YOUSIF CAPITAL MANAGEMENT, LLC Q2 2023 Filing
Filed August 2, 2023
Portfolio Value
$8.2B
Holdings
1,969
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (1,969 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CITCintas Corp | 30,071 | $14.9T | 181778.30% | |
| 102 | CAHCardinal Health Inc | 156,921 | $14.8T | 180470.91% | |
| 103 | TSMTaiwan Semiconductor Mfg Co Lt | 146,503 | $14.8T | 179802.29% | |
| 104 | ADIAnalog Devices Inc | 75,825 | $14.8T | 179636.72% | |
| 105 | MRSHMarsh & Mclennan Cos Inc | 78,335 | $14.7T | 179171.91% | |
| 106 | ECLEcolab Inc | 78,578 | $14.7T | 178400.30% | |
| 107 | MMM3M Co | 146,170 | $14.6T | 177918.70% | |
| 108 | ORealty Income Corp | 238,220 | $14.2T | 173212.08% | |
| 109 | BSXBoston Scientific Corp | 261,040 | $14.1T | 171709.97% | |
| 110 | LRCXEURLam Research Corp | 21,958 | $14.1T | 171664.56% | |
| 111 | ADMArcher Daniels Midland Co | 186,156 | $14.1T | 171057.11% | |
| 112 | EWYIshares Msci Sth Kor Etf | 221,513 | $14.0T | 170735.14% | |
| 113 | MDLZMondelez Intl Inc Cl A | 190,737 | $13.9T | 169189.02% | |
| 114 | SBUXStarbucks Corp | 140,171 | $13.9T | 168860.45% | |
| 115 | EQIXEquinix Inc Common Stock REIT | 17,099 | $13.4T | 163014.03% | |
| 116 | WSTWest Pharmaceutical Svsc Inc | 34,584 | $13.2T | 160859.41% | |
| 117 | ZTSZoetis Inc Cl A | 76,380 | $13.2T | 159959.29% | |
| 118 | GDGeneral Dynamics Corp | 61,100 | $13.1T | 159865.17% | |
| 119 | SOSouthern Co | 184,755 | $13.0T | 157838.88% | |
| 120 | TMUST Mobile Us Inc | 92,904 | $12.9T | 156930.78% | |
| 121 | EDConsolidated Edison Inc | 142,291 | $12.9T | 156429.45% | |
| 122 | SYYSysco Corp | 167,466 | $12.4T | 151112.94% | |
| 123 | PGRProgressive Corp Ohio | 93,663 | $12.4T | 150774.91% | |
| 124 | GPCGenuine Parts Co | 73,168 | $12.4T | 150580.89% | |
| 125 | EXPDExpeditors Intl Wash Inc | 101,903 | $12.3T | 150109.47% | |
| 126 | PPGPPG Industries Inc | 83,219 | $12.3T | 150083.66% | |
| 127 | VRTXVertex Pharmaceuticals Inc | 34,667 | $12.2T | 148360.85% | |
| 128 | SCHWThe Charles Schwab Corporation | 214,489 | $12.2T | 147844.90% | |
| 129 | ALBAlbemarle Corp | 53,941 | $12.0T | 146343.20% | |
| 130 | DUKDuke Energy Corp | 133,423 | $12.0T | 145609.00% | |
| 131 | EWTIshares Msci Taiwan Etf | 253,017 | $11.9T | 144678.42% | |
| 132 | PANWPalo Alto Networks Inc | 45,825 | $11.7T | 142390.77% | |
| 133 | ETNEaton Corp Plc | 57,095 | $11.5T | 139630.91% | |
| 134 | MCKMckesson Corp | 26,823 | $11.5T | 139386.87% | |
| 135 | AONAON PLC Cl A | 33,202 | $11.5T | 139381.93% | |
| 136 | CHDChurch & Dwight Inc | 113,870 | $11.4T | 138796.07% | |
| 137 | WMWaste Management Inc | 65,341 | $11.3T | 137802.28% | |
| 138 | KLACKla Corporation | 23,261 | $11.3T | 137201.69% | |
| 139 | MUMicron Technology Inc | 177,948 | $11.2T | 136572.33% | |
| 140 | LMTLockheed Martin Corp | 24,384 | $11.2T | 136518.92% | |
| 141 | CSXCSX Corp | 328,999 | $11.2T | 136433.31% | |
| 142 | FISVFiserv Inc | 88,085 | $11.1T | 135132.77% | |
| 143 | EOGEog Resources Inc | 96,338 | $11.0T | 134074.73% | |
| 144 | CMECme Group Inc | 59,146 | $11.0T | 133275.03% | |
| 145 | PYPLPaypal Holdings Inc | 163,693 | $10.9T | 132838.11% | |
| 146 | EFAIshares Msci Eafe Etf | 149,093 | $10.8T | 131451.85% | |
| 147 | SLBSchlumberger LTD | 218,572 | $10.7T | 130564.27% | |
| 148 | HUMHumana Inc | 23,761 | $10.6T | 129202.22% | |
