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)

StockValue
THOThor Industries Inc
$1.8M
JJacobs Solutions Inc
$1.8M
MASMasco Corp
$1.8M
SIGISelective Insurance Group Inc
$1.8M
GNTXGentex Corp
$1.8M
HOMBHome Bancshares Inc
$1.8M
FNBFnb Corp Pa
$1.8M
BOOTBoot Barn Holdings Inc
$1.7M
PAYCPaycom Software Inc
$1.7M
POSTPost Holdings Inc
$1.7M
TXNMTxnm Energy Inc
$1.7M
QLYSQualys Inc
$1.7M
NEUNewmarket Corp
$1.7M
SHOPShopify Inc
$1.7M
JHGJanus Henderson Group Plc
$1.7M
LSTRLandstar Systems Inc
$1.7M
IEXIdex Corp
$1.7M
GAPGap Inc
$1.7M
UBSIUnited Bankshares Inc West Va
$1.7M
TMDXTransmedics Group Inc
$1.7M
ATGEAdtalem Global Ed Inc
$1.7M
CNXCnx Resources Corporation
$1.7M
PIPRPiper Sandler Companies
$1.7M
GBCIGlacier Bancorp Inc
$1.7M
ZURVYZurich Ins Group Ltd Sponsored
$1.7M
BXPBxp Inc
$1.7M
WEXWex Inc
$1.7M
CUZCousins Properties Inc
$1.7M
CELHCelsius Holdings Inc New
$1.7M
ULUnilever Plc Sp ADR
$1.7M
AAONAaon Inc
$1.7M
AUBAtlantic Un Bankshares Corp
$1.7M
VVVValvoline Inc
$1.7M
KRGKite Realty Group Trust
$1.7M
VNOMUSDViper Energy Inc Cl A
$1.7M
RHIRobert Half Inc
$1.7M
OZKBank Ozk
$1.7M
NOVNational Oilwell Varco Inc
$1.7M
MYSIXVictory Portfolios Trivalent I
$1.7M
ONTOOnto Innovation Inc
$1.7M
ADMAAdma Biologics, Inc.
$1.7M
SLGSL Green Realty Corp
$1.7M
SAICScience Applications Intl Corp
$1.7M
AROCArchrock Inc
$1.7M
PECOPhillips Edison & Co Inc Commo
$1.7M
HRHealthcare Tr America Inc Cl A
$1.7M
GMS1EURGms Inc
$1.6M
COLBColumbia Banking Systems Inc
$1.6M
HWCHancock Whitney Corporation
$1.6M
DANOYDanone Sp ADR
$1.6M
TMToyota Mtr Corp Sponsored Adr
$1.6M
ITGRInteger Holdings Corp
$1.6M
TKRTimken Co
$1.6M
FTDRFrontdoor Inc
$1.6M
ROIVRoivant Sciences Ltd
$1.6M
FOXAFox Corp Cl A
$1.6M
SONYSony Group Corporation
$1.6M
CALMCal Maine Foods Inc
$1.6M
PEGAPegasystems Inc Com
$1.6M
RACEFerrari NV
$1.6M
HNMOrmat Technologies Inc Com
$1.6M
RHPRyman Hospitality Pptys Inc Co
$1.6M
STSensata Technologies Hldng Plc
$1.6M
SLABSilicon Laboratories Inc
$1.6M
FLUTFlutter Entertainment Plc
$1.6M
ACAArcosa Inc
$1.6M
APY1EURChampionx Corporation
$1.6M
MGYMagnolia Oil & Gas Corp Cl A
$1.6M
ALLEAllegion Pub LTD Co
$1.6M
ABCBAmeris Bancorp
$1.6M
SWXSouthwest Gas Holdings Inc
$1.6M
SKYWSkywest Inc
$1.6M
SSFSensient Technologies Corp
$1.6M
PORPortland General Electric Co C
$1.6M
LNWOLight & Wonder, Inc
$1.6M
FFINFirst Financial Bankshares
$1.6M
TTMITtm Technologies Inc
$1.6M
0VVBParamount Global Class B Com
$1.6M
PLMRPalomar Holdings Inc
$1.6M
IBPInstalled Building Prods Inc
$1.6M
1GSNNovanta Inc
$1.5M
KNFKnife Riv Holding Co Common St
$1.5M
URBNUrban Outfitters Inc
$1.5M
HXLHexcel Corp New Com
$1.5M
JBHTHunt J B Trans Services Inc
$1.5M
SONSonoco Prods Co
$1.5M
GVAGranite Contruction Inc
$1.5M
SITMSitime Corp
$1.5M
MACMacerich Co/The
$1.5M
BDCBelden Inc
$1.5M
BB4Axos Financial Inc
$1.5M
SHAKShake Shack Inc Cl A
$1.5M
VRRMVerra Mobility Corp
$1.5M
FUODolby Laboratories Inc Cl A
$1.5M
PJTPjt Partners Inc Com Cl A Com
$1.5M
NPOEnpro Inc
$1.5M
AGOAssured Guaranty Ltd
$1.5M
ABJAAbb Ltd Sponsored Adr
$1.5M
MOG/AMoog Inc Cl A
$1.5M
AKAMAkamai Technologies Inc
$1.5M
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