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 |
|---|---|---|---|---|---|
| 201 | TRVTravelers Companies Inc | 34,287 | $8.3T | 91270.79% | |
| 202 | A4SAmeriprise Financial Inc | 15,166 | $8.1T | 89231.28% | |
| 203 | REGNRegeneron Pharmaceuticals | 11,328 | $8.1T | 89169.85% | |
| 204 | TSMTaiwan Semiconductor Mfg Co Lt | 40,495 | $8.0T | 88375.14% | |
| 205 | OKEOneok Inc | 79,628 | $8.0T | 88345.23% | |
| 206 | FTNTFortinet Inc | 84,541 | $8.0T | 88265.47% | |
| 207 | TFCTruist Financial Corp | 182,446 | $7.9T | 87459.59% | |
| 208 | MOAltria Group Inc | 149,818 | $7.8T | 86569.76% | |
| 209 | EXEChesapeake Energy Corp | 78,428 | $7.8T | 86277.18% | |
| 210 | EMEEmcor Group Inc | 17,029 | $7.7T | 85414.75% | |
| 211 | NSCNorfolk Southern Corp | 32,885 | $7.7T | 85289.29% | |
| 212 | MPCMarathon Petroleum Corp | 55,241 | $7.7T | 85156.79% | |
| 213 | GPCGenuine Parts Co | 65,891 | $7.7T | 85016.99% | |
| 214 | ADSKAutodesk Inc | 25,987 | $7.7T | 84878.97% | |
| 215 | ALSAllstate Corp | 39,425 | $7.6T | 83992.36% | |
| 216 | AEPAmerican Electric Power Co Inc | 82,186 | $7.6T | 83763.27% | |
| 217 | RCLRoyal Caribbean Cruises LTD | 32,355 | $7.5T | 82480.97% | |
| 218 | AOSSmith A O Corp | 108,447 | $7.4T | 81742.85% | |
| 219 | PSAPublic Storage Inc | 24,606 | $7.4T | 81420.62% | |
| 220 | JCIJohnson Controls Intl Plc | 92,882 | $7.3T | 81013.47% | |
| 221 | PCARPaccar Inc | 70,365 | $7.3T | 80882.97% | |
| 222 | SLBSchlumberger LTD | 187,482 | $7.2T | 79431.96% | |
| 223 | CARRCarrier Global Corporation | 105,009 | $7.2T | 79209.33% | |
| 224 | CMICummins Inc | 20,535 | $7.2T | 79105.31% | |
| 225 | METMetlife Inc | 86,288 | $7.1T | 78074.96% | |
| 226 | FCXFreeport-Mcmoran Inc Cl B | 183,239 | $7.0T | 77107.82% | |
| 227 | AIGAmerican Intl Group Inc | 95,592 | $7.0T | 76901.80% | |
| 228 | PSXPhillips 66 | 60,946 | $6.9T | 76730.30% | |
| 229 | ABNBAirbnb Inc Cl A | 52,721 | $6.9T | 76558.89% | |
| 230 | PEGPublic Service Enterprise Grou | 81,529 | $6.9T | 76120.39% | |
| 231 | MNNYXVictory Portfolios Munder Grow | 107,479 | $6.8T | 74872.92% | |
| 232 | URIUnited Rentals Inc | 9,610 | $6.8T | 74808.50% | |
| 233 | PSTGPure Storage Inc | 110,060 | $6.8T | 74712.56% | |
| 234 | IBKRInteractive Brokers Group Inc | 38,254 | $6.8T | 74683.25% | |
| 235 | AZOAutozone Inc | 2,110 | $6.8T | 74659.89% | |
| 236 | KRKroger Co | 110,119 | $6.7T | 74411.88% | |
| 237 | ABGCENCORA INC | 29,929 | $6.7T | 74308.79% | |
| 238 | RSGRepublic Services Inc | 33,291 | $6.7T | 74010.82% | |
| 239 | NDSNNordson Corp | 31,930 | $6.7T | 73829.03% | |
| 240 | AMCRAmcor Plc | 709,593 | $6.7T | 73787.45% | |
| 241 | ILMNIllumina Inc | 49,940 | $6.7T | 73745.59% | |
| 242 | HRLHormel Foods Corp | 211,574 | $6.6T | 73343.42% | |
| 243 | SWKStanley Black & Decker Inc | 82,329 | $6.6T | 73046.04% | |
| 244 | PWRQuanta Services Inc | 20,838 | $6.6T | 72777.21% | |
| 245 | PCGPG&E Corp | 325,483 | $6.6T | 72582.69% | |
| 246 | TELTE Connectivity PLC | 45,834 | $6.6T | 72412.95% | |
| 247 | VSTVistra Corp | 47,500 | $6.5T | 72368.06% | |
| 248 | PAYXPaychex Inc | 46,702 | $6.5T | 72365.07% | |
| 249 | 8CWCrown Castle Inc | 71,816 | $6.5T | 72027.65% | |
