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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
  1. NVidia Corp · COM · 67066G104 · shares: $518,445,020
  2. Apple Inc · COM · 037833100 · shares: $486,892,566
  3. Microsoft Corp · COM · 594918104 · shares: $378,066,019
  4. Amazon.Com Inc · COM · 023135106 · shares: $241,987,934
  5. Alphabet Inc Cap Stock Cl A · COM · 02079K305 · shares: $195,212,570
  6. Meta Platforms Inc · COM · 30303M102 · shares: $162,104,920
  7. Broadcom Inc · COM · 11135F101 · shares: $159,489,955
  8. Alphabet Inc Cap Stock Cl C · COM · 02079K107 · shares: $156,988,050
  9. Micron Technology Inc · COM · 595112103 · shares: $123,418,646
  10. Berkshire Hathaway Inc Cl B · COM · 084670702 · shares: $99,809,098

Reported holdings

1,652 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
United Fire Group IncCOM910340108 — 5,443 shares $286,247
Coupang Inc Cl ACOM22266T109 — 20,518 shares $284,585
Sumitomo Mitsui Finl Group IncADR86562M209 — 10,957 shares $283,896
Siemens Energy AG Sp ADSADR82621A203 — 8,749 shares $283,419
Guardant Health, Inc.COM40131M109 — 1,587 shares $283,057
J & J Snack Foods CorpCOM466032109 — 3,694 shares $282,406
Integra Lifesciences HoldingsCOM457985208 — 17,298 shares $281,611
Xpel, Inc.COM98379L100 — 6,363 shares $281,054
Liberty Media Corp Lbty One SCOM531229755 — 3,034 shares $280,342
Six Flags Entertainment CorpCOM83001C108 — 26,021 shares $278,685
Sylvamo Corp Common StockCOM871332102 — 8,519 shares $278,401
Unilever PLC Sp ADR NewADR904767803 — 4,584 shares $278,386
Sofi Technologies IncCOM83406F102 — 17,549 shares $275,870
Goosehead Ins Inc Cl ACOM38267D109 — 6,051 shares $274,473
Xenia Hotels & Resorts IncRT984017103 — 15,189 shares $274,313
Colfax CorpCOM194014502 — 14,976 shares $273,612
Affirm Holdings Inc Cl ACOM00827B106 — 3,914 shares $270,966
Deutsche Telekom Ag SponsoredADR251566105 — 9,100 shares $269,879
Deluxe CorpCOM248019101 — 11,749 shares $269,875
Certara IncCOM15687V109 — 29,252 shares $269,118
Hornbeck Offshore Svcs Inc NewCOM42330P107 — 34,978 shares $268,981
Bristow Group IncCOM11040G103 — 6,551 shares $266,757
Ezcorp Inc Cl A Non Vtg Cl A NCOM302301106 — 8,930 shares $265,757
O-I Glass IncCOM67098H104 — 46,750 shares $264,137
Easterly Govt Properties IncRT27616P301 — 11,311 shares $262,415
Universal Technical InstituteCOM913915104 — 14,013 shares $261,623
Gentherm IncCOM37253A103 — 7,843 shares $261,172
Marinemax IncCOM567908108 — 4,975 shares $260,192
Upwork, Inc.COM91688F104 — 31,881 shares $260,149
Pacira BiosciencesCOM695127100 — 10,367 shares $259,693
American Assets Tr IncRT024013104 — 12,122 shares $257,714
Bullish OrdCOMG16910120 — 7,331 shares $255,779
G-Iii Apparel Group LTDCOM36237H101 — 9,409 shares $255,172
Olin CorpCOM680665205 — 16,443 shares $254,866
Zurich Ins Group Ltd SponsoredADR989825104 — 7,503 shares $254,758
Eni S P A Sponsored AdrADR26874R108 — 4,688 shares $254,558
Pursuit Attractions And HospitCOM92552R406 — 5,100 shares $253,623
Mercadolibre IncCOM58733R102 — 146 shares $252,365
Societe Generale France SponsoADR83364L109 — 15,958 shares $252,167
Futu Holdings Ltd Spon ADS ClADR36118L106 — 2,272 shares $251,170
New Atlas Holdco Inc NewCOM642045108 — 20,857 shares $250,493
Middlesex Wtr CoCOM596680108 — 4,723 shares $250,177
