YOUSIF CAPITAL MANAGEMENT, LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$9.3B
Holdings
1,917
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,917 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AFLAflac Inc | 152,549 | $16.1M | 0.17% | |
| 102 | INTCIntel Corp | 717,676 | $16.1M | 0.17% | |
| 103 | GILDGilead Sciences Inc | 144,883 | $16.1M | 0.17% | |
| 104 | PANWPalo Alto Networks Inc | 78,198 | $16.0M | 0.17% | |
| 105 | PLDPrologis Inc | 150,059 | $15.8M | 0.17% | |
| 106 | CICigna Group | 47,348 | $15.7M | 0.17% | |
| 107 | APHAmphenol Corp Cl A | 157,979 | $15.6M | 0.17% | |
| 108 | CVSCVS Health Corp | 226,123 | $15.6M | 0.17% | |
| 109 | ORealty Income Corp | 269,726 | $15.5M | 0.17% | |
| 110 | PFEPfizer Inc | 639,778 | $15.5M | 0.17% | |
| 111 | COPConocophillips | 172,724 | $15.5M | 0.17% | |
| 112 | ADIAnalog Devices Inc | 65,095 | $15.5M | 0.17% | |
| 113 | LRCXLam Research Corp New | 158,816 | $15.5M | 0.17% | |
| 114 | ETNEaton Corp Plc | 43,155 | $15.4M | 0.17% | |
| 115 | ROPRoper Technologies Inc | 26,908 | $15.3M | 0.16% | |
| 116 | CRWDCrowdstrike Holdings Inc Cl A | 29,916 | $15.2M | 0.16% | |
| 117 | TMUST Mobile Us Inc | 63,281 | $15.1M | 0.16% | |
| 118 | KLACKla Corporation | 16,725 | $15.0M | 0.16% | |
| 119 | GDGeneral Dynamics Corp | 51,095 | $14.9M | 0.16% | |
| 120 | GWWGrainger W W Inc | 14,263 | $14.8M | 0.16% | |
| 121 | MRSHMarsh & Mclennan Cos Inc | 67,386 | $14.7M | 0.16% | |
| 122 | SOSouthern Co | 159,188 | $14.6M | 0.16% | |
| 123 | APDAir Prods & Chems Inc | 51,793 | $14.6M | 0.16% | |
| 124 | MCKMckesson Corp | 19,891 | $14.6M | 0.16% | |
| 125 | ICEIntercontinental Exchange Inc | 77,996 | $14.3M | 0.15% | |
| 126 | DHRDanaher Corporation | 71,818 | $14.2M | 0.15% | |
| 127 | ELVElevance Health Inc | 35,482 | $13.8M | 0.15% | |
| 128 | DUKDuke Energy Corp | 116,032 | $13.7M | 0.15% | |
| 129 | CMECme Group Inc | 49,562 | $13.7M | 0.15% | |
| 130 | ANETArista Networks Inc | 128,837 | $13.2M | 0.14% | |
| 131 | KMBKimberly Clark Corp | 101,768 | $13.1M | 0.14% | |
| 132 | FASTFastenal Co | 311,505 | $13.1M | 0.14% | |
| 133 | BXBlackstone Inc | 86,514 | $12.9M | 0.14% | |
| 134 | EDConsolidated Edison Inc | 128,654 | $12.9M | 0.14% | |
| 135 | CEGConstellation Energy Corp | 38,993 | $12.6M | 0.14% | |
| 136 | SYYSysco Corp | 166,033 | $12.6M | 0.14% | |
| 137 | TTTrane Technologies Plc | 28,663 | $12.5M | 0.14% | |
| 138 | EQIXEquinix Inc Common Stock REIT | 15,475 | $12.3M | 0.13% | |
| 139 | FISVFiserv Inc | 70,487 | $12.2M | 0.13% | |
| 140 | WMWaste Management Inc | 52,992 | $12.1M | 0.13% | |
| 141 | DYHTarget Corp | 122,358 | $12.1M | 0.13% | |
| 142 | BROBrown & Brown Inc | 107,758 | $11.9M | 0.13% | |
| 143 | NUENucor Corp | 91,709 | $11.9M | 0.13% | |
| 144 | —Vanguard Funds PLC Sp 500 ETF | 99,814 | $11.7M | 0.13% | |
| 145 | VRTXVertex Pharmaceuticals Inc | 26,117 | $11.6M | 0.13% | |
| 146 | ATOAtmos Energy Corp | 74,762 | $11.5M | 0.12% | |
| 147 | MMM3M Co | 75,361 | $11.5M | 0.12% | |
| 148 | BDXBecton Dickinson & Co | 65,913 | $11.4M | 0.12% | |
| 149 | KVUEKenvue Inc | 541,208 | $11.3M | 0.12% | |
