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 |
|---|---|---|---|---|---|
| 401 | RGLDRoyal Gold Inc | 22,270 | $4.0M | 0.04% | |
| 402 | CNMCore & Main Inc Cl A | 65,596 | $4.0M | 0.04% | |
| 403 | DGXQuest Diagnostics Inc | 21,976 | $3.9M | 0.04% | |
| 404 | DKSDicks Sporting Goods Inc | 19,951 | $3.9M | 0.04% | |
| 405 | EFXEquifax Inc | 15,207 | $3.9M | 0.04% | |
| 406 | OXYOccidental Petroleum Corp | 93,773 | $3.9M | 0.04% | |
| 407 | CNPCenterpoint Energy Inc | 106,541 | $3.9M | 0.04% | |
| 408 | OHIOmega Healthcare Investors | 106,779 | $3.9M | 0.04% | |
| 409 | VLTOVeralto Corp | 38,685 | $3.9M | 0.04% | |
| 410 | MICYXVictory Portfolios Trivalent E | 409,413 | $3.9M | 0.04% | |
| 411 | MTBM & T Bank Corp | 20,063 | $3.9M | 0.04% | |
| 412 | BWXTBwx Technologies Inc Com | 26,986 | $3.9M | 0.04% | |
| 413 | CBOECboe Global Markets Inc | 16,540 | $3.9M | 0.04% | |
| 414 | CGCarlyle Group Inc | 74,907 | $3.9M | 0.04% | |
| 415 | ARMKAramark | 91,830 | $3.8M | 0.04% | |
| 416 | STXSeagate Technology Holdings PL | 26,412 | $3.8M | 0.04% | |
| 417 | UALUnited Airlines Holdings Inc | 47,444 | $3.8M | 0.04% | |
| 418 | DTMDT Midstream Inc | 34,355 | $3.8M | 0.04% | |
| 419 | ODFLOld Dominion Freight Line Inc | 23,241 | $3.8M | 0.04% | |
| 420 | SBACSba Communications Corp | 16,033 | $3.8M | 0.04% | |
| 421 | FT2First Horizon Corporation Com | 177,332 | $3.8M | 0.04% | |
| 422 | ITGartner Inc | 9,273 | $3.7M | 0.04% | |
| 423 | HPEHewlett Packard Enterprise Co | 182,950 | $3.7M | 0.04% | |
| 424 | AG8Agilent Technologies Inc | 31,636 | $3.7M | 0.04% | |
| 425 | ASMLAsml Holding Nv Ny Reg Shs | 4,653 | $3.7M | 0.04% | |
| 426 | CMSCms Energy Corp | 53,686 | $3.7M | 0.04% | |
| 427 | VRSNVerisign Inc | 12,777 | $3.7M | 0.04% | |
| 428 | MTZMastec Inc | 21,650 | $3.7M | 0.04% | |
| 429 | DGDollar General Corp | 32,230 | $3.7M | 0.04% | |
| 430 | BMRNBiomarin Pharmaceutical Inc | 67,040 | $3.7M | 0.04% | |
| 431 | SFStifel Financial Corp | 35,429 | $3.7M | 0.04% | |
| 432 | FEFirstenergy Corp | 91,171 | $3.7M | 0.04% | |
| 433 | NSRGYNestle Sa Sp ADR | 37,036 | $3.7M | 0.04% | |
| 434 | SUXTd Synnex Corporation | 26,951 | $3.7M | 0.04% | |
| 435 | OVVOvintiv Inc | 96,036 | $3.7M | 0.04% | |
| 436 | INVHInvitation Homes Inc | 111,418 | $3.7M | 0.04% | |
| 437 | KNSLKinsale Cap Group Inc | 7,478 | $3.6M | 0.04% | |
| 438 | WBDWarner Bros Discovery Inc Com | 315,375 | $3.6M | 0.04% | |
| 439 | AKXAnsys Inc | 10,266 | $3.6M | 0.04% | |
| 440 | 07WAMr Cooper Group Inc | 24,100 | $3.6M | 0.04% | |
| 441 | RHHBYRoche Hldg Ltd Sponsored Adr I | 88,547 | $3.6M | 0.04% | |
| 442 | ATRAptargroup Inc | 22,936 | $3.6M | 0.04% | |
| 443 | CUBECubesmart | 84,226 | $3.6M | 0.04% | |
| 444 | TTENTotalenergies SE | 58,082 | $3.6M | 0.04% | |
| 445 | FNFabrinet | 12,096 | $3.6M | 0.04% | |
| 446 | 7HPHp Inc | 145,308 | $3.6M | 0.04% | |
| 447 | KEYSKeysight Technologies Inc | 21,525 | $3.5M | 0.04% | |
| 448 | IQVIqvia Holdings Inc | 22,290 | $3.5M | 0.04% | |
| 449 | TSCOTractor Supply Co | 66,439 | $3.5M | 0.04% | |
| 450 | NVSNNovartis Ag Sponsored ADR | 28,954 | $3.5M | 0.04% | |
