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 |
|---|---|
BROBrown & Brown Inc | $8.2M |
NSCNorfolk Southern Corp | $8.0M |
TRVTravelers Companies Inc | $8.0M |
RHCRH PLC | $7.9M |
LHXL3Harris Technologies Inc | $7.9M |
MOAltria Group Inc | $7.9M |
LITELumentum Holdings Inc | $7.9M |
PWRQuanta Services Inc | $7.9M |
KKRKKR & Co Inc | $7.8M |
MDLZMondelez Intl Inc Cl A | $7.8M |
FQIDigital Realty Trust Inc | $7.8M |
FFord Motor Co | $7.7M |
TFCTruist Financial Corp | $7.7M |
AMCRAmcor PLC | $7.7M |
FLEXFlex LTD | $7.7M |
MARMarriott Intl Inc Cl A | $7.7M |
DASHDoordash Inc Cl A | $7.6M |
SWKStanley Black & Decker Inc | $7.6M |
MSIMotorola Solutions Inc | $7.6M |
FRTFederal Realty Inv Tr New | $7.5M |
STXSeagate Technology Holdings PL | $7.5M |
HCAHca Healthcare Inc | $7.5M |
IDXXIdexx Laboratories Inc | $7.4M |
AOSSmith A O Corp | $7.4M |
PSXPhillips 66 | $7.4M |
HLTHilton Worldwide Holdings Inc | $7.4M |
PCARPaccar Inc | $7.4M |
ZTSZoetis Inc Cl A | $7.4M |
RCLRoyal Caribbean Cruises LTD | $7.2M |
AZOAutozone Inc | $7.2M |
AJGGallagher Arthur J & Co | $7.2M |
WSTWest Pharmaceutical Svsc Inc | $7.2M |
REGNRegeneron Pharmaceuticals | $7.1M |
GLWCorning Inc | $7.1M |
DDominion Energy Inc | $7.0M |
RGLDRoyal Gold Inc | $7.0M |
SRESempra | $7.0M |
PSAPublic Storage Inc | $6.9M |
CLXClorox Co | $6.9M |
SJMSmucker J M Co | $6.9M |
SNDKSandisk Corp | $6.8M |
PSTGPure Storage Inc | $6.8M |
URIUnited Rentals Inc | $6.8M |
APOApollo Global Mgmt Inc | $6.8M |
ROSTRoss Stores Inc | $6.8M |
EOGEog Resources Inc | $6.8M |
PEOExelon Corp | $6.7M |
FTITechnipfmc Plc | $6.7M |
RBARb Global Inc | $6.7M |
KMIKinder Morgan Inc | $6.6M |
UTHUnited Therapeutics Corp | $6.6M |
CWCurtiss Wright Corp | $6.5M |
EWEdwards Lifesciences Corp | $6.5M |
ALSAllstate Corp | $6.4M |
NOCNorthrop Grumman Corp | $6.4M |
NXPINxp Semiconductors NV | $6.3M |
XELXcel Energy Inc | $6.3M |
WWDWoodward Inc | $6.2M |
TPDSomnigroup International Inc | $6.1M |
CVNACarvana Co Cl A | $6.1M |
ILMNIllumina Inc | $6.1M |
PYPLPaypal Holdings Inc | $6.1M |
USFDUs Foods Holding Corp | $6.1M |
AIGAmerican Intl Group Inc | $6.0M |
BURLBurlington Stores Inc | $6.0M |
VENVentas Inc | $5.9M |
RSGRepublic Services Inc | $5.9M |
ADSKAutodesk Inc | $5.9M |
HLHecla Mng Co Com | $5.8M |
KTOSKratos Defense & Security | $5.8M |
CBRECbre Group Inc Cl A | $5.8M |
HRLHormel Foods Corp | $5.7M |
CTVACorteva Inc | $5.7M |
ABNBAirbnb Inc Cl A | $5.7M |
NLYAnnaly Capital Management Inc | $5.7M |
BKRBaker Hughes Company Cl A | $5.7M |
NVTNVent Electric Plc | $5.7M |
TWLOTwilio Inc Cl A | $5.6M |
RSReliance Inc | $5.6M |
8CWCrown Castle Inc | $5.6M |
CMGChipotle Mexican Grill Inc | $5.5M |
PEGPublic Service Enterprise Grou | $5.5M |
FDSFactset Research Systems Inc | $5.5M |
VSTVistra Corp | $5.5M |
KRKroger Co | $5.5M |
ENQEntegris Inc Com | $5.4M |
METMetlife Inc | $5.4M |
KSAIshares Msci Saudi Arbia | $5.4M |
ERIEErie Indemnity Co Cl A | $5.4M |
XPOXPO Inc | $5.4M |
WPCWp Carey Inc | $5.4M |
AMEAmetek Inc | $5.4M |
FNFabrinet | $5.3M |
CASYCaseys General Stores Inc | $5.3M |
JLLJones Lang Lasalle Inc | $5.3M |
AAAlcoa Corp | $5.3M |
BF/BBrown Forman Corp Cl B | $5.3M |
A4SAmeriprise Financial Inc | $5.3M |
ATDAti Inc | $5.2M |
AXONAxon Enterprise Inc | $5.2M |