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 | Value |
|---|---|
CEGConstellation Energy Corp | $8.0M |
AIGAmerican Intl Group Inc | $8.0M |
KMIKinder Morgan Inc | $7.9M |
AZOAutozone Inc | $7.9M |
APOApollo Global Mgmt Inc | $7.9M |
KKRKKR & Co Inc | $7.9M |
AMCRAmcor Plc | $7.8M |
SNPSSynopsys Inc | $7.8M |
SLBSchlumberger LTD | $7.8M |
FDSFactset Research Systems Inc | $7.7M |
NSCNorfolk Southern Corp | $7.7M |
PSXPhillips 66 | $7.6M |
OKEOneok Inc | $7.5M |
PEOExelon Corp | $7.5M |
8CWCrown Castle Inc | $7.5M |
TFCTruist Financial Corp | $7.5M |
AOSSmith A O Corp | $7.4M |
DASHDoordash Inc Cl A | $7.4M |
FQIDigital Realty Trust Inc | $7.4M |
NEMNewmont Corporation | $7.3M |
PSAPublic Storage Inc | $7.3M |
KRKroger Co | $7.3M |
JCIJohnson Controls Intl Plc | $7.3M |
HRLHormel Foods Corp | $7.2M |
SWKStanley Black & Decker Inc | $7.2M |
MARMarriott Intl Inc Cl A | $7.2M |
PAYXPaychex Inc | $7.1M |
NDSNNordson Corp | $7.1M |
HWMHowmet Aerospace Inc | $7.1M |
REGNRegeneron Pharmaceuticals | $7.0M |
VLOValero Energy Corp | $7.0M |
FCXFreeport-Mcmoran Inc Cl B | $7.0M |
ADSKAutodesk Inc | $6.8M |
RCLRoyal Caribbean Cruises LTD | $6.8M |
BENFranklin Resources Inc | $6.8M |
METMetlife Inc | $6.8M |
TSMTaiwan Semiconductor Mfg Co Lt | $6.7M |
HCAHca Healthcare Inc | $6.7M |
PCARPaccar Inc | $6.7M |
A4SAmeriprise Financial Inc | $6.6M |
KSAIshares Msci Saudi Arbia | $6.6M |
NOCNorthrop Grumman Corp | $6.5M |
CARRCarrier Global Corporation | $6.5M |
WSTWest Pharmaceutical Svsc Inc | $6.5M |
DDominion Energy Inc | $6.5M |
RBARb Global Inc | $6.5M |
BF/BBrown Forman Corp Cl B | $6.4M |
TELTE Connectivity PLC | $6.4M |
MNNYXVictory Portfolios Munder Grow | $6.4M |
FFord Motor Co | $6.4M |
EWEdwards Lifesciences Corp | $6.4M |
SRESempra | $6.3M |
DFSEURDiscover Financial Services | $6.3M |
WSOWatsco Inc | $6.3M |
ABNBAirbnb Inc Cl A | $6.3M |
OTISOtis Worldwide Corp | $6.3M |
CMICummins Inc | $6.2M |
IBKRInteractive Brokers Group Inc | $6.2M |
CTSHCognizant Technology Solutions | $6.2M |
EMEEmcor Group Inc | $6.1M |
VRSKVerisk Analytics Inc | $6.1M |
CPRTCopart Inc | $6.1M |
FNFFidelity National Financial In | $6.1M |
VICIVici Properties Inc | $6.1M |
ALBAlbemarle Corp | $6.1M |
URIUnited Rentals Inc | $6.0M |
FISFidelity Natl Information Serv | $6.0M |
TRGPTarga Resources Corp | $5.9M |
MUXYXVictory Portfolios Victry S&P | $5.9M |
CTVACorteva Inc | $5.9M |
NXPINxp Semiconductors NV | $5.9M |
GISGeneral Mills Inc | $5.8M |
EQHEquitable Holdings Inc | $5.8M |
RSReliance Inc | $5.8M |
HUMHumana Inc | $5.8M |
HESHess Corp | $5.7M |
FICOFair Isaac Corp | $5.7M |
CHTRCharter Communications Inc Cl | $5.7M |
DOCUDocusign Inc | $5.7M |
AVBAvalonbay Communities Inc | $5.7M |
BKRBaker Hughes Company Cl A | $5.7M |
PEGPublic Service Enterprise Grou | $5.7M |
WDAYWorkday Inc Cl A | $5.6M |
PRUPrudential Financial Inc | $5.6M |
VSTVistra Corp | $5.6M |
CBRECbre Group Inc Cl A | $5.6M |
GEHCGE Healthcare Technologies Inc | $5.5M |
XELXcel Energy Inc | $5.5M |
USFDUs Foods Holding Corp | $5.5M |
CSLCarlisle Cos Inc | $5.4M |
ROSTRoss Stores Inc | $5.4M |
WECWec Energy Group Inc | $5.4M |
GWREGuidewire Software Inc | $5.4M |
SFMSprouts Farmers Mkt Inc | $5.4M |
LHXL3Harris Technologies Inc | $5.4M |
PWRQuanta Services Inc | $5.3M |
BJBjs Whsl Club Holdings Inc | $5.3M |
WPCWp Carey Inc | $5.3M |
YUMYum Brands Inc | $5.3M |
BURLBurlington Stores Inc | $5.3M |