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)

#StockSharesValue% PortfolioType
201
STLDSteel Dynamics Inc
94,613$6.7M0.10%
202
FSLRFirst Solar Inc
50,722$6.7M0.10%
203
FRTFederal Realty Inv Tr New
73,949$6.7M0.09%
204
AIGAmerican Intl Group Inc
139,486$6.6M0.09%
205
CTVACorteva Inc
114,860$6.6M0.09%
206
BIIBBiogen Inc
24,515$6.5M0.09%
207
SNPSSynopsys Inc
21,368$6.5M0.09%
208
XELXcel Energy Inc
101,968$6.5M0.09%
209
WOLF*Wolfspeed Inc
63,060$6.5M0.09%
210
FT2First Horizon Corporation Com
278,213$6.4M0.09%
211
DC4Dexcom Inc
78,230$6.3M0.09%
212
ALSAllstate Corp
50,537$6.3M0.09%
213
COFCapital One Financial Corp
68,258$6.3M0.09%
214
MRNAModerna Inc
53,170$6.3M0.09%
215
HUBBHubbell Inc
28,106$6.3M0.09%
216
WELLWelltower Inc
97,271$6.3M0.09%
217
BENFranklin Resources Inc
289,210$6.2M0.09%
218
FDXFedex Corp
41,461$6.2M0.09%
219
PNRPentair Plc
148,654$6.0M0.09%
220
AJGGallagher Arthur J & Co
35,105$6.0M0.09%
221
YUSDAlleghany Corp
7,061$5.9M0.08%
222
AOSSmith A O Corp
121,704$5.9M0.08%
223
CMGChipotle Mexican Grill Inc
3,915$5.9M0.08%
224
DFSEURDiscover Financial Services
64,681$5.9M0.08%
225
MARMarriott Intl Inc Cl A
41,384$5.8M0.08%
226
KRKroger Co
130,963$5.7M0.08%
227
FCXFreeport-Mcmoran Inc Cl B
208,865$5.7M0.08%
228
MSCIMSCI Inc
13,527$5.7M0.08%
229
TELTe Connectivity LTD Reg
51,684$5.7M0.08%
230
STZConstellation Brands Inc Cl A
24,830$5.7M0.08%
231
HSYHershey Co
25,817$5.7M0.08%
232
RSReliance Steel & Aluminum Co
32,586$5.7M0.08%
233
ADSKAutodesk Inc
30,330$5.7M0.08%
234
CHTRCharter Communications Inc Cl
18,672$5.7M0.08%
235
APHAmphenol Corp Cl A
84,526$5.7M0.08%
236
KMIKinder Morgan Inc
338,121$5.6M0.08%
237
PRUPrudential Financial Inc
65,539$5.6M0.08%
238
AVBAvalonbay Communities Inc
30,460$5.6M0.08%
239
RPMRpm Intl Inc
67,288$5.6M0.08%
240
PEGPublic Service Enterprise Grou
99,399$5.6M0.08%
241
DARDarling Ingredients Inc
84,354$5.6M0.08%
242
NXPINxp Semiconductors NV
37,635$5.6M0.08%
243
SWAVUSDShockwave Med Inc
19,905$5.5M0.08%
244
MCHIIshares Msci China Etf
129,695$5.5M0.08%
245
LHXL3Harris Technologies Inc
26,539$5.5M0.08%
246
WMBWilliams Cos Inc
191,866$5.5M0.08%
247
MCOMoodys Corp
22,440$5.5M0.08%
248
JCIJohnson Controls Intl Plc
110,211$5.4M0.08%
249
SPGSimon Property Group Inc
60,117$5.4M0.08%
250
FANGDiamondback Energy Inc
44,682$5.4M0.08%
251
MSIMotorola Solutions Inc
23,965$5.4M0.08%
252
NEMNewmont Corporation
127,689$5.4M0.08%
253
ANETEURArista Networks Inc
47,419$5.4M0.08%
254
PAYXPaychex Inc
47,686$5.4M0.08%
255
FICOFair Isaac Corp
12,906$5.3M0.08%
256
FQIDigital Realty Trust Inc
53,468$5.3M0.08%
257
NBIXNeurocrine Biosciences Inc
49,698$5.3M0.07%
258
IQVIqvia Holdings Inc
29,019$5.3M0.07%
259
EQREquity Residential
78,193$5.3M0.07%
260
GGGGraco Inc
87,467$5.2M0.07%
261
SBACSba Communications Corp
18,413$5.2M0.07%
262
HCAHca Healthcare Inc
28,484$5.2M0.07%
263
SWKStanley Black & Decker Inc
69,113$5.2M0.07%
264
ESEversource Energy
66,354$5.2M0.07%
265
TTTrane Technologies Plc
35,554$5.1M0.07%
266
EXRExtra Space Storage
29,791$5.1M0.07%
267
RSGRepublic Services Inc
37,802$5.1M0.07%
268
SSS1EURLife Storage Inc
46,438$5.1M0.07%
269
DOWDow Inc
116,221$5.1M0.07%
270
PCTYPaylocity Holding Corp
21,067$5.1M0.07%
271
BJBjs Whsl Club Holdings Inc
69,562$5.1M0.07%
272
WTRGEssential Utils Inc
121,313$5.0M0.07%
273
CTSHCognizant Technology Solutions
87,378$5.0M0.07%
274
BKBank New York Mellon Corp
129,975$5.0M0.07%
275
UTHUnited Therapeutics Corp
23,896$5.0M0.07%
276
WECWec Energy Group Inc
55,831$5.0M0.07%
277
NSRGYNestle Sa Sp ADR
46,284$5.0M0.07%
278
EWBCEast West Bancorp Inc
74,138$5.0M0.07%
279
PCARPaccar Inc
59,023$4.9M0.07%
280
RRXRegal Beloit Corp
34,794$4.9M0.07%
281
ACMAecom
71,180$4.9M0.07%
282
REXRRexford Industrial Realty Inc
93,285$4.9M0.07%
283
VICIVici Properties Inc
162,162$4.8M0.07%
284
VFCVf Corp
161,751$4.8M0.07%
285
MCHPMicrochip Technology Inc
78,826$4.8M0.07%
286
MTBM & T Bank Corp
27,286$4.8M0.07%
287
CARRCarrier Global Corporation
135,017$4.8M0.07%
288
DDDupont De Nemours Inc
95,178$4.8M0.07%
289
CMICummins Inc
23,527$4.8M0.07%
290
BLDRBuilders FirstSource Inc
81,254$4.8M0.07%
291
SCIService Corp Intl
82,855$4.8M0.07%
292
TTCToro Co
55,021$4.8M0.07%
293
PHParker Hannifin Corp
19,628$4.8M0.07%
294
DLTRDollar Tree Inc
34,831$4.7M0.07%
295
RMEResmed Inc
21,684$4.7M0.07%
296
TSCOTractor Supply Co
25,449$4.7M0.07%
297
AMEAmetek Inc
41,627$4.7M0.07%
298
HLTHilton Worldwide Holdings Inc
39,013$4.7M0.07%
299
NRANrg Energy Inc
121,800$4.7M0.07%
300
DTEDTE Energy Co
40,312$4.6M0.07%
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