5,645 shares | $324,079 |
| National Vision Holdings Inc | COM | 63845R107 | — | 19,700 shares | $322,686 |
| Blackline, Inc | COM | 09239B109 | — | 12,153 shares | $322,419 |
| Energizer Holdings Inc | COM | 29272W109 | — | 15,054 shares | $322,005 |
| Azenta, Inc | COM | 114340102 | — | 9,209 shares | $321,302 |
| Toyota Mtr Corp Sponsored Adr | ADR | 892331307 | — | 1,750 shares | $320,425 |
| Greenbrier Cos Inc | COM | 393657101 | — | 7,910 shares | $316,954 |
| Dauch Corp Com | COM | 024061103 | — | 60,628 shares | $316,478 |
| Edgewell Pers Care Co | COM | 28035Q102 | — | 11,689 shares | $315,369 |
| Heico Corp Cl A | COM | 422806208 | — | 1,375 shares | $313,954 |
| Tompkins Financial Corporation | COM | 890110109 | — | 3,257 shares | $313,486 |
| Rex American Resources Corp | COM | 761624105 | — | 7,173 shares | $311,667 |
| Merchants Bancorp Ind | COM | 58844R108 | — | 6,355 shares | $311,141 |
| United Sts Lime & Minerals Inc | COM | 911922102 | — | 2,736 shares | $309,469 |
| Walker & Dunlop Inc | COM | 93148P102 | — | 8,737 shares | $306,756 |
| Onemain Holdings Inc | COM | 68268W103 | — | 5,489 shares | $304,036 |
| Gibraltar Industries Inc | COM | 374689107 | — | 7,671 shares | $303,772 |
| Reynolds Consumer Prods Inc Co | COM | 76171L106 | — | 14,002 shares | $302,723 |
| Scansource Inc | COM | 806037107 | — | 5,121 shares | $300,756 |
| Pilgrims Pride Corp | COM | 72147K108 | — | 11,077 shares | $299,190 |
| Atlas Copco Ab Sponsored Adr N | ADR | 049255706 | — | 14,455 shares | $298,846 |
| La-Z-Boy Inc | COM | 505336107 | — | 10,044 shares | $297,704 |
| Enact Holdings Inc | COM | 29249E109 | — | 6,870 shares | $297,196 |
| Tennant Co | COM | 880345103 | — | 4,419 shares | $297,045 |
| Artivion Inc | COM | 228903100 | — | 12,942 shares | $295,336 |
| Preferred Bank Los Angeles Ca | COM | 740367404 | — | 2,811 shares | $294,396 |
| Carters Inc | COM | 146229109 | — | 9,401 shares | $294,345 |
| Tandem Diabetes Care Inc New | COM | 875372203 | — | 17,955 shares | $292,846 |
| Worthington Stl Inc | COM | 982104101 | — | 8,292 shares | $292,127 |
| Harmonic Inc | COM | 413160102 | — | 27,645 shares | $291,931 |
| Zscaler Inc | COM | 98980G102 | — | 1,463 shares | $291,751 |
| Donnelley Financial Solutions | COM | 25787G100 | — | 6,168 shares | $291,068 |
| Hitachi Ltd A.D.R. For 10 Com | ADR | 433578507 | — | 8,305 shares | $290,108 |
| Lindsay Corp | COM | 535555106 | — | 2,577 shares | $288,469 |
| Heritage Financial Corp Wash | COM | 42722X106 | — | 10,391 shares | $287,103 |