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 |
|---|---|---|---|---|---|
| 201 | UPSUnited Parcel Service Inc Cl B | 100,426 | $8.4M | 0.09% | |
| 202 | MCOMoodys Corp | 17,529 | $8.4M | 0.09% | |
| 203 | TRVTravelers Companies Inc | 29,620 | $8.3M | 0.09% | |
| 204 | PSTGPure Storage Inc | 98,615 | $8.3M | 0.09% | |
| 205 | URIUnited Rentals Inc | 8,610 | $8.2M | 0.09% | |
| 206 | PYPLPaypal Holdings Inc | 121,012 | $8.1M | 0.09% | |
| 207 | AMCRAmcor Plc | 985,214 | $8.1M | 0.09% | |
| 208 | NDSNNordson Corp | 35,419 | $8.0M | 0.09% | |
| 209 | PWRQuanta Services Inc | 19,302 | $8.0M | 0.09% | |
| 210 | VSTVistra Corp | 40,613 | $8.0M | 0.08% | |
| 211 | COINCoinbase Global Inc Cl A | 23,499 | $7.9M | 0.08% | |
| 212 | CLXClorox Co | 63,766 | $7.9M | 0.08% | |
| 213 | PSXPhillips 66 | 57,655 | $7.8M | 0.08% | |
| 214 | AOSSmith A O Corp | 106,750 | $7.8M | 0.08% | |
| 215 | ADSKAutodesk Inc | 24,639 | $7.8M | 0.08% | |
| 216 | MNNYXVictory Portfolios Munder Grow | 104,932 | $7.8M | 0.08% | |
| 217 | CMICummins Inc | 18,427 | $7.8M | 0.08% | |
| 218 | FRTFederal Realty Inv Tr New | 76,791 | $7.8M | 0.08% | |
| 219 | WSTWest Pharmaceutical Svsc Inc | 29,654 | $7.8M | 0.08% | |
| 220 | BENFranklin Resources Inc | 332,282 | $7.7M | 0.08% | |
| 221 | LMTLockheed Martin Corp | 15,390 | $7.7M | 0.08% | |
| 222 | TFCTruist Financial Corp | 167,621 | $7.7M | 0.08% | |
| 223 | ALSAllstate Corp | 35,608 | $7.6M | 0.08% | |
| 224 | EOGEog Resources Inc | 67,563 | $7.6M | 0.08% | |
| 225 | SJMSmucker J M Co | 69,296 | $7.5M | 0.08% | |
| 226 | HLTHilton Worldwide Holdings Inc | 28,771 | $7.5M | 0.08% | |
| 227 | FFord Motor Co | 623,983 | $7.5M | 0.08% | |
| 228 | LHXL3Harris Technologies Inc | 24,356 | $7.4M | 0.08% | |
| 229 | SRESempra | 82,608 | $7.4M | 0.08% | |
| 230 | FDXFedex Corp | 31,361 | $7.4M | 0.08% | |
| 231 | DDominion Energy Inc | 120,243 | $7.4M | 0.08% | |
| 232 | HCAHca Healthcare Inc | 17,249 | $7.4M | 0.08% | |
| 233 | APOApollo Global Mgmt Inc | 54,277 | $7.2M | 0.08% | |
| 234 | SWKStanley Black & Decker Inc | 96,940 | $7.2M | 0.08% | |
| 235 | IDXXIdexx Laboratories Inc | 11,175 | $7.1M | 0.08% | |
| 236 | FLEXFlex LTD | 122,696 | $7.1M | 0.08% | |
| 237 | PEOExelon Corp | 157,431 | $7.1M | 0.08% | |
| 238 | MARMarriott Intl Inc Cl A | 27,107 | $7.1M | 0.08% | |
| 239 | KMIKinder Morgan Inc | 248,745 | $7.0M | 0.08% | |
| 240 | MDYSpdr S&P Mid Cap 400 Etf Tr | 11,764 | $7.0M | 0.07% | |
| 241 | XELXcel Energy Inc | 86,930 | $7.0M | 0.07% | |
| 242 | AXONAxon Enterprise Inc | 9,703 | $7.0M | 0.07% | |
| 243 | ALBAlbemarle Corp | 85,270 | $6.9M | 0.07% | |
| 244 | PSAPublic Storage Inc | 23,657 | $6.8M | 0.07% | |
| 245 | FCXFreeport-Mcmoran Inc Cl B | 174,163 | $6.8M | 0.07% | |
| 246 | RSGRepublic Services Inc | 29,672 | $6.8M | 0.07% | |
| 247 | MUXYXVictory Portfolios Victry S&P | 229,779 | $6.8M | 0.07% | |
| 248 | CIENCiena Corp | 45,815 | $6.7M | 0.07% | |
| 249 | 8CWCrown Castle Inc | 68,630 | $6.6M | 0.07% | |
