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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
  1. NVidia Corp · COM · 67066G104 · shares: $518,445,020
  2. Apple Inc · COM · 037833100 · shares: $486,892,566
  3. Microsoft Corp · COM · 594918104 · shares: $378,066,019
  4. Amazon.Com Inc · COM · 023135106 · shares: $241,987,934
  5. Alphabet Inc Cap Stock Cl A · COM · 02079K305 · shares: $195,212,570
  6. Meta Platforms Inc · COM · 30303M102 · shares: $162,104,920
  7. Broadcom Inc · COM · 11135F101 · shares: $159,489,955
  8. Alphabet Inc Cap Stock Cl C · COM · 02079K107 · shares: $156,988,050
  9. Micron Technology Inc · COM · 595112103 · shares: $123,418,646
  10. Berkshire Hathaway Inc Cl B · COM · 084670702 · shares: $99,809,098

Reported holdings

1,652 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
Skydance Corp Com Cl BCOM69932A204 — 66,357 shares $685,468
Huntington Ingalls IndustriesCOM446413106 — 2,564 shares $684,767
Teradata CorpCOM88076W103 — 23,703 shares $683,595
Fuller H B CoCOM359694106 — 13,678 shares $676,651
Novartis Ag Sponsored ADRADR66987V109 — 4,741 shares $675,924
Alarm Com Holdings IncCOM011642105 — 12,401 shares $675,482
Las Vegas Sands CorpCOM517834107 — 17,853 shares $675,022
Resideo Technologies IncCOM76118Y104 — 36,860 shares $669,009
Privia Health Group IncCOM74276R102 — 33,940 shares $668,279
Acadia Healthcare Company IncCOM00404A109 — 24,111 shares $663,052
Hayward Holdings IncCOM421298100 — 54,152 shares $662,820
Andersons IncCOM034164103 — 10,083 shares $662,453
Mge Energy Inc ComCOM55277P104 — 9,538 shares $662,414
People Inc Com NewCOM44891N208 — 15,769 shares $661,667
Hawkins IncCOM420261109 — 5,237 shares $659,862
Trustmark CorpCOM898402102 — 14,706 shares $659,270
Nbt Bancorp IncCOM628778102 — 13,113 shares $657,748
Fb Finl Corp ComCOM30257X104 — 12,699 shares $656,538
Agilysys IncCOM00847J105 — 6,755 shares $655,775
Rogers CorpCOM775133101 — 4,286 shares $655,715
Acadia Realty TrustRT004239109 — 34,894 shares $653,914
Amentum Holdings IncCOM023939101 — 35,825 shares $649,149
St Joe CoRT790148100 — 9,862 shares $648,722
Siriuspoint LtdCOMG8192H106 — 26,678 shares $646,941
Artisan Partners Asset Mgmt InCOM04316A108 — 17,793 shares $642,683
Five9 IncCOM338307101 — 18,896 shares $642,653
Corvel CorpCOM221006109 — 8,601 shares $641,205
Churchill Downs IncCOM171484108 — 8,470 shares $641,010
Supernus Pharmaceuticals IncCOM868459108 — 14,813 shares $637,552
First Bancorp NC ComCOM318910106 — 10,424 shares $637,011
Whirlpool CorpCOM963320106 — 20,471 shares $628,050
DXC Technology CoCOM23355L106 — 57,828 shares $626,277
Century Alum CoCOM156431108 — 17,332 shares $623,605
Urban Edge PropertiesRT91704F104 — 31,854 shares $622,109
Northern Oil And Gas IncCOM665531307 — 27,006 shares $617,897
Ingevity CorpCOM45688C107 — 8,712 shares $616,374
Avis Budget Group IncCOM053774105 — 5,764 shares $614,846
Nestle Sa Sp ADRADR641069406 — 6,684 shares $608,561
Neogenomics IncCOM64049M209 — 33,075 shares $607,257
Liquidia CorporationCOM53635D202 — 20,008 shares $605,442
Four Corners Property TrustRT35086T109 — 27,793 shares $604,776
Arcus Biosciences IncCOM03969F109 — 23,376 shares $603,802
Ufp TechnologiesCOM902673102 — 2,026 shares $601,357
