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 |
|---|---|---|---|---|---|
| 101 | ORealty Income Corp | 264,544 | $16.1M | 0.17% | |
| 102 | CVSCVS Health Corp | 213,227 | $16.1M | 0.17% | |
| 103 | EMREmerson Electric Co | 120,481 | $15.8M | 0.17% | |
| 104 | PFEPfizer Inc | 619,842 | $15.8M | 0.17% | |
| 105 | ETNEaton Corp Plc | 42,195 | $15.8M | 0.17% | |
| 106 | GDGeneral Dynamics Corp | 46,174 | $15.7M | 0.17% | |
| 107 | GILDGilead Sciences Inc | 139,884 | $15.5M | 0.17% | |
| 108 | VTIVanguard Total Stock Market ET | 46,894 | $15.4M | 0.16% | |
| 109 | COPConocophillips | 161,292 | $15.3M | 0.16% | |
| 110 | PANWPalo Alto Networks Inc | 74,660 | $15.2M | 0.16% | |
| 111 | ADIAnalog Devices Inc | 61,783 | $15.2M | 0.16% | |
| 112 | DEDeere & Co | 32,860 | $15.0M | 0.16% | |
| 113 | HONHoneywell Intl Inc | 70,931 | $14.9M | 0.16% | |
| 114 | CLColgate Palmolive Co | 185,320 | $14.8M | 0.16% | |
| 115 | CAHCardinal Health Inc | 93,729 | $14.7M | 0.16% | |
| 116 | —Vanguard Funds PLC Sp 500 ETF | 117,014 | $14.6M | 0.16% | |
| 117 | MCKMckesson Corp | 18,820 | $14.5M | 0.16% | |
| 118 | FASTFastenal Co | 295,646 | $14.5M | 0.15% | |
| 119 | TMUST Mobile Us Inc | 60,192 | $14.4M | 0.15% | |
| 120 | SOSouthern Co | 149,254 | $14.1M | 0.15% | |
| 121 | BXBlackstone Inc | 81,895 | $14.0M | 0.15% | |
| 122 | CRWDCrowdstrike Holdings Inc Cl A | 28,176 | $13.8M | 0.15% | |
| 123 | DHRDanaher Corporation | 69,408 | $13.8M | 0.15% | |
| 124 | AMTAmerican Tower Corporation | 70,781 | $13.6M | 0.15% | |
| 125 | APDAir Prods & Chems Inc | 49,892 | $13.6M | 0.15% | |
| 126 | DUKDuke Energy Corp | 108,636 | $13.4M | 0.14% | |
| 127 | GWWGrainger W W Inc | 13,903 | $13.2M | 0.14% | |
| 128 | CICigna Group | 45,903 | $13.2M | 0.14% | |
| 129 | SYYSysco Corp | 158,981 | $13.1M | 0.14% | |
| 130 | ROPRoper Technologies Inc | 26,142 | $13.0M | 0.14% | |
| 131 | MRSHMarsh & Mclennan Cos Inc | 63,688 | $12.8M | 0.14% | |
| 132 | EDConsolidated Edison Inc | 126,079 | $12.7M | 0.14% | |
| 133 | CMECme Group Inc | 46,556 | $12.6M | 0.13% | |
| 134 | ICEIntercontinental Exchange Inc | 73,615 | $12.4M | 0.13% | |
| 135 | KMBKimberly Clark Corp | 99,619 | $12.4M | 0.13% | |
| 136 | ATOAtmos Energy Corp | 72,329 | $12.3M | 0.13% | |
| 137 | TSMTaiwan Semiconductor Mfg Co Lt | 43,834 | $12.2M | 0.13% | |
| 138 | CEGConstellation Energy Corp | 36,658 | $12.1M | 0.13% | |
| 139 | ADMArcher Daniels Midland Co | 197,954 | $11.8M | 0.13% | |
| 140 | NUENucor Corp | 86,809 | $11.8M | 0.13% | |
| 141 | BDXBecton Dickinson & Co | 62,735 | $11.7M | 0.13% | |
| 142 | EQIXEquinix Inc Common Stock REIT | 14,932 | $11.7M | 0.12% | |
| 143 | NEMNewmont Corporation | 137,414 | $11.6M | 0.12% | |
| 144 | ORLYO'reilly Automotive Inc | 107,397 | $11.6M | 0.12% | |
| 145 | HOODRobinhood Mkts Inc Cl A | 80,014 | $11.5M | 0.12% | |
| 146 | PHParker Hannifin Corp | 15,064 | $11.4M | 0.12% | |
| 147 | TTTrane Technologies Plc | 26,874 | $11.3M | 0.12% | |
| 148 | WMWaste Management Inc | 51,066 | $11.3M | 0.12% | |
| 149 | ELVElevance Health Inc | 34,431 | $11.1M | 0.12% | |
