YOUSIF CAPITAL MANAGEMENT, LLC Q4 2021 Filing

Filed January 31, 2022

Portfolio Value

$9.7B

Holdings

2,047

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (2,047 positions)

#StockSharesValue% PortfolioType
101
COPConocophillips
215,543$15.6M0.16%
102
RTXRaytheon Technologies Corp
179,453$15.4M0.16%
103
EWYIshares Msci Sth Kor Etf
197,333$15.4M0.16%
104
EMREmerson Electric Co
164,135$15.3M0.16%
105
NUENucor Corp
132,783$15.2M0.16%
106
TJXTjx Cos Inc
198,942$15.1M0.16%
107
BKNGBooking Holdings Inc
6,263$15.0M0.16%
108
KMBKimberly Clark Corp
105,031$15.0M0.16%
109
WSTWest Pharmaceutical Svsc Inc
31,809$14.9M0.15%
110
EXPDExpeditors Intl Wash Inc
110,479$14.8M0.15%
111
MRSHMarsh & Mclennan Cos Inc
85,227$14.8M0.15%
112
DUKDuke Energy Corp
140,676$14.8M0.15%
113
ADMArcher Daniels Midland Co
215,264$14.6M0.15%
114
ORealty Income Corp
201,781$14.4M0.15%
115
WBAWalgreens Boots Alliance Inc
274,475$14.3M0.15%
116
MDLZMondelez Intl Inc Cl A
215,069$14.3M0.15%
117
GDGeneral Dynamics Corp
68,209$14.2M0.15%
118
PNCPNC Financial Services Group I
70,715$14.2M0.15%
119
EQIXEquinix Inc Common Stock REIT
16,679$14.1M0.15%
120
INDAIshares Msci India Etf
306,264$14.0M0.15%
121
EWJIshares Msci Jpn Etf New
208,097$13.9M0.14%
122
MRNAModerna Inc
54,415$13.8M0.14%
123
ADIAnalog Devices Inc
77,997$13.7M0.14%
124
CICigna Corp
59,048$13.6M0.14%
125
TROWPrice T Rowe Group Inc
68,825$13.5M0.14%
126
CSXCSX Corp
358,046$13.5M0.14%
127
SOSouthern Co
194,997$13.4M0.14%
128
ALBAlbemarle Corp
57,068$13.3M0.14%
129
AFLAflac Inc
227,163$13.3M0.14%
130
CITCintas Corp
29,796$13.2M0.14%
131
EDConsolidated Edison Inc
152,597$13.0M0.13%
132
USBUS Bancorp Del
230,050$12.9M0.13%
133
SYYSysco Corp
162,316$12.8M0.13%
134
SYKStryker Corp
47,648$12.7M0.13%
135
ICEIntercontinental Exchange Inc
92,954$12.7M0.13%
136
ELLauder Estee Cos Inc Cl A
34,024$12.6M0.13%
137
KLACKla Corporation
29,084$12.5M0.13%
138
TFCTruist Financial Corp
213,550$12.5M0.13%
139
CMECme Group Inc
54,713$12.5M0.13%
140
IJRIshares Core S&P Scp Etf
107,580$12.3M0.13%
141
EWEdwards Lifesciences Corp
94,657$12.3M0.13%
142
CHTRCharter Communications Inc Cl
18,765$12.2M0.13%
143
PSAPublic Storage Inc
32,077$12.0M0.12%
144
ETNEaton Corp Plc
68,740$11.9M0.12%
145
NSCNorfolk Southern Corp
39,595$11.8M0.12%
146
MCXMccormick & Co Inc Non Vtg
120,544$11.6M0.12%
147
DDominion Energy Inc
148,133$11.6M0.12%
148
SWKStanley Black & Decker Inc
60,939$11.5M0.12%
149
WMWaste Management Inc
68,636$11.5M0.12%
150
GWWGrainger W W Inc
21,635$11.2M0.12%
151
PEOExelon Corp
193,856$11.2M0.12%
152
ESSEssex Property Trust Inc
31,741$11.2M0.12%
153
HUMHumana Inc
23,639$11.0M0.11%
154
COFCapital One Financial Corp
75,157$10.9M0.11%
155
ROPRoper Technologies Inc
22,086$10.9M0.11%
156
REGNRegeneron Pharmaceuticals
17,179$10.8M0.11%
157
LMTLockheed Martin Corp
30,237$10.7M0.11%
158
CPTCamden Property Trust
59,502$10.6M0.11%
159
FISFidelity Natl Information Serv
96,072$10.5M0.11%
160
GPCGenuine Parts Co
74,707$10.5M0.11%
161
AOSSmith A O Corp
121,707$10.4M0.11%
162
FDXFedex Corp
39,731$10.3M0.11%
163
MCOMoodys Corp
26,251$10.3M0.11%
164
SPGSimon Property Group Inc
64,131$10.2M0.11%
165
TMUST Mobile Us Inc
88,039$10.2M0.11%
166
AONAON PLC Cl A
33,969$10.2M0.11%
167
FTNTFortinet Inc
28,304$10.2M0.11%
168
DC4Dexcom Inc
18,892$10.1M0.10%
169
DGDollar General Corp
43,012$10.1M0.10%
170
ORLYO'reilly Automotive Inc
14,240$10.1M0.10%
171
MOAltria Group Inc
209,834$9.9M0.10%
172
MOHMolina Healthcare Inc
31,238$9.9M0.10%
173
MDYSpdr S&P Mid Cap 400 Etf Tr
19,136$9.9M0.10%
174
FRTEURFederal Realty Invs Trust
71,435$9.7M0.10%
175
FQIDigital Realty Trust Inc
55,037$9.7M0.10%
176
JCIJohnson Controls Intl Plc
116,579$9.5M0.10%
177
VFCVf Corp
127,930$9.4M0.10%
178
BSXBoston Scientific Corp
219,694$9.3M0.10%
179
PGRProgressive Corp Ohio
90,575$9.3M0.10%
180
HRLHormel Foods Corp
190,080$9.3M0.10%
181
AIGAmerican Intl Group Inc
162,438$9.2M0.10%
182
PPGPPG Industries Inc
53,506$9.2M0.10%
183
PNRPentair Plc
125,523$9.2M0.09%
184
AFWAlign Technology Inc
13,720$9.0M0.09%
185
BENFranklin Resources Inc
268,246$9.0M0.09%
186
CINFCincinnati Financial Corp
78,509$8.9M0.09%
187
BLDRBuilders FirstSource Inc
104,254$8.9M0.09%
188
NXPINxp Semiconductors NV
39,050$8.9M0.09%
189
AEPAmerican Electric Power Co Inc
99,771$8.9M0.09%
190
SIVBEURSvb Financial Group
13,049$8.8M0.09%
191
CLXClorox Co
50,713$8.8M0.09%
192
FISVFiserv Inc
84,884$8.8M0.09%
193
CDNSCadence Design System Inc
47,226$8.8M0.09%
194
ADSKAutodesk Inc
31,168$8.8M0.09%
195
MSCIMSCI Inc
14,257$8.7M0.09%
196
DOVDover Corp
48,087$8.7M0.09%
197
FCXFreeport-Mcmoran Inc Cl B
208,388$8.7M0.09%
198
AZOAutozone Inc
4,125$8.6M0.09%
199
BF/BBrown Forman Corp Cl B
117,724$8.6M0.09%
200
EPAMEpam Systems Inc
12,817$8.6M0.09%
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