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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) |
|---|---|---|---|---|---|
| Illumina Inc | COM | 452327109 | — | 12,778 shares | $3,497,083 |
| Toll Brothers Inc | COM | 889478103 | — | 25,944 shares | $3,495,937 |
| Emcor Group Inc | COM | 29084Q100 | — | 4,614 shares | $3,481,217 |
| Take-Two Interactive Software | COM | 874054109 | — | 16,738 shares | $3,473,135 |
| Borgwarner Inc | COM | 099724106 | — | 57,428 shares | $3,452,001 |
| Centerpoint Energy Inc | COM | 15189T107 | — | 93,793 shares | $3,451,582 |
| Firstenergy Corp | COM | 337932107 | — | 79,311 shares | $3,436,546 |
| Vanguard Whitehall Funds High | MUT | 921946786 | — | 72,908 shares | $3,410,653 |
| Arrow Electronics Inc | COM | 042735100 | — | 14,998 shares | $3,404,546 |
| Rpm Intl Inc | COM | 749685103 | — | 34,442 shares | $3,398,420 |
| United Airlines Holdings Inc | COM | 910047109 | — | 30,548 shares | $3,389,301 |
| Victory Portfolios Trivalent E | MUT | 92646A146 | — | 298,899 shares | $3,386,523 |
| Digitalocean Holdings Inc | COM | 25402D102 | — | 25,331 shares | $3,378,902 |
| Penumbra Inc | COM | 70975L107 | — | 10,597 shares | $3,373,449 |
| Taiwan Semiconductor Mfg Co Lt | ADR | 874039100 | — | 7,392 shares | $3,372,156 |
| Axon Enterprise Inc | COM | 05464C101 | — | 7,942 shares | $3,355,654 |
| Graco Inc | COM | 384109104 | — | 43,633 shares | $3,352,757 |
| Cognizant Technology Solutions | COM | 192446102 | — | 58,314 shares | $3,349,556 |
| Ttm Technologies Inc | COM | 87305R109 | — | 27,236 shares | $3,345,670 |
| Docusign Inc | COM | 256163106 | — | 49,720 shares | $3,338,698 |
| Encompass Health Corp | COM | 29261A100 | — | 27,422 shares | $3,331,462 |
| Paychex Inc | COM | 704326107 | — | 33,693 shares | $3,318,760 |
| Old Dominion Freight Line Inc | COM | 679580100 | — | 19,023 shares | $3,306,958 |
| Equity Lifestyle Properties In | RT | 29472R108 | — | 56,621 shares | $3,302,712 |
| American Water Works Co Inc | COM | 030420103 | — | 25,406 shares | $3,289,315 |
| Applied Industrial Technologie | COM | 03820C105 | — | 9,884 shares | $3,284,416 |
| Steel Dynamics Inc | COM | 858119100 | — | 14,803 shares | $3,280,493 |
| Otis Worldwide Corp | COM | 68902V107 | — | 50,270 shares | $3,233,366 |
| Cnh Industrial Nv | COM | N20944109 | — | 250,842 shares | $3,223,316 |
| Keurig Dr Pepper Inc Com | COM | 49271V100 | — | 106,044 shares | $3,217,367 |
| Labcorp Holdings Inc | COM | 504922105 | — | 10,421 shares | $3,210,814 |
| Bjs Whsl Club Holdings Inc | COM | 05550J101 | — | 34,880 shares | $3,208,960 |
| American Healthcare REIT Inc | RT | 398182303 | — | 62,460 shares | $3,201,708 |
| Agnc Inv Corp | RT | 00123Q104 | — | 352,308 shares | $3,195,434 |
| Yum Brands Inc | COM | 988498101 | — | 23,313 shares | $3,178,528 |
| Transunion | COM | 89400J107 | — | 51,960 shares | $3,175,795 |
| Five Below Inc | COM | 33829M101 | — | 14,450 shares | $3,172,786 |
| Biogen Inc | COM | 09062X103 | — | 14,037 shares | $3,170,678 |
| DT Midstream Inc | COM | 23345M107 | — | 26,509 shares | $3,167,085 |
| Biomarin Pharmaceutical Inc | COM | 09061G101 | — | 52,123 shares | $3,127,380 |
| Formfactor Inc | COM | 346375108 | — | 20,874 shares | $3,116,697 |
| Caci International Inc Cl A | COM | 127190304 | — | 5,114 shares | $3,114,989 |
| Sanmina Corporation | COM | 801056102 | — | 14,487 shares | $3,113,401 |
| Crown Holdings Inc | COM | 228368106 | — | 29,531 shares | $3,112,851 |
| Vulcan Materials Co | COM | 929160109 | — | 12,708 shares | $3,108,758 |
| Elanco Animal Health Inc | COM | 28414H103 | — | 138,532 shares | $3,101,731 |
| Nextpower Inc | COM | 65290E101 | — | 39,800 shares | $3,101,614 |
| Veralto Corp | COM | 92338C103 | — | 32,835 shares | $3,096,997 |
| Eastgroup Properties Inc | RT | 277276101 | — | 15,651 shares | $3,090,384 |
