YOUSIF CAPITAL MANAGEMENT, LLC Q3 2022 Filing
Filed November 4, 2022
Portfolio Value
$7.0B
Holdings
1,964
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (1,964 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | KMBKimberly Clark Corp | 108,701 | $12.2M | 0.17% | |
| 102 | TMUST Mobile Us Inc | 91,142 | $12.2M | 0.17% | |
| 103 | CITCintas Corp | 30,911 | $12.0M | 0.17% | |
| 104 | SHWSherwin Williams Co | 58,576 | $12.0M | 0.17% | |
| 105 | TJXTjx Cos Inc | 191,425 | $11.9M | 0.17% | |
| 106 | MRSHMarsh & Mclennan Cos Inc | 79,556 | $11.9M | 0.17% | |
| 107 | AMATApplied Materials Inc | 143,732 | $11.8M | 0.17% | |
| 108 | SYYSysco Corp | 166,033 | $11.7M | 0.17% | |
| 109 | CAHCardinal Health Inc | 175,802 | $11.7M | 0.17% | |
| 110 | ROPRoper Technologies Inc | 32,592 | $11.7M | 0.17% | |
| 111 | GPCGenuine Parts Co | 77,696 | $11.6M | 0.16% | |
| 112 | 8CWCrown Castle Inc | 79,759 | $11.5M | 0.16% | |
| 113 | PGRProgressive Corp Ohio | 96,878 | $11.3M | 0.16% | |
| 114 | HUMHumana Inc | 23,170 | $11.2M | 0.16% | |
| 115 | NOWServicenow Inc | 29,622 | $11.2M | 0.16% | |
| 116 | MDLZMondelez Intl Inc Cl A | 202,395 | $11.1M | 0.16% | |
| 117 | GEGeneral Electric Company | 174,947 | $10.8M | 0.15% | |
| 118 | ECLEcolab Inc | 74,869 | $10.8M | 0.15% | |
| 119 | ADIAnalog Devices Inc | 77,577 | $10.8M | 0.15% | |
| 120 | GWWGrainger W W Inc | 21,793 | $10.7M | 0.15% | |
| 121 | ZTSZoetis Inc Cl A | 70,717 | $10.5M | 0.15% | |
| 122 | REGNRegeneron Pharmaceuticals | 15,075 | $10.4M | 0.15% | |
| 123 | WMWaste Management Inc | 64,484 | $10.3M | 0.15% | |
| 124 | BKNGBooking Holdings Inc | 6,275 | $10.3M | 0.15% | |
| 125 | DDominion Energy Inc | 146,678 | $10.1M | 0.14% | |
| 126 | PNCPNC Financial Services Group I | 67,759 | $10.1M | 0.14% | |
| 127 | ISRGIntuitive Surgical Inc | 53,978 | $10.1M | 0.14% | |
| 128 | CMECme Group Inc | 57,054 | $10.1M | 0.14% | |
| 129 | BABoeing Co | 83,310 | $10.1M | 0.14% | |
| 130 | EOGEog Resources Inc | 89,617 | $10.0M | 0.14% | |
| 131 | TSMTaiwan Semiconductor Mfg Co Lt | 144,393 | $9.9M | 0.14% | |
| 132 | EWYIshares Msci Sth Kor Etf | 207,533 | $9.8M | 0.14% | |
| 133 | MPCMarathon Petroleum Corp | 97,558 | $9.7M | 0.14% | |
| 134 | MCKMckesson Corp | 28,505 | $9.7M | 0.14% | |
| 135 | SYKStryker Corp | 47,264 | $9.6M | 0.14% | |
| 136 | LMTLockheed Martin Corp | 24,641 | $9.5M | 0.14% | |
| 137 | ATOAtmos Energy Corp | 92,860 | $9.5M | 0.13% | |
| 138 | EXPDExpeditors Intl Wash Inc | 106,693 | $9.4M | 0.13% | |
| 139 | EWTIshares Msci Taiwan Etf | 217,267 | $9.4M | 0.13% | |
| 140 | WBAWalgreens Boots Alliance Inc | 296,092 | $9.3M | 0.13% | |
| 141 | VRTXVertex Pharmaceuticals Inc | 32,086 | $9.3M | 0.13% | |
| 142 | USBUS Bancorp Del | 229,462 | $9.3M | 0.13% | |
| 143 | EQIXEquinix Inc Common Stock REIT | 16,199 | $9.2M | 0.13% | |
| 144 | CSXCSX Corp | 345,854 | $9.2M | 0.13% | |
| 145 | DGDollar General Corp | 38,187 | $9.2M | 0.13% | |
| 146 | TFCTruist Financial Corp | 209,361 | $9.1M | 0.13% | |
| 147 | PPGPPG Industries Inc | 81,213 | $9.0M | 0.13% | |
| 148 | MUMicron Technology Inc | 177,915 | $8.9M | 0.13% | |
