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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) |
|---|---|---|---|---|---|
| Pfizer Inc | COM | 717081103 | — | 518,704 shares | $14,793,438 |
| Valero Energy Corp | COM | 91913Y100 | — | 38,085 shares | $14,762,129 |
| Ecolab Inc | COM | 278865100 | — | 53,721 shares | $14,750,632 |
| Cintas Corp | COM | 172908105 | — | 75,130 shares | $14,654,872 |
| Mckesson Corp | COM | 58155Q103 | — | 16,567 shares | $14,144,873 |
| Illinois Tool Works Inc | COM | 452308109 | — | 54,771 shares | $14,091,361 |
| Aflac Inc | COM | 001055102 | — | 124,326 shares | $13,897,115 |
| Colgate Palmolive Co | COM | 194162103 | — | 162,763 shares | $13,886,974 |
| Uber Technologies Inc | COM | 90353T100 | — | 201,736 shares | $13,820,933 |
| Equinix Inc Common Stock REIT | RT | 29444U700 | — | 13,587 shares | $13,744,510 |
| Sherwin Williams Co | COM | 824348106 | — | 42,145 shares | $13,624,180 |
| Grainger W W Inc | COM | 384802104 | — | 10,833 shares | $13,494,903 |
| Danaher Corporation | COM | 235851102 | — | 59,854 shares | $13,260,654 |
| Servicenow Inc | COM | 81762P102 | — | 98,476 shares | $13,196,769 |
| Capital One Financial Corp | COM | 14040H105 | — | 67,738 shares | $13,078,236 |
| Realty Income Corp | RT | 756109104 | — | 240,599 shares | $13,064,507 |
| Fastenal Co | COM | 311900104 | — | 259,850 shares | $12,870,377 |
| Stryker Corp | COM | 863667101 | — | 46,503 shares | $12,806,340 |
| Air Prods & Chems Inc | COM | 009158106 | — | 45,856 shares | $12,758,494 |
| Accenture Plc Ireland Class A | COM | G1151C101 | — | 68,368 shares | $12,536,619 |
| General Dynamics Corp | COM | 369550108 | — | 37,654 shares | $12,494,588 |
| Newmont Corporation | COM | 651639106 | — | 107,372 shares | $12,384,268 |
| Boeing Co | COM | 097023105 | — | 66,326 shares | $12,339,952 |
| Booking Holdings Inc | COM | 09857L108 | — | 75,057 shares | $12,227,577 |
| Progressive Corp Ohio | COM | 743315103 | — | 58,723 shares | $12,173,887 |
| Archer Daniels Midland Co | COM | 039483102 | — | 152,597 shares | $12,113,119 |
| Elevance Health Inc | COM | 036752103 | — | 31,112 shares | $12,096,912 |
| Phillips 66 | COM | 718546104 | — | 47,179 shares | $12,045,169 |
| Cigna Group | COM | 125523100 | — | 44,151 shares | $12,001,663 |
| Bristol-Myers Squibb Co | COM | 110122108 | — | 190,923 shares | $11,913,595 |
| State Street Spdr S&P Midcap 4 | ETF | 78467Y107 | — | 18,108 shares | $11,891,705 |
| Ishares Msci China Etf | ETF | 46429B671 | — | 225,077 shares | $11,746,769 |
| Twilio Inc Cl A | COM | 90138F102 | — | 40,087 shares | $11,723,844 |
| Parker Hannifin Corp | COM | 701094104 | — | 12,228 shares | $11,682,570 |
| Consolidated Edison Inc | COM | 209115104 | — | 112,311 shares | $11,479,313 |
| Expeditors Intl Wash Inc | COM | 302130109 | — | 61,539 shares | $11,362,520 |
| Southern Co | COM | 842587107 | — | 136,257 shares | $11,294,328 |
| Vertex Pharmaceuticals Inc | COM | 92532F100 | — | 21,576 shares | $11,280,149 |
| Bank New York Mellon Corp | COM | 064058100 | — | 76,283 shares | $11,032,794 |
| Duke Energy Corp | COM | 26441C204 | — | 96,633 shares | $11,017,163 |
| West Pharmaceutical Svsc Inc | COM | 955306105 | — | 28,687 shares | $10,635,872 |
| Cincinnati Financial Corp | COM | 172062101 | — | 66,657 shares | $10,623,180 |
| Becton Dickinson & Co | COM | 075887109 | — | 58,605 shares | $10,490,364 |
| US Bancorp Del | COM | 902973304 | — | 181,618 shares | $10,490,234 |
| Cme Group Inc | COM | 12572Q105 | — | 39,989 shares | $10,476,267 |
| Fortinet Inc | COM | 34959E109 | — | 58,560 shares | $10,468,186 |
| Nordson Corp | COM | 655663102 | — | 31,861 shares | $10,445,629 |
| Sysco Corp | COM | 871829107 | — | 133,944 shares | $10,442,300 |
| PNC Financial Services Group I | COM | 693475105 | — | 46,696 shares | $10,378,560 |
