YOUSIF CAPITAL MANAGEMENT, LLC Q4 2024 Filing
Filed January 27, 2025
Portfolio Value
$9.0B
Holdings
1,920
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,920 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ROPRoper Technologies Inc | 28,347 | $14.7T | 162844.75% | |
| 102 | MRSHMarsh & Mclennan Cos Inc | 68,497 | $14.5T | 160779.28% | |
| 103 | EQIXEquinix Inc Common Stock REIT | 15,400 | $14.5T | 160459.46% | |
| 104 | ANETArista Networks Inc | 130,925 | $14.5T | 159913.94% | |
| 105 | PANWPalo Alto Networks Inc | 79,316 | $14.4T | 159485.17% | |
| 106 | ADIAnalog Devices Inc | 67,400 | $14.3T | 158241.59% | |
| 107 | ELVElevance Health Inc | 38,755 | $14.3T | 157986.49% | |
| 108 | BABoeing Co | 80,546 | $14.3T | 157543.62% | |
| 109 | SCHWThe Charles Schwab Corporation | 192,473 | $14.2T | 157414.16% | |
| 110 | GDGeneral Dynamics Corp | 53,116 | $14.0T | 154659.16% | |
| 111 | INTCIntel Corp | 697,307 | $14.0T | 154497.68% | |
| 112 | GILDGilead Sciences Inc | 150,974 | $13.9T | 154104.98% | |
| 113 | RTXRtx Corp | 120,243 | $13.9T | 153762.99% | |
| 114 | AMTAmerican Tower Corporation | 75,710 | $13.9T | 153447.50% | |
| 115 | BDXBecton Dickinson & Co | 59,703 | $13.5T | 149677.38% | |
| 116 | KMBKimberly Clark Corp | 103,037 | $13.5T | 149203.44% | |
| 117 | ORealty Income Corp | 251,794 | $13.4T | 148611.28% | |
| 118 | CICigna Group | 48,679 | $13.4T | 148543.80% | |
| 119 | SOSouthern Co | 161,125 | $13.3T | 146572.29% | |
| 120 | BMYBristol-Myers Squibb Co | 234,014 | $13.2T | 146263.12% | |
| 121 | UPSUnited Parcel Service Inc Cl B | 104,655 | $13.2T | 145833.95% | |
| 122 | CAHCardinal Health Inc | 110,599 | $13.1T | 144547.15% | |
| 123 | SYYSysco Corp | 170,288 | $13.0T | 143880.62% | |
| 124 | WELLWelltower Inc | 103,137 | $13.0T | 143638.88% | |
| 125 | EWYIshares Msci Sth Kor Etf | 253,901 | $12.9T | 142784.29% | |
| 126 | MUMicron Technology Inc | 153,522 | $12.9T | 142777.55% | |
| 127 | BROBrown & Brown Inc | 124,258 | $12.7T | 140084.99% | |
| 128 | DUKDuke Energy Corp | 117,456 | $12.7T | 139841.39% | |
| 129 | NKENike Inc Cl B | 161,290 | $12.2T | 134869.81% | |
| 130 | EFAIshares Msci Eafe Etf | 160,463 | $12.1T | 134071.88% | |
| 131 | ICEIntercontinental Exchange Inc | 80,492 | $12.0T | 132541.45% | |
| 132 | FASTFastenal Co | 165,536 | $11.9T | 131542.27% | |
| 133 | EDConsolidated Edison Inc | 132,585 | $11.8T | 130734.24% | |
| 134 | PNRPentair Plc | 117,205 | $11.8T | 130347.20% | |
| 135 | LRCXLam Research Corp New | 163,070 | $11.8T | 130159.32% | |
| 136 | KVUEKenvue Inc | 550,407 | $11.8T | 129857.01% | |
| 137 | CMECme Group Inc | 50,544 | $11.7T | 129709.41% | |
| 138 | MCKMckesson Corp | 20,482 | $11.7T | 128991.84% | |
| 139 | ATOAtmos Energy Corp | 83,621 | $11.6T | 128694.06% | |
| 140 | PYPLPaypal Holdings Inc | 135,308 | $11.5T | 127617.60% | |
| 141 | MSIMotorola Solutions Inc | 24,778 | $11.5T | 126563.35% | |
| 142 | APHAmphenol Corp Cl A | 164,102 | $11.4T | 125941.74% | |
| 143 | GEVGE Vernova Inc | 34,491 | $11.3T | 125369.78% | |
| 144 | —Vanguard Funds PLC Sp 500 ETF | 99,814 | $11.2T | 123650.03% | |
| 145 | CINFCincinnati Financial Corp | 77,789 | $11.2T | 123525.41% | |
| 146 | WMWaste Management Inc | 54,321 | $11.0T | 121129.80% | |
| 147 | CHDChurch & Dwight Inc | 104,465 | $10.9T | 120877.17% | |
| 148 | ZTSZoetis Inc Cl A | 67,049 | $10.9T | 120719.37% | |
