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 |
|---|---|---|---|---|---|
| 201 | EMEEmcor Group Inc | 15,898 | $8.5M | 0.09% | |
| 202 | MOAltria Group Inc | 144,278 | $8.5M | 0.09% | |
| 203 | AEPAmerican Electric Power Co Inc | 81,449 | $8.5M | 0.09% | |
| 204 | GMGeneral Motors Co | 171,425 | $8.4M | 0.09% | |
| 205 | AZOAutozone Inc | 2,256 | $8.4M | 0.09% | |
| 206 | HLTHilton Worldwide Holdings Inc | 31,376 | $8.4M | 0.09% | |
| 207 | AXONAxon Enterprise Inc | 10,066 | $8.3M | 0.09% | |
| 208 | NSCNorfolk Southern Corp | 32,237 | $8.3M | 0.09% | |
| 209 | COINCoinbase Global Inc Cl A | 23,445 | $8.2M | 0.09% | |
| 210 | IBKRInteractive Brokers Group Inc | 147,652 | $8.2M | 0.09% | |
| 211 | APOApollo Global Mgmt Inc | 57,222 | $8.1M | 0.09% | |
| 212 | MARMarriott Intl Inc Cl A | 29,456 | $8.0M | 0.09% | |
| 213 | NDSNNordson Corp | 37,270 | $8.0M | 0.09% | |
| 214 | FCXFreeport-Mcmoran Inc Cl B | 184,277 | $8.0M | 0.09% | |
| 215 | ADSKAutodesk Inc | 25,768 | $8.0M | 0.09% | |
| 216 | KMIKinder Morgan Inc | 270,519 | $8.0M | 0.09% | |
| 217 | CHRWC H Robinson Worldwide Inc | 82,639 | $7.9M | 0.09% | |
| 218 | PWRQuanta Services Inc | 20,861 | $7.9M | 0.09% | |
| 219 | SPGSimon Property Group Inc | 49,058 | $7.9M | 0.08% | |
| 220 | FRTFederal Realty Inv Tr New | 82,619 | $7.8M | 0.08% | |
| 221 | RSGRepublic Services Inc | 31,533 | $7.8M | 0.08% | |
| 222 | LMTLockheed Martin Corp | 16,728 | $7.7M | 0.08% | |
| 223 | TFCTruist Financial Corp | 179,759 | $7.7M | 0.08% | |
| 224 | MDYSpdr S&P Mid Cap 400 Etf Tr | 13,509 | $7.7M | 0.08% | |
| 225 | ALSAllstate Corp | 37,947 | $7.6M | 0.08% | |
| 226 | AIGAmerican Intl Group Inc | 89,046 | $7.6M | 0.08% | |
| 227 | CLXClorox Co | 63,161 | $7.6M | 0.08% | |
| 228 | FDXFedex Corp | 33,166 | $7.5M | 0.08% | |
| 229 | SPOTSpotify | 9,677 | $7.4M | 0.08% | |
| 230 | AOSSmith A O Corp | 112,645 | $7.4M | 0.08% | |
| 231 | CARRCarrier Global Corporation | 100,783 | $7.4M | 0.08% | |
| 232 | PSXPhillips 66 | 61,401 | $7.3M | 0.08% | |
| 233 | 8CWCrown Castle Inc | 71,300 | $7.3M | 0.08% | |
| 234 | TELTE Connectivity PLC | 43,390 | $7.3M | 0.08% | |
| 235 | VLOValero Energy Corp | 53,785 | $7.2M | 0.08% | |
| 236 | KRKroger Co | 100,464 | $7.2M | 0.08% | |
| 237 | PSAPublic Storage Inc | 24,379 | $7.2M | 0.08% | |
| 238 | PEOExelon Corp | 164,565 | $7.1M | 0.08% | |
| 239 | A4SAmeriprise Financial Inc | 13,377 | $7.1M | 0.08% | |
| 240 | MNNYXVictory Portfolios Munder Grow | 104,932 | $7.1M | 0.08% | |
| 241 | HCAHca Healthcare Inc | 18,554 | $7.1M | 0.08% | |
| 242 | FFord Motor Co | 654,242 | $7.1M | 0.08% | |
| 243 | URIUnited Rentals Inc | 9,420 | $7.1M | 0.08% | |
| 244 | HRLHormel Foods Corp | 231,816 | $7.0M | 0.08% | |
| 245 | CTVACorteva Inc | 92,843 | $6.9M | 0.07% | |
| 246 | SWKStanley Black & Decker Inc | 101,635 | $6.9M | 0.07% | |
| 247 | ABNBAirbnb Inc Cl A | 51,765 | $6.8M | 0.07% | |
| 248 | WSTWest Pharmaceutical Svsc Inc | 31,202 | $6.8M | 0.07% | |
| 249 | RBARb Global Inc | 63,685 | $6.8M | 0.07% | |
