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 |
|---|---|---|---|---|---|
| 301 | AMEAmetek Inc | 29,209 | $5.3M | 0.06% | |
| 302 | HUMHumana Inc | 21,598 | $5.3M | 0.06% | |
| 303 | CPRTCopart Inc | 107,494 | $5.3M | 0.06% | |
| 304 | MSCIMSCI Inc | 9,101 | $5.2M | 0.06% | |
| 305 | WPCWp Carey Inc | 83,166 | $5.2M | 0.06% | |
| 306 | FNFFidelity National Financial In | 92,436 | $5.2M | 0.06% | |
| 307 | BF/BBrown Forman Corp Cl B | 192,203 | $5.2M | 0.06% | |
| 308 | EEMIshares Msci Emerg Mkt Etf | 106,975 | $5.2M | 0.06% | |
| 309 | WECWec Energy Group Inc | 49,440 | $5.2M | 0.06% | |
| 310 | VENVentas Inc | 81,079 | $5.1M | 0.06% | |
| 311 | XPOXPO Inc | 40,176 | $5.1M | 0.05% | |
| 312 | BURLBurlington Stores Inc | 21,795 | $5.1M | 0.05% | |
| 313 | TRGPTarga Resources Corp | 29,098 | $5.1M | 0.05% | |
| 314 | GGGGraco Inc | 58,387 | $5.0M | 0.05% | |
| 315 | IRMIron Mountain Inc | 48,874 | $5.0M | 0.05% | |
| 316 | GISGeneral Mills Inc | 96,483 | $5.0M | 0.05% | |
| 317 | WWDWoodward Inc | 20,268 | $5.0M | 0.05% | |
| 318 | HESHess Corp | 35,719 | $4.9M | 0.05% | |
| 319 | BJBjs Whsl Club Holdings Inc | 45,881 | $4.9M | 0.05% | |
| 320 | THCTenet Healthcare Corp | 27,906 | $4.9M | 0.05% | |
| 321 | RPMRpm Intl Inc | 44,583 | $4.9M | 0.05% | |
| 322 | ETREntergy Corp | 58,640 | $4.9M | 0.05% | |
| 323 | TPDSomnigroup International Inc | 71,615 | $4.9M | 0.05% | |
| 324 | BKRBaker Hughes Company Cl A | 126,670 | $4.9M | 0.05% | |
| 325 | TTWOTake-Two Interactive Software | 19,947 | $4.8M | 0.05% | |
| 326 | WABWabtec Corp | 23,134 | $4.8M | 0.05% | |
| 327 | DHID R Horton Inc | 37,555 | $4.8M | 0.05% | |
| 328 | HIGHartford Ins Group Inc | 38,089 | $4.8M | 0.05% | |
| 329 | EWBCEast West Bancorp Inc | 47,785 | $4.8M | 0.05% | |
| 330 | NRANrg Energy Inc | 30,013 | $4.8M | 0.05% | |
| 331 | EBAEbay Inc | 64,478 | $4.8M | 0.05% | |
| 332 | YUMYum Brands Inc | 32,400 | $4.8M | 0.05% | |
| 333 | WTWWillis Towers Watson Pub LTD | 15,656 | $4.8M | 0.05% | |
| 334 | EXRExtra Space Storage | 32,370 | $4.8M | 0.05% | |
| 335 | EAElectronic Arts Inc | 29,715 | $4.7M | 0.05% | |
| 336 | SAPSap Se-Sponsored Adr | 15,453 | $4.7M | 0.05% | |
| 337 | COHRCoherent Corp | 52,441 | $4.7M | 0.05% | |
| 338 | ROKRockwell Automation Inc | 14,066 | $4.7M | 0.05% | |
| 339 | DC4Dexcom Inc | 53,429 | $4.7M | 0.05% | |
| 340 | CASYCaseys General Stores Inc | 9,131 | $4.7M | 0.05% | |
| 341 | CRSCarpenter Technology Corp | 16,802 | $4.6M | 0.05% | |
| 342 | DDDupont De Nemours Inc | 67,586 | $4.6M | 0.05% | |
| 343 | UNMUnum Group | 57,224 | $4.6M | 0.05% | |
| 344 | GLPIGaming & Leisure Pptys Inc Com | 98,596 | $4.6M | 0.05% | |
| 345 | ACGLArch Capital Group LTD | 50,504 | $4.6M | 0.05% | |
| 346 | UTHUnited Therapeutics Corp | 15,999 | $4.6M | 0.05% | |
| 347 | ACMAecom | 40,702 | $4.6M | 0.05% | |
| 348 | GEHCGE Healthcare Technologies Inc | 61,489 | $4.6M | 0.05% | |
| 349 | ILMNIllumina Inc | 47,707 | $4.6M | 0.05% | |
