YOUSIF CAPITAL MANAGEMENT, LLC Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$9.4B
Holdings
1,888
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,888 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVidia Corp | 2,722,559 | $508.0M | 5.42% | |
| 2 | MSFTMicrosoft Corp | 859,563 | $445.2M | 4.75% | |
| 3 | AAPLApple Inc | 1,744,061 | $444.1M | 4.74% | |
| 4 | AMZNAmazon.Com Inc | 1,124,738 | $247.0M | 2.64% | |
| 5 | METAMeta Platforms Inc | 257,875 | $189.4M | 2.02% | |
| 6 | AVGOBroadcom Inc | 538,930 | $177.8M | 1.90% | |
| 7 | GOOGLAlphabet Inc Cap Stock Cl A | 680,788 | $165.5M | 1.77% | |
| 8 | TSLATesla Inc | 324,309 | $144.2M | 1.54% | |
| 9 | GOOGAlphabet Inc Cap Stock Cl C | 551,076 | $134.2M | 1.43% | |
| 10 | BRK/BBerkshire Hathaway Inc Cl B | 228,593 | $114.9M | 1.23% | |
| 11 | JPMJPMorgan Chase & Co | 351,960 | $111.0M | 1.18% | |
| 12 | XOMExxon Mobil Corp | 623,031 | $70.2M | 0.75% | |
| 13 | VVisa Inc Cl A | 198,275 | $67.7M | 0.72% | |
| 14 | LLYLilly Eli & Co | 80,504 | $61.4M | 0.66% | |
| 15 | JNJJohnson & Johnson | 320,149 | $59.4M | 0.63% | |
| 16 | NFLXNetflix Inc | 48,315 | $57.9M | 0.62% | |
| 17 | ORCLOracle Corp | 198,083 | $55.7M | 0.59% | |
| 18 | MAMastercard Inc Cl A | 96,614 | $55.0M | 0.59% | |
| 19 | ABBVAbbvie Inc | 231,286 | $53.6M | 0.57% | |
| 20 | WMTWal-Mart Inc | 516,090 | $53.2M | 0.57% | |
| 21 | COSTCostco Wholesale Corp | 55,408 | $51.3M | 0.55% | |
| 22 | HDHome Depot Inc | 125,070 | $50.7M | 0.54% | |
| 23 | CVXChevron Corp | 301,445 | $46.8M | 0.50% | |
| 24 | PGProcter & Gamble Co | 303,391 | $46.6M | 0.50% | |
| 25 | PLTRPalantir Technologies Inc Cl A | 251,664 | $45.9M | 0.49% | |
| 26 | BACBank America Corp | 887,154 | $45.8M | 0.49% | |
| 27 | IBMIntl Business Machines | 146,976 | $41.5M | 0.44% | |
| 28 | EWTIshares Msci Taiwan Etf | 648,568 | $41.3M | 0.44% | |
| 29 | GEGeneral Electric Company | 131,970 | $39.7M | 0.42% | |
| 30 | INDAIshares Msci India Etf | 747,145 | $38.9M | 0.42% | |
| 31 | CATCaterpillar Inc | 79,430 | $37.9M | 0.40% | |
| 32 | CSCOCisco Systems Inc | 536,620 | $36.7M | 0.39% | |
| 33 | SWTSXSchwab Capital Trust Total Sto | 2,235,588 | $36.2M | 0.39% | |
| 34 | WFCWells Fargo Co | 430,586 | $36.1M | 0.39% | |
| 35 | LINLinde PLC | 74,962 | $35.6M | 0.38% | |
| 36 | ABTAbbott Laboratories | 252,572 | $33.8M | 0.36% | |
| 37 | UNHUnitedhealth Group Inc | 95,894 | $33.1M | 0.35% | |
| 38 | KOCoca-Cola Co | 474,544 | $31.5M | 0.34% | |
| 39 | GSGoldman Sachs Group Inc | 39,020 | $31.1M | 0.33% | |
| 40 | AMDAdvanced Micro Devices Inc | 187,392 | $30.3M | 0.32% | |
| 41 | TAT&T Inc | 1,000,688 | $28.3M | 0.30% | |
| 42 | MCDMcdonalds Corp | 91,535 | $27.8M | 0.30% | |
| 43 | BACVerizon Communications Inc | 609,975 | $26.8M | 0.29% | |
| 44 | CRMSalesforce Inc | 110,863 | $26.3M | 0.28% | |
| 45 | MDTMedtronic Plc | 275,120 | $26.2M | 0.28% | |
| 46 | TRVCCitigroup Inc | 257,534 | $26.1M | 0.28% | |
| 47 | NEENextera Energy Inc | 344,949 | $26.0M | 0.28% | |
| 48 | LOWLowes Cos Inc | 102,275 | $25.7M | 0.27% | |
| 49 | SPGIS&P Global Inc | 52,713 | $25.7M | 0.27% | |