| 150 | PHParker Hannifin Corp | 15,966 | $11.2M | 0.12% | |
| 151 | NKENike Inc Cl B | 156,963 | $11.2M | 0.12% | |
| 152 | ADMArcher Daniels Midland Co | 205,400 | $10.8M | 0.12% | |
| 153 | T7DTransdigm Group Inc | 7,110 | $10.8M | 0.12% | |
| 154 | AJGGallagher Arthur J & Co | 33,518 | $10.7M | 0.12% | |
| 155 | BMYBristol-Myers Squibb Co | 229,239 | $10.6M | 0.11% | |
| 156 | CINFCincinnati Financial Corp | 71,060 | $10.6M | 0.11% | |
| 157 | UPSUnited Parcel Service Inc Cl B | 104,452 | $10.5M | 0.11% | |
| 158 | AONAON PLC Cl A | 29,292 | $10.4M | 0.11% | |
| 159 | MDLZMondelez Intl Inc Cl A | 154,336 | $10.4M | 0.11% | |
| 160 | PNRPentair Plc | 100,564 | $10.3M | 0.11% | |
| 161 | RCLRoyal Caribbean Cruises LTD | 32,893 | $10.3M | 0.11% | |
| 162 | ORLYO'reilly Automotive Inc | 114,241 | $10.3M | 0.11% | |
| 163 | PNCPNC Financial Services Group I | 54,782 | $10.2M | 0.11% | |
| 164 | ZTSZoetis Inc Cl A | 65,439 | $10.2M | 0.11% | |
| 165 | MSIMotorola Solutions Inc | 24,052 | $10.1M | 0.11% | |
| 166 | SBUXStarbucks Corp | 110,253 | $10.1M | 0.11% | |
| 167 | TSMTaiwan Semiconductor Mfg Co Lt | 44,544 | $10.1M | 0.11% | |
| 168 | DASHDoordash Inc Cl A | 40,793 | $10.1M | 0.11% | |
| 169 | CDNSCadence Design System Inc | 32,410 | $10.0M | 0.11% | |
| 170 | HWMHowmet Aerospace Inc | 53,595 | $10.0M | 0.11% | |
| 171 | DOVDover Corp | 53,228 | $9.8M | 0.11% | |
| 172 | WMBWilliams Cos Inc | 153,876 | $9.7M | 0.10% | |
| 173 | PYPLPaypal Holdings Inc | 129,794 | $9.6M | 0.10% | |
| 174 | MCXMccormick & Co Inc Non Vtg | 126,433 | $9.6M | 0.10% | |
| 175 | USBUS Bancorp Del | 211,756 | $9.6M | 0.10% | |
| 176 | CHDChurch & Dwight Inc | 99,199 | $9.5M | 0.10% | |
| 177 | JCIJohnson Controls Intl Plc | 89,544 | $9.5M | 0.10% | |
| 178 | ESSEssex Property Trust Inc | 33,355 | $9.5M | 0.10% | |
| 179 | PPGPPG Industries Inc | 83,030 | $9.4M | 0.10% | |
| 180 | ESEversource Energy | 146,693 | $9.3M | 0.10% | |
| 181 | MCOMoodys Corp | 18,551 | $9.3M | 0.10% | |
| 182 | CMGChipotle Mexican Grill Inc | 165,607 | $9.3M | 0.10% | |
| 183 | SNPSSynopsys Inc | 18,100 | $9.3M | 0.10% | |
| 184 | VSTVistra Corp | 47,048 | $9.1M | 0.10% | |
| 185 | MPCMarathon Petroleum Corp | 54,055 | $9.0M | 0.10% | |
| 186 | FQIDigital Realty Trust Inc | 51,455 | $9.0M | 0.10% | |
| 187 | KKRKKR & Co Inc | 67,308 | $9.0M | 0.10% | |
| 188 | BKBank New York Mellon Corp | 97,066 | $8.8M | 0.10% | |
| 189 | EXPDExpeditors Intl Wash Inc | 76,836 | $8.8M | 0.09% | |
| 190 | CSXCSX Corp | 268,917 | $8.8M | 0.09% | |
| 191 | FTNTFortinet Inc | 82,787 | $8.8M | 0.09% | |
| 192 | TRVTravelers Companies Inc | 32,675 | $8.7M | 0.09% | |
| 193 | ABGCENCORA INC | 29,147 | $8.7M | 0.09% | |
| 194 | TROWPrice T Rowe Group Inc | 90,131 | $8.7M | 0.09% | |
| 195 | NEMNewmont Corporation | 148,201 | $8.6M | 0.09% | |
| 196 | GPCGenuine Parts Co | 71,163 | $8.6M | 0.09% | |
| 197 | FDSFactset Research Systems Inc | 19,272 | $8.6M | 0.09% | |
| 198 | EOGEog Resources Inc | 71,869 | $8.6M | 0.09% | |
| 199 | BENFranklin Resources Inc | 360,233 | $8.6M | 0.09% | |
| 200 | AMCRAmcor Plc | 932,340 | $8.6M | 0.09% |