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 |
|---|---|---|---|---|---|
| 401 | LECOLincoln Electric Holdings Inc | 20,392 | $3.8T | 42244.98% | |
| 402 | MLMMartin Marietta Materials Inc | 7,392 | $3.8T | 42190.62% | |
| 403 | SFStifel Financial Corp | 35,959 | $3.8T | 42152.63% | |
| 404 | TTEKTetra Tech Inc | 95,438 | $3.8T | 42016.92% | |
| 405 | GPNGlobal Payments Inc | 33,921 | $3.8T | 42005.18% | |
| 406 | GFLWVictoryShares US Small Cap Vol | 51,302 | $3.8T | 41946.03% | |
| 407 | MTDMettler Toledo International | 3,086 | $3.8T | 41729.90% | |
| 408 | THCTenet Healthcare Corp | 29,914 | $3.8T | 41727.33% | |
| 409 | FNDFloor & Decor Holdings, Inc.-A | 37,870 | $3.8T | 41722.86% | |
| 410 | ATRAptargroup Inc | 24,003 | $3.8T | 41670.17% | |
| 411 | CNHICnh Industrial Nv | 332,683 | $3.8T | 41652.79% | |
| 412 | RRXRegal Beloit Corp | 24,193 | $3.8T | 41473.35% | |
| 413 | FEFirstenergy Corp | 94,060 | $3.7T | 41347.89% | |
| 414 | STTState Street Corp | 38,050 | $3.7T | 41269.43% | |
| 415 | ARAntero Resources Corp | 106,498 | $3.7T | 41248.97% | |
| 416 | FANGDiamondback Energy Inc | 22,721 | $3.7T | 41134.33% | |
| 417 | CUBECubesmart | 86,794 | $3.7T | 41098.32% | |
| 418 | AFGAmerican Financial Group Inc O | 26,949 | $3.7T | 40777.90% | |
| 419 | LADLithia Motors Inc Cl A | 10,236 | $3.7T | 40430.10% | |
| 420 | FITBFifth Third Bancorp | 86,373 | $3.7T | 40354.92% | |
| 421 | AAAlcoa Corp | 96,611 | $3.6T | 40334.08% | |
| 422 | TSCOTractor Supply Co | 68,586 | $3.6T | 40214.83% | |
| 423 | XYLXylem Inc | 31,298 | $3.6T | 40126.66% | |
| 424 | LYBLyondellbasell Industries NV A | 48,786 | $3.6T | 40039.83% | |
| 425 | KNSLKinsale Cap Group Inc | 7,782 | $3.6T | 39999.01% | |
| 426 | SRPTSarepta Therapeutics Inc | 29,600 | $3.6T | 39771.61% | |
| 427 | CCKCrown Holdings Inc | 43,489 | $3.6T | 39738.91% | |
| 428 | EVREvercore Inc Class A | 12,970 | $3.6T | 39728.40% | |
| 429 | CMSCms Energy Corp | 53,774 | $3.6T | 39605.55% | |
| 430 | ARMKAramark | 96,053 | $3.6T | 39602.24% | |
| 431 | TPDTempur Sealy Intl Inc | 63,027 | $3.6T | 39483.60% | |
| 432 | TTWOTake-Two Interactive Software | 19,408 | $3.6T | 39479.44% | |
| 433 | BIIBBiogen Inc | 23,050 | $3.5T | 38951.02% | |
| 434 | MNSTMonster Beverage Corp | 66,921 | $3.5T | 38868.82% | |
| 435 | AKXAnsys Inc | 10,426 | $3.5T | 38864.79% | |
| 436 | WWDWoodward Inc | 21,132 | $3.5T | 38862.40% | |
| 437 | CSGPCostar Group Inc | 49,104 | $3.5T | 38846.58% | |
| 438 | KEYSKeysight Technologies Inc | 21,844 | $3.5T | 38774.16% | |
| 439 | DKSDicks Sporting Goods Inc | 15,289 | $3.5T | 38662.92% | |
| 440 | PFGCPerformance Food Group Co | 41,237 | $3.5T | 38528.69% | |
| 441 | EHCEncompass Health Corp | 37,688 | $3.5T | 38461.27% | |
| 442 | EX9Exelixis Inc | 104,390 | $3.5T | 38413.75% | |
| 443 | CNMCore & Main Inc Cl A | 68,275 | $3.5T | 38410.36% | |
| 444 | RJFRaymond James Financial Inc | 22,212 | $3.5T | 38126.47% | |
| 445 | GMEDGlobus Med Inc Cl A | 41,452 | $3.4T | 37886.73% | |
| 446 | BRBRBellring Brands Inc Common Sto | 45,483 | $3.4T | 37866.77% | |
| 447 | CPAYCorpay Inc | 10,122 | $3.4T | 37853.49% | |
| 448 | MPWRMonolithic Power Systems Inc | 5,786 | $3.4T | 37832.37% | |
| 449 | PHMPulte Group Inc | 31,412 | $3.4T | 37801.33% | |
| 450 | WYWeyerhaeuser Co | 121,397 | $3.4T | 37763.30% | |
