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)

StockValue
UTHUnited Therapeutics Corp
$5.1B
ALSAllstate Corp
$5.1B
ODFLOld Dominion Freight Line Inc
$5.1B
REXRRexford Industrial Realty Inc
$5.1B
CCKCrown Holdings Inc
$5.1B
HALHalliburton Co
$5.1B
EAElectronic Arts Inc
$5.1B
TRGPTarga Resources Corp
$5.1B
PWRQuanta Services Inc
$5.0B
CMICummins Inc
$5.0B
NSRGYNestle Sa Sp ADR
$5.0B
ACMAecom
$5.0B
LECOLincoln Electric Holdings Inc
$5.0B
FISFidelity Natl Information Serv
$4.9B
SAIASaia Inc
$4.9B
YUMYum Brands Inc
$4.9B
EMEEmcor Group Inc
$4.9B
DHID R Horton Inc
$4.9B
VRSKVerisk Analytics Inc
$4.9B
CTRACottera Energy Inc
$4.8B
NLYAnnaly Capital Management Inc
$4.8B
TMToyota Mtr Corp Sponsored Adr
$4.8B
MUXYXVictory Portfolios Victry S&P
$4.8B
WSMWilliams Sonoma Inc
$4.8B
ELLauder Estee Cos Inc Cl A
$4.8B
RNRRenaissancere Holdings LTD
$4.8B
ZBHZimmer Biomet Holdings Inc
$4.7B
STLDSteel Dynamics Inc
$4.7B
LENLennar Corp Cl A
$4.7B
KSAIshares Msci Saudi Arbia
$4.7B
NEMNewmont Corporation
$4.6B
ROKRockwell Automation Inc
$4.6B
RGAReinsurance Group Of America I
$4.6B
FASTFastenal Co
$4.5B
RRXRegal Beloit Corp
$4.5B
URIUnited Rentals Inc
$4.5B
KDPKeurig Dr Pepper Inc Com
$4.5B
EXEChesapeake Energy Corp
$4.5B
BJBjs Whsl Club Holdings Inc
$4.5B
AVBAvalonbay Communities Inc
$4.5B
MRNAModerna Inc
$4.5B
GEHCGE Healthcare Technologies Inc
$4.4B
UNMUnum Group
$4.4B
USFDUs Foods Holding Corp
$4.4B
PENPenumbra Inc
$4.4B
KHCKraft Heinz Co
$4.4B
KNSLKinsale Cap Group Inc
$4.4B
GPNGlobal Payments Inc
$4.4B
ARMKAramark
$4.3B
WECWec Energy Group Inc
$4.3B
EXRExtra Space Storage
$4.3B
IBKRInteractive Brokers Group Inc
$4.3B
CUBECubesmart
$4.3B
MOHMolina Healthcare Inc
$4.2B
CSGPCostar Group Inc
$4.2B
NVTNVent Electric Plc
$4.2B
LHXL3Harris Technologies Inc
$4.2B
FIVEFive Below Inc
$4.2B
TTCToro Co
$4.2B
CFCf Industries Holdings Inc
$4.2B
APTVAptiv Plc
$4.2B
SCIService Corp Intl
$4.1B
OHIOmega Healthcare Investors
$4.1B
EBAEbay Inc
$4.1B
WYWeyerhaeuser Co
$4.1B
AWCAmerican Water Works Co Inc
$4.1B
MTNVail Resorts Inc
$4.1B
DINOHF Sinclair Corporation
$4.0B
XPOXPO Inc
$4.0B
AG8Agilent Technologies Inc
$4.0B
7HPHp Inc
$4.0B
DARDarling Ingredients Inc
$4.0B
CLHClean Harbors Inc
$4.0B
LYBLyondellbasell Industries NV A
$4.0B
LADLithia Motors Inc Cl A
$4.0B
NOVNational Oilwell Varco Inc
$4.0B
TSCOTractor Supply Co
$4.0B
DLTRDollar Tree Inc
$3.9B
MTDMettler Toledo International
$3.9B
LEALear Corp
$3.9B
WTRGEssential Utils Inc
$3.9B
DGDollar General Corp
$3.9B
DTEDTE Energy Co
$3.9B
EQTEquity Corp
$3.9B
TOLToll Brothers Inc
$3.9B
ASMLAsml Holding Nv Ny Reg Shs
$3.9B
ATRAptargroup Inc
$3.9B
NYCBEURNew York Community Bancorp Inc
$3.9B
MPWRMonolithic Power Systems Inc
$3.9B
KNXKnight Swift Trans Holdings In
$3.9B
EIXEdison Intl
$3.9B
CASYCaseys General Stores Inc
$3.8B
ESEversource Energy
$3.8B
ITTItt Inc
$3.8B
FBINFortune Brands Innovations Inc
$3.8B
NVSNNovartis Ag Sponsored ADR
$3.8B
HPEHewlett Packard Enterprise Co
$3.8B
EQREquity Residential
$3.8B
CDWCdw Corp
$3.8B
TTEKTetra Tech Inc
$3.8B
PreviousPage 4 of 20Next