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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | DOVDover Corp | 59,932 | $7.3M | 0.10% | |
| 202 | XELXcel Energy Inc | 102,111 | $7.2M | 0.10% | |
| 203 | WELLWelltower Inc | 87,540 | $7.2M | 0.09% | |
| 204 | CSLCarlisle Cos Inc | 29,923 | $7.1M | 0.09% | |
| 205 | PXDEURPioneer Natural Resources Co | 31,890 | $7.1M | 0.09% | |
| 206 | STLDSteel Dynamics Inc | 107,203 | $7.1M | 0.09% | |
| 207 | DVNDevon Energy Corp | 127,957 | $7.1M | 0.09% | |
| 208 | SWKStanley Black & Decker Inc | 66,483 | $7.0M | 0.09% | |
| 209 | FQIDigital Realty Trust Inc | 53,254 | $6.9M | 0.09% | |
| 210 | CDNSCadence Design System Inc | 45,941 | $6.9M | 0.09% | |
| 211 | VFCVf Corp | 151,804 | $6.7M | 0.09% | |
| 212 | FRTFederal Realty Inv Tr New | 69,586 | $6.7M | 0.09% | |
| 213 | FT2First Horizon Corporation Com | 303,858 | $6.6M | 0.09% | |
| 214 | BENFranklin Resources Inc | 282,551 | $6.6M | 0.09% | |
| 215 | SNPSSynopsys Inc | 21,661 | $6.6M | 0.09% | |
| 216 | PNRPentair Plc | 142,825 | $6.5M | 0.09% | |
| 217 | ALSAllstate Corp | 51,582 | $6.5M | 0.09% | |
| 218 | LHXL3Harris Technologies Inc | 27,005 | $6.5M | 0.09% | |
| 219 | IQVIqvia Holdings Inc | 29,895 | $6.5M | 0.09% | |
| 220 | AOSSmith A O Corp | 118,543 | $6.5M | 0.09% | |
| 221 | YUSDAlleghany Corp | 7,760 | $6.5M | 0.09% | |
| 222 | PRUPrudential Financial Inc | 67,222 | $6.4M | 0.08% | |
| 223 | KRKroger Co | 135,844 | $6.4M | 0.08% | |
| 224 | DFSEURDiscover Financial Services | 67,254 | $6.4M | 0.08% | |
| 225 | SCIService Corp Intl | 91,422 | $6.3M | 0.08% | |
| 226 | MCOMoodys Corp | 23,076 | $6.3M | 0.08% | |
| 227 | PEGPublic Service Enterprise Grou | 99,118 | $6.3M | 0.08% | |
| 228 | RSReliance Steel & Aluminum Co | 36,888 | $6.3M | 0.08% | |
| 229 | CTVACorteva Inc | 115,513 | $6.3M | 0.08% | |
| 230 | ENPHEnphase Energy Inc | 32,020 | $6.3M | 0.08% | |
| 231 | 7HPHp Inc | 189,512 | $6.2M | 0.08% | |
| 232 | FCXFreeport-Mcmoran Inc Cl B | 212,182 | $6.2M | 0.08% | |
| 233 | PAYXPaychex Inc | 54,260 | $6.2M | 0.08% | |
| 234 | UTHUnited Therapeutics Corp | 26,104 | $6.2M | 0.08% | |
| 235 | WMBWilliams Cos Inc | 193,606 | $6.0M | 0.08% | |
| 236 | DOWDow Inc | 116,488 | $6.0M | 0.08% | |
| 237 | AVBAvalonbay Communities Inc | 30,930 | $6.0M | 0.08% | |
| 238 | SBACSba Communications Corp | 18,716 | $6.0M | 0.08% | |
| 239 | DC4Dexcom Inc | 79,590 | $5.9M | 0.08% | |
| 240 | CTSHCognizant Technology Solutions | 87,575 | $5.9M | 0.08% | |
| 241 | WTRGEssential Utils Inc | 128,526 | $5.9M | 0.08% | |
| 242 | AJGGallagher Arthur J & Co | 36,005 | $5.9M | 0.08% | |
| 243 | TELTe Connectivity LTD Reg | 51,654 | $5.8M | 0.08% | |
| 244 | SPGSimon Property Group Inc | 61,561 | $5.8M | 0.08% | |
| 245 | STZConstellation Brands Inc Cl A | 25,054 | $5.8M | 0.08% | |
| 246 | RPMRpm Intl Inc | 74,001 | $5.8M | 0.08% | |
| 247 | FICOFair Isaac Corp | 14,505 | $5.8M | 0.08% | |
| 248 | BAXBaxter Intl Inc | 89,801 | $5.8M | 0.08% | |
| 249 | DLTRDollar Tree Inc | 36,865 | $5.7M | 0.08% | |