| 350 | RGAReinsurance Group Of America I | 22,923 | $4.5M | 0.05% | |
| 351 | CCLCarnival Corp | 159,454 | $4.5M | 0.05% | |
| 352 | BRBroADRidge Financial Solutions | 18,441 | $4.5M | 0.05% | |
| 353 | DTEDTE Energy Co | 33,583 | $4.4M | 0.05% | |
| 354 | DELLDell Technologies Inc Cl C | 36,047 | $4.4M | 0.05% | |
| 355 | DALDelta Air Lines Inc | 89,705 | $4.4M | 0.05% | |
| 356 | EHCEncompass Health Corp | 35,902 | $4.4M | 0.05% | |
| 357 | SYFSynchrony Financial | 65,781 | $4.4M | 0.05% | |
| 358 | ELSEquity Lifestyle Properties In | 71,151 | $4.4M | 0.05% | |
| 359 | EQREquity Residential | 64,864 | $4.4M | 0.05% | |
| 360 | JLLJones Lang Lasalle Inc | 17,102 | $4.4M | 0.05% | |
| 361 | GLWCorning Inc | 83,160 | $4.4M | 0.05% | |
| 362 | NBIXNeurocrine Biosciences Inc | 34,727 | $4.4M | 0.05% | |
| 363 | NLYAnnaly Capital Management Inc | 230,574 | $4.3M | 0.05% | |
| 364 | NDAQNasdaq Inc | 48,516 | $4.3M | 0.05% | |
| 365 | IRIngersoll Rand Inc | 52,139 | $4.3M | 0.05% | |
| 366 | ITTItt Inc | 27,472 | $4.3M | 0.05% | |
| 367 | AMHAmerican Homes 4 Rent Common S | 119,406 | $4.3M | 0.05% | |
| 368 | PPLPpl Corp | 127,050 | $4.3M | 0.05% | |
| 369 | APGApi Group Corp | 82,986 | $4.2M | 0.05% | |
| 370 | GRMNGarmin LTD | 20,271 | $4.2M | 0.05% | |
| 371 | CNCCentene Corp | 77,797 | $4.2M | 0.05% | |
| 372 | OCOwens Corning New | 30,630 | $4.2M | 0.05% | |
| 373 | CCKCrown Holdings Inc | 40,781 | $4.2M | 0.05% | |
| 374 | EX9Exelixis Inc | 95,256 | $4.2M | 0.05% | |
| 375 | NVTNVent Electric Plc | 57,287 | $4.2M | 0.05% | |
| 376 | CNHICnh Industrial Nv | 321,710 | $4.2M | 0.04% | |
| 377 | ATDAti Inc | 48,019 | $4.1M | 0.04% | |
| 378 | STESteris Plc Usd | 17,230 | $4.1M | 0.04% | |
| 379 | ARAntero Resources Corp | 102,675 | $4.1M | 0.04% | |
| 380 | ENQEntegris Inc Com | 51,264 | $4.1M | 0.04% | |
| 381 | VMCVulcan Materials Co | 15,817 | $4.1M | 0.04% | |
| 382 | EQTEquity Corp | 70,490 | $4.1M | 0.04% | |
| 383 | MANHManhattan Assocs Inc | 20,741 | $4.1M | 0.04% | |
| 384 | RBCRBC Bearings Inc | 10,644 | $4.1M | 0.04% | |
| 385 | PCGPG&E Corp | 291,427 | $4.1M | 0.04% | |
| 386 | RNRRenaissancere Holdings LTD | 16,678 | $4.1M | 0.04% | |
| 387 | XYLXylem Inc | 31,316 | $4.0M | 0.04% | |
| 388 | AEEAmeren Corp | 42,142 | $4.0M | 0.04% | |
| 389 | CLHClean Harbors Inc | 17,499 | $4.0M | 0.04% | |
| 390 | ALLYAlly Financial Inc | 103,821 | $4.0M | 0.04% | |
| 391 | MPWRMonolithic Power Systems Inc | 5,527 | $4.0M | 0.04% | |
| 392 | SCIService Corp Intl | 49,617 | $4.0M | 0.04% | |
| 393 | LECOLincoln Electric Holdings Inc | 19,459 | $4.0M | 0.04% | |
| 394 | LAMRLamar Advertising Co | 33,220 | $4.0M | 0.04% | |
| 395 | CIENCiena Corp | 49,549 | $4.0M | 0.04% | |
| 396 | MNSTMonster Beverage Corp | 64,230 | $4.0M | 0.04% | |
| 397 | TOLToll Brothers Inc | 35,205 | $4.0M | 0.04% | |
| 398 | CSGPCostar Group Inc | 49,852 | $4.0M | 0.04% | |
| 399 | STTState Street Corp | 37,415 | $4.0M | 0.04% | |
| 400 | MLMMartin Marietta Materials Inc | 7,235 | $4.0M | 0.04% |