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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) |
|---|---|---|---|---|---|
| Apa Corporation Com | COM | 03743Q108 | — | 43,128 shares | $1,791,537 |
| Maplebear Inc | COM | 565394103 | — | 41,205 shares | $1,776,760 |
| Fortive Corp | COM | 34959J108 | — | 32,335 shares | $1,772,281 |
| Aecom | COM | 00766T100 | — | 30,010 shares | $1,769,089 |
| Lear Corp | COM | 521865204 | — | 14,871 shares | $1,755,224 |
| Newmarket Corp | COM | 651587107 | — | 1,950 shares | $1,750,164 |
| Kratos Defense & Security | COM | 50077B207 | — | 40,918 shares | $1,746,789 |
| Lantheus Holdings Inc | COM | 516544103 | — | 17,428 shares | $1,734,609 |
| Enpro Inc | COM | 29355X107 | — | 5,653 shares | $1,731,322 |
| Antero Midstream Corp | COM | 03676B102 | — | 85,431 shares | $1,722,289 |
| Jacobs Solutions Inc | COM | 46982L108 | — | 12,724 shares | $1,721,175 |
| Lumen Technologies Inc | COM | 550241103 | — | 307,252 shares | $1,720,611 |
| First American Financial Corp | COM | 31847R102 | — | 28,197 shares | $1,712,686 |
| LKQ Corp | COM | 501889208 | — | 74,943 shares | $1,710,949 |
| Hyatt Hotels Corp Cl A | COM | 448579102 | — | 10,780 shares | $1,709,277 |
| Equifax Inc | COM | 294429105 | — | 12,413 shares | $1,703,560 |
| Matson Inc | COM | 57686G105 | — | 7,719 shares | $1,695,403 |
| Ligand Pharmaceuticals Inc | COM | 53220K504 | — | 5,394 shares | $1,684,924 |
| Sensata Technologies Hldng Plc | COM | G8060N102 | — | 40,505 shares | $1,683,388 |
| Hims & Hers Health Inc Cl A | COM | 433000106 | — | 56,462 shares | $1,682,003 |
| Msa Safety Inc | COM | 553498106 | — | 9,453 shares | $1,681,500 |
| Sprouts Farmers Mkt Inc | COM | 85208M102 | — | 25,324 shares | $1,680,247 |
| Amkor Technology Inc | COM | 031652100 | — | 32,062 shares | $1,679,408 |
| Qualys Inc | COM | 74758T303 | — | 8,969 shares | $1,678,997 |
| FedEx Fght Holding Co Inc Comm | COM | 314352105 | — | 15,332 shares | $1,677,014 |
| Vanguard International High Di | ETF | 921946794 | — | 16,497 shares | $1,668,342 |
| Hexcel Corp New Com | COM | 428291108 | — | 19,842 shares | $1,665,141 |
| Ball Corp | COM | 058498106 | — | 29,688 shares | $1,663,419 |
| Macerich Co/The | RT | 554382101 | — | 74,320 shares | $1,661,802 |
| Tyson Foods Inc Cl A | COM | 902494103 | — | 32,858 shares | $1,660,315 |
| Baxter Intl Inc | COM | 071813109 | — | 69,141 shares | $1,659,384 |
| Matador Resources Co | COM | 576485205 | — | 31,834 shares | $1,641,998 |
| Etsy Inc | COM | 29786A106 | — | 22,944 shares | $1,640,267 |
| Host Hotels & Resorts Inc | RT | 44107P104 | — | 72,574 shares | $1,624,932 |
| Everus Contruction Group | COM | 300426103 | — | 13,711 shares | $1,611,317 |
| United Bankshares Inc West Va | COM | 909907107 | — | 35,069 shares | $1,611,070 |
| Landstar Systems Inc | COM | 515098101 | — | 9,536 shares | $1,608,199 |
| Aaon Inc | COM | 000360206 | — | 19,413 shares | $1,606,620 |
| Caseys General Stores Inc | COM | 147528103 | — | 2,638 shares | $1,605,117 |
| Akamai Technologies Inc | COM | 00971T101 | — | 15,088 shares | $1,604,609 |
| Commvault Systems Inc | COM | 204166102 | — | 10,696 shares | $1,603,544 |
| Ptc Inc | COM | 69370C100 | — | 11,410 shares | $1,600,823 |
| Vornado Realty Trust | RT | 929042109 | — | 47,126 shares | $1,596,629 |
| Pool Corporation | COM | 73278L105 | — | 9,855 shares | $1,595,237 |
| Southwest Gas Holdings Inc | COM | 844895102 | — | 19,457 shares | $1,586,524 |
| Paylocity Holding Corp | COM | 70438V106 | — | 11,109 shares | $1,583,810 |
| Gatx Corp | COM | 361448103 | — | 9,298 shares | $1,580,846 |
| Bruker Corp | COM | 116794108 | — | 24,401 shares | $1,579,965 |
| Fnb Corp Pa | COM | 302520101 | — | 91,245 shares | $1,570,326 |
