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 |
|---|---|---|---|---|---|
| 301 | HUMHumana Inc | 21,049 | $5.3T | 59013.67% | |
| 302 | FIXComfort Systems Usa Inc | 12,568 | $5.3T | 58894.81% | |
| 303 | VICIVici Properties Inc | 182,394 | $5.3T | 58874.29% | |
| 304 | CHTRCharter Communications Inc Cl | 15,536 | $5.3T | 58847.17% | |
| 305 | XELXcel Energy Inc | 78,699 | $5.3T | 58719.88% | |
| 306 | BKRBaker Hughes Company Cl A | 129,312 | $5.3T | 58616.25% | |
| 307 | FLEXFlex LTD | 137,676 | $5.3T | 58406.34% | |
| 308 | LHXL3Harris Technologies Inc | 25,063 | $5.3T | 58239.10% | |
| 309 | DDDupont De Nemours Inc | 68,448 | $5.2T | 57674.55% | |
| 310 | EIXEdison Intl | 65,022 | $5.2T | 57367.30% | |
| 311 | IRMIron Mountain Inc | 49,352 | $5.2T | 57323.46% | |
| 312 | GGGGraco Inc | 61,269 | $5.2T | 57069.02% | |
| 313 | HIGHartford Financial Services Gr | 46,820 | $5.1T | 56602.07% | |
| 314 | RMEResmed Inc | 22,381 | $5.1T | 56560.11% | |
| 315 | COHRCoherent Corp | 54,020 | $5.1T | 56549.10% | |
| 316 | RGAReinsurance Group Of America I | 23,821 | $5.1T | 56234.88% | |
| 317 | GLPIGaming & Leisure Pptys Inc Com | 105,273 | $5.1T | 56025.67% | |
| 318 | NBIXNeurocrine Biosciences Inc | 37,043 | $5.1T | 55875.62% | |
| 319 | VRSKVerisk Analytics Inc | 18,358 | $5.1T | 55875.34% | |
| 320 | TRGPTarga Resources Corp | 28,187 | $5.0T | 55599.46% | |
| 321 | WTWWillis Towers Watson Pub LTD | 15,951 | $5.0T | 55213.93% | |
| 322 | EXRExtra Space Storage | 33,220 | $5.0T | 54918.01% | |
| 323 | IDXXIdexx Laboratories Inc | 12,020 | $5.0T | 54916.21% | |
| 324 | HESHess Corp | 37,302 | $5.0T | 54827.69% | |
| 325 | CNCCentene Corp | 81,622 | $4.9T | 54641.18% | |
| 326 | ELSEquity Lifestyle Properties In | 74,112 | $4.9T | 54543.92% | |
| 327 | BF/BBrown Forman Corp Cl B | 128,883 | $4.9T | 54091.96% | |
| 328 | 7HPHp Inc | 148,817 | $4.9T | 53660.32% | |
| 329 | TMToyota Mtr Corp Sponsored Adr | 24,849 | $4.8T | 53438.92% | |
| 330 | ACGLArch Capital Group LTD | 52,241 | $4.8T | 53312.85% | |
| 331 | EWBCEast West Bancorp Inc | 49,988 | $4.8T | 52897.30% | |
| 332 | IRIngersoll Rand Inc | 52,776 | $4.8T | 52756.58% | |
| 333 | UALUnited Airlines Holdings Inc | 49,131 | $4.8T | 52717.94% | |
| 334 | JEFJefferies Financial Group Inc | 60,376 | $4.7T | 52307.50% | |
| 335 | GLWCorning Inc | 98,858 | $4.7T | 51912.48% | |
| 336 | YUMYum Brands Inc | 34,987 | $4.7T | 51869.65% | |
| 337 | WPCWp Carey Inc | 86,032 | $4.7T | 51794.14% | |
| 338 | WECWec Energy Group Inc | 49,765 | $4.7T | 51715.44% | |
| 339 | TOLToll Brothers Inc | 37,086 | $4.7T | 51616.88% | |
| 340 | SYFSynchrony Financial | 71,460 | $4.6T | 51328.66% | |
| 341 | KDPKeurig Dr Pepper Inc Com | 144,408 | $4.6T | 51256.67% | |
| 342 | ACMAecom | 43,275 | $4.6T | 51082.62% | |
| 343 | AMHAmerican Homes 4 Rent Common S | 123,520 | $4.6T | 51076.91% | |
| 344 | SFMSprouts Farmers Mkt Inc | 36,355 | $4.6T | 51049.41% | |
| 345 | ITGartner Inc | 9,503 | $4.6T | 50875.79% | |
| 346 | BMRNBiomarin Pharmaceutical Inc | 69,769 | $4.6T | 50676.86% | |
| 347 | UNMUnum Group | 62,716 | $4.6T | 50613.13% | |
| 348 | IQVIqvia Holdings Inc | 23,295 | $4.6T | 50586.07% | |
| 349 | AVTRAvantor Inc | 216,744 | $4.6T | 50465.57% | |