| 250 | FTNTFortinet Inc | 78,670 | $6.6M | 0.07% | |
| 251 | NXPINxp Semiconductors NV | 28,823 | $6.6M | 0.07% | |
| 252 | GLWCorning Inc | 79,922 | $6.6M | 0.07% | |
| 253 | SLBSLB LIMITED | 189,127 | $6.5M | 0.07% | |
| 254 | SPOTSpotify | 9,257 | $6.5M | 0.07% | |
| 255 | RBARb Global Inc | 59,617 | $6.5M | 0.07% | |
| 256 | AIGAmerican Intl Group Inc | 81,781 | $6.4M | 0.07% | |
| 257 | WBDWarner Bros Discovery Inc Com | 328,604 | $6.4M | 0.07% | |
| 258 | KSAIshares Msci Saudi Arbia | 158,124 | $6.4M | 0.07% | |
| 259 | PCARPaccar Inc | 65,127 | $6.4M | 0.07% | |
| 260 | EWEdwards Lifesciences Corp | 82,002 | $6.4M | 0.07% | |
| 261 | EFAIshares Msci Eafe Etf | 68,005 | $6.3M | 0.07% | |
| 262 | HRLHormel Foods Corp | 256,360 | $6.3M | 0.07% | |
| 263 | NTNXNutanix, Inc A | 84,701 | $6.3M | 0.07% | |
| 264 | METMetlife Inc | 76,406 | $6.3M | 0.07% | |
| 265 | UTHUnited Therapeutics Corp | 15,004 | $6.3M | 0.07% | |
| 266 | KRKroger Co | 92,148 | $6.2M | 0.07% | |
| 267 | CMGChipotle Mexican Grill Inc | 156,903 | $6.1M | 0.07% | |
| 268 | TLNTalen Energy Corp | 14,430 | $6.1M | 0.07% | |
| 269 | ERIEErie Indemnity Co Cl A | 19,266 | $6.1M | 0.07% | |
| 270 | CBRECbre Group Inc Cl A | 38,884 | $6.1M | 0.07% | |
| 271 | GWREGuidewire Software Inc | 26,567 | $6.1M | 0.07% | |
| 272 | NOCNorthrop Grumman Corp | 10,022 | $6.1M | 0.07% | |
| 273 | PEGPublic Service Enterprise Grou | 72,723 | $6.1M | 0.06% | |
| 274 | A4SAmeriprise Financial Inc | 12,238 | $6.0M | 0.06% | |
| 275 | DHID R Horton Inc | 35,463 | $6.0M | 0.06% | |
| 276 | VICIVici Properties Inc | 183,631 | $6.0M | 0.06% | |
| 277 | ABNBAirbnb Inc Cl A | 48,780 | $5.9M | 0.06% | |
| 278 | CTVACorteva Inc | 87,476 | $5.9M | 0.06% | |
| 279 | ROSTRoss Stores Inc | 38,287 | $5.8M | 0.06% | |
| 280 | REGNRegeneron Pharmaceuticals | 10,291 | $5.8M | 0.06% | |
| 281 | BKRBaker Hughes Company Cl A | 118,230 | $5.8M | 0.06% | |
| 282 | STXSeagate Technology Holdings PL | 24,397 | $5.8M | 0.06% | |
| 283 | FDSFactset Research Systems Inc | 20,056 | $5.7M | 0.06% | |
| 284 | USFDUs Foods Holding Corp | 74,924 | $5.7M | 0.06% | |
| 285 | EEMIshares Msci Emerg Mkt Etf | 107,411 | $5.7M | 0.06% | |
| 286 | CARRCarrier Global Corporation | 95,703 | $5.7M | 0.06% | |
| 287 | TPDSomnigroup International Inc | 67,642 | $5.7M | 0.06% | |
| 288 | RMEResmed Inc | 20,818 | $5.7M | 0.06% | |
| 289 | CWCurtiss Wright Corp | 10,454 | $5.7M | 0.06% | |
| 290 | WDAYWorkday Inc Cl A | 23,139 | $5.6M | 0.06% | |
| 291 | BF/BBrown Forman Corp Cl B | 201,132 | $5.4M | 0.06% | |
| 292 | EBAEbay Inc | 59,622 | $5.4M | 0.06% | |
| 293 | VENVentas Inc | 77,138 | $5.4M | 0.06% | |
| 294 | HUMHumana Inc | 20,670 | $5.4M | 0.06% | |
| 295 | EAElectronic Arts Inc | 26,580 | $5.4M | 0.06% | |
| 296 | TRUTransunion | 63,334 | $5.3M | 0.06% | |
| 297 | OKEOneok Inc | 72,349 | $5.3M | 0.06% | |
| 298 | CGCarlyle Group Inc | 84,209 | $5.3M | 0.06% | |
| 299 | WPCWp Carey Inc | 78,083 | $5.3M | 0.06% | |
| 300 | COHRCoherent Corp | 48,957 | $5.3M | 0.06% |