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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) |
|---|---|---|---|---|---|
| Intuit | COM | 461202103 | — | 28,089 shares | $7,744,424 |
| Amcor PLC | COM | G0250X149 | — | 184,442 shares | $7,720,742 |
| Hilton Worldwide Holdings Inc | COM | 43300A203 | — | 24,222 shares | $7,705,503 |
| Blackstone Inc | COM | 09260D107 | — | 68,538 shares | $7,682,424 |
| Smucker J M Co | COM | 832696405 | — | 64,490 shares | $7,668,506 |
| Motorola Solutions Inc | COM | 620076307 | — | 17,185 shares | $7,663,864 |
| Fedex Corp | COM | 31428X106 | — | 26,633 shares | $7,592,762 |
| Cummins Inc | COM | 231021106 | — | 14,678 shares | $7,581,968 |
| Starbucks Corp | COM | 855244109 | — | 80,670 shares | $7,579,792 |
| PPG Industries Inc | COM | 693506107 | — | 72,340 shares | $7,547,281 |
| Marriott Intl Inc Cl A | COM | 571903202 | — | 21,085 shares | $7,499,266 |
| Lumentum Holdings Inc | COM | 55024U109 | — | 7,678 shares | $7,457,334 |
| Humana Inc | COM | 444859102 | — | 19,219 shares | $7,333,434 |
| Ross Stores Inc | COM | 778296103 | — | 31,345 shares | $7,316,039 |
| Moderna Inc | COM | 60770K107 | — | 37,814 shares | $7,281,842 |
| Kinder Morgan Inc | COM | 49456B101 | — | 238,743 shares | $7,198,087 |
| Bloom Energy Corp Cl A | COM | 093712107 | — | 25,976 shares | $7,194,832 |
| Applovin Corp Cl A | COM | 03831W108 | — | 24,728 shares | $7,181,753 |
| O'reilly Automotive Inc | COM | 67103H107 | — | 83,926 shares | $7,168,120 |
| TE Connectivity PLC | COM | G87052109 | — | 33,914 shares | $7,158,503 |
| Honeywell Intl Inc | COM | 438516205 | — | 33,600 shares | $7,087,584 |
| Technipfmc Plc | COM | G87110105 | — | 103,687 shares | $7,042,421 |
| Truist Financial Corp | COM | 89832Q109 | — | 150,279 shares | $6,957,928 |
| NVent Electric Plc | COM | G6700G107 | — | 43,171 shares | $6,923,377 |
| Public Storage Inc | RT | 74460D109 | — | 24,037 shares | $6,798,497 |
| Ati Inc | COM | 01741R102 | — | 35,776 shares | $6,775,974 |
| Vivmark Residential Sh Ben Int | RT | 29476L107 | — | 111,396 shares | $6,768,418 |
| Edwards Lifesciences Corp | COM | 28176E108 | — | 77,949 shares | $6,728,558 |
| Albemarle Corp | COM | 012653101 | — | 63,494 shares | $6,716,442 |
| Altria Group Inc | COM | 02209S103 | — | 99,347 shares | $6,690,027 |
| Metlife Inc | COM | 59156R108 | — | 70,662 shares | $6,653,524 |
| Moodys Corp | COM | 615369105 | — | 14,633 shares | $6,645,510 |
| United Rentals Inc | COM | 911363109 | — | 6,631 shares | $6,636,490 |
| Dominion Energy Inc | COM | 25746U109 | — | 109,344 shares | $6,617,470 |
| Allstate Corp | COM | 020002101 | — | 29,220 shares | $6,482,784 |
| Factset Research Systems Inc | COM | 303075105 | — | 24,014 shares | $6,482,579 |
| Brown & Brown Inc | COM | 115236101 | — | 106,301 shares | $6,473,758 |
| Regeneron Pharmaceuticals | COM | 75886F107 | — | 8,472 shares | $6,424,063 |
| United Therapeutics Corp | COM | 91307C102 | — | 11,839 shares | $6,415,436 |
| Ford Motor Co | COM | 345370860 | — | 530,127 shares | $6,393,327 |
| Ventas Inc | RT | 92276F100 | — | 74,617 shares | $6,343,937 |
| Lockheed Martin Corp | COM | 539830109 | — | 12,438 shares | $6,334,051 |
| Ametek Inc | COM | 031100100 | — | 25,548 shares | $6,328,969 |
| Sempra | COM | 816851109 | — | 81,073 shares | $6,320,423 |
| Royal Caribbean Cruises LTD | COM | V7780T103 | — | 23,735 shares | $6,310,247 |
| Doordash Inc Cl A | COM | 25809K105 | — | 34,204 shares | $6,278,144 |
| Monolithic Power Systems Inc | COM | 609839105 | — | 4,634 shares | $6,243,017 |
| Airbnb Inc Cl A | COM | 009066101 | — | 38,840 shares | $6,239,646 |
| Keysight Technologies Inc | COM | 49338L103 | — | 17,122 shares | $6,233,093 |
