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YOUSIF CAPITAL MANAGEMENT, LLC 13F holdings

Filed 2026-07-16 · YOUSIF CAPITAL MANAGEMENT, LLC · 1,665 positions · $8.9B

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TickerCompanySharesValue% of portfolio
NVDANVidia Corp2.3M$457.0M5.1%
AAPLApple Inc1.5M$426.4M4.8%
MSFTMicrosoft Corp738.4K$275.4M3.1%
AMZNAmazon.Com Inc967.3K$230.5M2.6%
GOOGLAlphabet Inc Cap Stock Cl A570.1K$203.7M2.3%
AVGOBroadcom Inc453.9K$171.5M1.9%
GOOGAlphabet Inc Cap Stock Cl C461.7K$163.1M1.8%
MUMicron Technology Inc117.9K$136.1M1.5%
METAMeta Platforms Inc222.5K$125.3M1.4%
TSLATesla Inc280.1K$117.8M1.3%
BRK-BBerkshire Hathaway Inc Cl B197.3K$98.7M1.1%
JPMJPMorgan Chase & Co293.7K$96.1M1.1%
AMDAdvanced Micro Devices Inc162.1K$94.2M1.1%
LLYLilly Eli & Co67.9K$81.4M0.9%
INTCIntel Corp516.3K$72.1M0.8%
EXMOCExxon Mobil Corp508.1K$69.5M0.8%
JNJJohnson & Johnson269.3K$68.4M0.8%
CATCaterpillar Inc62.5K$66.6M0.7%
ACWIIshares Msci Taiwan Etf548.4K$59.6M0.7%
VVisa Inc Cl A167.5K$57.5M0.6%
AMATApplied Materials Inc79.0K$57.1M0.6%
LRCXLam Research Corp New123.7K$53.6M0.6%
CSCOCisco Systems Inc445.3K$52.3M0.6%
ABBVAbbvie Inc202.4K$50.9M0.6%
WMTWal-Mart Inc422.5K$47.9M0.5%
ACWIIshares Msci Sth Kor Etf236.2K$47.7M0.5%
COSTCostco Wholesale Corp48.4K$45.2M0.5%
—Schwab Capital Trust Total Sto2.4M$42.8M0.5%
BACBank America Corp738.2K$42.1M0.5%
CVXChevron Corp253.3K$42.0M0.5%
GEGeneral Electric Company110.4K$41.3M0.5%
MAMastercard Inc Cl A80.0K$41.1M0.5%
KLACKla Corporation132.5K$40.0M0.4%
PGProcter & Gamble Co270.4K$39.7M0.4%
HDHome Depot Inc106.2K$37.4M0.4%
UNHUnitedhealth Group Inc84.6K$35.2M0.4%
IBMIntl Business Machines124.2K$34.9M0.4%
LINLinde PLC64.7K$33.6M0.4%
GSGoldman Sachs Group Inc32.2K$32.6M0.4%
KOCoca-Cola Co395.7K$32.2M0.4%
SNDKSandisk Corp13.6K$31.0M0.3%
GEVGE Vernova Inc26.1K$30.6M0.3%
NFLXNetflix Inc409.7K$29.3M0.3%
MRKMerck & Co Inc226.0K$29.0M0.3%
WFCWells Fargo Co349.5K$28.9M0.3%
TXNTexas Instruments Inc94.4K$28.2M0.3%
CCitigroup Inc196.4K$27.5M0.3%
MSMorgan Stanley130.4K$27.3M0.3%
NEENextera Energy Inc297.6K$26.1M0.3%
EFAIshares Msci Eafe Etf246.1K$25.6M0.3%
ORCLOracle Corp172.6K$25.3M0.3%
PANWPalo Alto Networks Inc74.0K$25.2M0.3%
IJRIshares Core S&P Scp Etf170.0K$25.2M0.3%
PLTRPalantir Technologies Inc Cl A214.1K$25.0M0.3%
INDAIshares Msci India Etf470.9K$23.3M0.3%
MRVLMarvell Technology Inc77.4K$23.1M0.3%
CBChubb Limited67.5K$23.0M0.3%
APHAmphenol Corp Cl A127.9K$22.6M0.3%
WELLWelltower Inc98.2K$22.3M0.2%
SPYState Street Spdr S&P 500 Etf29.3K$21.9M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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