YOUSIF CAPITAL MANAGEMENT, LLC Q2 2024 Filing

Filed July 31, 2024

Portfolio Value

$8.8T

Holdings

1,963

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (1,963 positions)

#	Stock	Shares	Value	% Portfolio
1001	MSGSMadison Square Garden Sports C	6,692	$1.3B	0.01%
1002	UHSUniversal Health Services Inc	6,805	$1.3B	0.01%
1003	VACMarriott Vactins Worldwide Cor	14,406	$1.3B	0.01%
1004	BBWIBath & Body Works Inc	32,151	$1.3B	0.01%
1005	ENVUSDEnvestnet Inc	20,051	$1.3B	0.01%
1006	ZURVYZurich Ins Group Ltd Sponsored	23,526	$1.3B	0.01%
1007	VLYValley National Bancorp	179,274	$1.3B	0.01%
1008	CNXCConcentrix Corp	19,722	$1.2B	0.01%
1009	CXTCrane Nxt, Co	20,306	$1.2B	0.01%
1010	PNWPinnacle West Cap Corp	16,295	$1.2B	0.01%
1011	SFBSServisfirst Bancshares Inc	19,636	$1.2B	0.01%
1012	VCVisteon Corp	11,617	$1.2B	0.01%
1013	CTLTEURCatalent Inc	22,033	$1.2B	0.01%
1014	RXORxo Inc Common Stock	47,277	$1.2B	0.01%
1015	IOSPInnospec Inc	10,000	$1.2B	0.01%
1016	FULTFulton Financial Corp Pa	72,604	$1.2B	0.01%
1017	NVSTEnvista Holdings Corporation	73,974	$1.2B	0.01%
1018	NPOEnpro Inc	8,405	$1.2B	0.01%
1019	AZTAAzenta, Inc	23,249	$1.2B	0.01%
1020	AAGIYAia Group Ltd	45,027	$1.2B	0.01%
1021	INFYInfosys Limited Adr	65,609	$1.2B	0.01%
1022	VSHVishay Intertechnology Inc	54,646	$1.2B	0.01%
1023	AIZAssurant Inc	7,329	$1.2B	0.01%
1024	TRIThomson Reuters Corp	7,224	$1.2B	0.01%
1025	CNRCanadian National Railway Co	10,291	$1.2B	0.01%
1026	UCBUnited Community Banks Blairsv	47,712	$1.2B	0.01%
1027	JBTJohn Bean Technologies Corp	12,782	$1.2B	0.01%
1028	BXMTBlackstone Mtg Tr Inc Com Cl A	69,649	$1.2B	0.01%
1029	ENBENBRIDGE INC COM	34,052	$1.2B	0.01%
1030	REZIResideo Technologies Inc	61,869	$1.2B	0.01%
1031	NABZYNational Australia Bk Ltd Spon	99,982	$1.2B	0.01%
1032	FBPFirst Bancorp Pr	66,126	$1.2B	0.01%
1033	NSANational Storage Affiliates	29,289	$1.2B	0.01%
1034	CHHChoice Hotels Intl Inc	10,104	$1.2B	0.01%
1035	WOLF*Wolfspeed Inc	52,733	$1.2B	0.01%
1036	FCFSFirstcash Holdings Inc	11,442	$1.2B	0.01%
1037	ASOAcademy Sports & Outdoors Inc	22,521	$1.2B	0.01%
1038	TCBITexas Capital Bancshares Inc	19,564	$1.2B	0.01%
1039	AXAHYAxa Sa Sponsored Adr	36,454	$1.2B	0.01%
1040	WDFCWd-40 Co	5,425	$1.2B	0.01%
1041	FOXAFox Corp Cl A	34,605	$1.2B	0.01%
1042	—Mercedes Benz Group Ag Reg Shs	17,183	$1.2B	0.01%
1043	SKTTanger Inc	43,728	$1.2B	0.01%
1044	CDPCopt Defense Properties	47,246	$1.2B	0.01%
1045	MH6ATokio Marine Hldgs Inc Adr Com	31,648	$1.2B	0.01%
1046	AUBAtlantic Un Bankshares Corp	35,907	$1.2B	0.01%
1047	SANBanco Santander S.A.	254,504	$1.2B	0.01%
1048	BNPQYBnp Paribas Sponsored Adr Reps	36,890	$1.2B	0.01%