| 50 | PEPPepsico Inc | 179,648 | $25.2M | 0.27% | |
| 51 | MCHIIshares Msci China Etf | 380,955 | $25.1M | 0.27% | |
| 52 | DISDisney Walt Co Disney | 216,939 | $24.8M | 0.27% | |
| 53 | IJRIshares Core S&P Scp Etf | 208,690 | $24.8M | 0.26% | |
| 54 | DWDMorgan Stanley | 155,781 | $24.8M | 0.26% | |
| 55 | UBERUber Technologies Inc | 248,747 | $24.4M | 0.26% | |
| 56 | MUMicron Technology Inc | 141,742 | $23.7M | 0.25% | |
| 57 | ADPAutomatic Data Processing Inc | 77,138 | $22.6M | 0.24% | |
| 58 | ISRGIntuitive Surgical Inc | 50,487 | $22.6M | 0.24% | |
| 59 | AXPAmerican Express Co | 67,917 | $22.6M | 0.24% | |
| 60 | QCOMQualcomm Inc | 134,971 | $22.5M | 0.24% | |
| 61 | INTUIntuit | 32,805 | $22.4M | 0.24% | |
| 62 | MRKMerck & Co Inc | 265,671 | $22.3M | 0.24% | |
| 63 | CBChubb Limited | 78,079 | $22.0M | 0.24% | |
| 64 | NOWServicenow Inc | 23,909 | $22.0M | 0.23% | |
| 65 | INTCIntel Corp | 653,453 | $21.9M | 0.23% | |
| 66 | EWYIshares Msci Sth Kor Etf | 270,547 | $21.7M | 0.23% | |
| 67 | EWJIshares Msci Jpn Etf New | 267,730 | $21.5M | 0.23% | |
| 68 | BSXBoston Scientific Corp | 217,011 | $21.2M | 0.23% | |
| 69 | TJXTjx Cos Inc | 146,424 | $21.2M | 0.23% | |
| 70 | TXNTexas Instruments Inc | 113,008 | $20.8M | 0.22% | |
| 71 | APPApplovin Corp Cl A | 28,774 | $20.7M | 0.22% | |
| 72 | BKNGBooking Holdings Inc | 3,805 | $20.5M | 0.22% | |
| 73 | BLKBlackRock Inc | 17,497 | $20.4M | 0.22% | |
| 74 | LRCXLam Research Corp New | 147,445 | $19.7M | 0.21% | |
| 75 | AMATApplied Materials Inc | 95,442 | $19.5M | 0.21% | |
| 76 | GEVGE Vernova Inc | 31,748 | $19.5M | 0.21% | |
| 77 | WELLWelltower Inc | 107,059 | $19.1M | 0.20% | |
| 78 | TMOThermo Fisher Scientific Inc | 39,316 | $19.1M | 0.20% | |
| 79 | SCHWThe Charles Schwab Corporation | 199,058 | $19.0M | 0.20% | |
| 80 | SYKStryker Corp | 50,326 | $18.6M | 0.20% | |
| 81 | ACNAccenture Plc Ireland Class A | 75,442 | $18.6M | 0.20% | |
| 82 | APHAmphenol Corp Cl A | 150,059 | $18.6M | 0.20% | |
| 83 | UNPUnion Pacific Corp | 76,171 | $18.0M | 0.19% | |
| 84 | RTXRtx Corp | 107,419 | $18.0M | 0.19% | |
| 85 | COFCapital One Financial Corp | 83,378 | $17.7M | 0.19% | |
| 86 | 4I1Philip Morris Intl Inc | 108,964 | $17.7M | 0.19% | |
| 87 | ADBEAdobe Inc | 49,940 | $17.6M | 0.19% | |
| 88 | ANETArista Networks Inc | 120,677 | $17.6M | 0.19% | |
| 89 | SPYSpdr S&P 500 Etf Tr | 26,339 | $17.5M | 0.19% | |
| 90 | PGRProgressive Corp Ohio | 69,975 | $17.3M | 0.18% | |
| 91 | KLACKla Corporation | 15,919 | $17.2M | 0.18% | |
| 92 | CITCintas Corp | 82,928 | $17.0M | 0.18% | |
| 93 | ECLEcolab Inc | 61,846 | $16.9M | 0.18% | |
| 94 | AMGNAmgen Inc | 59,942 | $16.9M | 0.18% | |
| 95 | SHWSherwin Williams Co | 48,587 | $16.8M | 0.18% | |
| 96 | PLDPrologis Inc | 144,384 | $16.5M | 0.18% | |
| 97 | AFLAflac Inc | 147,832 | $16.5M | 0.18% | |
| 98 | ITWIllinois Tool Works Inc | 62,958 | $16.4M | 0.18% | |
| 99 | CMCSAComcast Corp Cl A | 517,703 | $16.3M | 0.17% | |
| 100 | BABoeing Co | 74,804 | $16.1M | 0.17% |
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