| Guidewire Software Inc | COM | 40171V100 | — | 21,668 shares | $3,089,423 |
| Dollar General Corp | COM | 256677105 | — | 25,783 shares | $3,083,131 |
| GE Healthcare Technologies Inc | COM | 36266G107 | — | 46,991 shares | $3,071,802 |
| Principal Financial Group Inc | COM | 74251V102 | — | 27,391 shares | $3,066,696 |
| Northern Trust Corp | COM | 665859104 | — | 18,099 shares | $3,065,247 |
| Gaming & Leisure Pptys Inc Com | RT | 36467J108 | — | 80,594 shares | $3,060,137 |
| Manhattan Assocs Inc | COM | 562750109 | — | 15,375 shares | $3,055,012 |
| Huntington Bancshares Inc | COM | 446150104 | — | 199,152 shares | $3,039,060 |
| Qnity Electronics Inc Common S | COM | 74743L100 | — | 24,151 shares | $3,036,747 |
| Alcoa Corp | COM | 013872106 | — | 72,276 shares | $3,035,606 |
| On Semiconductor Corp | COM | 682189105 | — | 39,256 shares | $3,017,609 |
| Evergy Inc | COM | 30034W106 | — | 38,384 shares | $3,010,841 |
| Cms Energy Corp | COM | 125896100 | — | 47,677 shares | $3,007,465 |
| Jabil Inc | COM | 466313103 | — | 10,451 shares | $2,997,974 |
| Essential Utils Inc | COM | 29670G102 | — | 76,409 shares | $2,994,477 |
| Rambus Inc | COM | 750917106 | — | 28,033 shares | $2,992,803 |
| Ally Financial Inc | COM | 02005N100 | — | 79,541 shares | $2,992,334 |
| Willis Towers Watson Pub LTD | COM | G96629103 | — | 10,355 shares | $2,984,622 |
| Expedia Group Inc | COM | 30212P303 | — | 11,298 shares | $2,975,441 |
| Cboe Global Markets Inc | COM | 12503M108 | — | 10,761 shares | $2,962,396 |
| Hecla Mng Co Com | COM | 422704106 | — | 173,768 shares | $2,959,269 |
| First Horizon Corporation Com | COM | 320517105 | — | 128,210 shares | $2,951,384 |
| Advanced Energy Industries | COM | 007973100 | — | 10,435 shares | $2,940,793 |
| Equity Corp | COM | 26884L109 | — | 60,463 shares | $2,936,083 |
| Watsco Inc | COM | 942622200 | — | 9,696 shares | $2,934,847 |
| Synchrony Financial | COM | 87165B103 | — | 41,085 shares | $2,915,802 |
| Carnival Corp Ltd Common Share | COM | G2004J103 | — | 118,324 shares | $2,903,671 |
| Knight Swift Trans Holdings In | COM | 499049104 | — | 45,516 shares | $2,894,362 |
| Stifel Financial Corp | COM | 860630102 | — | 41,246 shares | $2,888,853 |
| American Homes 4 Rent Common S | COM | 02665T306 | — | 94,910 shares | $2,884,315 |
| Sei Investments Co | COM | 784117103 | — | 28,082 shares | $2,882,898 |
| Loews Corp | COM | 540424108 | — | 27,526 shares | $2,874,540 |
| Fiserv Inc | COM | 337738108 | — | 63,344 shares | $2,861,882 |
| Martin Marietta Materials Inc | COM | 573284106 | — | 5,954 shares | $2,856,789 |
| PG&E Corp | COM | 69331C108 | — | 232,622 shares | $2,849,619 |
| Kimco Realty Corp | RT | 49446R109 | — | 128,265 shares | $2,848,766 |
| Nisource Inc | COM | 65473P105 | — | 72,546 shares | $2,829,294 |
| Carlyle Group Inc | COM | 14316J108 | — | 71,008 shares | $2,816,177 |
| Service Corp Intl | COM | 817565104 | — | 36,962 shares | $2,814,650 |
| Littelfuse Inc | COM | 537008104 | — | 6,639 shares | $2,813,213 |
| Regal Beloit Corp | COM | 758750103 | — | 18,095 shares | $2,806,660 |
| Dow Inc | COM | 260557103 | — | 101,906 shares | $2,806,491 |
| Antero Resources Corp | COM | 03674X106 | — | 84,028 shares | $2,805,695 |
| Steris Plc Usd | COM | G8473T100 | — | 13,311 shares | $2,795,443 |
| Performance Food Group Co | COM | 71377A103 | — | 30,494 shares | $2,790,506 |
| Halliburton Co | COM | 406216101 | — | 87,131 shares | $2,770,766 |
| Regency Centers Corp | RT | 758849103 | — | 38,515 shares | $2,768,458 |
| Teledyne Technologies Inc | COM | 879360105 | — | 4,559 shares | $2,766,447 |
| Raymond James Financial Inc | COM | 754730109 | — | 17,502 shares | $2,765,666 |
| Molina Healthcare Inc | COM | 60855R100 | — | 14,594 shares | $2,759,725 |
| Citizens Financial Group Inc | COM | 174610105 | — | 43,269 shares | $2,758,831 |