| 149 | VRTXVertex Pharmaceuticals Inc | 27,085 | $10.9T | 120529.69% | |
| 150 | TTTrane Technologies Plc | 29,496 | $10.9T | 120388.45% | |
| 151 | KLACKla Corporation | 17,288 | $10.9T | 120379.24% | |
| 152 | PNCPNC Financial Services Group I | 56,211 | $10.8T | 119791.09% | |
| 153 | DOVDover Corp | 57,783 | $10.8T | 119789.72% | |
| 154 | SBUXStarbucks Corp | 116,189 | $10.6T | 117160.56% | |
| 155 | PHParker Hannifin Corp | 16,342 | $10.4T | 114859.35% | |
| 156 | MMM3M Co | 80,485 | $10.4T | 114813.02% | |
| 157 | USBUS Bancorp Del | 216,847 | $10.4T | 114613.92% | |
| 158 | COFCapital One Financial Corp | 58,051 | $10.4T | 114391.39% | |
| 159 | CMGChipotle Mexican Grill Inc | 169,449 | $10.2T | 112911.95% | |
| 160 | CVSCVS Health Corp | 225,627 | $10.1T | 111924.26% | |
| 161 | CHRWC H Robinson Worldwide Inc | 97,308 | $10.1T | 111100.63% | |
| 162 | GMGeneral Motors Co | 187,399 | $10.0T | 110314.74% | |
| 163 | WSTWest Pharmaceutical Svsc Inc | 30,413 | $10.0T | 110087.75% | |
| 164 | ESSEssex Property Trust Inc | 34,846 | $9.9T | 109914.31% | |
| 165 | CDNSCadence Design System Inc | 33,087 | $9.9T | 109856.97% | |
| 166 | AONAON PLC Cl A | 27,609 | $9.9T | 109577.70% | |
| 167 | TROWPrice T Rowe Group Inc | 87,644 | $9.9T | 109529.41% | |
| 168 | CLXClorox Co | 60,435 | $9.8T | 108464.18% | |
| 169 | MDYSpdr S&P Mid Cap 400 Etf Tr | 17,227 | $9.8T | 108429.63% | |
| 170 | CSXCSX Corp | 302,512 | $9.8T | 107876.07% | |
| 171 | PPGPPG Industries Inc | 81,376 | $9.7T | 107415.39% | |
| 172 | KKRKKR & Co Inc | 65,664 | $9.7T | 107326.86% | |
| 173 | MDLZMondelez Intl Inc Cl A | 162,023 | $9.7T | 106943.10% | |
| 174 | EWJIshares Msci Jpn Etf New | 143,602 | $9.6T | 106479.64% | |
| 175 | NUENucor Corp | 82,070 | $9.6T | 105846.79% | |
| 176 | CRWDCrowdstrike Holdings Inc Cl A | 27,778 | $9.5T | 105030.10% | |
| 177 | FDXFedex Corp | 33,681 | $9.5T | 104709.14% | |
| 178 | LMTLockheed Martin Corp | 19,382 | $9.4T | 104079.41% | |
| 179 | ADMArcher Daniels Midland Co | 185,393 | $9.4T | 103500.21% | |
| 180 | AJGGallagher Arthur J & Co | 32,996 | $9.4T | 103498.44% | |
| 181 | WMBWilliams Cos Inc | 172,044 | $9.3T | 102891.83% | |
| 182 | ORLYO'reilly Automotive Inc | 7,829 | $9.3T | 102589.12% | |
| 183 | T7DTransdigm Group Inc | 7,320 | $9.3T | 102510.24% | |
| 184 | APOApollo Global Mgmt Inc | 56,094 | $9.3T | 102377.58% | |
| 185 | EOGEog Resources Inc | 75,064 | $9.2T | 101679.85% | |
| 186 | FQIDigital Realty Trust Inc | 50,919 | $9.0T | 99780.49% | |
| 187 | SNPSSynopsys Inc | 18,496 | $9.0T | 99203.13% | |
| 188 | BKBank New York Mellon Corp | 116,806 | $9.0T | 99169.83% | |
| 189 | MCOMoodys Corp | 18,887 | $8.9T | 98797.80% | |
| 190 | HLTHilton Worldwide Holdings Inc | 36,154 | $8.9T | 98745.69% | |
| 191 | MCXMccormick & Co Inc Non Vtg | 117,008 | $8.9T | 98578.50% | |
| 192 | FRTFederal Realty Inv Tr New | 79,189 | $8.9T | 97965.33% | |
| 193 | CEGConstellation Energy Corp | 39,419 | $8.8T | 97448.36% | |
| 194 | SPGSimon Property Group Inc | 50,318 | $8.7T | 95755.85% | |
| 195 | MCHIIshares Msci China Etf | 184,840 | $8.7T | 95715.40% | |
| 196 | SRESempra | 98,459 | $8.6T | 95441.57% | |
| 197 | WSMWilliams Sonoma Inc | 46,286 | $8.6T | 94716.86% | |
| 198 | KMIKinder Morgan Inc | 312,807 | $8.6T | 94713.22% | |
| 199 | MARMarriott Intl Inc Cl A | 30,518 | $8.5T | 94069.85% | |
| 200 | EXPDExpeditors Intl Wash Inc | 76,737 | $8.5T | 93931.65% |