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 |
|---|---|---|---|---|---|
| 301 | PRUPrudential Financial Inc | 61,333 | $5.1T | 66039.64% | |
| 302 | NLYAnnaly Capital Management Inc | 265,059 | $5.1T | 65917.12% | |
| 303 | RMEResmed Inc | 23,050 | $5.0T | 65688.63% | |
| 304 | HOLXHologic Inc | 61,852 | $5.0T | 64956.45% | |
| 305 | AG8Agilent Technologies Inc | 35,939 | $5.0T | 64700.67% | |
| 306 | MANHManhattan Assocs Inc | 31,983 | $5.0T | 64450.38% | |
| 307 | FT2First Horizon Corporation Com | 277,947 | $4.9T | 64311.52% | |
| 308 | DARDarling Ingredients Inc | 84,349 | $4.9T | 64104.40% | |
| 309 | WBDWarner Bros Discovery Inc Com | 326,178 | $4.9T | 64095.37% | |
| 310 | ARMKAramark | 136,917 | $4.9T | 63787.48% | |
| 311 | FISFidelity Natl Information Serv | 89,651 | $4.9T | 63385.49% | |
| 312 | RRXRegal Beloit Corp | 34,596 | $4.9T | 63358.89% | |
| 313 | CLFCleveland Cliffs Inc | 265,457 | $4.9T | 63321.57% | |
| 314 | ROKRockwell Automation Inc | 16,576 | $4.9T | 63300.75% | |
| 315 | LAMRLamar Advertising Co | 48,336 | $4.8T | 62832.99% | |
| 316 | KNXKnight Swift Trans Holdings In | 84,779 | $4.8T | 62423.23% | |
| 317 | DHID R Horton Inc | 49,055 | $4.8T | 62363.20% | |
| 318 | SBACSba Communications Corp | 18,306 | $4.8T | 62193.56% | |
| 319 | TSCOTractor Supply Co | 20,302 | $4.8T | 62097.71% | |
| 320 | OCOwens Corning New | 49,785 | $4.8T | 62066.75% | |
| 321 | ULTAUlta Beauty Inc | 8,673 | $4.7T | 61587.76% | |
| 322 | LHXL3Harris Technologies Inc | 24,054 | $4.7T | 61428.49% | |
| 323 | ACGLArch Capital Group LTD | 69,247 | $4.7T | 61160.90% | |
| 324 | DTDynatrace, Inc. | 110,379 | $4.7T | 60760.57% | |
| 325 | RGAReinsurance Group Of America I | 35,148 | $4.7T | 60724.34% | |
| 326 | NVONovo-Nordisk AS ADR | 29,247 | $4.7T | 60569.74% | |
| 327 | 3M4Masimo Corp | 25,155 | $4.6T | 60410.14% | |
| 328 | CTRACottera Energy Inc | 189,068 | $4.6T | 60379.24% | |
| 329 | ZBHZimmer Biomet Holdings Inc | 35,748 | $4.6T | 60104.82% | |
| 330 | 7HPHp Inc | 156,974 | $4.6T | 59955.75% | |
| 331 | LENLennar Corp Cl A | 43,809 | $4.6T | 59924.22% | |
| 332 | ASMLAsml Holding Nv Ny Reg Shs | 6,764 | $4.6T | 59918.47% | |
| 333 | EIXEdison Intl | 64,729 | $4.6T | 59461.67% | |
| 334 | PWRQuanta Services Inc | 27,388 | $4.6T | 59392.90% | |
| 335 | FASTFastenal Co | 84,551 | $4.6T | 59350.54% | |
| 336 | RNRRenaissancere Holdings LTD | 22,719 | $4.6T | 59231.38% | |
| 337 | CPRTCopart Inc | 60,484 | $4.5T | 59198.56% | |
| 338 | AVBAvalonbay Communities Inc | 27,066 | $4.5T | 59194.79% | |
| 339 | ILMNIllumina Inc | 19,503 | $4.5T | 59021.85% | |
| 340 | MOSMosaic Co | 98,562 | $4.5T | 58847.49% | |
| 341 | LEALear Corp | 32,364 | $4.5T | 58748.97% | |
| 342 | VRSKVerisk Analytics Inc | 23,509 | $4.5T | 58696.69% | |
| 343 | TRGPTarga Resources Corp | 61,824 | $4.5T | 58691.80% | |
| 344 | KSAIshares Msci Saudi Arbia | 116,420 | $4.5T | 58677.30% | |
| 345 | KHCKraft Heinz Co | 116,484 | $4.5T | 58618.60% | |
| 346 | BABAAlibaba Group Holding LTD Sp A | 44,056 | $4.5T | 58582.24% | |
| 347 | WTWWillis Towers Watson Pub LTD | 19,365 | $4.5T | 58561.38% | |
| 348 | APTVAptiv Plc | 39,838 | $4.5T | 58162.98% | |
| 349 | GEHCGE Healthcare Technologies Inc | 54,467 | $4.5T | 58143.50% | |