BP Plc Sp ADRADR055622104 — 5,681 shares $249,907
PC Connection IncCOM69318J100 — 2,761 shares $249,125
Janus Inv Fund Small Cap ValueMUT471023564 — 9,364 shares $249,072
iShares Core S&P 500 ETFETF464287200 — 325 shares $248,901
Del Monte Corp OrdCOMG36738105 — 8,304 shares $248,788
Coty Inc Cl ACOM222070203 — 95,047 shares $248,073
Tripadvisor IncCOM896945201 — 29,596 shares $247,719
Comstock Resources, Inc.COM205768302 — 20,086 shares $247,460
iShares S&P 500 Value ETFETF464287408 — 1,081 shares $246,771
Bank Montreal Que ComCOM063671101 — 1,474 shares $246,526
Ferrari NVCOMN3167Y103 — 627 shares $246,317
Capitol Federal Financial IncCOM14057J101 — 29,855 shares $246,304
XP INC CL ACOMG98239109 — 11,639 shares $244,361
Lgi Homes IncCOM50187T106 — 5,231 shares $243,974
Popular IncCOM733174700 — 1,569 shares $243,901
National Australia Bk Ltd SponADR632525408 — 17,846 shares $243,032
Sony Group CorporationADR835699307 — 10,231 shares $240,735
Flutter Entertainment PlcCOMG3643J108 — 3,214 shares $239,603
Brookfield Asset Managmt Ltd CCOM113004105 — 5,373 shares $239,528
Ing Groep Nv AdrADR456837103 — 6,726 shares $238,773
Bank N S Halifax Com StkCOM064149107 — 2,627 shares $238,637
Ncr Voyix Corporation ComCOM62886E108 — 34,832 shares $238,251
Yelp Inc Cl ACOM985817105 — 12,878 shares $238,243
Central Pac Financial CorpCOM154760409 — 6,612 shares $237,305
Astec Industries IncCOM046224101 — 5,884 shares $236,772
Mizuho Finl Group Inc SponsoreADR60687Y109 — 21,191 shares $234,161
Centerspace ComRT15202L107 — 4,289 shares $233,322
Trustco Bank Corp NYCOM898349204 — 4,296 shares $233,230
Quidelortho CorpCOM219798105 — 21,982 shares $231,690
Zoominfo Technologies Inc CommCOM98980F104 — 61,125 shares $231,664
Infineon Technologies Ag SponsADR45662N103 — 3,426 shares $231,539
Unitil CorpCOM913259107 — 4,548 shares $230,856
Hanmi Financial CorpCOM410495204 — 7,423 shares $229,371
Engie Sponsored AdrADR29286D105 — 8,844 shares $229,137
Anz Group Holdings Ltd Sp ADSADR03736N104 — 8,502 shares $226,598
Winmark Corp ComCOM974250102 — 749 shares $224,842
Koppers Holdings IncCOM50060P106 — 4,895 shares $223,163
Quanex Building Products CorpCOM747619104 — 11,678 shares $220,364
Nordea Bank AbpADR65558R109 — 11,043 shares $219,191
Rubrik Inc Cl ACOM781154109 — 1,911 shares $218,752
Employers Holdings IncCOM292218104 — 4,581 shares $218,697
Trupanion IncCOM898202106 — 9,328 shares $217,902
Brit Amern Tob Plc Sponsored CADR110448107 — 3,990 shares $217,056
Canadian Imp Bank CommCOM136069101 — 1,961 shares $216,063
ENBRIDGE INC COMCOM29250N105 — 4,639 shares $215,667
Ftai Aviation LtdCOMG3730V105 — 1,290 shares $215,469
Sandvik Ab AdrADR800212201 — 5,686 shares $214,138
Under Armour Inc Cl ACOM904311107 — 47,988 shares $214,026
Rivian Automotive Inc Cl ACOM76954A103 — 14,325 shares $214,015
Upbound Grp InCOM76009N100 — 13,619 shares $213,818
Southside Bancshares IncCOM84470P109 — 7,081 shares $212,996
Rocket Companies Inc Class ACOM77311W101 — 18,437 shares $212,210
Virtus Investment Partners IncCOM92828Q109 — 1,582 shares $209,330
Quinstreet IncCOM74874Q100 — 13,863 shares $208,084
Innovative Industrial ProperRT45781V101 — 3,925 shares $206,769
Danone Sp ADRADR23636T100 — 15,419 shares $205,609
Rio Tinto Plc Sponsored AdrADR767204100 — 2,183 shares $205,573
Amdocs LtdCOMG02602103 — 3,587 shares $205,105