YOUSIF CAPITAL MANAGEMENT, LLC Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$8.6B
Holdings
1,903
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,903 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | WELLWelltower Inc | 104,280 | $16.0M | 0.19% | |
| 102 | ORealty Income Corp | 273,086 | $15.8M | 0.18% | |
| 103 | CVSCVS Health Corp | 231,834 | $15.7M | 0.18% | |
| 104 | RTXRtx Corp | 118,065 | $15.6M | 0.18% | |
| 105 | APDAir Prods & Chems Inc | 52,135 | $15.4M | 0.18% | |
| 106 | EDConsolidated Edison Inc | 136,412 | $15.1M | 0.18% | |
| 107 | DHRDanaher Corporation | 73,309 | $15.0M | 0.17% | |
| 108 | KMBKimberly Clark Corp | 105,607 | $15.0M | 0.17% | |
| 109 | AMATApplied Materials Inc | 103,169 | $15.0M | 0.17% | |
| 110 | EMREmerson Electric Co | 135,818 | $14.9M | 0.17% | |
| 111 | EWYIshares Msci Sth Kor Etf | 275,246 | $14.9M | 0.17% | |
| 112 | BDXBecton Dickinson & Co | 64,653 | $14.8M | 0.17% | |
| 113 | SOSouthern Co | 159,457 | $14.7M | 0.17% | |
| 114 | GDGeneral Dynamics Corp | 53,182 | $14.5M | 0.17% | |
| 115 | BROBrown & Brown Inc | 114,786 | $14.3M | 0.17% | |
| 116 | DUKDuke Energy Corp | 116,110 | $14.2M | 0.16% | |
| 117 | BMYBristol-Myers Squibb Co | 231,411 | $14.1M | 0.16% | |
| 118 | MCKMckesson Corp | 20,434 | $13.8M | 0.16% | |
| 119 | GWWGrainger W W Inc | 13,868 | $13.7M | 0.16% | |
| 120 | CAHCardinal Health Inc | 98,932 | $13.6M | 0.16% | |
| 121 | ICEIntercontinental Exchange Inc | 78,960 | $13.6M | 0.16% | |
| 122 | PANWPalo Alto Networks Inc | 78,960 | $13.5M | 0.16% | |
| 123 | KVUEKenvue Inc | 560,105 | $13.4M | 0.16% | |
| 124 | BABoeing Co | 78,621 | $13.4M | 0.16% | |
| 125 | ADIAnalog Devices Inc | 66,462 | $13.4M | 0.16% | |
| 126 | CMECme Group Inc | 50,152 | $13.3M | 0.15% | |
| 127 | MUMicron Technology Inc | 151,316 | $13.1M | 0.15% | |
| 128 | SYYSysco Corp | 170,724 | $12.8M | 0.15% | |
| 129 | VRTXVertex Pharmaceuticals Inc | 26,421 | $12.8M | 0.15% | |
| 130 | MDYSpdr S&P Mid Cap 400 Etf Tr | 23,816 | $12.7M | 0.15% | |
| 131 | FASTFastenal Co | 163,006 | $12.6M | 0.15% | |
| 132 | EQIXEquinix Inc Common Stock REIT | 15,417 | $12.6M | 0.15% | |
| 133 | WMWaste Management Inc | 53,486 | $12.4M | 0.14% | |
| 134 | ATOAtmos Energy Corp | 79,890 | $12.3M | 0.14% | |
| 135 | DYHTarget Corp | 118,248 | $12.3M | 0.14% | |
| 136 | BXBlackstone Inc | 87,420 | $12.2M | 0.14% | |
| 137 | ETNEaton Corp Plc | 44,288 | $12.0M | 0.14% | |
| 138 | KLACKla Corporation | 17,191 | $11.7M | 0.14% | |
| 139 | LRCXLam Research Corp New | 160,622 | $11.7M | 0.14% | |
| 140 | AONAON PLC Cl A | 29,193 | $11.7M | 0.14% | |
| 141 | AJGGallagher Arthur J & Co | 33,523 | $11.6M | 0.13% | |
| 142 | UPSUnited Parcel Service Inc Cl B | 104,493 | $11.5M | 0.13% | |
| 143 | MMM3M Co | 77,569 | $11.4M | 0.13% | |
| 144 | NUENucor Corp | 92,532 | $11.1M | 0.13% | |
| 145 | CHDChurch & Dwight Inc | 100,981 | $11.1M | 0.13% | |
| 146 | ORLYO'reilly Automotive Inc | 7,719 | $11.1M | 0.13% | |
| 147 | SBUXStarbucks Corp | 112,517 | $11.0M | 0.13% | |
| 148 | ZTSZoetis Inc Cl A | 66,700 | $11.0M | 0.13% | |
| 149 | CINFCincinnati Financial Corp | 74,118 | $10.9M | 0.13% | |