| Paccar Inc | COM | 693718108 | — | 55,989 shares | $6,148,189 |
| AON PLC Cl A | COM | G0403H108 | — | 22,175 shares | $6,137,304 |
| Entegris Inc Com | COM | 29362U104 | — | 39,768 shares | $6,126,600 |
| Transdigm Group Inc | COM | 893641100 | — | 5,544 shares | $6,001,928 |
| Nxp Semiconductors NV | COM | N6596X109 | — | 25,077 shares | $5,956,426 |
| Teradyne Inc | COM | 880770102 | — | 14,645 shares | $5,871,330 |
| Corteva Inc | COM | 22052L104 | — | 75,399 shares | $5,854,704 |
| Hca Healthcare Inc | COM | 40412C101 | — | 13,708 shares | $5,849,752 |
| Td Synnex Corporation | COM | 87162W100 | — | 22,672 shares | $5,823,265 |
| Exelon Corp | COM | 30161N101 | — | 143,326 shares | $5,790,384 |
| Smith A O Corp | COM | 831865209 | — | 101,342 shares | $5,712,656 |
| Reliance Inc | COM | 759509102 | — | 14,747 shares | $5,673,754 |
| Mccormick & Co Inc Non Vtg | COM | 579780206 | — | 121,849 shares | $5,653,798 |
| Gallagher Arthur J & Co | COM | 363576109 | — | 24,711 shares | $5,636,820 |
| Brown Forman Corp Cl B | COM | 115637209 | — | 214,226 shares | $5,612,718 |
| Xcel Energy Inc | COM | 98389B100 | — | 79,560 shares | $5,607,400 |
| Idexx Laboratories Inc | COM | 45168D104 | — | 10,685 shares | $5,579,600 |
| Ishares Msci Jpn Etf New | ETF | 46434G822 | — | 56,909 shares | $5,546,351 |
| Us Foods Holding Corp | COM | 912008109 | — | 60,005 shares | $5,533,061 |
| Targa Resources Corp | COM | 87612G101 | — | 20,359 shares | $5,503,370 |
| Entergy Corp | COM | 29364G103 | — | 55,278 shares | $5,486,924 |
| XPO Inc | COM | 983793100 | — | 30,981 shares | $5,452,036 |
| Comfort Systems Usa Inc | COM | 199908104 | — | 3,289 shares | $5,440,424 |
| Baker Hughes Company Cl A | COM | 05722G100 | — | 98,749 shares | $5,421,331 |
| CRH PLC | ADR | G25508105 | — | 65,389 shares | $5,414,209 |
| Devon Energy Corp | COM | 25179M103 | — | 117,281 shares | $5,399,597 |
| Clorox Co | COM | 189054109 | — | 66,076 shares | $5,352,844 |
| Erie Indemnity Co Cl A | COM | 29530P102 | — | 24,378 shares | $5,342,439 |
| Roivant Sciences Ltd | COM | G76279101 | — | 146,000 shares | $5,339,220 |
| Oneok Inc | COM | 30609A109 | — | 62,225 shares | $5,305,953 |
| American Intl Group Inc | COM | 026874784 | — | 71,142 shares | $5,294,413 |
| Veeva Systems Inc Cl A | COM | 922475108 | — | 18,470 shares | $5,272,261 |
| Iqvia Holdings Inc | COM | 46266C105 | — | 19,608 shares | $5,271,611 |
| Republic Services Inc | COM | 760759100 | — | 25,021 shares | $5,251,065 |
| Paypal Holdings Inc | COM | 70450Y103 | — | 99,931 shares | $5,249,382 |
| KKR & Co Inc | COM | 48251W104 | — | 57,472 shares | $5,247,194 |
| Roku Inc Cl A | COM | 77543R102 | — | 34,382 shares | $5,235,691 |
| Apollo Global Mgmt Inc | COM | 03769M106 | — | 45,048 shares | $5,228,261 |
| Royal Gold Inc | COM | 780287108 | — | 22,072 shares | $5,208,895 |
| Prudential Financial Inc | COM | 744320102 | — | 45,349 shares | $5,150,796 |
| Pentair Plc | COM | G7S00T104 | — | 97,103 shares | $5,145,502 |
| Macom Technology Solutions Hol | COM | 55405Y100 | — | 18,023 shares | $5,133,311 |
| Woodward Inc | COM | 980745103 | — | 15,539 shares | $5,106,018 |
| Carpenter Technology Corp | COM | 144285103 | — | 13,016 shares | $5,060,929 |
| Ishares Msci Emerg Mkt Etf | ETF | 464287234 | — | 75,163 shares | $5,020,137 |
| HF Sinclair Corporation | COM | 403949100 | — | 46,389 shares | $4,978,491 |
| Coherent Corp | COM | 19247G107 | — | 17,286 shares | $4,975,084 |
| State Street Corp | COM | 857477103 | — | 28,393 shares | $4,957,134 |
| Nutanix, Inc A | COM | 67059N108 | — | 70,119 shares | $4,937,079 |
| Ebay Inc | COM | 278642103 | — | 46,106 shares | $4,889,509 |
| Hormel Foods Corp | COM | 440452100 | — | 244,780 shares | $4,880,912 |