| 451 | LENLennar Corp Cl A | 31,676 | $3.5M | 0.04% | |
| 452 | KDKyndryl Hldgs Inc | 83,341 | $3.5M | 0.04% | |
| 453 | FITBFifth Third Bancorp | 84,992 | $3.5M | 0.04% | |
| 454 | GDDYGodaddy Inc Cl A | 19,349 | $3.5M | 0.04% | |
| 455 | PODDInsulet Corp | 11,064 | $3.5M | 0.04% | |
| 456 | LYVLive Nation Entertainment Inc | 22,921 | $3.5M | 0.04% | |
| 457 | PENPenumbra Inc | 13,458 | $3.5M | 0.04% | |
| 458 | NINisource Inc | 85,119 | $3.4M | 0.04% | |
| 459 | PFGCPerformance Food Group Co | 39,245 | $3.4M | 0.04% | |
| 460 | MAAMid-America Apartment Communit | 23,076 | $3.4M | 0.04% | |
| 461 | EVREvercore Inc Class A | 12,636 | $3.4M | 0.04% | |
| 462 | MTDMettler Toledo International | 2,904 | $3.4M | 0.04% | |
| 463 | CDWCdw Corp | 19,041 | $3.4M | 0.04% | |
| 464 | CMWAYCommonwealth Bank Of Australia | 28,052 | $3.4M | 0.04% | |
| 465 | HLIHoulihan Lokey Inc Cl A | 18,870 | $3.4M | 0.04% | |
| 466 | HIMSHims & Hers Health Inc Cl A | 68,084 | $3.4M | 0.04% | |
| 467 | RRCRange Resources Corp | 83,230 | $3.4M | 0.04% | |
| 468 | RRXRegal Beloit Corp | 23,329 | $3.4M | 0.04% | |
| 469 | SMCISuper Micro Computer Inc New | 68,967 | $3.4M | 0.04% | |
| 470 | GMEGamestop Corp Cl A | 137,929 | $3.4M | 0.04% | |
| 471 | RJFRaymond James Financial Inc | 21,781 | $3.3M | 0.04% | |
| 472 | WTRGEssential Utils Inc | 89,736 | $3.3M | 0.04% | |
| 473 | AWCAmerican Water Works Co Inc | 23,775 | $3.3M | 0.04% | |
| 474 | SIEBSiemens Ag Com Dm50 (New) | 25,738 | $3.3M | 0.04% | |
| 475 | LADLithia Motors Inc Cl A | 9,662 | $3.3M | 0.04% | |
| 476 | AFGAmerican Financial Group Inc O | 25,798 | $3.3M | 0.04% | |
| 477 | CPAYCorpay Inc | 9,804 | $3.3M | 0.04% | |
| 478 | TTEKTetra Tech Inc | 90,292 | $3.2M | 0.03% | |
| 479 | ACIAlbertsons Companies, Inc. Cla | 150,732 | $3.2M | 0.03% | |
| 480 | EVRGEvergy Inc | 47,026 | $3.2M | 0.03% | |
| 481 | AYIAcuity Brands Inc | 10,859 | $3.2M | 0.03% | |
| 482 | EGPEastgroup Properties Inc | 19,364 | $3.2M | 0.03% | |
| 483 | PHMPulte Group Inc | 30,677 | $3.2M | 0.03% | |
| 484 | SNYSanofi Sponsored Adr | 66,980 | $3.2M | 0.03% | |
| 485 | IPInternational Paper Co | 69,017 | $3.2M | 0.03% | |
| 486 | EXEChesapeake Energy Corp | 27,641 | $3.2M | 0.03% | |
| 487 | BLDTopbuild Corp | 9,925 | $3.2M | 0.03% | |
| 488 | HOLXHologic Inc | 49,095 | $3.2M | 0.03% | |
| 489 | CA8ACaci International Inc Cl A | 6,701 | $3.2M | 0.03% | |
| 490 | WBSWebster Financial Corp Ct | 58,433 | $3.2M | 0.03% | |
| 491 | WINGWingstop Inc | 9,474 | $3.2M | 0.03% | |
| 492 | QRVOQorvo Inc | 37,448 | $3.2M | 0.03% | |
| 493 | KBIAKb Finl Group Inc Sponsored Ad | 38,413 | $3.2M | 0.03% | |
| 494 | OGEOge Energy Corp | 71,189 | $3.2M | 0.03% | |
| 495 | CRCrane Company Common Stock | 16,613 | $3.2M | 0.03% | |
| 496 | ORIOld Republic Intl Corp | 82,068 | $3.2M | 0.03% | |
| 497 | HQYHealthequity Inc | 30,087 | $3.2M | 0.03% | |
| 498 | LLoews Corp | 34,360 | $3.1M | 0.03% | |
| 499 | LULULululemon Athletica Inc | 13,257 | $3.1M | 0.03% | |
| 500 | JEFJefferies Financial Group Inc | 57,570 | $3.1M | 0.03% |