YOUSIF CAPITAL MANAGEMENT, LLC Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$9.1B
Holdings
1,877
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,877 positions)
| Stock | Value |
|---|---|
NVDANVidia Corp | $459.4M |
AAPLApple Inc | $410.3M |
MSFTMicrosoft Corp | $376.3M |
AMZNAmazon.Com Inc | $248.4M |
GOOGLAlphabet Inc Cap Stock Cl A | $206.5M |
AVGOBroadcom Inc | $169.6M |
GOOGAlphabet Inc Cap Stock Cl C | $166.5M |
METAMeta Platforms Inc | $148.7M |
TSLATesla Inc | $130.9M |
BRK/BBerkshire Hathaway Inc Cl B | $106.5M |
JPMJPMorgan Chase & Co | $100.7M |
LLYLilly Eli & Co | $80.1M |
XOMExxon Mobil Corp | $77.1M |
JNJJohnson & Johnson | $67.7M |
VVisa Inc Cl A | $61.7M |
WMTWal-Mart Inc | $57.5M |
COSTCostco Wholesale Corp | $51.8M |
MUMicron Technology Inc | $49.8M |
MAMastercard Inc Cl A | $48.2M |
ABBVAbbvie Inc | $47.6M |
CATCaterpillar Inc | $47.6M |
CVXChevron Corp | $46.9M |
HDHome Depot Inc | $44.6M |
PGProcter & Gamble Co | $43.4M |
BACBank America Corp | $43.1M |
EWTIshares Msci Taiwan Etf | $42.1M |
AMDAdvanced Micro Devices Inc | $41.7M |
IBMIntl Business Machines | $40.8M |
PLTRPalantir Technologies Inc Cl A | $40.0M |
NFLXNetflix Inc | $39.9M |
GEGeneral Electric Company | $39.2M |
SWTSXSchwab Capital Trust Total Sto | $38.5M |
CSCOCisco Systems Inc | $37.7M |
INDAIshares Msci India Etf | $36.0M |
ORCLOracle Corp | $34.9M |
GSGoldman Sachs Group Inc | $34.8M |
WFCWells Fargo Co | $34.5M |
KOCoca-Cola Co | $32.4M |
UNHUnitedhealth Group Inc | $31.4M |
LINLinde PLC | $31.3M |
LRCXLam Research Corp New | $31.2M |
SPYSpdr S&P 500 Etf Tr | $30.5M |
ABTAbbott Laboratories | $29.7M |
INTCIntel Corp | $29.1M |
AMATApplied Materials Inc | $28.7M |
MRKMerck & Co Inc | $27.7M |
NEENextera Energy Inc | $27.4M |
SPGIS&P Global Inc | $27.2M |
DWDMorgan Stanley | $27.0M |
MDTMedtronic Plc | $27.0M |
EWYIshares Msci Sth Kor Etf | $26.7M |
MCDMcdonalds Corp | $26.5M |
TRVCCitigroup Inc | $26.4M |
LOWLowes Cos Inc | $26.4M |
ISRGIntuitive Surgical Inc | $25.2M |
PEPPepsico Inc | $24.7M |
IJRIshares Core S&P Scp Etf | $23.8M |
TMOThermo Fisher Scientific Inc | $23.2M |
CRMSalesforce Inc | $23.1M |
CBChubb Limited | $23.1M |
KLACKla Corporation | $23.1M |
DISDisney Walt Co Disney | $22.6M |
BACVerizon Communications Inc | $22.3M |
AXPAmerican Express Co | $22.1M |
APHAmphenol Corp Cl A | $22.1M |
TAT&T Inc | $21.9M |
TJXTjx Cos Inc | $21.6M |
RTXRtx Corp | $20.5M |
GEVGE Vernova Inc | $20.2M |
TXNTexas Instruments Inc | $20.1M |
EWJIshares Msci Jpn Etf New | $19.6M |
ACNAccenture Plc Ireland Class A | $19.6M |
WELLWelltower Inc | $19.5M |
UBERUber Technologies Inc | $19.4M |
QCOMQualcomm Inc | $19.3M |
AMGNAmgen Inc | $19.0M |
CAHCardinal Health Inc | $19.0M |
ADPAutomatic Data Processing Inc | $19.0M |
BSXBoston Scientific Corp | $18.9M |
SCHWThe Charles Schwab Corporation | $18.8M |
BABoeing Co | $18.5M |
BLKBlackRock Inc | $18.4M |
PLDPrologis Inc | $18.0M |
COFCapital One Financial Corp | $17.9M |
SYKStryker Corp | $17.7M |
BKNGBooking Holdings Inc | $17.7M |
4I1Philip Morris Intl Inc | $17.6M |
MCHIIshares Msci China Etf | $17.5M |
ADIAnalog Devices Inc | $17.2M |
INTUIntuit | $16.9M |
GILDGilead Sciences Inc | $16.7M |
GDGeneral Dynamics Corp | $16.7M |
EMREmerson Electric Co | $16.6M |
UNPUnion Pacific Corp | $16.5M |
ECLEcolab Inc | $16.3M |
CVSCVS Health Corp | $16.0M |
SHWSherwin Williams Co | $16.0M |
VTIVanguard Total Stock Market ET | $16.0M |
ORealty Income Corp | $15.8M |
DEDeere & Co | $15.7M |
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