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 | Value |
|---|---|
PRIPrimerica Inc | $3.1M |
CHWYChewy Inc Cl A | $3.1M |
HSYHershey Co | $3.1M |
NTRSNorthern Trust Corp | $3.1M |
REXRRexford Industrial Realty Inc | $3.1M |
MLIMueller Industries Inc | $3.1M |
FANGDiamondback Energy Inc | $3.1M |
PLNTPlanet Fitness Inc Cl A | $3.1M |
TYLTyler Technologies Inc | $3.1M |
NYTNew York Times Co Cl A | $3.1M |
JBLJabil Inc | $3.1M |
ENSGEnsign Group Inc | $3.1M |
SSBUSDSouth St Corp Com | $3.1M |
WYWeyerhaeuser Co | $3.0M |
LNTAlliant Energy Corp | $3.0M |
BRXBrixmor Property Group Inc | $3.0M |
HBANHuntington Bancshares Inc | $3.0M |
BWABorgwarner Inc | $3.0M |
AITApplied Industrial Technologie | $3.0M |
JPXAerovironment Inc | $3.0M |
HUBBHubbell Inc | $3.0M |
SEICSei Investments Co | $3.0M |
NNNNnn Reit Inc | $3.0M |
TXRHTexas Roadhouse Inc | $3.0M |
DOWDow Inc | $3.0M |
TPRTapestry Inc | $3.0M |
WCCWesco Intl Inc | $3.0M |
SPXCSPX Technologies Inc | $3.0M |
ADCAgree Realty Corp | $3.0M |
EXPEExpedia Group Inc | $3.0M |
BMIBadger Meter Inc | $2.9M |
WEAWestern Alliance Bancorp | $2.9M |
PRPermian Resources Corp Class A | $2.9M |
TPLTexas Pacific Land Corporation | $2.9M |
DCIDonaldson Inc | $2.9M |
EIXEdison Intl | $2.9M |
FYBRFrontier Communications Parent | $2.9M |
TSNTyson Foods Inc Cl A | $2.9M |
SKAASkechers Usa Inc Cl A | $2.9M |
UGIUgi Corp | $2.9M |
WDCWestern Digital Corp | $2.9M |
VHYAXVanguard Whitehall Funds High | $2.9M |
MTSIMacom Technology Solutions Hol | $2.9M |
MGOYXVictory Portfolios Munder Cp G | $2.9M |
KELKellanova Com | $2.9M |
PNFPPinnacle Financial Partners In | $2.9M |
DOCSDoximity Inc Cl A | $2.8M |
DLTRDollar Tree Inc | $2.8M |
BNPQYBnp Paribas Sponsored Adr Reps | $2.8M |
RALRalliant Corp | $2.8M |
REGRegency Centers Corp | $2.8M |
AVTRAvantor Inc | $2.8M |
MORNMorningstar Inc Com Stk | $2.8M |
HBC2Hsbc Hldgs Plc Sponsored Adr N | $2.8M |
WF2Wintrust Financial Corp | $2.8M |
CFRCullen Frost Bankers Inc | $2.8M |
DVNDevon Energy Corp | $2.8M |
FNDFloor & Decor Holdings, Inc.-A | $2.8M |
ALVAutoliv Inc | $2.8M |
WMSAdvanced Drain Sys Inc Del Com | $2.8M |
ZIONZions Bancorporation Na | $2.8M |
AAAlcoa Corp | $2.8M |
TDYTeledyne Technologies Inc | $2.8M |
UDRUdr | $2.7M |
OLLIOllies Bargain Outlt Holdings | $2.7M |
SHELShell PLC Spon ADS | $2.7M |
WRBBerkley W R Corp | $2.7M |
MIDDMiddleby Corp | $2.7M |
NFGNational Fuel Gas Co Nj | $2.7M |
NVRNVr Inc | $2.7M |
LHLabcorp Holdings Inc | $2.7M |
GPNGlobal Payments Inc | $2.7M |
AXAHYAxa Sa Sponsored Adr | $2.7M |
ONOn Semiconductor Corp | $2.7M |
NTAPNetapp Inc | $2.7M |
RFRegions Financial Corp | $2.7M |
NVONovo-Nordisk AS ADR | $2.7M |
STZConstellation Brands Inc Cl A | $2.7M |
ROLRollins Inc | $2.7M |
CPTCamden Property Trust | $2.7M |
PCTYPaylocity Holding Corp | $2.7M |
AWIArmstrong World Inds | $2.7M |
AVYAvery Dennison Corp | $2.7M |
DYDycom Industries Inc | $2.7M |
WSMWilliams Sonoma Inc | $2.7M |
NXTNextracker Inc Class A | $2.7M |
UAEiShares MSCI UAE Capped ETF | $2.7M |
STRLSterling Infrastucture, Inc | $2.7M |
ZBHZimmer Biomet Holdings Inc | $2.6M |
3M4Masimo Corp | $2.6M |
VSVIXVictory Portfolios Integrity S | $2.6M |
OSKOshkosh Corp | $2.6M |
ULTAUlta Beauty Inc | $2.6M |
CVLTCommvault Systems Inc | $2.6M |
SESea Ltd | $2.6M |
ARWArrow Electronics Inc | $2.6M |
KNXKnight Swift Trans Holdings In | $2.6M |
ELLauder Estee Cos Inc Cl A | $2.6M |
MEDPMedpace Holdings Inc | $2.6M |
FLRFluor Corp | $2.6M |