| CSX Corp | COM | 126408103 | — | 222,954 shares | $10,369,610 |
| Freeport-Mcmoran Inc Cl B | COM | 35671D857 | — | 146,829 shares | $10,278,029 |
| Corning Inc | COM | 219350105 | — | 66,819 shares | $10,274,089 |
| American Tower Corporation | RT | 03027X100 | — | 62,626 shares | $10,251,298 |
| Trane Technologies Plc | COM | G8994E103 | — | 21,731 shares | $9,822,032 |
| Atmos Energy Corp | COM | 049560105 | — | 62,635 shares | $9,798,681 |
| Comcast Corp Cl A | COM | 20030N101 | — | 450,242 shares | $9,797,276 |
| Adobe Inc | COM | 00724F101 | — | 40,730 shares | $9,772,756 |
| Johnson Controls Intl Plc | COM | G51502105 | — | 65,494 shares | $9,735,633 |
| Quanta Services Inc | COM | 74762E102 | — | 15,146 shares | $9,731,539 |
| General Motors Co | COM | 37045V100 | — | 123,118 shares | $9,480,097 |
| 3M Co | COM | 88579Y101 | — | 57,486 shares | $9,436,270 |
| Mondelez Intl Inc Cl A | COM | 609207105 | — | 159,801 shares | $9,239,675 |
| Simon Property Group Inc | RT | 828806109 | — | 45,871 shares | $9,209,024 |
| Travelers Companies Inc | COM | 89417E109 | — | 25,679 shares | $9,154,646 |
| Kenvue Inc | COM | 49177J102 | — | 518,085 shares | $9,149,381 |
| Okta Inc Cl A | COM | 679295105 | — | 43,451 shares | $9,086,039 |
| Intercontinental Exchange Inc | COM | 45866F104 | — | 58,799 shares | $8,939,167 |
| Waste Management Inc | COM | 94106L109 | — | 43,537 shares | $8,878,074 |
| Kimberly Clark Corp | COM | 494368103 | — | 91,097 shares | $8,875,546 |
| Hewlett Packard Enterprise Co | COM | 42824C109 | — | 138,318 shares | $8,837,137 |
| Williams Cos Inc | COM | 969457100 | — | 129,156 shares | $8,778,717 |
| Eversource Energy | COM | 30040W108 | — | 135,944 shares | $8,722,167 |
| Franklin Templeton Inc | COM | 354613101 | — | 270,518 shares | $8,689,047 |
| Cadence Design System Inc | COM | 127387108 | — | 26,272 shares | $8,674,620 |
| Howmet Aerospace Inc | COM | 443201108 | — | 38,318 shares | $8,666,670 |
| Norfolk Southern Corp | COM | 655844108 | — | 27,970 shares | $8,642,591 |
| Roper Technologies Inc | COM | 776696106 | — | 24,628 shares | $8,605,147 |
| Essex Property Trust Inc | RT | 297178105 | — | 31,914 shares | $8,597,268 |
| T Mobile Us Inc | COM | 872590104 | — | 52,554 shares | $8,570,530 |
| Marsh Com | COM | 571748102 | — | 50,151 shares | $8,562,199 |
| Church & Dwight Inc | COM | 171340102 | — | 90,112 shares | $8,490,342 |
| Digital Realty Trust Inc | RT | 253868103 | — | 48,240 shares | $8,467,529 |
| Boston Scientific Corp | COM | 101137107 | — | 193,366 shares | $8,440,426 |
| Vertiv Holdings Co | COM | 92537N108 | — | 34,682 shares | $8,369,118 |
| Datadog Inc Cl A | COM | 23804L103 | — | 30,221 shares | $8,276,021 |
| United Parcel Service Inc Cl B | COM | 911312106 | — | 88,252 shares | $8,246,278 |
| Dover Corp | COM | 260003108 | — | 43,954 shares | $8,221,686 |
| Constellation Energy Corp | COM | 21037T109 | — | 31,956 shares | $8,117,409 |
| C H Robinson Worldwide Inc | COM | 12541W209 | — | 54,563 shares | $8,073,141 |
| Robinhood Mkts Inc Cl A | COM | 770700102 | — | 71,752 shares | $8,072,100 |
| American Electric Power Co Inc | COM | 025537101 | — | 67,848 shares | $8,049,444 |
| Price T Rowe Group Inc | COM | 74144T108 | — | 76,789 shares | $7,989,844 |
| Federal Realty Inv Tr New | RT | 313745101 | — | 73,489 shares | $7,958,143 |
| Warner Bros Discovery Inc Com | COM | 934423104 | — | 256,420 shares | $7,936,199 |
| Stanley Black & Decker Inc | COM | 854502101 | — | 88,699 shares | $7,857,822 |
| Eog Resources Inc | COM | 26875P101 | — | 56,846 shares | $7,831,054 |
| Genuine Parts Co | COM | 372460105 | — | 61,995 shares | $7,795,254 |
| CENCORA INC | COM | 03073E105 | — | 25,956 shares | $7,793,278 |
| Synopsys Inc | COM | 871607107 | — | 17,912 shares | $7,790,645 |
| SLB LIMITED | COM | 806857108 | — | 159,806 shares | $7,785,762 |