| 250 | NXPINxp Semiconductors NV | 31,325 | $6.5T | 71948.98% | |
| 251 | BURLBurlington Stores Inc | 22,796 | $6.5T | 71808.94% | |
| 252 | NOCNorthrop Grumman Corp | 13,838 | $6.5T | 71762.61% | |
| 253 | EWEdwards Lifesciences Corp | 87,633 | $6.5T | 71690.07% | |
| 254 | SJMSmucker J M Co | 58,758 | $6.5T | 71501.77% | |
| 255 | DFSEURDiscover Financial Services | 37,315 | $6.5T | 71431.55% | |
| 256 | DOCUDocusign Inc | 71,713 | $6.4T | 71274.53% | |
| 257 | ROSTRoss Stores Inc | 42,453 | $6.4T | 70965.09% | |
| 258 | VLOValero Energy Corp | 52,379 | $6.4T | 70957.10% | |
| 259 | ALBAlbemarle Corp | 73,270 | $6.3T | 69697.09% | |
| 260 | DDominion Energy Inc | 116,374 | $6.3T | 69263.74% | |
| 261 | CPRTCopart Inc | 108,623 | $6.2T | 68887.69% | |
| 262 | KSAIshares Msci Saudi Arbia | 152,473 | $6.2T | 68811.69% | |
| 263 | WDAYWorkday Inc Cl A | 23,897 | $6.2T | 68139.22% | |
| 264 | MUXYXVictory Portfolios Victry S&P | 238,284 | $6.2T | 68067.49% | |
| 265 | HCAHca Healthcare Inc | 20,513 | $6.2T | 68037.93% | |
| 266 | RBARb Global Inc | 68,195 | $6.2T | 67981.51% | |
| 267 | FICOFair Isaac Corp | 3,070 | $6.1T | 67542.62% | |
| 268 | FFord Motor Co | 616,411 | $6.1T | 67435.59% | |
| 269 | BENFranklin Resources Inc | 299,250 | $6.1T | 67096.47% | |
| 270 | CSLCarlisle Cos Inc | 16,453 | $6.1T | 67060.49% | |
| 271 | PRUPrudential Financial Inc | 51,197 | $6.1T | 67058.89% | |
| 272 | GISGeneral Mills Inc | 94,490 | $6.0T | 66586.44% | |
| 273 | WSOWatsco Inc | 12,620 | $6.0T | 66087.68% | |
| 274 | AVBAvalonbay Communities Inc | 27,042 | $5.9T | 65733.36% | |
| 275 | MANHManhattan Assocs Inc | 21,813 | $5.9T | 65140.13% | |
| 276 | HWMHowmet Aerospace Inc | 53,826 | $5.9T | 65053.99% | |
| 277 | CBRECbre Group Inc Cl A | 44,755 | $5.9T | 64931.70% | |
| 278 | USFDUs Foods Holding Corp | 86,664 | $5.8T | 64605.37% | |
| 279 | AXONAxon Enterprise Inc | 9,804 | $5.8T | 64388.34% | |
| 280 | UTHUnited Therapeutics Corp | 16,367 | $5.8T | 63816.13% | |
| 281 | NEMNewmont Corporation | 154,064 | $5.7T | 63366.70% | |
| 282 | DTDynatrace, Inc. | 105,466 | $5.7T | 63342.56% | |
| 283 | RPMRpm Intl Inc | 46,450 | $5.7T | 63166.41% | |
| 284 | FISFidelity Natl Information Serv | 70,304 | $5.7T | 62749.99% | |
| 285 | OTISOtis Worldwide Corp | 60,643 | $5.6T | 62061.48% | |
| 286 | CTSHCognizant Technology Solutions | 72,870 | $5.6T | 61923.95% | |
| 287 | MSCIMSCI Inc | 9,212 | $5.5T | 61079.57% | |
| 288 | PEOExelon Corp | 146,250 | $5.5T | 60831.58% | |
| 289 | RSReliance Inc | 20,414 | $5.5T | 60741.23% | |
| 290 | DALDelta Air Lines Inc | 90,506 | $5.5T | 60508.49% | |
| 291 | OCOwens Corning New | 31,991 | $5.4T | 60211.16% | |
| 292 | EQHEquitable Holdings Inc | 115,383 | $5.4T | 60143.86% | |
| 293 | XPOXPO Inc | 41,298 | $5.4T | 59852.31% | |
| 294 | DHID R Horton Inc | 38,590 | $5.4T | 59624.90% | |
| 295 | EAElectronic Arts Inc | 36,878 | $5.4T | 59620.45% | |
| 296 | GEHCGE Healthcare Technologies Inc | 68,958 | $5.4T | 59574.97% | |
| 297 | FNFFidelity National Financial In | 95,904 | $5.4T | 59496.68% | |
| 298 | AMEAmetek Inc | 29,803 | $5.4T | 59366.70% | |
| 299 | LULULululemon Athletica Inc | 14,031 | $5.4T | 59292.73% | |
| 300 | CTVACorteva Inc | 94,038 | $5.4T | 59191.17% |