YOUSIF CAPITAL MANAGEMENT, LLC Q3 2023 Filing
Filed October 30, 2023
Portfolio Value
$7.9T
Holdings
1,982
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (1,982 positions)
| Stock | Value |
|---|---|
ANETEURArista Networks Inc | $7.3B |
PHParker Hannifin Corp | $7.3B |
8CWCrown Castle Inc | $7.3B |
NSCNorfolk Southern Corp | $7.2B |
AIGAmerican Intl Group Inc | $7.2B |
PSAPublic Storage Inc | $7.2B |
HESHess Corp | $7.1B |
NXPINxp Semiconductors NV | $7.1B |
BENFranklin Resources Inc | $7.1B |
MARMarriott Intl Inc Cl A | $7.1B |
FRTFederal Realty Inv Tr New | $7.0B |
SRESempra | $7.0B |
TRVTravelers Companies Inc | $7.0B |
PCARPaccar Inc | $7.0B |
EWJIshares Msci Jpn Etf New | $7.0B |
MSIMotorola Solutions Inc | $7.0B |
CARRCarrier Global Corporation | $6.9B |
APHAmphenol Corp Cl A | $6.9B |
CMGChipotle Mexican Grill Inc | $6.9B |
WMBWilliams Cos Inc | $6.8B |
AEPAmerican Electric Power Co Inc | $6.8B |
EWEdwards Lifesciences Corp | $6.8B |
TTTrane Technologies Plc | $6.8B |
MCOMoodys Corp | $6.8B |
FQIDigital Realty Trust Inc | $6.8B |
GISGeneral Mills Inc | $6.6B |
COFCapital One Financial Corp | $6.5B |
METMetlife Inc | $6.5B |
DECKDeckers Outdoor Corp | $6.4B |
CNCCentene Corp | $6.4B |
ONOn Semiconductor Corp | $6.4B |
SPGSimon Property Group Inc | $6.4B |
T7DTransdigm Group Inc | $6.3B |
BIIBBiogen Inc | $6.3B |
NOCNorthrop Grumman Corp | $6.2B |
DC4Dexcom Inc | $6.2B |
CSLCarlisle Cos Inc | $6.2B |
FTNTFortinet Inc | $6.2B |
MNSTMonster Beverage Corp | $6.2B |
HCAHca Healthcare Inc | $6.2B |
ADSKAutodesk Inc | $6.1B |
GLPIGaming & Leisure Pptys Inc Com | $6.0B |
WSOWatsco Inc | $6.0B |
PEOExelon Corp | $6.0B |
TELTe Connectivity LTD Reg | $6.0B |
PCGPG&E Corp | $6.0B |
FANGDiamondback Energy Inc | $6.0B |
OCOwens Corning New | $6.0B |
DDDupont De Nemours Inc | $6.0B |
ELSEquity Lifestyle Properties In | $6.0B |
IDXXIdexx Laboratories Inc | $5.9B |
MCHIIshares Msci China Etf | $5.9B |
DDominion Energy Inc | $5.9B |
TFCTruist Financial Corp | $5.9B |
MCHPMicrochip Technology Inc | $5.9B |
ABGCENCORA INC | $5.9B |
GGGGraco Inc | $5.9B |
SMCIUSDSuper Micro Computer Inc Com | $5.8B |
HSYHershey Co | $5.8B |
RPMRpm Intl Inc | $5.8B |
A4SAmeriprise Financial Inc | $5.8B |
KMIKinder Morgan Inc | $5.8B |
PRUPrudential Financial Inc | $5.7B |
MANHManhattan Assocs Inc | $5.7B |
LIILennox Intl Inc | $5.7B |
DOWDow Inc | $5.7B |
AMEAmetek Inc | $5.7B |
—Victory Portfolios Inv Grd Cnv | $5.7B |
OVVOvintiv Inc | $5.7B |
VICIVici Properties Inc | $5.6B |
XELXcel Energy Inc | $5.6B |
CTSHCognizant Technology Solutions | $5.6B |
VSTVistra Corp | $5.6B |
JCIJohnson Controls Intl Plc | $5.6B |
OTISOtis Worldwide Corp | $5.6B |
ROSTRoss Stores Inc | $5.5B |
LSCCLattice Semiconductor Corp | $5.5B |
BKBank New York Mellon Corp | $5.5B |
IQVIqvia Holdings Inc | $5.4B |
STZConstellation Brands Inc Cl A | $5.4B |
KVUEKenvue Inc | $5.4B |
ACGLArch Capital Group LTD | $5.4B |
MSCIMSCI Inc | $5.4B |
KRKroger Co | $5.4B |
HLTHilton Worldwide Holdings Inc | $5.4B |
OKEOneok Inc | $5.4B |
CTVACorteva Inc | $5.3B |
NBIXNeurocrine Biosciences Inc | $5.3B |
PAYXPaychex Inc | $5.3B |
BKRBaker Hughes Company Cl A | $5.3B |
RSGRepublic Services Inc | $5.3B |
PEGPublic Service Enterprise Grou | $5.2B |
MNNYXVictory Portfolios Munder Grow | $5.2B |
DVNDevon Energy Corp | $5.2B |
DTDynatrace, Inc. | $5.2B |
FNFFidelity National Financial In | $5.2B |
CPRTCopart Inc | $5.2B |
GDDYGodaddy Inc Cl A | $5.2B |
NVONovo-Nordisk AS ADR | $5.2B |
CEGConstellation Energy Corp | $5.1B |