| 149 | FFord Motor Co | 694,255 | $10.5T | 127740.73% | |
| 150 | REGNRegeneron Pharmaceuticals | 14,611 | $10.5T | 127673.96% | |
| 151 | ATOAtmos Energy Corp | 89,547 | $10.4T | 126692.00% | |
| 152 | MCXMccormick & Co Inc Non Vtg | 117,193 | $10.2T | 124319.53% | |
| 153 | GMGeneral Motors Co | 264,230 | $10.2T | 123905.51% | |
| 154 | PNRPentair Plc | 156,933 | $10.1T | 123287.60% | |
| 155 | FDXFedex Corp | 40,574 | $10.1T | 122319.54% | |
| 156 | TROWPrice T Rowe Group Inc | 89,631 | $10.0T | 122102.12% | |
| 157 | ORLYO'reilly Automotive Inc | 10,471 | $10.0T | 121646.43% | |
| 158 | BROBrown & Brown Inc | 142,664 | $9.8T | 119433.79% | |
| 159 | CLXClorox Co | 61,645 | $9.8T | 119227.03% | |
| 160 | DOVDover Corp | 65,234 | $9.6T | 117133.26% | |
| 161 | EWEdwards Lifesciences Corp | 100,269 | $9.5T | 115023.87% | |
| 162 | ESSEssex Property Trust Inc | 39,995 | $9.4T | 113959.41% | |
| 163 | SNPSSynopsys Inc | 21,392 | $9.3T | 113271.66% | |
| 164 | BF/BBrown Forman Corp Cl B | 139,205 | $9.3T | 113050.37% | |
| 165 | SWKStanley Black & Decker Inc | 99,189 | $9.3T | 113037.18% | |
| 166 | SJMSmucker J M Co | 62,353 | $9.2T | 111975.01% | |
| 167 | FCXFreeport-Mcmoran Inc Cl B | 230,091 | $9.2T | 111926.02% | |
| 168 | AOSSmith A O Corp | 126,424 | $9.2T | 111895.73% | |
| 169 | 8CWCrown Castle Inc | 80,594 | $9.2T | 111673.56% | |
| 170 | ICEIntercontinental Exchange Inc | 81,079 | $9.2T | 111497.63% | |
| 171 | WBAWalgreens Boots Alliance Inc | 320,499 | $9.1T | 111042.68% | |
| 172 | ATVIEURActivision Blizzard Inc | 107,942 | $9.1T | 110659.70% | |
| 173 | HUBBHubbell Inc | 27,026 | $9.0T | 108972.11% | |
| 174 | CDNSCadence Design System Inc | 37,852 | $8.9T | 107954.36% | |
| 175 | BLDRBuilders FirstSource Inc | 64,622 | $8.8T | 106878.60% | |
| 176 | HRLHormel Foods Corp | 217,224 | $8.7T | 106248.05% | |
| 177 | DC4Dexcom Inc | 67,958 | $8.7T | 106205.98% | |
| 178 | MPCMarathon Petroleum Corp | 74,874 | $8.7T | 106169.80% | |
| 179 | MOAltria Group Inc | 190,914 | $8.6T | 105173.77% | |
| 180 | NDSNNordson Corp | 34,674 | $8.6T | 104650.71% | |
| 181 | NSCNorfolk Southern Corp | 37,879 | $8.6T | 104456.72% | |
| 182 | CINFCincinnati Financial Corp | 88,058 | $8.6T | 104217.74% | |
| 183 | PXDEURPioneer Natural Resources Co | 40,596 | $8.4T | 102282.78% | |
| 184 | CMGChipotle Mexican Grill Inc | 3,889 | $8.3T | 101162.65% | |
| 185 | RSReliance Steel & Aluminum Co | 30,595 | $8.3T | 101049.85% | |
| 186 | PNCPNC Financial Services Group I | 65,804 | $8.3T | 100791.04% | |
| 187 | FTNTFortinet Inc | 109,174 | $8.3T | 100358.70% | |
| 188 | PSAPublic Storage Inc | 27,937 | $8.2T | 99164.35% | |
| 189 | HCAHca Healthcare Inc | 26,553 | $8.1T | 97997.52% | |
| 190 | AZOAutozone Inc | 3,214 | $8.0T | 97454.59% | |
| 191 | GISGeneral Mills Inc | 103,729 | $8.0T | 96753.57% | |
| 192 | AEPAmerican Electric Power Co Inc | 92,638 | $7.8T | 94857.73% | |
| 193 | MDYSpdr S&P Mid Cap 400 Etf Tr | 16,286 | $7.8T | 94850.53% | |
| 194 | CHRWC H Robinson Worldwide Inc | 82,403 | $7.8T | 94548.88% | |
| 195 | TRVTravelers Companies Inc | 44,454 | $7.7T | 93881.95% | |
| 196 | BENFranklin Resources Inc | 288,938 | $7.7T | 93853.37% | |
| 197 | MCOMoodys Corp | 22,164 | $7.7T | 93723.66% | |
| 198 | WELLWelltower Inc | 94,799 | $7.7T | 93254.55% | |
| 199 | SRESempra | 52,574 | $7.7T | 93083.79% | |
| 200 | DDominion Energy Inc | 147,422 | $7.6T | 92849.52% |