| 451 | DTMDT Midstream Inc | 34,156 | $3.4T | 37529.09% | |
| 452 | LUMNLumen Technologies Inc | 639,508 | $3.4T | 37525.29% | |
| 453 | HLIHoulihan Lokey Inc Cl A | 19,540 | $3.4T | 37497.98% | |
| 454 | EXPEExpedia Group Inc | 18,180 | $3.4T | 37433.48% | |
| 455 | SBACSba Communications Corp | 16,596 | $3.4T | 37375.86% | |
| 456 | NSRGYNestle Sa Sp ADR | 40,911 | $3.4T | 37354.37% | |
| 457 | BBWIBath & Body Works Inc | 87,041 | $3.4T | 37290.94% | |
| 458 | TKOTko Group Holdings Inc Cl A | 23,491 | $3.3T | 36890.09% | |
| 459 | WBSWebster Financial Corp Ct | 60,371 | $3.3T | 36839.05% | |
| 460 | HOLXHologic Inc | 46,219 | $3.3T | 36819.61% | |
| 461 | BRXBrixmor Property Group Inc | 119,544 | $3.3T | 36777.36% | |
| 462 | PENPenumbra Inc | 13,985 | $3.3T | 36700.60% | |
| 463 | MICYXVictory Portfolios Trivalent E | 421,089 | $3.3T | 36667.72% | |
| 464 | ONOn Semiconductor Corp | 52,599 | $3.3T | 36647.65% | |
| 465 | HSYHershey Co | 19,542 | $3.3T | 36571.08% | |
| 466 | MLIMueller Industries Inc | 41,692 | $3.3T | 36562.67% | |
| 467 | EQTEquity Corp | 71,717 | $3.3T | 36542.72% | |
| 468 | WTRGEssential Utils Inc | 91,009 | $3.3T | 36526.98% | |
| 469 | AYIAcuity Brands Inc | 11,314 | $3.3T | 36523.80% | |
| 470 | PKGPackaging Corp America | 14,645 | $3.3T | 36433.96% | |
| 471 | ZBHZimmer Biomet Holdings Inc | 31,205 | $3.3T | 36424.62% | |
| 472 | RBCRBC Bearings Inc | 11,017 | $3.3T | 36418.44% | |
| 473 | REXRRexford Industrial Realty Inc | 85,124 | $3.3T | 36366.16% | |
| 474 | PRIPrimerica Inc | 12,120 | $3.3T | 36351.97% | |
| 475 | NVSNNovartis Ag Sponsored ADR | 33,805 | $3.3T | 36351.48% | |
| 476 | BLDTopbuild Corp | 10,560 | $3.3T | 36331.42% | |
| 477 | BABAAlibaba Group Holding LTD Sp A | 38,736 | $3.3T | 36294.68% | |
| 478 | TTENTotalenergies SE | 60,082 | $3.3T | 36184.66% | |
| 479 | AITApplied Industrial Technologie | 13,607 | $3.3T | 36007.84% | |
| 480 | SUXTd Synnex Corporation | 27,756 | $3.3T | 35971.99% | |
| 481 | LLoews Corp | 38,307 | $3.2T | 35850.39% | |
| 482 | KNXKnight Swift Trans Holdings In | 60,930 | $3.2T | 35712.33% | |
| 483 | SKAASkechers Usa Inc Cl A | 48,046 | $3.2T | 35700.02% | |
| 484 | NINisource Inc | 87,815 | $3.2T | 35672.02% | |
| 485 | PRPermian Resources Corp Class A | 223,625 | $3.2T | 35535.53% | |
| 486 | AWCAmerican Water Works Co Inc | 25,824 | $3.2T | 35525.61% | |
| 487 | VRSNVerisign Inc | 15,508 | $3.2T | 35467.11% | |
| 488 | WEAWestern Alliance Bancorp | 38,369 | $3.2T | 35420.81% | |
| 489 | MORNMorningstar Inc Com Stk | 9,487 | $3.2T | 35304.74% | |
| 490 | GKOSGlaukos Corp | 21,258 | $3.2T | 35222.77% | |
| 491 | TPLTexas Pacific Land Corporation | 2,882 | $3.2T | 35222.24% | |
| 492 | HUBBHubbell Inc | 7,608 | $3.2T | 35217.14% | |
| 493 | NVRNVr Inc | 388 | $3.2T | 35067.93% | |
| 494 | ORIOld Republic Intl Corp | 87,649 | $3.2T | 35052.51% | |
| 495 | WBDWarner Bros Discovery Inc Com | 299,130 | $3.2T | 34939.65% | |
| 496 | FBINFortune Brands Innovations Inc | 46,227 | $3.2T | 34905.25% | |
| 497 | BWXTBwx Technologies Inc Com | 28,262 | $3.1T | 34788.26% | |
| 498 | ALKAlaska Air Group Inc | 48,351 | $3.1T | 34596.23% | |
| 499 | TYLTyler Technologies Inc | 5,399 | $3.1T | 34403.42% | |
| 500 | LYVLive Nation Entertainment Inc | 23,984 | $3.1T | 34322.19% |