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 | Value |
|---|---|
AMGAffiliated Managers Group Inc | $2.8B |
NVSTEnvista Holdings Corporation | $2.8B |
SAICScience Applications Intl Corp | $2.8B |
HWMHowmet Aerospace Inc | $2.8B |
TMHCTaylor Morrison Home Corp | $2.8B |
UALUnited Airlines Holdings Inc | $2.7B |
ANAutonation Inc | $2.7B |
SRCUSDSpirit Realty Capital Inc | $2.7B |
INCYIncyte Corp | $2.7B |
FSLRFirst Solar Inc | $2.7B |
OPCHOption Care Health Inc New | $2.7B |
TDYTeledyne Technologies Inc | $2.7B |
HQYHealthequity Inc | $2.7B |
CBSHCommerce Bancshares Inc | $2.7B |
EEFTEuronet Worldwide Inc | $2.7B |
FLT1EURFleetcor Technologies Inc | $2.7B |
BALLBall Corp | $2.7B |
AWMSkyworks Solutions Inc | $2.7B |
PWIPower Integrations Inc | $2.7B |
HBC2Hsbc Hldgs Plc Sponsored Adr N | $2.7B |
AYIAcuity Brands Inc | $2.7B |
TDCTeradata Corp | $2.6B |
LTHM1EURLivent Corp | $2.6B |
MPTMedical Properties Trust Inc | $2.6B |
MMSMaximus Inc | $2.6B |
LDOSLeidos Holdings Inc | $2.6B |
PBProsperity Bancshares Inc | $2.6B |
PG4Principal Financial Group Inc | $2.6B |
MUSAMurphy Usa Inc | $2.6B |
AVTAvnet Inc | $2.6B |
MMSIMerit Med Systems Inc | $2.6B |
NTAPNetapp Inc | $2.6B |
NINisource Inc | $2.6B |
FNFabrinet | $2.6B |
BHPBhp Group Limited | $2.5B |
IDAIdacorp Inc | $2.5B |
WRBBerkley W R Corp | $2.5B |
FMCFmc Corp | $2.5B |
EXLSExlservice Holdings Inc | $2.5B |
TERTeradyne Inc | $2.5B |
RFRegions Financial Corp | $2.5B |
HRBH&R Block Inc | $2.5B |
FLSFlowserve Corp | $2.5B |
WTSWatts Water Technologies Inc C | $2.5B |
SLABSilicon Laboratories Inc | $2.5B |
JKHYHenry Jack & Assoc Inc | $2.5B |
ESNTEssent Group Ltd | $2.5B |
PBFPbf Energy Inc Cl A | $2.5B |
VNTVontier Corporation Com | $2.5B |
PROSYProsus Nv Sp Adr | $2.5B |
SSBUSDSouth St Corp Com | $2.4B |
GLGlobe Life Inc | $2.4B |
HALOHalozyme Therapeutics Inc | $2.4B |
DTMDT Midstream Inc | $2.4B |
PNWPinnacle West Cap Corp | $2.4B |
TTENTotalenergies SE | $2.4B |
FLOFlowers Foods Inc | $2.4B |
CELHCelsius Holdings Inc New | $2.4B |
UDRUdr | $2.4B |
KRGKite Realty Group Trust | $2.4B |
HCQAmn Healthcare Services Inc | $2.4B |
AZPN1USDAspen Technology Inc | $2.4B |
TYLTyler Technologies Inc | $2.4B |
EXPOExponent Inc | $2.4B |
WWEUSDWorld Wrestling Entertainment | $2.4B |
BRBRBellring Brands Inc Common Sto | $2.4B |
NDAQNasdaq Inc | $2.4B |
DRIDarden Restaurants Inc | $2.4B |
GMEDGlobus Med Inc Cl A | $2.4B |
NFGNational Fuel Gas Co Nj | $2.4B |
POSTPost Holdings Inc | $2.4B |
HOGHarley-Davidson Inc | $2.4B |
SNASnap On Inc | $2.4B |
FDO.FMacys Inc | $2.4B |
NEOGNeogen Corp | $2.3B |
BMIBadger Meter Inc | $2.3B |
IEIInsight Enterprises Inc | $2.3B |
COOCooper Cos Inc | $2.3B |
NTRSNorthern Trust Corp | $2.3B |
AEISAdvanced Energy Industries | $2.3B |
ROLRollins Inc | $2.3B |
HBANHuntington Bancshares Inc | $2.3B |
—BUNGE LIMITED | $2.3B |
CPRICapri Holdings Limited | $2.3B |
MSMMsc Industrial Direct Inc Cl A | $2.3B |
BCPCBalchem Corp | $2.3B |
SNYSanofi Sponsored Adr | $2.3B |
RYNRayonier | $2.3B |
LKQ1LKQ Corp | $2.3B |
MTGMGIC Inv Corp WI Com | $2.3B |
GRMNGarmin LTD | $2.3B |
DIODDiodes Inc | $2.3B |
KMXCarmax Inc | $2.3B |
KEXKirby Corp | $2.3B |
W3UWestern Union Co | $2.3B |
PORPortland General Electric Co C | $2.3B |
FOXFFox Factory Holding Corp | $2.3B |
CPBCampbell Soup Co | $2.3B |
ASOAcademy Sports & Outdoors Inc | $2.3B |
EXPEExpedia Group Inc | $2.3B |