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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) |
|---|---|---|---|---|---|
| Charles River Laboratories Int | COM | 159864107 | — | 4,852 shares | $1,431,389 |
| Firstcash Holdings Inc | COM | 33768G107 | — | 6,775 shares | $1,431,083 |
| Ralph Lauren Corp Cl A | COM | 751212101 | — | 4,023 shares | $1,428,447 |
| Powell Industries Inc | COM | 739128106 | — | 7,739 shares | $1,427,614 |
| Allegion Pub LTD Co | COM | G0176J109 | — | 9,284 shares | $1,427,601 |
| Gartner Inc | COM | 366651107 | — | 7,652 shares | $1,427,404 |
| Victory Cap Holdings Inc Cl A | COM | 92645B103 | — | 12,879 shares | $1,424,417 |
| Magnolia Oil & Gas Corp Cl A | COM | 559663109 | — | 60,567 shares | $1,422,725 |
| Brinker Intl Inc | COM | 109641100 | — | 7,350 shares | $1,422,445 |
| Murphy Oil Corp | COM | 626717102 | — | 38,260 shares | $1,416,385 |
| Kodiak Gas Services Inc | COM | 50012A108 | — | 26,703 shares | $1,414,466 |
| Portland General Electric Co C | COM | 736508847 | — | 31,678 shares | $1,413,789 |
| Sotera Health Company | COM | 83601L102 | — | 76,238 shares | $1,409,641 |
| Argan Inc Com | COM | 04010E109 | — | 3,729 shares | $1,409,376 |
| GXO Logistics Inc | COM | 36262G101 | — | 31,704 shares | $1,409,243 |
| Constellation Brands Inc Cl A | COM | 21036P108 | — | 12,454 shares | $1,408,049 |
| Archrock Inc | COM | 03957W106 | — | 46,452 shares | $1,407,037 |
| Genpact Limited | COM | G3922B107 | — | 43,195 shares | $1,405,133 |
| Trimble Inc | COM | 896239100 | — | 24,596 shares | $1,404,678 |
| Siriusxm Holdings Inc Common S | COM | 829933100 | — | 54,231 shares | $1,403,498 |
| Atlantic Un Bankshares Corp | COM | 04911A107 | — | 36,887 shares | $1,399,862 |
| Solventum Corp | COM | 83444M101 | — | 15,875 shares | $1,399,381 |
| Rithm Capital Corp | RT | 64828T201 | — | 156,450 shares | $1,397,096 |
| Mercury Systems Inc | COM | 589378108 | — | 16,808 shares | $1,395,064 |
| Wex Inc | COM | 96208T104 | — | 8,269 shares | $1,394,980 |
| Gap Inc | COM | 364760108 | — | 61,020 shares | $1,393,697 |
| Noble Corp Ord A | COM | G65431127 | — | 33,346 shares | $1,391,880 |
| Leidos Holdings Inc | COM | 525327102 | — | 11,417 shares | $1,390,933 |
| Fox Corp Cl A | COM | 35137L105 | — | 22,181 shares | $1,389,640 |
| Wyndham Hotels & Resorts Inc | COM | 98311A105 | — | 19,295 shares | $1,386,153 |
| Impinj Inc | COM | 453204109 | — | 7,708 shares | $1,381,967 |
| Align Technology Inc | COM | 016255101 | — | 9,502 shares | $1,381,116 |
| Aerovironment Inc | COM | 008073108 | — | 9,691 shares | $1,378,254 |
| Cno Financial Group Inc | COM | 12621E103 | — | 25,880 shares | $1,369,311 |
| Uipath Inc Cl A | COM | 90364P105 | — | 106,339 shares | $1,365,393 |
| Csw Industrials Inc | COM | 126402106 | — | 4,739 shares | $1,365,211 |
| Hasbro Inc | COM | 418056107 | — | 15,559 shares | $1,364,213 |
| Home Bancshares Inc | COM | 436893200 | — | 48,360 shares | $1,362,785 |
| Exlservice Holdings Inc | COM | 302081104 | — | 39,588 shares | $1,361,035 |
| Generac Holdings Inc | COM | 368736104 | — | 6,574 shares | $1,360,489 |
| Mobility Global Inc | COM | 60744M106 | — | 79,193 shares | $1,358,160 |
| Victory Portfolios Trivalent S | MUT | 92647K309 | — | 62,248 shares | $1,356,999 |
| Granite Contruction Inc | COM | 387328107 | — | 11,700 shares | $1,356,147 |
| Godaddy Inc Cl A | COM | 380237107 | — | 14,178 shares | $1,354,141 |
| Vf Corp | COM | 918204108 | — | 96,091 shares | $1,351,039 |
| Sonoco Prods Co | COM | 835495102 | — | 27,636 shares | $1,349,190 |
| Frontdoor Inc | COM | 35905A109 | — | 18,446 shares | $1,348,772 |
| Ollies Bargain Outlt Holdings | COM | 681116109 | — | 15,705 shares | $1,345,133 |
| Essent Group Ltd | COM | G3198U102 | — | 23,214 shares | $1,344,323 |
