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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) |
|---|---|---|---|---|---|
| Donaldson Inc | COM | 257651109 | — | 31,650 shares | $2,754,836 |
| Halozyme Therapeutics Inc | COM | 40637H109 | — | 24,929 shares | $2,752,162 |
| Bwx Technologies Inc Com | COM | 05605H100 | — | 20,020 shares | $2,742,740 |
| Invitation Homes Inc | RT | 46187W107 | — | 103,806 shares | $2,733,212 |
| Alliant Energy Corp | COM | 018802108 | — | 43,173 shares | $2,732,851 |
| Fidelity National Financial In | COM | 31620R303 | — | 70,320 shares | $2,717,877 |
| Gamestop Corp Cl A | COM | 36467W109 | — | 110,011 shares | $2,711,771 |
| Mid-America Apartment Communit | RT | 59522J103 | — | 22,948 shares | $2,701,898 |
| Crane Company Common Stock | COM | 224408104 | — | 13,208 shares | $2,694,729 |
| Ensign Group Inc | COM | 29358P101 | — | 15,560 shares | $2,676,320 |
| Owens Corning New | COM | 690742101 | — | 22,871 shares | $2,669,993 |
| Ingersoll Rand Inc | COM | 45687V106 | — | 35,542 shares | $2,669,560 |
| Viavi Solutions Inc | COM | 925550105 | — | 63,567 shares | $2,664,729 |
| Snap On Inc | COM | 833034101 | — | 7,333 shares | $2,664,446 |
| Evercore Inc Class A | COM | 29977A105 | — | 10,334 shares | $2,661,005 |
| Qorvo Inc | COM | 74736K101 | — | 23,239 shares | $2,660,401 |
| Hubspot Inc | COM | 443573100 | — | 12,970 shares | $2,658,591 |
| Williams Sonoma Inc | COM | 969904101 | — | 11,657 shares | $2,657,097 |
| Cognex Corp | COM | 192422103 | — | 43,557 shares | $2,641,735 |
| Darling Ingredients Inc | COM | 237266101 | — | 43,510 shares | $2,641,492 |
| American Financial Group Inc O | COM | 025932104 | — | 19,037 shares | $2,603,453 |
| Brightspring Health Services I | COM | 10950A106 | — | 45,758 shares | $2,596,766 |
| Affiliated Managers Group Inc | COM | 008252108 | — | 7,085 shares | $2,590,347 |
| Glaukos Corp | COM | 377322102 | — | 15,748 shares | $2,585,664 |
| Viasat Inc | COM | 92552V100 | — | 36,396 shares | $2,561,550 |
| Oge Energy Corp | COM | 670837103 | — | 56,378 shares | $2,560,690 |
| Allison Transmission Holding | COM | 01973R101 | — | 22,586 shares | $2,558,090 |
| Corpay Inc | COM | 219948106 | — | 6,578 shares | $2,556,211 |
| Watts Water Technologies Inc C | COM | 942749102 | — | 7,203 shares | $2,551,162 |
| Ryder Systems Inc | COM | 783549108 | — | 11,122 shares | $2,534,264 |
| Zions Bancorporation Na | COM | 989701107 | — | 40,287 shares | $2,523,989 |
| Pulte Group Inc | COM | 745867101 | — | 21,746 shares | $2,523,841 |
| F5 Networks Inc | COM | 315616102 | — | 5,659 shares | $2,519,274 |
| Caretrust REIT Inc | RT | 14174T107 | — | 68,837 shares | $2,518,057 |
| Acuity Brands Inc | COM | 00508Y102 | — | 8,125 shares | $2,517,206 |
| Avnet Inc | COM | 053807103 | — | 25,128 shares | $2,511,544 |
| Toro Co | COM | 891092108 | — | 26,004 shares | $2,507,306 |
| Southstate Bank Corp | COM | 84472E102 | — | 25,172 shares | $2,506,134 |
| Corebridge Financial Inc | COM | 21871X109 | — | 75,290 shares | $2,493,605 |
| Arrowhead Pharmaceuticals Inc | COM | 04280A100 | — | 37,970 shares | $2,485,136 |
| Wintrust Financial Corp | COM | 97650W108 | — | 17,508 shares | $2,482,947 |
| iShares MSCI UAE Capped ETF | ETF | 46434V761 | — | 123,457 shares | $2,477,782 |
| Pbf Energy Inc Cl A | COM | 69318G106 | — | 32,172 shares | $2,475,957 |
| Solstice Advanced Materials In | COM | 83443Q103 | — | 43,844 shares | $2,469,294 |
| Cytokinetics Inc | COM | 23282W605 | — | 37,419 shares | $2,466,286 |
| Keycorp | COM | 493267108 | — | 122,834 shares | $2,465,278 |
| Flowserve Corp | COM | 34354P105 | — | 33,639 shares | $2,459,684 |
| Live Nation Entertainment Inc | COM | 538034109 | — | 14,525 shares | $2,459,082 |
| Dollar Tree Inc | COM | 256746108 | — | 21,559 shares | $2,458,157 |
