YOUSIF CAPITAL MANAGEMENT, LLC Q1 2023 Filing
Filed May 2, 2023
Portfolio Value
$7.7B
Holdings
1,968
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (1,968 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | HSYHershey Co | 28,434 | $7.2T | 94138.47% | |
| 202 | FTNTFortinet Inc | 107,246 | $7.1T | 92754.81% | |
| 203 | HCAHca Healthcare Inc | 26,860 | $7.1T | 92167.59% | |
| 204 | TFCTruist Financial Corp | 207,439 | $7.1T | 92053.39% | |
| 205 | NDSNNordson Corp | 31,125 | $6.9T | 90025.52% | |
| 206 | BIIBBiogen Inc | 24,709 | $6.9T | 89400.89% | |
| 207 | IJRIshares Core S&P Scp Etf | 70,895 | $6.9T | 89214.83% | |
| 208 | METMetlife Inc | 118,027 | $6.8T | 88992.79% | |
| 209 | HUBBHubbell Inc | 28,104 | $6.8T | 88986.29% | |
| 210 | APHAmphenol Corp Cl A | 83,524 | $6.8T | 88824.88% | |
| 211 | BLDRBuilders FirstSource Inc | 76,751 | $6.8T | 88673.57% | |
| 212 | NXPINxp Semiconductors NV | 36,338 | $6.8T | 88181.34% | |
| 213 | MCOMoodys Corp | 21,965 | $6.7T | 87473.40% | |
| 214 | MSIMotorola Solutions Inc | 23,456 | $6.7T | 87339.83% | |
| 215 | ANETEURArista Networks Inc | 39,937 | $6.7T | 87240.41% | |
| 216 | SPGSimon Property Group Inc | 59,765 | $6.7T | 87085.05% | |
| 217 | IDXXIdexx Laboratories Inc | 13,373 | $6.7T | 87028.87% | |
| 218 | XELXcel Energy Inc | 98,990 | $6.7T | 86876.82% | |
| 219 | LSCCLattice Semiconductor Corp | 69,804 | $6.7T | 86751.84% | |
| 220 | MRNAModerna Inc | 43,142 | $6.6T | 86224.35% | |
| 221 | NOCNorthrop Grumman Corp | 14,317 | $6.6T | 86025.20% | |
| 222 | TELTe Connectivity LTD Reg | 50,253 | $6.6T | 85768.00% | |
| 223 | COFCapital One Financial Corp | 68,295 | $6.6T | 85463.04% | |
| 224 | AJGGallagher Arthur J & Co | 34,190 | $6.5T | 85120.03% | |
| 225 | JCIJohnson Controls Intl Plc | 108,416 | $6.5T | 84962.87% | |
| 226 | PHParker Hannifin Corp | 19,396 | $6.5T | 84837.65% | |
| 227 | CMGChipotle Mexican Grill Inc | 3,814 | $6.5T | 84788.57% | |
| 228 | MARMarriott Intl Inc Cl A | 39,135 | $6.5T | 84561.57% | |
| 229 | CHTRCharter Communications Inc Cl | 18,108 | $6.5T | 84270.42% | |
| 230 | MCHPMicrochip Technology Inc | 76,809 | $6.4T | 83742.80% | |
| 231 | TTTrane Technologies Plc | 34,954 | $6.4T | 83687.87% | |
| 232 | AIGAmerican Intl Group Inc | 127,503 | $6.4T | 83560.52% | |
| 233 | WELLWelltower Inc | 89,171 | $6.4T | 83191.17% | |
| 234 | GGGGraco Inc | 87,351 | $6.4T | 82993.73% | |
| 235 | CTVACorteva Inc | 105,699 | $6.4T | 82957.42% | |
| 236 | MCHIIshares Msci China Etf | 126,295 | $6.3T | 81996.38% | |
| 237 | JBLJabil Inc | 70,911 | $6.3T | 81354.24% | |
| 238 | ADSKAutodesk Inc | 29,988 | $6.2T | 81234.36% | |
| 239 | HESHess Corp | 47,143 | $6.2T | 81190.16% | |
| 240 | PCARPaccar Inc | 85,145 | $6.2T | 81108.29% | |
| 241 | DECKDeckers Outdoor Corp | 13,784 | $6.2T | 80639.58% | |
| 242 | WMBWilliams Cos Inc | 207,021 | $6.2T | 80445.03% | |
| 243 | CSLCarlisle Cos Inc | 27,321 | $6.2T | 80377.50% | |
| 244 | NEMNewmont Corporation | 125,978 | $6.2T | 80364.28% | |
| 245 | TTCToro Co | 55,353 | $6.2T | 80072.74% | |
| 246 | REXRRexford Industrial Realty Inc | 103,095 | $6.1T | 80028.21% | |
| 247 | DDDupont De Nemours Inc | 84,734 | $6.1T | 79139.93% | |
| 248 | SSS1EURLife Storage Inc | 46,232 | $6.1T | 78869.17% | |
