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 |
|---|---|---|---|---|---|
| 301 | WYWeyerhaeuser Co | 146,276 | $4.8M | 0.06% | |
| 302 | PHParker Hannifin Corp | 19,377 | $4.8M | 0.06% | |
| 303 | CARRCarrier Global Corporation | 133,406 | $4.8M | 0.06% | |
| 304 | BJBjs Whsl Club Holdings Inc | 75,931 | $4.7M | 0.06% | |
| 305 | UGIUgi Corp | 122,415 | $4.7M | 0.06% | |
| 306 | NRANrg Energy Inc | 123,138 | $4.7M | 0.06% | |
| 307 | AREAlexandria Real Estate Equity | 32,324 | $4.7M | 0.06% | |
| 308 | AEEAmeren Corp | 51,545 | $4.7M | 0.06% | |
| 309 | GPNGlobal Payments Inc | 42,103 | $4.7M | 0.06% | |
| 310 | LAMRLamar Advertising Co | 52,821 | $4.6M | 0.06% | |
| 311 | KSAIshares Msci Saudi Arbia | 111,820 | $4.6M | 0.06% | |
| 312 | DREUSDDuke Realty Investments Inc | 84,184 | $4.6M | 0.06% | |
| 313 | RGAReinsurance Group Of America I | 39,381 | $4.6M | 0.06% | |
| 314 | MCHPMicrochip Technology Inc | 79,300 | $4.6M | 0.06% | |
| 315 | ETREntergy Corp | 40,859 | $4.6M | 0.06% | |
| 316 | LADLithia Motors Inc Cl A | 16,701 | $4.6M | 0.06% | |
| 317 | IDXXIdexx Laboratories Inc | 13,085 | $4.6M | 0.06% | |
| 318 | ODFLOld Dominion Freight Line Inc | 17,880 | $4.6M | 0.06% | |
| 319 | KHCKraft Heinz Co | 119,925 | $4.6M | 0.06% | |
| 320 | CMICummins Inc | 23,616 | $4.6M | 0.06% | |
| 321 | RMEResmed Inc | 21,754 | $4.6M | 0.06% | |
| 322 | TTCToro Co | 60,075 | $4.6M | 0.06% | |
| 323 | LEALear Corp | 36,155 | $4.6M | 0.06% | |
| 324 | TTTrane Technologies Plc | 35,041 | $4.6M | 0.06% | |
| 325 | AMEAmetek Inc | 41,395 | $4.5M | 0.06% | |
| 326 | MTBM & T Bank Corp | 28,528 | $4.5M | 0.06% | |
| 327 | WSOWatsco Inc | 19,037 | $4.5M | 0.06% | |
| 328 | WSMWilliams Sonoma Inc | 40,904 | $4.5M | 0.06% | |
| 329 | AG8Agilent Technologies Inc | 38,120 | $4.5M | 0.06% | |
| 330 | ARWArrow Electronics Inc | 40,340 | $4.5M | 0.06% | |
| 331 | NNNNational Retail Properties Inc | 104,569 | $4.5M | 0.06% | |
| 332 | MAAMid-America Apartment Communit | 25,728 | $4.5M | 0.06% | |
| 333 | MATMattel Inc | 200,595 | $4.5M | 0.06% | |
| 334 | PPLPpl Corp | 165,037 | $4.5M | 0.06% | |
| 335 | OGEOge Energy Corp | 115,926 | $4.5M | 0.06% | |
| 336 | ADCAgree Realty Corp | 61,579 | $4.4M | 0.06% | |
| 337 | HLTHilton Worldwide Holdings Inc | 39,845 | $4.4M | 0.06% | |
| 338 | RGENRepligen Corp | 27,189 | $4.4M | 0.06% | |
| 339 | ABGAmerisourcebergen Corp | 30,977 | $4.4M | 0.06% | |
| 340 | WOLF*Wolfspeed Inc | 69,037 | $4.4M | 0.06% | |
| 341 | RRXRegal Beloit Corp | 38,427 | $4.4M | 0.06% | |
| 342 | OTISOtis Worldwide Corp | 61,689 | $4.4M | 0.06% | |
| 343 | KNXKnight Swift Trans Holdings In | 94,114 | $4.4M | 0.06% | |
| 344 | BKRBaker Hughes Company Cl A | 150,752 | $4.4M | 0.06% | |
| 345 | FEFirstenergy Corp | 112,655 | $4.3M | 0.06% | |
| 346 | DINOHF Sinclair Corporation | 95,595 | $4.3M | 0.06% | |
| 347 | MPWRMonolithic Power Systems Inc | 11,177 | $4.3M | 0.06% | |
| 348 | JBLJabil Inc | 83,656 | $4.3M | 0.06% | |
| 349 | GMEGamestop Corp Cl A | 35,007 | $4.3M | 0.06% | |