Dxp Enterprises IncCOM233377407 — 3,318 shares $601,255
Crane Nxt, CoCOM224441105 — 12,763 shares $601,137
Visteon CorpCOM92839U206 — 6,919 shares $599,739
Bhp Group LimitedADR088606108 — 7,062 shares $599,140
Southern Copper CorporationCOM84265V105 — 2,955 shares $598,864
Customers Bancorp IncCOM23204G100 — 8,059 shares $596,366
Cargurus Inc Cl ACOM141788109 — 19,121 shares $595,810
Liveramp Holdings IncCOM53815P108 — 15,867 shares $595,330
Kennametal IncCOM489170100 — 19,350 shares $594,819
Chemours CoCOM163851108 — 43,815 shares $594,570
Academy Sports & Outdoors IncCOM00402L107 — 12,358 shares $594,296
Inventrust Properties Corp NewRT46124J201 — 19,680 shares $593,352
Westlake CorpCOM960413102 — 9,497 shares $591,758
Beacon Financial CorporationCOM084680107 — 21,124 shares $591,261
Kaiser Aluminum CorpCOM483007704 — 4,081 shares $591,010
Eplus IncCOM294268107 — 6,557 shares $590,196
Innospec IncCOM45768S105 — 6,187 shares $589,745
Proto Laboratories IncCOM743713109 — 6,197 shares $587,785
Shopify IncCOM82509L107 — 3,958 shares $586,971
Royal Bank CDACOM780087102 — 2,981 shares $586,035
Adma Biologics, Inc.COM000899104 — 58,364 shares $585,391
Ltc Properties IncRT502175102 — 13,601 shares $583,075
Onespaworld Holdings LimitedCOMP73684113 — 25,909 shares $582,693
Ichor HoldingsCOMG4740B105 — 9,393 shares $581,051
Acushnet Hldgs Corp ComCOM005098108 — 7,041 shares $580,882
Scotts Miracle-Gro Co Cl ACOM810186106 — 11,531 shares $577,818
Banner CorpCOM06652V208 — 8,564 shares $573,788
Pitney Bowes IncCOM724479100 — 35,048 shares $571,983
Euronet Worldwide IncCOM298736109 — 9,043 shares $568,533
Lpl Financial Holdings IncCOM50212V100 — 1,857 shares $567,871
V2X IncCOM92242T101 — 8,012 shares $567,009
Siemens Ag Com Dm50 (New)ADR826197501 — 3,621 shares $566,553
Intesa Sanpaolo S P A SponsoreADR46115H107 — 12,483 shares $565,308
Gulfport Energy Corp Common ShCOM402635502 — 3,755 shares $565,052
H2O AMERICA COMCOM784305104 — 9,168 shares $565,024
BancFirst CorpCOM05945F103 — 5,352 shares $563,459
Choice Hotels Intl IncCOM169905106 — 5,487 shares $561,924
Western Union CoCOM959802109 — 95,124 shares $561,232
Prestige Consumer Healthcare ICOM74112D101 — 12,172 shares $558,330
Dentsply Sirona IncCOM24906P109 — 62,978 shares $557,985
Washington Fed IncCOM938824109 — 18,601 shares $556,728
Mgm Resorts InternationalCOM552953101 — 17,913 shares $556,199
Shell PLC Spon ADSADR780259305 — 5,849 shares $555,947
Callaway Golf CompanyCOM131193104 — 39,363 shares $554,625
Vericel CorpCOM92346J108 — 13,795 shares $553,731
Phinia Inc Common StockCOM71880K101 — 9,302 shares $552,818
Lemaitre Vascular IncCOM525558201 — 6,691 shares $552,610
Patrick Industries IncCOM703343103 — 8,152 shares $552,543
Banco Santander S.A.ADR05964H105 — 39,867 shares $551,361
Sap Se-Sponsored AdrADR803054204 — 2,635 shares $549,345
Northwest Bancshares Inc MdCOM667340103 — 36,814 shares $546,320
Vanguard Index Funds Small CapMUT922908686 — 3,968 shares $540,949
Quaker HoughtonCOM747316107 — 3,425 shares $540,328
Revolution Medicines IncCOM76155X100 — 2,628 shares $539,423
Peloton Interactive Inc Cl ACOM70614W100 — 107,274 shares $535,297
Ofg BancorpCOM67103X102 — 10,618 shares $531,749
Shift4 Payments, Inc. Class ACOM82452J109 — 14,610 shares $528,444