1049	IDIInterdigital Inc	10,084	$1.2B	0.01%
1050	CPCanadian Pacific Kansas City	14,913	$1.2B	0.01%
1051	SHOOMadden Steven LTD	27,669	$1.2B	0.01%
1052	HGVHilton Grande Vacations	28,881	$1.2B	0.01%
1053	BB4Axos Financial Inc	20,337	$1.2B	0.01%
1054	BRCBrady Corp Cl A	17,489	$1.2B	0.01%
1055	GNWGenworth Financial Inc Cl A	190,600	$1.2B	0.01%
1056	MGMMgm Resorts International	25,889	$1.2B	0.01%
1057	SMGScotts Miracle-Gro Co Cl A	17,651	$1.1B	0.01%
1058	APAMArtisan Partners Asset Mgmt In	27,800	$1.1B	0.01%
1059	BWABorgwarner Inc	35,460	$1.1B	0.01%
1060	AQLTIshares Msci Qatar Etf	67,445	$1.1B	0.01%
1061	LRNStride Inc Com	16,057	$1.1B	0.01%
1062	PLXSPlexus Corp	10,949	$1.1B	0.01%
1063	WSFSWSFS Financial Corp	24,008	$1.1B	0.01%
1064	BHFBrighthouse Financial Inc	26,032	$1.1B	0.01%
1065	HIHillenbrand Inc	28,155	$1.1B	0.01%
1066	HUBGHub Group Inc Cl A	26,047	$1.1B	0.01%
1067	HASHasbro Inc	19,152	$1.1B	0.01%
1068	DEODiageo Plc Sp ADR	8,886	$1.1B	0.01%
1069	COLMColumbia Sportswear Co	14,154	$1.1B	0.01%
1070	CWTCalifornia Wtr Svc Group	23,078	$1.1B	0.01%
1071	MITSYMitsui & Co Ltd Adr Isin	1,217	$1.1B	0.01%
1072	HIWHighwood Properties Inc	42,573	$1.1B	0.01%
1073	GNRCGenerac Holdings Inc	8,457	$1.1B	0.01%
1074	ARCH1USDArch Resources Inc	7,344	$1.1B	0.01%
1075	AROCArchrock Inc	55,218	$1.1B	0.01%
1076	DBSDYDbs Group Hldgs Ltd Sponsored	10,498	$1.1B	0.01%
1077	BMTABrit Amern Tob Plc Sponsored C	35,834	$1.1B	0.01%
1078	GVAGranite Contruction Inc	17,769	$1.1B	0.01%
1079	CATYCathay Gen Bancorp	29,122	$1.1B	0.01%
1080	DVDoubleverify Holdings Inc	56,280	$1.1B	0.01%
1081	TAPMolson Coors Brewing Co Cl B	21,505	$1.1B	0.01%
1082	ISNPYIntesa Sanpaolo S P A Sponsore	48,927	$1.1B	0.01%
1083	NMIHNmi Holdings Inc Cl A	32,051	$1.1B	0.01%
1084	BNBrookfield Corp Cl A	26,237	$1.1B	0.01%
1085	RUSHARush Enterprises Inc	26,030	$1.1B	0.01%
1086	KLICKulicke & Soffa Industries Inc	22,150	$1.1B	0.01%
1087	ESEEsco Technologies Inc	10,328	$1.1B	0.01%
1088	MG1Mge Energy Inc Com	14,506	$1.1B	0.01%
1089	CVCOCavco Industries Inc	3,128	$1.1B	0.01%
1090	AVAAvista Corp	31,262	$1.1B	0.01%
1091	ABRArbor Rlty Tr Inc Com	75,395	$1.1B	0.01%
1092	AWRAmerican States Water Co	14,890	$1.1B	0.01%
1093	NYCBEURNew York Community Bancorp Inc	335,189	$1.1B	0.01%
1094	FHIFederated Hermes Inc Cl B	32,809	$1.1B	0.01%
1095	LXPUSDLxp Industrial Trust Com	118,104	$1.1B	0.01%
1096	AERAERCAP HOLDINGS NV	11,539	$1.1B	0.01%
1097	DSNKYDaiichi Sankyo Co Ltd Sponsore	31,276	$1.1B	0.01%
1098	FERGFerguson PLC	5,544	$1.1B	0.01%
1099	MTXMinerals Technologies Inc	12,903	$1.1B	0.01%
1100	MTCHMatch Group Inc	35,267	$1.1B	0.01%

PreviousPage 11 of 20Next