| 350 | IFFInternational Flavors & Fragra | 35,758 | $4.3M | 0.06% | |
| 351 | ANETEURArista Networks Inc | 45,362 | $4.3M | 0.06% | |
| 352 | CLFCleveland Cliffs Inc | 275,622 | $4.2M | 0.06% | |
| 353 | A4SAmeriprise Financial Inc | 17,772 | $4.2M | 0.06% | |
| 354 | OCOwens Corning New | 56,836 | $4.2M | 0.06% | |
| 355 | HALHalliburton Co | 134,491 | $4.2M | 0.06% | |
| 356 | EBAEbay Inc | 100,774 | $4.2M | 0.06% | |
| 357 | WBSWebster Financial Corp Ct | 99,465 | $4.2M | 0.06% | |
| 358 | UNMUnum Group | 122,744 | $4.2M | 0.05% | |
| 359 | EFXEquifax Inc | 22,828 | $4.2M | 0.05% | |
| 360 | OMCLOmnicell Inc | 36,670 | $4.2M | 0.05% | |
| 361 | 8INSyneos Health Inc Cl A | 58,009 | $4.2M | 0.05% | |
| 362 | TMToyota Mtr Corp Sponsored Adr | 26,956 | $4.2M | 0.05% | |
| 363 | SWAVUSDShockwave Med Inc | 21,665 | $4.1M | 0.05% | |
| 364 | CGNXCognex Corp | 97,212 | $4.1M | 0.05% | |
| 365 | HCQAmn Healthcare Services Inc | 37,661 | $4.1M | 0.05% | |
| 366 | GGenpact Limited | 97,384 | $4.1M | 0.05% | |
| 367 | TTEKTetra Tech Inc | 30,201 | $4.1M | 0.05% | |
| 368 | HESHess Corp | 38,891 | $4.1M | 0.05% | |
| 369 | LECOLincoln Electric Holdings Inc | 33,368 | $4.1M | 0.05% | |
| 370 | MANHManhattan Assocs Inc | 35,685 | $4.1M | 0.05% | |
| 371 | MNSTMonster Beverage Corp | 44,097 | $4.1M | 0.05% | |
| 372 | ITGartner Inc | 16,897 | $4.1M | 0.05% | |
| 373 | NOVNational Oilwell Varco Inc | 241,203 | $4.1M | 0.05% | |
| 374 | EXLSExlservice Holdings Inc | 27,663 | $4.1M | 0.05% | |
| 375 | RG6Rogers Corp | 15,524 | $4.1M | 0.05% | |
| 376 | T7DTransdigm Group Inc | 7,523 | $4.0M | 0.05% | |
| 377 | CBSHCommerce Bancshares Inc | 61,476 | $4.0M | 0.05% | |
| 378 | LYBLyondellbasell Industries NV A | 46,054 | $4.0M | 0.05% | |
| 379 | DECKDeckers Outdoor Corp | 15,744 | $4.0M | 0.05% | |
| 380 | TWTRUSDTwitter Inc | 107,343 | $4.0M | 0.05% | |
| 381 | CMSCms Energy Corp | 59,409 | $4.0M | 0.05% | |
| 382 | CPTCamden Property Trust | 29,536 | $4.0M | 0.05% | |
| 383 | CIENCiena Corp | 86,463 | $4.0M | 0.05% | |
| 384 | VRSKVerisk Analytics Inc | 22,802 | $3.9M | 0.05% | |
| 385 | RNRRenaissancere Holdings LTD | 25,225 | $3.9M | 0.05% | |
| 386 | CHEChemed Corp | 8,402 | $3.9M | 0.05% | |
| 387 | HPHelmerich & Payne Inc | 91,482 | $3.9M | 0.05% | |
| 388 | EXPOExponent Inc | 42,956 | $3.9M | 0.05% | |
| 389 | —Vonage Holdings Corp | 208,254 | $3.9M | 0.05% | |
| 390 | LIILennox Intl Inc | 18,958 | $3.9M | 0.05% | |
| 391 | S76Store Cap Corp Com | 149,981 | $3.9M | 0.05% | |
| 392 | MTDMettler Toledo International | 3,404 | $3.9M | 0.05% | |
| 393 | RGLDRoyal Gold Inc | 36,613 | $3.9M | 0.05% | |
| 394 | WEXWex Inc | 25,122 | $3.9M | 0.05% | |
| 395 | TSNTyson Foods Inc Cl A | 45,398 | $3.9M | 0.05% | |
| 396 | PCTYPaylocity Holding Corp | 22,389 | $3.9M | 0.05% | |
| 397 | AIRCUSDApartment Income REIT Corp | 93,311 | $3.9M | 0.05% | |
| 398 | MIDDMiddleby Corp | 30,915 | $3.9M | 0.05% | |
| 399 | GLWCorning Inc | 122,963 | $3.9M | 0.05% | |
| 400 | VENVentas Inc | 75,250 | $3.9M | 0.05% |