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 |
|---|---|
BRBroADRidge Financial Solutions | $3.5M |
OVVOvintiv Inc | $3.4M |
PFGCPerformance Food Group Co | $3.4M |
DC4Dexcom Inc | $3.4M |
CMSCms Energy Corp | $3.4M |
SPXCSPX Technologies Inc | $3.4M |
EGPEastgroup Properties Inc | $3.4M |
KDPKeurig Dr Pepper Inc Com | $3.4M |
EXPEExpedia Group Inc | $3.4M |
EQTEquity Corp | $3.4M |
STRLSterling Infrastucture, Inc | $3.4M |
BWABorgwarner Inc | $3.4M |
HLIHoulihan Lokey Inc Cl A | $3.3M |
IRIngersoll Rand Inc | $3.3M |
ARESAres Management Corporation Cl | $3.3M |
GMEDGlobus Med Inc Cl A | $3.3M |
DYDycom Industries Inc | $3.3M |
OCOwens Corning New | $3.3M |
HPEHewlett Packard Enterprise Co | $3.3M |
FIVEFive Below Inc | $3.3M |
AITApplied Industrial Technologie | $3.3M |
RRXRegal Beloit Corp | $3.3M |
NVSNNovartis Ag Sponsored ADR | $3.3M |
ENSGEnsign Group Inc | $3.3M |
ONTOOnto Innovation Inc | $3.3M |
HSYHershey Co | $3.3M |
ELLauder Estee Cos Inc Cl A | $3.3M |
WBSWebster Financial Corp Ct | $3.3M |
JPXAerovironment Inc | $3.3M |
JEFJefferies Financial Group Inc | $3.2M |
ARMKAramark | $3.2M |
BABAAlibaba Group Holding LTD Sp A | $3.2M |
EHCEncompass Health Corp | $3.2M |
VHYAXVanguard Whitehall Funds High | $3.2M |
ORIOld Republic Intl Corp | $3.2M |
ROIVRoivant Sciences Ltd | $3.2M |
RJFRaymond James Financial Inc | $3.2M |
IBKRInteractive Brokers Group Inc | $3.2M |
DLTRDollar Tree Inc | $3.2M |
NINisource Inc | $3.2M |
CCLCarnival Corp | $3.2M |
HALHalliburton Co | $3.2M |
FYBRFrontier Communications Parent | $3.2M |
CRCrane Company Common Stock | $3.2M |
EVRGEvergy Inc | $3.2M |
BAHBooz Allen Hamilton Holding Co | $3.2M |
EQREquity Residential | $3.2M |
REXRRexford Industrial Realty Inc | $3.1M |
CNHICnh Industrial Nv | $3.1M |
MANHManhattan Assocs Inc | $3.1M |
LENLennar Corp Cl A | $3.1M |
ARAntero Resources Corp | $3.1M |
HBANHuntington Bancshares Inc | $3.1M |
NRANrg Energy Inc | $3.1M |
LHLabcorp Holdings Inc | $3.1M |
OSKOshkosh Corp | $3.1M |
PRPermian Resources Corp Class A | $3.1M |
AALAmerican Airlines Group Inc | $3.1M |
AYIAcuity Brands Inc | $3.1M |
MAAMid-America Apartment Communit | $3.1M |
CNCCentene Corp | $3.0M |
CUBECubesmart | $3.0M |
FLSFlowserve Corp | $3.0M |
SSBSouthstate Bank Corp | $3.0M |
WF2Wintrust Financial Corp | $3.0M |
JBLJabil Inc | $3.0M |
MICYXVictory Portfolios Trivalent E | $3.0M |
AFGAmerican Financial Group Inc O | $3.0M |
TSCOTractor Supply Co | $3.0M |
KNXKnight Swift Trans Holdings In | $3.0M |
NTRSNorthern Trust Corp | $3.0M |
TTEKTetra Tech Inc | $3.0M |
PHMPulte Group Inc | $3.0M |
FANGDiamondback Energy Inc | $3.0M |
INVHInvitation Homes Inc | $3.0M |
TPRTapestry Inc | $3.0M |
WYWeyerhaeuser Co | $2.9M |
CFGCitizens Financial Group Inc | $2.9M |
HBC2Hsbc Hldgs Plc Sponsored Adr N | $2.9M |
SAPSap Se-Sponsored Adr | $2.9M |
LLoews Corp | $2.9M |
LNTAlliant Energy Corp | $2.9M |
LUMNLumen Technologies Inc | $2.9M |
AMGAffiliated Managers Group Inc | $2.9M |
STLDSteel Dynamics Inc | $2.9M |
OMCOmnicom Group Inc | $2.9M |
EIXEdison Intl | $2.9M |
GTLSChart Industries Inc | $2.9M |
TXRHTexas Roadhouse Inc | $2.9M |
ADCAgree Realty Corp | $2.9M |
WRBBerkley W R Corp | $2.9M |
ZIONZions Bancorporation Na | $2.9M |
UAEiShares MSCI UAE Capped ETF | $2.8M |
SAIASaia Inc | $2.8M |
TSNTyson Foods Inc Cl A | $2.8M |
BRXBrixmor Property Group Inc | $2.8M |
OGEOge Energy Corp | $2.8M |
ROLRollins Inc | $2.8M |
MPMp Materials Corp Cl A | $2.8M |
DOWDow Inc | $2.8M |