| 250 | SRESempra | 89,092 | $6.8M | 0.07% | |
| 251 | FLEXFlex LTD | 134,882 | $6.7M | 0.07% | |
| 252 | EWEdwards Lifesciences Corp | 85,743 | $6.7M | 0.07% | |
| 253 | SJMSmucker J M Co | 68,055 | $6.7M | 0.07% | |
| 254 | NXPINxp Semiconductors NV | 30,583 | $6.7M | 0.07% | |
| 255 | GWREGuidewire Software Inc | 28,356 | $6.7M | 0.07% | |
| 256 | PAYXPaychex Inc | 45,599 | $6.6M | 0.07% | |
| 257 | METMetlife Inc | 81,886 | $6.6M | 0.07% | |
| 258 | DDominion Energy Inc | 116,203 | $6.6M | 0.07% | |
| 259 | PEGPublic Service Enterprise Grou | 77,945 | $6.6M | 0.07% | |
| 260 | PCARPaccar Inc | 68,498 | $6.5M | 0.07% | |
| 261 | CMICummins Inc | 19,692 | $6.4M | 0.07% | |
| 262 | ERIEErie Indemnity Co Cl A | 18,585 | $6.4M | 0.07% | |
| 263 | FIXComfort Systems Usa Inc | 11,999 | $6.4M | 0.07% | |
| 264 | LHXL3Harris Technologies Inc | 25,602 | $6.4M | 0.07% | |
| 265 | USFDUs Foods Holding Corp | 82,500 | $6.4M | 0.07% | |
| 266 | VRSKVerisk Analytics Inc | 20,368 | $6.3M | 0.07% | |
| 267 | IDXXIdexx Laboratories Inc | 11,745 | $6.3M | 0.07% | |
| 268 | MUXYXVictory Portfolios Victry S&P | 229,281 | $6.3M | 0.07% | |
| 269 | SLBSchlumberger LTD | 183,163 | $6.2M | 0.07% | |
| 270 | OKEOneok Inc | 75,526 | $6.2M | 0.07% | |
| 271 | VICIVici Properties Inc | 188,250 | $6.1M | 0.07% | |
| 272 | XELXcel Energy Inc | 89,890 | $6.1M | 0.07% | |
| 273 | PSTGPure Storage Inc | 105,786 | $6.1M | 0.07% | |
| 274 | CHTRCharter Communications Inc Cl | 14,831 | $6.1M | 0.07% | |
| 275 | RSReliance Inc | 19,205 | $6.0M | 0.06% | |
| 276 | EQHEquitable Holdings Inc | 106,893 | $6.0M | 0.06% | |
| 277 | ALBAlbemarle Corp | 94,916 | $5.9M | 0.06% | |
| 278 | OTISOtis Worldwide Corp | 60,013 | $5.9M | 0.06% | |
| 279 | CBRECbre Group Inc Cl A | 41,819 | $5.9M | 0.06% | |
| 280 | WDAYWorkday Inc Cl A | 24,405 | $5.9M | 0.06% | |
| 281 | REGNRegeneron Pharmaceuticals | 10,867 | $5.7M | 0.06% | |
| 282 | RMEResmed Inc | 21,997 | $5.7M | 0.06% | |
| 283 | OKTAOkta Inc Cl A | 56,721 | $5.7M | 0.06% | |
| 284 | CSLCarlisle Cos Inc | 15,168 | $5.7M | 0.06% | |
| 285 | FISFidelity Natl Information Serv | 69,300 | $5.6M | 0.06% | |
| 286 | DTDynatrace, Inc. | 101,768 | $5.6M | 0.06% | |
| 287 | FICOFair Isaac Corp | 3,071 | $5.6M | 0.06% | |
| 288 | SFMSprouts Farmers Mkt Inc | 33,844 | $5.6M | 0.06% | |
| 289 | CTSHCognizant Technology Solutions | 71,290 | $5.6M | 0.06% | |
| 290 | CWCurtiss Wright Corp | 11,330 | $5.5M | 0.06% | |
| 291 | DUOLDuolingo Inc Cl A | 13,301 | $5.5M | 0.06% | |
| 292 | KDPKeurig Dr Pepper Inc Com | 164,351 | $5.4M | 0.06% | |
| 293 | AVBAvalonbay Communities Inc | 26,633 | $5.4M | 0.06% | |
| 294 | WSOWatsco Inc | 12,148 | $5.4M | 0.06% | |
| 295 | DOCUDocusign Inc | 68,710 | $5.4M | 0.06% | |
| 296 | PRUPrudential Financial Inc | 49,812 | $5.4M | 0.06% | |
| 297 | NOCNorthrop Grumman Corp | 10,660 | $5.3M | 0.06% | |
| 298 | ROSTRoss Stores Inc | 41,650 | $5.3M | 0.06% | |
| 299 | MCHPMicrochip Technology Inc | 75,482 | $5.3M | 0.06% | |
| 300 | KSAIshares Msci Saudi Arbia | 137,774 | $5.3M | 0.06% |