| Nexstar Media Group Inc Cl A C | COM | 65336K103 | — | 8,314 shares | $1,343,293 |
| The Trade Desk Inc Cl A | COM | 88339J105 | — | 110,062 shares | $1,339,455 |
| Rli Corp | COM | 749607107 | — | 24,213 shares | $1,339,221 |
| UL Solutions Inc Class A | COM | 903731107 | — | 20,384 shares | $1,337,598 |
| Vail Resorts Inc | COM | 91879Q109 | — | 9,729 shares | $1,334,624 |
| Science Applications Intl Corp | COM | 808625107 | — | 10,406 shares | $1,327,389 |
| Healthcare Tr America Inc Cl A | RT | 42226K105 | — | 74,816 shares | $1,327,236 |
| New Jersey Resources | COM | 646025106 | — | 26,202 shares | $1,325,821 |
| Valaris Limited Cl A | COM | G9460G101 | — | 16,880 shares | $1,325,418 |
| Black Hills Corp | COM | 092113109 | — | 18,827 shares | $1,319,396 |
| Rayonier | RT | 754907103 | — | 71,813 shares | $1,318,487 |
| Ameris Bancorp | COM | 03076K108 | — | 16,568 shares | $1,317,522 |
| Bentley Systems Inc Cl B | COM | 08265T208 | — | 41,229 shares | $1,317,267 |
| Iridium Communications Inc | COM | 46269C102 | — | 27,455 shares | $1,315,096 |
| Conagra Brands Inc | COM | 205887102 | — | 97,640 shares | $1,312,282 |
| Insight Enterprises Inc | COM | 45765U103 | — | 8,377 shares | $1,309,493 |
| Axos Financial Inc | COM | 05465C100 | — | 15,111 shares | $1,308,159 |
| Radnet Inc | COM | 750491102 | — | 18,922 shares | $1,304,483 |
| H&R Block Inc | COM | 093671105 | — | 31,911 shares | $1,303,564 |
| Aes Corp | COM | 00130H105 | — | 87,283 shares | $1,300,517 |
| Sabra Health Care REIT Inc | RT | 78573L106 | — | 65,889 shares | $1,299,331 |
| Aci Worldwide Inc | COM | 004498101 | — | 26,530 shares | $1,296,786 |
| Construction Partners Inc Cl A | COM | 21044C107 | — | 14,313 shares | $1,288,599 |
| Fortune Brands Innovations Inc | COM | 34964C106 | — | 33,828 shares | $1,287,155 |
| Outfront Media Inc New | COM | 69007J304 | — | 46,382 shares | $1,287,110 |
| Axt Inc | COM | 00246W103 | — | 16,617 shares | $1,286,322 |
| Selective Insurance Group Inc | COM | 816300107 | — | 15,376 shares | $1,285,434 |
| Gentex Corp | COM | 371901109 | — | 59,048 shares | $1,283,704 |
| Cheniere Energy Inc | COM | 16411R208 | — | 4,761 shares | $1,280,852 |
| Haemonetics Corp | COM | 405024100 | — | 12,156 shares | $1,280,027 |
| Gen Digital Inc | COM | 668771108 | — | 58,114 shares | $1,279,670 |
| Laureate Education, Inc A | COM | 518613203 | — | 33,309 shares | $1,271,071 |
| Henry Schein Inc | COM | 806407102 | — | 15,126 shares | $1,270,130 |
| Floor & Decor Holdings, Inc.-A | COM | 339750101 | — | 27,601 shares | $1,264,402 |
| Kite Realty Group Trust | RT | 49803T300 | — | 51,800 shares | $1,263,402 |
| Phillips Edison & Co Inc Commo | RT | 71844V201 | — | 33,733 shares | $1,259,598 |
| Cnx Resources Corporation | COM | 12653C108 | — | 40,356 shares | $1,257,897 |
| Ufp Industries Inc Com | COM | 90278Q108 | — | 16,231 shares | $1,253,358 |
| Fair Isaac Corp | COM | 303250104 | — | 2,112 shares | $1,251,297 |
| Kulicke & Soffa Industries Inc | COM | 501242101 | — | 13,267 shares | $1,250,415 |
| Acm Research, Inc. Class A | COM | 00108J109 | — | 15,433 shares | $1,248,838 |
| Appfolio Inc Class A | COM | 03783C100 | — | 6,226 shares | $1,248,438 |
| Dropbox Inc Cl A | COM | 26210C104 | — | 36,806 shares | $1,245,883 |
| Albertsons Companies, Inc. Cla | COM | 013091103 | — | 107,260 shares | $1,245,289 |
| Echostar Corporation | COM | 278768106 | — | 13,891 shares | $1,241,994 |
| Alexandria Real Estate Equity | RT | 015271109 | — | 26,138 shares | $1,240,509 |
| Insulet Corp | COM | 45784P101 | — | 9,484 shares | $1,237,377 |
| Standardaero Inc | COM | 85423L103 | — | 57,834 shares | $1,234,756 |
| Slm Corp | COM | 78442P106 | — | 54,534 shares | $1,234,104 |
| Vse Corp Com | COM | 918284100 | — | 7,466 shares | $1,229,651 |
| Nu Holdings Ltd Cl A | COM | G6683N103 | — | 97,075 shares | $1,228,969 |