| 150 | MSIMotorola Solutions Inc | 24,777 | $10.8M | 0.13% | |
| 151 | —Vanguard Funds PLC Sp 500 ETF | 99,814 | $10.7M | 0.12% | |
| 152 | MDLZMondelez Intl Inc Cl A | 157,763 | $10.7M | 0.12% | |
| 153 | APHAmphenol Corp Cl A | 162,645 | $10.7M | 0.12% | |
| 154 | MCHIIshares Msci China Etf | 195,390 | $10.6M | 0.12% | |
| 155 | ESSEssex Property Trust Inc | 34,660 | $10.6M | 0.12% | |
| 156 | CRWDCrowdstrike Holdings Inc Cl A | 29,954 | $10.6M | 0.12% | |
| 157 | GEVGE Vernova Inc | 34,406 | $10.5M | 0.12% | |
| 158 | EXPDExpeditors Intl Wash Inc | 85,748 | $10.3M | 0.12% | |
| 159 | COFCapital One Financial Corp | 57,187 | $10.3M | 0.12% | |
| 160 | NKENike Inc Cl B | 159,411 | $10.1M | 0.12% | |
| 161 | ANETArista Networks Inc | 130,157 | $10.1M | 0.12% | |
| 162 | PHParker Hannifin Corp | 16,375 | $10.0M | 0.12% | |
| 163 | MCXMccormick & Co Inc Non Vtg | 120,791 | $9.9M | 0.12% | |
| 164 | T7DTransdigm Group Inc | 7,185 | $9.9M | 0.12% | |
| 165 | ADMArcher Daniels Midland Co | 206,897 | $9.9M | 0.12% | |
| 166 | TTTrane Technologies Plc | 29,348 | $9.9M | 0.11% | |
| 167 | PNCPNC Financial Services Group I | 55,747 | $9.8M | 0.11% | |
| 168 | PPGPPG Industries Inc | 86,621 | $9.5M | 0.11% | |
| 169 | ESEversource Energy | 152,427 | $9.5M | 0.11% | |
| 170 | DOVDover Corp | 53,732 | $9.4M | 0.11% | |
| 171 | EOGEog Resources Inc | 73,550 | $9.4M | 0.11% | |
| 172 | WMBWilliams Cos Inc | 156,344 | $9.3M | 0.11% | |
| 173 | BKBank New York Mellon Corp | 108,345 | $9.1M | 0.11% | |
| 174 | USBUS Bancorp Del | 214,688 | $9.1M | 0.11% | |
| 175 | AEPAmerican Electric Power Co Inc | 82,441 | $9.0M | 0.10% | |
| 176 | PNRPentair Plc | 102,926 | $9.0M | 0.10% | |
| 177 | TRVTravelers Companies Inc | 33,583 | $8.9M | 0.10% | |
| 178 | MOAltria Group Inc | 147,755 | $8.9M | 0.10% | |
| 179 | GPCGenuine Parts Co | 74,061 | $8.8M | 0.10% | |
| 180 | MCOMoodys Corp | 18,676 | $8.7M | 0.10% | |
| 181 | PYPLPaypal Holdings Inc | 132,661 | $8.7M | 0.10% | |
| 182 | CHRWC H Robinson Worldwide Inc | 83,628 | $8.6M | 0.10% | |
| 183 | CLXClorox Co | 58,149 | $8.6M | 0.10% | |
| 184 | LMTLockheed Martin Corp | 19,013 | $8.5M | 0.10% | |
| 185 | SJMSmucker J M Co | 71,604 | $8.5M | 0.10% | |
| 186 | CMGChipotle Mexican Grill Inc | 167,945 | $8.4M | 0.10% | |
| 187 | CDNSCadence Design System Inc | 32,893 | $8.4M | 0.10% | |
| 188 | ABGCENCORA INC | 29,910 | $8.3M | 0.10% | |
| 189 | GMGeneral Motors Co | 175,710 | $8.3M | 0.10% | |
| 190 | ERIEErie Indemnity Co Cl A | 19,706 | $8.3M | 0.10% | |
| 191 | SPGSimon Property Group Inc | 49,376 | $8.2M | 0.10% | |
| 192 | CSXCSX Corp | 276,957 | $8.2M | 0.09% | |
| 193 | FTNTFortinet Inc | 84,186 | $8.1M | 0.09% | |
| 194 | FDXFedex Corp | 33,210 | $8.1M | 0.09% | |
| 195 | FRTFederal Realty Inv Tr New | 82,409 | $8.1M | 0.09% | |
| 196 | HLTHilton Worldwide Holdings Inc | 35,191 | $8.0M | 0.09% | |
| 197 | ALSAllstate Corp | 38,597 | $8.0M | 0.09% | |
| 198 | RSGRepublic Services Inc | 32,983 | $8.0M | 0.09% | |
| 199 | TROWPrice T Rowe Group Inc | 86,944 | $8.0M | 0.09% | |
| 200 | MPCMarathon Petroleum Corp | 54,649 | $8.0M | 0.09% |