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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ITWIllinois Tool Works Inc | 60,890 | $15.5M | 0.17% | |
| 102 | AFLAflac Inc | 140,664 | $15.4M | 0.17% | |
| 103 | DHRDanaher Corporation | 65,566 | $15.4M | 0.17% | |
| 104 | CITCintas Corp | 79,278 | $15.4M | 0.17% | |
| 105 | CLColgate Palmolive Co | 179,625 | $15.3M | 0.17% | |
| 106 | APPApplovin Corp Cl A | 27,133 | $15.3M | 0.17% | |
| 107 | NEMNewmont Corporation | 126,387 | $15.0M | 0.16% | |
| 108 | MCKMckesson Corp | 18,272 | $15.0M | 0.16% | |
| 109 | HONHoneywell Intl Inc | 69,084 | $14.9M | 0.16% | |
| 110 | PFEPfizer Inc | 576,096 | $14.7M | 0.16% | |
| 111 | NUENucor Corp | 83,985 | $14.7M | 0.16% | |
| 112 | COPConocophillips | 150,319 | $14.4M | 0.16% | |
| 113 | ANETArista Networks Inc | 109,503 | $14.0M | 0.15% | |
| 114 | ALBAlbemarle Corp | 79,931 | $13.8M | 0.15% | |
| 115 | GWWGrainger W W Inc | 13,310 | $13.8M | 0.15% | |
| 116 | NOWServicenow Inc | 109,568 | $13.7M | 0.15% | |
| 117 | ETNEaton Corp Plc | 40,575 | $13.7M | 0.15% | |
| 118 | CMCSAComcast Corp Cl A | 477,260 | $13.4M | 0.15% | |
| 119 | ADBEAdobe Inc | 45,900 | $13.3M | 0.15% | |
| 120 | PGRProgressive Corp Ohio | 65,328 | $13.3M | 0.15% | |
| 121 | PANWPalo Alto Networks Inc | 71,163 | $13.1M | 0.14% | |
| 122 | EDConsolidated Edison Inc | 122,571 | $12.9M | 0.14% | |
| 123 | PHParker Hannifin Corp | 13,840 | $12.9M | 0.14% | |
| 124 | SOSouthern Co | 143,244 | $12.7M | 0.14% | |
| 125 | DYHTarget Corp | 116,086 | $12.7M | 0.14% | |
| 126 | APDAir Prods & Chems Inc | 49,089 | $12.7M | 0.14% | |
| 127 | CHRWC H Robinson Worldwide Inc | 71,954 | $12.6M | 0.14% | |
| 128 | FASTFastenal Co | 293,065 | $12.5M | 0.14% | |
| 129 | CMECme Group Inc | 44,458 | $12.4M | 0.14% | |
| 130 | DUKDuke Energy Corp | 103,998 | $12.4M | 0.14% | |
| 131 | CICigna Group | 44,544 | $12.1M | 0.13% | |
| 132 | BXBlackstone Inc | 78,441 | $12.1M | 0.13% | |
| 133 | ICEIntercontinental Exchange Inc | 70,207 | $12.0M | 0.13% | |
| 134 | ADMArcher Daniels Midland Co | 181,254 | $11.9M | 0.13% | |
| 135 | ELVElevance Health Inc | 32,506 | $11.9M | 0.13% | |
| 136 | BDXBecton Dickinson & Co | 58,385 | $11.9M | 0.13% | |
| 137 | AMTAmerican Tower Corporation | 66,776 | $11.9M | 0.13% | |
| 138 | SYYSysco Corp | 154,883 | $11.9M | 0.13% | |
| 139 | EXPDExpeditors Intl Wash Inc | 72,908 | $11.6M | 0.13% | |
| 140 | BMYBristol-Myers Squibb Co | 212,722 | $11.5M | 0.13% | |
| 141 | CRWDCrowdstrike Holdings Inc Cl A | 25,898 | $11.5M | 0.13% | |
| 142 | ATOAtmos Energy Corp | 67,628 | $11.4M | 0.12% | |
| 143 | GMGeneral Motors Co | 145,143 | $11.3M | 0.12% | |
| 144 | CINFCincinnati Financial Corp | 69,817 | $11.2M | 0.12% | |
| 145 | TSMTaiwan Semiconductor Mfg Co Lt | 33,624 | $11.0M | 0.12% | |
| 146 | EQIXEquinix Inc Common Stock REIT | 14,025 | $11.0M | 0.12% | |
| 147 | CIENCiena Corp | 44,859 | $10.8M | 0.12% | |
| 148 | MRSHMarsh Com | 59,779 | $10.8M | 0.12% | |
| 149 | VRTXVertex Pharmaceuticals Inc | 24,304 | $10.7M | 0.12% | |
