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)

StockValue
STWDStarwood Property Trust Inc Co
$2.2M
SFMSprouts Farmers Mkt Inc
$2.2M
HALOHalozyme Therapeutics Inc
$2.2M
IDAIdacorp Inc
$2.2M
HNMOrmat Technologies Inc Com
$2.2M
LFUSLittelfuse Inc
$2.2M
JXNJackson Financial Inc Cl A
$2.2M
SHGShinhan Finl Group Co Ltd Spon
$2.2M
CARTMaplebear Inc
$2.2M
LEALear Corp
$2.2M
JBTJbt Marel Corporation
$2.2M
PKGPackaging Corp America
$2.2M
SHELShell PLC Spon ADS
$2.2M
PRIMPrimoris Svcs Corp Com
$2.2M
MIDDMiddleby Corp
$2.2M
SNASnap On Inc
$2.2M
OLLIOllies Bargain Outlt Holdings
$2.2M
SITMSitime Corp
$2.2M
JAZZJazz Pharmaceuticals Plc Usd
$2.2M
KEXKirby Corp
$2.1M
CBSHCommerce Bancshares Inc
$2.1M
FDO.FMacys Inc
$2.1M
CDWCdw Corp
$2.1M
CAVACava Group Inc
$2.1M
UBSUBS GROUP AG
$2.1M
PG4Principal Financial Group Inc
$2.1M
PBProsperity Bancshares Inc
$2.1M
ESABEsab Corporation
$2.1M
AXAHYAxa Sa Sponsored Adr
$2.1M
NOVNational Oilwell Varco Inc
$2.1M
VFCVf Corp
$2.1M
HHyatt Hotels Corp Cl A
$2.1M
DARDarling Ingredients Inc
$2.1M
3M4Masimo Corp
$2.1M
MSAMsa Safety Inc
$2.1M
EXLSExlservice Holdings Inc
$2.1M
GPNGlobal Payments Inc
$2.1M
UFPIUfp Industries Inc Com
$2.1M
IFFInternational Flavors & Fragra
$2.1M
MATMattel Inc
$2.1M
NTAPNetapp Inc
$2.1M
GXOGXO Logistics Inc
$2.1M
ARWArrow Electronics Inc
$2.1M
TTETotalenergies SE Act
$2.0M
KMXCarmax Inc
$2.0M
TMHCTaylor Morrison Home Corp
$2.0M
FAFFirst American Financial Corp
$2.0M
NXSTNexstar Media Group Inc Cl A C
$2.0M
STZConstellation Brands Inc Cl A
$2.0M
THOThor Industries Inc
$2.0M
CHEChemed Corp
$2.0M
HIMSHims & Hers Health Inc Cl A
$2.0M
HXLHexcel Corp New Com
$2.0M
MOG/AMoog Inc Cl A
$2.0M
CGNXCognex Corp
$2.0M
RYRoyal Bank CDA
$2.0M
MRNAModerna Inc
$2.0M
GATXGatx Corp
$2.0M
LNCLincoln Natl Corp Ind
$2.0M
QRVOQorvo Inc
$2.0M
CMWAYCommonwealth Bank Of Australia
$2.0M
CRUSCirrus Logic Inc
$2.0M
APTVAptiv PLC
$2.0M
KRYSKrystal Biotech, Inc.
$2.0M
ANAutonation Inc
$2.0M
GKOSGlaukos Corp
$2.0M
PTCPtc Inc
$2.0M
TPLTexas Pacific Land Corporation
$2.0M
KHCKraft Heinz Co
$2.0M
BHPBhp Group Limited
$2.0M
THGHanover Insurance Group Inc
$1.9M
FLRFluor Corp
$1.9M
CELHCelsius Holdings Inc New
$1.9M
ALAir Lease Corp Cl A Cl A
$1.9M
VNOMViper Energy Inc Cl A
$1.9M
PDDPDD HOLDINGS INC
$1.9M
AAONAaon Inc
$1.9M
SESea Ltd
$1.9M
IBDRYIberdrola Sa Adr
$1.9M
GAPGap Inc
$1.9M
FNBFnb Corp Pa
$1.9M
JHGJanus Henderson Group Plc
$1.9M
MTGMGIC Inv Corp WI Com
$1.9M
DRIDarden Restaurants Inc
$1.9M
ZWSZurn Elkay Water Solutions Cor
$1.9M
PCTYPaylocity Holding Corp
$1.9M
AMAntero Midstream Corp
$1.9M
MHKMohawk Industries Inc
$1.9M
HLNEHamilton Lane Inc Cl A Cl A
$1.9M
VNOVornado Realty Trust
$1.9M
LPXLouisiana Pac Corp
$1.9M
TKRTimken Co
$1.9M
TYLTyler Technologies Inc
$1.9M
FSSFederal Signal Corp
$1.9M
PATHUipath Inc Cl A
$1.9M
JBHTHunt J B Trans Services Inc
$1.9M
BCBrunswick Corp
$1.9M
COKECoca-Cola Consolidated Inc
$1.9M
GBCIGlacier Bancorp Inc
$1.9M
IBPInstalled Building Prods Inc
$1.9M
PreviousPage 7 of 19Next