| Terex Corp | COM | 880779103 | — | 29,842 shares | $1,569,689 |
| Cloudflare Inc Cl A | COM | 18915M107 | — | 4,518 shares | $1,569,011 |
| Crocs Inc | COM | 227046109 | — | 13,372 shares | $1,568,669 |
| Revvity Inc | COM | 714046109 | — | 10,241 shares | $1,565,746 |
| Victory Portfolios Trivalent I | MUT | 92646A153 | — | 136,611 shares | $1,564,197 |
| Ies Holdings Inc | COM | 44951W106 | — | 4,870 shares | $1,563,660 |
| Darden Restaurants Inc | COM | 237194105 | — | 8,078 shares | $1,561,073 |
| Lamb Weston Holdings Inc | COM | 513272104 | — | 37,394 shares | $1,558,968 |
| Cirrus Logic Inc | COM | 172755100 | — | 12,971 shares | $1,556,131 |
| Abercrombie & Fitch Co Cl A | COM | 002896207 | — | 11,550 shares | $1,555,669 |
| Novanta Inc | COM | 67000B104 | — | 10,934 shares | $1,554,705 |
| Casella Waste Sys Inc-A | COM | 147448104 | — | 19,271 shares | $1,548,425 |
| Valley National Bancorp | COM | 919794107 | — | 122,591 shares | $1,547,098 |
| Merit Med Systems Inc | COM | 589889104 | — | 17,931 shares | $1,546,190 |
| Snowflake Inc Cl A | COM | 833445109 | — | 4,541 shares | $1,541,942 |
| E L F Beauty Inc | COM | 26856L103 | — | 15,211 shares | $1,535,855 |
| Masco Corp | COM | 574599106 | — | 22,673 shares | $1,528,160 |
| Epam Systems Inc | COM | 29414B104 | — | 14,072 shares | $1,524,842 |
| Fluor Corp | COM | 343412102 | — | 31,758 shares | $1,520,573 |
| Lyft Inc Cl A | COM | 55087P104 | — | 101,236 shares | $1,519,552 |
| Marketaxess Holdings Inc | COM | 57060D108 | — | 9,253 shares | $1,516,752 |
| Txnm Energy Inc | COM | 69349H107 | — | 25,922 shares | $1,511,771 |
| Balchem Corp | COM | 057665200 | — | 9,137 shares | $1,507,273 |
| Bio Rad Laboratories Inc Cl A | COM | 090572207 | — | 3,989 shares | $1,506,685 |
| Asml Holding Nv Ny Reg Shs | COM | N07059210 | — | 825 shares | $1,494,628 |
| Duolingo Inc Cl A | COM | 26603R106 | — | 10,429 shares | $1,485,090 |
| Everest Group Ltd | COM | G3223R108 | — | 4,064 shares | $1,484,051 |
| Fifth Third Bancorp | COM | 316773100 | — | 29,332 shares | $1,483,604 |
| Bxp Inc | RT | 101121101 | — | 24,154 shares | $1,476,051 |
| Enersys | COM | 29275Y102 | — | 8,018 shares | $1,471,544 |
| Sensient Technologies Corp | COM | 81725T100 | — | 11,250 shares | $1,470,600 |
| Teleflex Inc | COM | 879369106 | — | 11,759 shares | $1,470,287 |
| Essential Properties Realty Tr | RT | 29670E107 | — | 56,956 shares | $1,470,038 |
| Hancock Whitney Corporation | COM | 410120109 | — | 20,369 shares | $1,467,383 |
| Weatherford Intl PLC | COM | G48833118 | — | 18,633 shares | $1,466,044 |
| Eastman Chemical Co | COM | 277432100 | — | 22,572 shares | $1,463,568 |
| Materion Corp | COM | 576690101 | — | 5,426 shares | $1,462,795 |
| Jbt Marel Corporation | COM | 477839104 | — | 13,850 shares | $1,462,434 |
| Ptc Therapeutics Inc | COM | 69366J200 | — | 22,500 shares | $1,457,550 |
| Sea Ltd | ADR | 81141R100 | — | 14,967 shares | $1,457,187 |
| Ormat Technologies Inc Com | COM | 686688102 | — | 15,868 shares | $1,451,763 |
| Glacier Bancorp Inc | COM | 37637Q105 | — | 33,533 shares | $1,448,626 |
| Cava Group Inc | COM | 148929102 | — | 26,768 shares | $1,448,149 |
| MGIC Inv Corp WI Com | COM | 552848103 | — | 55,916 shares | $1,444,869 |
| Ringcentral Inc Cl A | COM | 76680R206 | — | 19,340 shares | $1,444,698 |
| Avery Dennison Corp | COM | 053611109 | — | 8,457 shares | $1,443,356 |
| Eagle Materials Inc | COM | 26969P108 | — | 8,399 shares | $1,436,397 |
| Msc Industrial Direct Inc Cl A | COM | 553530106 | — | 11,608 shares | $1,436,142 |
| Invesco LTD | COM | G491BT108 | — | 47,577 shares | $1,434,922 |
| Starwood Property Trust Inc Co | RT | 85571B105 | — | 106,163 shares | $1,433,200 |
| Ryman Hospitality Pptys Inc Co | COM | 78377T107 | — | 11,980 shares | $1,432,004 |