| Cullen Frost Bankers Inc | COM | 229899109 | — | 16,090 shares | $2,456,522 |
| Xylem Inc | COM | 98419M100 | — | 24,235 shares | $2,454,278 |
| Brixmor Property Group Inc | RT | 11120U105 | — | 88,909 shares | $2,453,888 |
| Protagonist Therapeutics | COM | 74366E102 | — | 17,407 shares | $2,452,472 |
| Lauder Estee Cos Inc Cl A | COM | 518439104 | — | 26,320 shares | $2,441,706 |
| Dicks Sporting Goods Inc | COM | 253393102 | — | 18,154 shares | $2,437,901 |
| Avantor Inc | COM | 05352A100 | — | 161,481 shares | $2,430,289 |
| Umb Financial Corp | COM | 902788108 | — | 18,684 shares | $2,429,107 |
| Westrock Co | COM | G8267P108 | — | 55,021 shares | $2,426,426 |
| Jazz Pharmaceuticals Plc Usd | COM | G50871105 | — | 10,476 shares | $2,425,404 |
| Repligen Corp | COM | 759916109 | — | 12,604 shares | $2,422,867 |
| Ares Management Corporation Cl | COM | 03990B101 | — | 20,786 shares | $2,414,710 |
| Advanced Drain Sys Inc Del Com | COM | 00790R104 | — | 18,998 shares | $2,407,269 |
| Corcept Therapeutics Inc | COM | 218352102 | — | 20,836 shares | $2,400,932 |
| Valmont Industries Inc | COM | 920253101 | — | 5,184 shares | $2,400,088 |
| Hubbell Inc | COM | 443510607 | — | 5,284 shares | $2,396,822 |
| Idex Corp | COM | 45167R104 | — | 10,511 shares | $2,396,298 |
| Agree Realty Corp | RT | 008492100 | — | 35,861 shares | $2,395,873 |
| Hershey Co | COM | 427866108 | — | 15,180 shares | $2,392,520 |
| Ulta Beauty Inc | COM | 90384S303 | — | 4,379 shares | $2,391,678 |
| New York Times Co Cl A | COM | 650111107 | — | 37,544 shares | $2,391,556 |
| Berkley W R Corp | COM | 084423102 | — | 35,289 shares | $2,383,419 |
| Krystal Biotech, Inc. | COM | 501147102 | — | 7,161 shares | $2,381,462 |
| Edison Intl | COM | 281020107 | — | 44,285 shares | $2,379,433 |
| Moog Inc Cl A | COM | 615394202 | — | 6,217 shares | $2,371,599 |
| Match Group Inc | COM | 57667L107 | — | 58,706 shares | $2,357,061 |
| Range Resources Corp | COM | 75281A109 | — | 63,609 shares | $2,356,077 |
| Regions Financial Corp | COM | 7591EP100 | — | 87,524 shares | $2,352,645 |
| Copart Inc | COM | 217204106 | — | 86,225 shares | $2,352,218 |
| Rexford Industrial Realty Inc | RT | 76169C100 | — | 64,539 shares | $2,340,830 |
| Murphy Usa Inc | COM | 626755102 | — | 4,644 shares | $2,340,715 |
| Saia Inc | COM | 78709Y105 | — | 7,003 shares | $2,337,181 |
| Cubesmart | RT | 229663109 | — | 62,124 shares | $2,334,620 |
| Voya Financial Inc | COM | 929089100 | — | 24,684 shares | $2,332,144 |
| Verisk Analytics Inc | COM | 92345Y106 | — | 13,879 shares | $2,329,590 |
| Old Republic Intl Corp | COM | 680223104 | — | 62,140 shares | $2,318,443 |
| Tapestry Inc | COM | 876030107 | — | 20,146 shares | $2,317,596 |
| American Airlines Group Inc | COM | 02376R102 | — | 172,667 shares | $2,308,558 |
| Pinnacle West Cap Corp | COM | 723484101 | — | 24,767 shares | $2,304,322 |
| Zimmer Biomet Holdings Inc | COM | 98956P102 | — | 25,916 shares | $2,302,118 |
| Pinterest Inc Cl A | COM | 72352L106 | — | 121,696 shares | $2,298,837 |
| Best Buy Inc | COM | 086516101 | — | 26,016 shares | $2,295,652 |
| First Industrial Realty Trust | RT | 32054K103 | — | 38,457 shares | $2,289,730 |
| Nnn Reit Inc | RT | 637417106 | — | 55,635 shares | $2,286,042 |
| DuPont de Nemours Inc Common S | COM | 26614N201 | — | 17,529 shares | $2,276,842 |
| Carmax Inc | COM | 143130102 | — | 41,089 shares | $2,264,415 |
| Primerica Inc | COM | 74164M108 | — | 8,305 shares | $2,262,199 |
| Super Micro Computer Inc New | COM | 86800U302 | — | 54,980 shares | $2,258,029 |
| Sba Communications Corp | RT | 78410G104 | — | 14,098 shares | $2,257,372 |
| SPX Technologies Inc | COM | 78473E103 | — | 13,273 shares | $2,250,570 |
| Jackson Financial Inc Cl A | COM | 46817M107 | — | 17,401 shares | $2,250,319 |