YOUSIF CAPITAL MANAGEMENT, LLC Q2 2022 Filing

Filed August 1, 2022

Portfolio Value

$7.6B

Holdings

1,986

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (1,986 positions)

#StockSharesValue% PortfolioType
1
AAPLApple Inc
2,257,186$308.6M4.06%
2
MSFTMicrosoft Corp
1,063,871$273.2M3.60%
3
AMZNAmazon.Com Inc
1,241,625$131.9M1.74%
4
GOOGLAlphabet Inc Cap Stock Cl A
43,236$94.2M1.24%
5
GOOGAlphabet Inc Cap Stock Cl C
39,682$86.8M1.14%
6
TSLATesla Inc
118,758$80.0M1.05%
7
BRK/BBerkshire Hathaway Inc Cl B
289,753$79.1M1.04%
8
JNJJohnson & Johnson
414,483$73.6M0.97%
9
XOMExxon Mobil Corp
840,198$72.0M0.95%
10
UNHUnitedhealth Group Inc
129,425$66.5M0.88%
11
PGProcter & Gamble Co
425,266$61.1M0.81%
12
METAMeta Platforms Inc
348,743$56.2M0.74%
13
CVXChevron Corp
386,219$55.9M0.74%
14
JPMJPMorgan Chase & Co
491,256$55.3M0.73%
15
NVDANVidia Corp
356,914$54.1M0.71%
16
VVisa Inc Cl A
240,335$47.3M0.62%
17
ABBVAbbvie Inc
298,662$45.7M0.60%
18
HDHome Depot Inc
159,763$43.8M0.58%
19
PFEPfizer Inc
762,710$40.0M0.53%
20
LLYLilly Eli & Co
122,239$39.6M0.52%
21
MAMastercard Inc Cl A
124,748$39.4M0.52%
22
KOCoca-Cola Co
615,278$38.7M0.51%
23
BACVerizon Communications Inc
761,758$38.7M0.51%
24
PEPPepsico Inc
225,750$37.6M0.50%
25
BACBank America Corp
1,199,228$37.3M0.49%
26
SPYSpdr S&P 500 Etf Tr
92,416$34.9M0.46%
27
COSTCostco Wholesale Corp
69,727$33.4M0.44%
28
WMTWal-Mart Inc
274,566$33.4M0.44%
29
MRKMerck & Co Inc
353,651$32.2M0.42%
30
ABTAbbott Laboratories
296,460$32.2M0.42%
31
CSCOCisco Systems Inc
723,089$30.8M0.41%
32
IBMIntl Business Machines
215,145$30.4M0.40%
33
NEENextera Energy Inc
383,116$29.7M0.39%
34
TAT&T Inc
1,406,266$29.5M0.39%
35
AVGOBroadcom Inc
59,867$29.1M0.38%
36
MCDMcdonalds Corp
117,446$29.0M0.38%
37
LINLinde Plc
100,085$28.8M0.38%
38
CMCSAComcast Corp Cl A
718,774$28.2M0.37%
39
TMOThermo Fisher Scientific Inc
50,514$27.4M0.36%
40
WFCWells Fargo Co
688,665$27.0M0.36%
41
INTCIntel Corp
719,880$26.9M0.35%
42
ACNAccenture Plc Ireland Class A
96,566$26.8M0.35%
43
DISDisney Walt Co Disney
281,222$26.5M0.35%
44
ADBEAdobe Inc
69,458$25.4M0.33%
45
MDTMedtronic Plc
277,611$24.9M0.33%
46
LOWLowes Cos Inc
142,453$24.9M0.33%
47
BMYBristol-Myers Squibb Co
322,385$24.8M0.33%
48
QCOMQualcomm Inc
181,164$23.1M0.30%
49
CRMSalesforce Inc
139,281$23.0M0.30%
50
CVSCVS Health Corp
246,322$22.8M0.30%
51
SPGIS&P Global Inc
67,530$22.8M0.30%
52
UNPUnion Pacific Corp
105,014$22.4M0.29%
53
AMTAmerican Tower Corporation
87,351$22.3M0.29%
54
AMGNAmgen Inc
90,953$22.1M0.29%
55
DHRDanaher Corporation
85,445$21.7M0.29%
56
TXNTexas Instruments Inc
139,395$21.4M0.28%
57
CATCaterpillar Inc
118,648$21.2M0.28%
58
ELVElevance Health Inc
43,570$21.0M0.28%
59
ADPAutomatic Data Processing Inc
98,293$20.6M0.27%
60
UPSUnited Parcel Service Inc Cl B
112,762$20.6M0.27%
61
CBChubb Limited
104,522$20.5M0.27%
62
NKENike Inc Cl B
192,224$19.6M0.26%
63
ORCLOracle Corp
275,059$19.2M0.25%
64
GSGoldman Sachs Group Inc
64,568$19.2M0.25%
65
HONHoneywell Intl Inc
109,303$19.0M0.25%
66
AMDAdvanced Micro Devices Inc
245,698$18.8M0.25%
67
COPConocophillips
204,984$18.4M0.24%
68
CLColgate Palmolive Co
224,706$18.0M0.24%
69
MMM3M Co
139,074$18.0M0.24%
70
BDXBecton Dickinson & Co
71,922$17.7M0.23%
71
TRVCCitigroup Inc
381,930$17.6M0.23%
72
RTXRaytheon Technologies Corp
181,833$17.5M0.23%
73
DWDMorgan Stanley
222,074$16.9M0.22%
74
INTUIntuit
43,725$16.9M0.22%
75
PLDPrologis Inc
137,466$16.2M0.21%
76
4I1Philip Morris Intl Inc
162,640$16.1M0.21%
77
ADMArcher Daniels Midland Co
204,423$15.9M0.21%
78
DYHTarget Corp
111,484$15.7M0.21%
79
GILDGilead Sciences Inc
251,201$15.5M0.20%
80
CICigna Corp
57,948$15.3M0.20%
81
APDAir Prods & Chems Inc
62,655$15.1M0.20%
82
GDGeneral Dynamics Corp
66,874$14.8M0.19%
83
ITWIllinois Tool Works Inc
80,998$14.8M0.19%
84
DUKDuke Energy Corp
137,274$14.7M0.19%
85
ORealty Income Corp
214,642$14.7M0.19%
86
KMBKimberly Clark Corp
107,687$14.6M0.19%
87
NOWServicenow Inc
29,956$14.2M0.19%
88
EDConsolidated Edison Inc
149,199$14.2M0.19%
89
SYYSysco Corp
165,707$14.0M0.18%
90
SCHWThe Charles Schwab Corporation
221,416$14.0M0.18%
91
EWJIshares Msci Jpn Etf New
264,077$14.0M0.18%
92
INDAIshares Msci India Etf
349,564$13.8M0.18%
93
AXPAmerican Express Co
98,636$13.7M0.18%
94
8CWCrown Castle Intl Corp
80,734$13.6M0.18%
95
AMATApplied Materials Inc
148,726$13.5M0.18%
96
SOSouthern Co
188,796$13.5M0.18%
97
EMREmerson Electric Co
168,457$13.4M0.18%
98
SHWSherwin Williams Co
59,483$13.3M0.18%
99
DEDeere & Co
44,305$13.3M0.17%
100
BLKCHFBlackrock Inc
21,614$13.2M0.17%
Page 1 of 20Next