| 150 | DASHDoordash Inc Cl A | 40,486 | $11.0M | 0.12% | |
| 151 | MMM3M Co | 70,369 | $10.9M | 0.12% | |
| 152 | CINFCincinnati Financial Corp | 68,253 | $10.8M | 0.12% | |
| 153 | CDNSCadence Design System Inc | 30,607 | $10.8M | 0.11% | |
| 154 | DYHTarget Corp | 118,937 | $10.7M | 0.11% | |
| 155 | PNRPentair Plc | 95,490 | $10.6M | 0.11% | |
| 156 | CHRWC H Robinson Worldwide Inc | 79,313 | $10.5M | 0.11% | |
| 157 | PNCPNC Financial Services Group I | 51,454 | $10.3M | 0.11% | |
| 158 | NKENike Inc Cl B | 147,864 | $10.3M | 0.11% | |
| 159 | MSIMotorola Solutions Inc | 22,513 | $10.3M | 0.11% | |
| 160 | ESEversource Energy | 143,932 | $10.2M | 0.11% | |
| 161 | SNPSSynopsys Inc | 20,458 | $10.1M | 0.11% | |
| 162 | VRTXVertex Pharmaceuticals Inc | 25,662 | $10.1M | 0.11% | |
| 163 | BMYBristol-Myers Squibb Co | 221,647 | $10.0M | 0.11% | |
| 164 | AONAON PLC Cl A | 27,876 | $9.9M | 0.11% | |
| 165 | BROBrown & Brown Inc | 104,954 | $9.8M | 0.11% | |
| 166 | MPCMarathon Petroleum Corp | 50,965 | $9.8M | 0.10% | |
| 167 | RCLRoyal Caribbean Cruises LTD | 30,330 | $9.8M | 0.10% | |
| 168 | BKBank New York Mellon Corp | 89,519 | $9.8M | 0.10% | |
| 169 | GMGeneral Motors Co | 159,438 | $9.7M | 0.10% | |
| 170 | USBUS Bancorp Del | 200,954 | $9.7M | 0.10% | |
| 171 | HWMHowmet Aerospace Inc | 49,442 | $9.7M | 0.10% | |
| 172 | ABGCENCORA INC | 30,387 | $9.5M | 0.10% | |
| 173 | GPCGenuine Parts Co | 67,851 | $9.4M | 0.10% | |
| 174 | SPGSimon Property Group Inc | 49,382 | $9.3M | 0.10% | |
| 175 | FIXComfort Systems Usa Inc | 11,204 | $9.2M | 0.10% | |
| 176 | EXPDExpeditors Intl Wash Inc | 75,265 | $9.2M | 0.10% | |
| 177 | JCIJohnson Controls Intl Plc | 83,842 | $9.2M | 0.10% | |
| 178 | ZTSZoetis Inc Cl A | 62,552 | $9.2M | 0.10% | |
| 179 | AJGGallagher Arthur J & Co | 29,543 | $9.2M | 0.10% | |
| 180 | AZOAutozone Inc | 2,122 | $9.1M | 0.10% | |
| 181 | WMBWilliams Cos Inc | 143,525 | $9.1M | 0.10% | |
| 182 | NSCNorfolk Southern Corp | 30,256 | $9.1M | 0.10% | |
| 183 | TELTE Connectivity PLC | 40,867 | $9.0M | 0.10% | |
| 184 | MDLZMondelez Intl Inc Cl A | 142,509 | $8.9M | 0.10% | |
| 185 | MOAltria Group Inc | 134,657 | $8.9M | 0.09% | |
| 186 | T7DTransdigm Group Inc | 6,732 | $8.9M | 0.09% | |
| 187 | CSXCSX Corp | 249,688 | $8.9M | 0.09% | |
| 188 | ESSEssex Property Trust Inc | 32,765 | $8.8M | 0.09% | |
| 189 | TROWPrice T Rowe Group Inc | 84,708 | $8.7M | 0.09% | |
| 190 | AEPAmerican Electric Power Co Inc | 76,718 | $8.6M | 0.09% | |
| 191 | FQIDigital Realty Trust Inc | 49,871 | $8.6M | 0.09% | |
| 192 | VLOValero Energy Corp | 50,499 | $8.6M | 0.09% | |
| 193 | MCXMccormick & Co Inc Non Vtg | 128,488 | $8.6M | 0.09% | |
| 194 | KKRKKR & Co Inc | 66,149 | $8.6M | 0.09% | |
| 195 | KVUEKenvue Inc | 528,158 | $8.6M | 0.09% | |
| 196 | CHDChurch & Dwight Inc | 97,812 | $8.6M | 0.09% | |
| 197 | DOVDover Corp | 51,198 | $8.5M | 0.09% | |
| 198 | SBUXStarbucks Corp | 100,889 | $8.5M | 0.09% | |
| 199 | FISVFiserv Inc | 65,388 | $8.4M | 0.09% | |
| 200 | PPGPPG Industries Inc | 80,137 | $8.4M | 0.09% |