| 250 | KMIKinder Morgan Inc | 342,339 | $5.7M | 0.08% | |
| 251 | EQREquity Residential | 79,275 | $5.7M | 0.08% | |
| 252 | EQTEquity Corp | 166,207 | $5.7M | 0.08% | |
| 253 | SWN1EURSouthwestern Energy Co | 914,608 | $5.7M | 0.08% | |
| 254 | MSCIMSCI Inc | 13,845 | $5.7M | 0.08% | |
| 255 | GGGGraco Inc | 95,807 | $5.7M | 0.07% | |
| 256 | HSYHershey Co | 26,380 | $5.7M | 0.07% | |
| 257 | SSS1EURLife Storage Inc | 50,692 | $5.7M | 0.07% | |
| 258 | REXRRexford Industrial Realty Inc | 98,023 | $5.6M | 0.07% | |
| 259 | WECWec Energy Group Inc | 56,057 | $5.6M | 0.07% | |
| 260 | NXPINxp Semiconductors NV | 37,752 | $5.6M | 0.07% | |
| 261 | MARMarriott Intl Inc Cl A | 40,942 | $5.6M | 0.07% | |
| 262 | DARDarling Ingredients Inc | 93,045 | $5.6M | 0.07% | |
| 263 | ESEversource Energy | 65,780 | $5.6M | 0.07% | |
| 264 | APHAmphenol Corp Cl A | 86,020 | $5.5M | 0.07% | |
| 265 | HUBBHubbell Inc | 30,828 | $5.5M | 0.07% | |
| 266 | BKBank New York Mellon Corp | 130,851 | $5.5M | 0.07% | |
| 267 | ACCUSDAmerican Campus Communities In | 84,597 | $5.5M | 0.07% | |
| 268 | NSRGYNestle Sa Sp ADR | 46,744 | $5.4M | 0.07% | |
| 269 | JAZZJazz Pharmaceuticals Plc Usd | 34,856 | $5.4M | 0.07% | |
| 270 | JCIJohnson Controls Intl Plc | 113,201 | $5.4M | 0.07% | |
| 271 | DDDupont De Nemours Inc | 96,810 | $5.4M | 0.07% | |
| 272 | AFGAmerican Financial Group Inc O | 38,236 | $5.3M | 0.07% | |
| 273 | EWBCEast West Bancorp Inc | 81,729 | $5.3M | 0.07% | |
| 274 | FANGDiamondback Energy Inc | 43,682 | $5.3M | 0.07% | |
| 275 | NBIXNeurocrine Biosciences Inc | 54,282 | $5.3M | 0.07% | |
| 276 | ADSKAutodesk Inc | 30,703 | $5.3M | 0.07% | |
| 277 | BLDRBuilders FirstSource Inc | 98,228 | $5.3M | 0.07% | |
| 278 | WBDWarner Bros Discovery Inc Com | 389,897 | $5.2M | 0.07% | |
| 279 | CMGChipotle Mexican Grill Inc | 3,979 | $5.2M | 0.07% | |
| 280 | EXRExtra Space Storage | 30,477 | $5.2M | 0.07% | |
| 281 | ACMAecom | 79,370 | $5.2M | 0.07% | |
| 282 | RSGRepublic Services Inc | 39,419 | $5.2M | 0.07% | |
| 283 | MSIMotorola Solutions Inc | 24,554 | $5.1M | 0.07% | |
| 284 | FASTFastenal Co | 102,696 | $5.1M | 0.07% | |
| 285 | DTEDTE Energy Co | 40,364 | $5.1M | 0.07% | |
| 286 | SIVBEURSvb Financial Group | 12,913 | $5.1M | 0.07% | |
| 287 | HCAHca Healthcare Inc | 30,352 | $5.1M | 0.07% | |
| 288 | MPTMedical Properties Trust Inc | 331,581 | $5.1M | 0.07% | |
| 289 | BIIBBiogen Inc | 24,797 | $5.1M | 0.07% | |
| 290 | TSCOTractor Supply Co | 25,997 | $5.0M | 0.07% | |
| 291 | JLLJones Lang Lasalle Inc | 28,499 | $5.0M | 0.07% | |
| 292 | EAElectronic Arts Inc | 40,908 | $5.0M | 0.07% | |
| 293 | BABAAlibaba Group Holding LTD Sp A | 43,706 | $5.0M | 0.07% | |
| 294 | PCARPaccar Inc | 59,700 | $4.9M | 0.06% | |
| 295 | AAAlcoa Corp | 107,835 | $4.9M | 0.06% | |
| 296 | YUMYum Brands Inc | 43,192 | $4.9M | 0.06% | |
| 297 | EIXEdison Intl | 77,410 | $4.9M | 0.06% | |
| 298 | AWCAmerican Water Works Co Inc | 32,838 | $4.9M | 0.06% | |
| 299 | VICIVici Properties Inc | 163,051 | $4.9M | 0.06% | |
| 300 | WYWeyerhaeuser Co | 146,276 | $4.8M | 0.06% |