| 249 | KRKroger Co | 122,658 | $6.1T | 78805.04% | |
| 250 | IQVIqvia Holdings Inc | 30,445 | $6.1T | 78799.59% | |
| 251 | CARRCarrier Global Corporation | 132,140 | $6.0T | 78672.04% | |
| 252 | MSCIMSCI Inc | 10,796 | $6.0T | 78633.10% | |
| 253 | DOWDow Inc | 110,064 | $6.0T | 78519.82% | |
| 254 | OTISOtis Worldwide Corp | 70,802 | $6.0T | 77764.79% | |
| 255 | PEGPublic Service Enterprise Grou | 95,013 | $5.9T | 77216.57% | |
| 256 | CNCCentene Corp | 93,741 | $5.9T | 77109.95% | |
| 257 | RPMRpm Intl Inc | 67,034 | $5.8T | 76103.70% | |
| 258 | FIVEFive Below Inc | 28,323 | $5.8T | 75916.86% | |
| 259 | ONOn Semiconductor Corp | 70,503 | $5.8T | 75528.00% | |
| 260 | AMEAmetek Inc | 39,546 | $5.7T | 74791.60% | |
| 261 | BKBank New York Mellon Corp | 125,966 | $5.7T | 74488.06% | |
| 262 | EFAIshares Msci Eafe Etf | 79,993 | $5.7T | 74451.68% | |
| 263 | MNSTMonster Beverage Corp | 105,267 | $5.7T | 73988.03% | |
| 264 | CUBECubesmart | 122,352 | $5.7T | 73592.91% | |
| 265 | A4SAmeriprise Financial Inc | 18,245 | $5.6T | 72772.84% | |
| 266 | NSRGYNestle Sa Sp ADR | 45,824 | $5.6T | 72567.63% | |
| 267 | DVNDevon Energy Corp | 110,055 | $5.6T | 72483.83% | |
| 268 | ACMAecom | 65,617 | $5.5T | 72001.57% | |
| 269 | WSOWatsco Inc | 17,384 | $5.5T | 71976.42% | |
| 270 | SCIService Corp Intl | 80,403 | $5.5T | 71966.34% | |
| 271 | KMIKinder Morgan Inc | 315,703 | $5.5T | 71938.26% | |
| 272 | VICIVici Properties Inc | 169,190 | $5.5T | 71821.37% | |
| 273 | DLTRDollar Tree Inc | 38,398 | $5.5T | 71730.99% | |
| 274 | T7DTransdigm Group Inc | 7,438 | $5.5T | 71342.47% | |
| 275 | PENPenumbra Inc | 19,631 | $5.5T | 71196.52% | |
| 276 | OKEOneok Inc | 86,038 | $5.5T | 71143.06% | |
| 277 | FANGDiamondback Energy Inc | 40,276 | $5.4T | 70847.03% | |
| 278 | MTDMettler Toledo International | 3,538 | $5.4T | 70453.71% | |
| 279 | ROSTRoss Stores Inc | 50,916 | $5.4T | 70321.39% | |
| 280 | UTHUnited Therapeutics Corp | 24,086 | $5.4T | 70198.88% | |
| 281 | WTRGEssential Utils Inc | 122,993 | $5.4T | 69864.99% | |
| 282 | CMICummins Inc | 22,413 | $5.4T | 69674.64% | |
| 283 | ENPHEnphase Energy Inc | 25,357 | $5.3T | 69389.04% | |
| 284 | PAYXPaychex Inc | 46,447 | $5.3T | 69262.70% | |
| 285 | STLDSteel Dynamics Inc | 46,930 | $5.3T | 69048.55% | |
| 286 | BJBjs Whsl Club Holdings Inc | 69,095 | $5.3T | 68399.84% | |
| 287 | FQIDigital Realty Trust Inc | 53,398 | $5.2T | 68315.25% | |
| 288 | YUMYum Brands Inc | 39,695 | $5.2T | 68228.83% | |
| 289 | PCGPG&E Corp | 322,582 | $5.2T | 67880.52% | |
| 290 | HLTHilton Worldwide Holdings Inc | 36,985 | $5.2T | 67801.48% | |
| 291 | EAElectronic Arts Inc | 43,161 | $5.2T | 67653.97% | |
| 292 | CTSHCognizant Technology Solutions | 85,140 | $5.2T | 67508.71% | |
| 293 | RSGRepublic Services Inc | 38,359 | $5.2T | 67499.91% | |
| 294 | ABGAmerisourcebergen Corp | 32,356 | $5.2T | 67416.82% | |
| 295 | ALSAllstate Corp | 46,617 | $5.2T | 67223.06% | |
| 296 | NBIXNeurocrine Biosciences Inc | 50,979 | $5.2T | 67151.02% | |
| 297 | WECWec Energy Group Inc | 54,341 | $5.2T | 67032.46% | |
| 298 | ESEversource Energy | 65,532 | $5.1T | 66740.31% | |
| 299 | STZConstellation Brands Inc Cl A | 22,610 | $5.1T | 66464.94% | |
| 300 | LECOLincoln Electric Holdings Inc | 30,108 | $5.1T | 66255.29% |