| 350 | PODDInsulet Corp | 14,000 | $4.5T | 58111.12% | |
| 351 | DKSDicks Sporting Goods Inc | 31,370 | $4.5T | 57924.37% | |
| 352 | AFGAmerican Financial Group Inc O | 36,478 | $4.4T | 57676.95% | |
| 353 | AGCOAgco Corp | 32,665 | $4.4T | 57471.74% | |
| 354 | JAZZJazz Pharmaceuticals Plc Usd | 30,094 | $4.4T | 57307.08% | |
| 355 | KDPKeurig Dr Pepper Inc Com | 124,620 | $4.4T | 57215.19% | |
| 356 | ODFLOld Dominion Freight Line Inc | 12,871 | $4.4T | 57089.72% | |
| 357 | CGNXCognex Corp | 88,369 | $4.4T | 56982.12% | |
| 358 | NNNNational Retail Properties Inc | 98,848 | $4.4T | 56792.84% | |
| 359 | RGLDRoyal Gold Inc | 33,427 | $4.3T | 56424.26% | |
| 360 | IBKRInteractive Brokers Group Inc | 52,325 | $4.3T | 56217.81% | |
| 361 | AWCAmerican Water Works Co Inc | 29,459 | $4.3T | 56159.21% | |
| 362 | AEEAmeren Corp | 49,419 | $4.3T | 55558.74% | |
| 363 | BKRBaker Hughes Company Cl A | 147,755 | $4.3T | 55492.40% | |
| 364 | EBAEbay Inc | 95,884 | $4.3T | 55364.40% | |
| 365 | ETREntergy Corp | 39,414 | $4.2T | 55261.47% | |
| 366 | LIILennox Intl Inc | 16,894 | $4.2T | 55244.03% | |
| 367 | WSMWilliams Sonoma Inc | 34,860 | $4.2T | 55191.25% | |
| 368 | FEFirstenergy Corp | 105,739 | $4.2T | 55124.05% | |
| 369 | STTState Street Corp | 55,744 | $4.2T | 54907.49% | |
| 370 | DFSEURDiscover Financial Services | 42,677 | $4.2T | 54893.59% | |
| 371 | DTEDTE Energy Co | 38,500 | $4.2T | 54881.82% | |
| 372 | PCTYPaylocity Holding Corp | 21,215 | $4.2T | 54879.58% | |
| 373 | EMEEmcor Group Inc | 25,908 | $4.2T | 54817.95% | |
| 374 | CHEChemed Corp | 7,798 | $4.2T | 54570.58% | |
| 375 | DCIDonaldson Inc | 63,973 | $4.2T | 54396.49% | |
| 376 | URIUnited Rentals Inc | 10,542 | $4.2T | 54293.76% | |
| 377 | PPLPpl Corp | 149,954 | $4.2T | 54230.26% | |
| 378 | SWAVUSDShockwave Med Inc | 19,103 | $4.1T | 53903.37% | |
| 379 | EQREquity Residential | 68,726 | $4.1T | 53662.06% | |
| 380 | WOLF*Wolfspeed Inc | 63,478 | $4.1T | 53653.42% | |
| 381 | MPWRMonolithic Power Systems Inc | 8,232 | $4.1T | 53621.52% | |
| 382 | WEXWex Inc | 22,382 | $4.1T | 53561.41% | |
| 383 | USFDUs Foods Holding Corp | 111,359 | $4.1T | 53532.46% | |
| 384 | MIDDMiddleby Corp | 28,014 | $4.1T | 53448.29% | |
| 385 | RGENRepligen Corp | 24,244 | $4.1T | 53117.57% | |
| 386 | GPNGlobal Payments Inc | 38,641 | $4.1T | 52920.53% | |
| 387 | GGenpact Limited | 87,948 | $4.1T | 52899.43% | |
| 388 | ARWArrow Electronics Inc | 32,484 | $4.1T | 52786.47% | |
| 389 | EWBCEast West Bancorp Inc | 72,955 | $4.0T | 52691.80% | |
| 390 | CROXCrocs Inc | 31,978 | $4.0T | 52617.57% | |
| 391 | WYWeyerhaeuser Co | 134,118 | $4.0T | 52587.34% | |
| 392 | CIENCiena Corp | 76,781 | $4.0T | 52477.54% | |
| 393 | HIGHartford Financial Services Gr | 57,730 | $4.0T | 52356.07% | |
| 394 | HALHalliburton Co | 126,647 | $4.0T | 52146.65% | |
| 395 | ATRAptargroup Inc | 33,896 | $4.0T | 52134.37% | |
| 396 | TTEKTetra Tech Inc | 27,243 | $4.0T | 52083.63% | |
| 397 | LYBLyondellbasell Industries NV A | 42,558 | $4.0T | 51999.07% | |
| 398 | FBINFortune Brands Innovations Inc | 68,004 | $4.0T | 51974.40% | |
| 399 | KEYSKeysight Technologies Inc | 24,717 | $4.0T | 51940.90% | |
| 400 | OGEOge Energy Corp | 105,886 | $4.0T | 51893.61% |