| 150 | PNCPNC Financial Services Group I | 48,598 | $10.7M | 0.12% | |
| 151 | WMWaste Management Inc | 48,478 | $10.7M | 0.12% | |
| 152 | BKBank New York Mellon Corp | 88,021 | $10.6M | 0.12% | |
| 153 | EFAIshares Msci Eafe Etf | 107,487 | $10.5M | 0.12% | |
| 154 | ROPRoper Technologies Inc | 25,787 | $10.4M | 0.11% | |
| 155 | TMUST Mobile Us Inc | 56,589 | $10.4M | 0.11% | |
| 156 | USBUS Bancorp Del | 190,359 | $10.4M | 0.11% | |
| 157 | DOVDover Corp | 51,013 | $10.3M | 0.11% | |
| 158 | ABGCENCORA INC | 29,270 | $10.3M | 0.11% | |
| 159 | MMM3M Co | 65,487 | $10.2M | 0.11% | |
| 160 | UPSUnited Parcel Service Inc Cl B | 94,689 | $10.1M | 0.11% | |
| 161 | CEGConstellation Energy Corp | 34,025 | $10.1M | 0.11% | |
| 162 | SNPSSynopsys Inc | 19,460 | $9.9M | 0.11% | |
| 163 | FCXFreeport-Mcmoran Inc Cl B | 165,277 | $9.9M | 0.11% | |
| 164 | ORLYO'reilly Automotive Inc | 102,692 | $9.8M | 0.11% | |
| 165 | TELTE Connectivity PLC | 41,457 | $9.7M | 0.11% | |
| 166 | HWMHowmet Aerospace Inc | 43,605 | $9.6M | 0.11% | |
| 167 | KVUEKenvue Inc | 545,920 | $9.6M | 0.11% | |
| 168 | ESEversource Energy | 135,648 | $9.6M | 0.11% | |
| 169 | KMBKimberly Clark Corp | 94,172 | $9.6M | 0.10% | |
| 170 | PNRPentair Plc | 91,327 | $9.5M | 0.10% | |
| 171 | TTTrane Technologies Plc | 24,516 | $9.5M | 0.10% | |
| 172 | CMICummins Inc | 16,658 | $9.4M | 0.10% | |
| 173 | COHRCoherent Corp | 48,623 | $9.4M | 0.10% | |
| 174 | T7DTransdigm Group Inc | 6,255 | $9.1M | 0.10% | |
| 175 | NDSNNordson Corp | 33,754 | $9.0M | 0.10% | |
| 176 | FDXFedex Corp | 29,833 | $9.0M | 0.10% | |
| 177 | AONAON PLC Cl A | 26,370 | $9.0M | 0.10% | |
| 178 | CDNSCadence Design System Inc | 28,962 | $8.9M | 0.10% | |
| 179 | CHDChurch & Dwight Inc | 96,448 | $8.9M | 0.10% | |
| 180 | NKENike Inc Cl B | 139,390 | $8.9M | 0.10% | |
| 181 | SBUXStarbucks Corp | 93,213 | $8.7M | 0.10% | |
| 182 | AEPAmerican Electric Power Co Inc | 72,697 | $8.7M | 0.09% | |
| 183 | GPCGenuine Parts Co | 65,512 | $8.6M | 0.09% | |
| 184 | WBDWarner Bros Discovery Inc Com | 304,103 | $8.6M | 0.09% | |
| 185 | JCIJohnson Controls Intl Plc | 74,937 | $8.6M | 0.09% | |
| 186 | MCOMoodys Corp | 16,567 | $8.6M | 0.09% | |
| 187 | SPGSimon Property Group Inc | 46,365 | $8.5M | 0.09% | |
| 188 | VLOValero Energy Corp | 46,211 | $8.5M | 0.09% | |
| 189 | TROWPrice T Rowe Group Inc | 81,802 | $8.5M | 0.09% | |
| 190 | MCXMccormick & Co Inc Non Vtg | 124,901 | $8.5M | 0.09% | |
| 191 | LMTLockheed Martin Corp | 14,673 | $8.5M | 0.09% | |
| 192 | SLBSLB LIMITED | 181,187 | $8.4M | 0.09% | |
| 193 | PPGPPG Industries Inc | 76,567 | $8.3M | 0.09% | |
| 194 | WMBWilliams Cos Inc | 135,535 | $8.3M | 0.09% | |
| 195 | WDCWestern Digital Corp | 37,303 | $8.3M | 0.09% | |
| 196 | CSXCSX Corp | 233,840 | $8.3M | 0.09% | |
| 197 | HOODRobinhood Mkts Inc Cl A | 78,426 | $8.3M | 0.09% | |
| 198 | ESSEssex Property Trust Inc | 32,223 | $8.3M | 0.09% | |
| 199 | MPCMarathon Petroleum Corp | 47,005 | $8.2M | 0.09% | |
| 200 | BENFranklin Resources Inc | 329,867 | $8.2M | 0.09% |