| 149 | HRLHormel Foods Corp | 195,398 | $8.9M | 0.13% | |
| 150 | GMGeneral Motors Co | 275,856 | $8.9M | 0.13% | |
| 151 | ENPHEnphase Energy Inc | 31,661 | $8.8M | 0.12% | |
| 152 | ESSEssex Property Trust Inc | 36,211 | $8.8M | 0.12% | |
| 153 | EWJIshares Msci Jpn Etf New | 179,477 | $8.8M | 0.12% | |
| 154 | FISVFiserv Inc | 93,418 | $8.7M | 0.12% | |
| 155 | BF/BBrown Forman Corp Cl B | 130,963 | $8.7M | 0.12% | |
| 156 | EFAIshares Msci Eafe Etf | 155,273 | $8.7M | 0.12% | |
| 157 | MCXMccormick & Co Inc Non Vtg | 121,882 | $8.7M | 0.12% | |
| 158 | BSXBoston Scientific Corp | 223,044 | $8.6M | 0.12% | |
| 159 | VLOValero Energy Corp | 80,439 | $8.6M | 0.12% | |
| 160 | TROWPrice T Rowe Group Inc | 81,443 | $8.6M | 0.12% | |
| 161 | AMCRAmcor Plc | 796,557 | $8.5M | 0.12% | |
| 162 | AONAON PLC Cl A | 31,407 | $8.4M | 0.12% | |
| 163 | GISGeneral Mills Inc | 109,453 | $8.4M | 0.12% | |
| 164 | SRESempra | 55,835 | $8.4M | 0.12% | |
| 165 | PSAPublic Storage Inc | 28,591 | $8.4M | 0.12% | |
| 166 | ETNEaton Corp Plc | 62,694 | $8.4M | 0.12% | |
| 167 | WSTWest Pharmaceutical Svsc Inc | 33,888 | $8.3M | 0.12% | |
| 168 | AEPAmerican Electric Power Co Inc | 95,753 | $8.3M | 0.12% | |
| 169 | NOCNorthrop Grumman Corp | 17,528 | $8.2M | 0.12% | |
| 170 | SLBSchlumberger LTD | 229,384 | $8.2M | 0.12% | |
| 171 | LRCXEURLam Research Corp | 22,473 | $8.2M | 0.12% | |
| 172 | ATVIEURActivision Blizzard Inc | 110,430 | $8.2M | 0.12% | |
| 173 | ORLYO'reilly Automotive Inc | 11,640 | $8.2M | 0.12% | |
| 174 | BROBrown & Brown Inc | 134,907 | $8.2M | 0.12% | |
| 175 | NSCNorfolk Southern Corp | 38,485 | $8.1M | 0.11% | |
| 176 | KLACKla Corporation | 26,515 | $8.0M | 0.11% | |
| 177 | AZOAutozone Inc | 3,728 | $8.0M | 0.11% | |
| 178 | FFord Motor Co | 706,282 | $7.9M | 0.11% | |
| 179 | DVNDevon Energy Corp | 130,936 | $7.9M | 0.11% | |
| 180 | EWEdwards Lifesciences Corp | 94,660 | $7.8M | 0.11% | |
| 181 | CSLCarlisle Cos Inc | 27,231 | $7.6M | 0.11% | |
| 182 | TRVTravelers Companies Inc | 49,470 | $7.6M | 0.11% | |
| 183 | CHDChurch & Dwight Inc | 105,542 | $7.5M | 0.11% | |
| 184 | CINFCincinnati Financial Corp | 84,055 | $7.5M | 0.11% | |
| 185 | ICEIntercontinental Exchange Inc | 83,236 | $7.5M | 0.11% | |
| 186 | MOAltria Group Inc | 185,939 | $7.5M | 0.11% | |
| 187 | CLXClorox Co | 58,194 | $7.5M | 0.11% | |
| 188 | DOVDover Corp | 63,061 | $7.4M | 0.10% | |
| 189 | CDNSCadence Design System Inc | 44,922 | $7.3M | 0.10% | |
| 190 | PSXPhillips 66 | 90,915 | $7.3M | 0.10% | |
| 191 | TRGPTarga Resources Corp | 120,204 | $7.3M | 0.10% | |
| 192 | IJRIshares Core S&P Scp Etf | 82,890 | $7.2M | 0.10% | |
| 193 | CNCCentene Corp | 92,377 | $7.2M | 0.10% | |
| 194 | PXDEURPioneer Natural Resources Co | 33,193 | $7.2M | 0.10% | |
| 195 | ELLauder Estee Cos Inc Cl A | 32,979 | $7.1M | 0.10% | |
| 196 | PEOExelon Corp | 189,875 | $7.1M | 0.10% | |
| 197 | METMetlife Inc | 116,978 | $7.1M | 0.10% | |
| 198 | OXYOccidental Petroleum Corp | 115,108 | $7.1M | 0.10% | |
| 199 | FISFidelity Natl Information Serv | 90,762 | $6.9M | 0.10% | |
| 200 | FTNTFortinet Inc | 137,795 | $6.8M | 0.10% |