| 350 | NDAQNasdaq Inc | 59,023 | $4.6T | 50424.37% | |
| 351 | JLLJones Lang Lasalle Inc | 17,959 | $4.5T | 50237.32% | |
| 352 | RNRRenaissancere Holdings LTD | 18,261 | $4.5T | 50208.35% | |
| 353 | NVONovo-Nordisk AS ADR | 52,796 | $4.5T | 50186.17% | |
| 354 | STZConstellation Brands Inc Cl A | 20,288 | $4.5T | 49546.74% | |
| 355 | WABWabtec Corp | 23,647 | $4.5T | 49542.18% | |
| 356 | EEMIshares Msci Emerg Mkt Etf | 107,156 | $4.5T | 49520.40% | |
| 357 | GMEGamestop Corp Cl A | 142,931 | $4.5T | 49500.44% | |
| 358 | CIENCiena Corp | 52,525 | $4.5T | 49226.24% | |
| 359 | DECKDeckers Outdoor Corp | 21,778 | $4.4T | 48875.38% | |
| 360 | AG8Agilent Technologies Inc | 32,511 | $4.4T | 48263.55% | |
| 361 | OXYOccidental Petroleum Corp | 88,320 | $4.4T | 48223.36% | |
| 362 | SAPSap Se-Sponsored Adr | 17,649 | $4.3T | 48018.58% | |
| 363 | DUOLDuolingo Inc Cl A | 13,378 | $4.3T | 47932.27% | |
| 364 | BRBroADRidge Financial Solutions | 19,066 | $4.3T | 47634.82% | |
| 365 | ETREntergy Corp | 56,724 | $4.3T | 47526.33% | |
| 366 | SAIASaia Inc | 9,429 | $4.3T | 47485.04% | |
| 367 | GRMNGarmin LTD | 20,824 | $4.3T | 47463.82% | |
| 368 | LENLennar Corp Cl A | 31,460 | $4.3T | 47409.03% | |
| 369 | BJBjs Whsl Club Holdings Inc | 47,898 | $4.3T | 47292.85% | |
| 370 | PPLPpl Corp | 131,836 | $4.3T | 47289.66% | |
| 371 | EBAEbay Inc | 69,041 | $4.3T | 47264.16% | |
| 372 | DOWDow Inc | 106,536 | $4.3T | 47244.27% | |
| 373 | CWCurtiss Wright Corp | 11,955 | $4.2T | 46881.60% | |
| 374 | DC4Dexcom Inc | 54,495 | $4.2T | 46833.04% | |
| 375 | ITTItt Inc | 29,580 | $4.2T | 46703.90% | |
| 376 | LAMRLamar Advertising Co | 34,480 | $4.2T | 46385.70% | |
| 377 | MCHPMicrochip Technology Inc | 73,075 | $4.2T | 46311.17% | |
| 378 | ODFLOld Dominion Freight Line Inc | 23,729 | $4.2T | 46255.31% | |
| 379 | SCIService Corp Intl | 52,343 | $4.2T | 46169.36% | |
| 380 | CCLCarnival Corp | 166,433 | $4.1T | 45832.23% | |
| 381 | CLHClean Harbors Inc | 17,965 | $4.1T | 45688.08% | |
| 382 | DTEDTE Energy Co | 34,175 | $4.1T | 45601.51% | |
| 383 | VMCVulcan Materials Co | 15,862 | $4.1T | 45088.22% | |
| 384 | ROKRockwell Automation Inc | 14,253 | $4.1T | 45012.89% | |
| 385 | NVTNVent Electric Plc | 59,734 | $4.1T | 44991.94% | |
| 386 | AALAmerican Airlines Group Inc | 232,909 | $4.1T | 44860.82% | |
| 387 | NLYAnnaly Capital Management Inc | 220,404 | $4.0T | 44571.18% | |
| 388 | DELLDell Technologies Inc Cl C | 34,425 | $4.0T | 43839.01% | |
| 389 | HPEHewlett Packard Enterprise Co | 185,575 | $4.0T | 43782.53% | |
| 390 | OVVOvintiv Inc | 96,942 | $3.9T | 43386.10% | |
| 391 | VENVentas Inc | 66,593 | $3.9T | 43336.49% | |
| 392 | GDDYGodaddy Inc Cl A | 19,857 | $3.9T | 43309.02% | |
| 393 | EFXEquifax Inc | 15,366 | $3.9T | 43274.20% | |
| 394 | OHIOmega Healthcare Investors | 103,341 | $3.9T | 43223.72% | |
| 395 | MTBM & T Bank Corp | 20,777 | $3.9T | 43166.55% | |
| 396 | EQREquity Residential | 54,310 | $3.9T | 43067.12% | |
| 397 | FT2First Horizon Corporation Com | 192,895 | $3.9T | 42930.31% | |
| 398 | CGCarlyle Group Inc | 76,815 | $3.9T | 42858.30% | |
| 399 | ALLYAlly Financial Inc | 106,924 | $3.9T | 42548.27% | |
| 400 | CASYCaseys General Stores Inc | 9,708 | $3.8T | 42507.03% |