YOUSIF CAPITAL MANAGEMENT, LLC Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$8.6B
Holdings
1,903
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,903 positions)
| Stock | Value |
|---|---|
WELLWelltower Inc | $16.0M |
ORealty Income Corp | $15.8M |
CVSCVS Health Corp | $15.7M |
RTXRtx Corp | $15.6M |
APDAir Prods & Chems Inc | $15.4M |
EDConsolidated Edison Inc | $15.1M |
DHRDanaher Corporation | $15.0M |
KMBKimberly Clark Corp | $15.0M |
AMATApplied Materials Inc | $15.0M |
EMREmerson Electric Co | $14.9M |
EWYIshares Msci Sth Kor Etf | $14.9M |
BDXBecton Dickinson & Co | $14.8M |
SOSouthern Co | $14.7M |
GDGeneral Dynamics Corp | $14.5M |
BROBrown & Brown Inc | $14.3M |
DUKDuke Energy Corp | $14.2M |
BMYBristol-Myers Squibb Co | $14.1M |
MCKMckesson Corp | $13.8M |
GWWGrainger W W Inc | $13.7M |
CAHCardinal Health Inc | $13.6M |
ICEIntercontinental Exchange Inc | $13.6M |
PANWPalo Alto Networks Inc | $13.5M |
KVUEKenvue Inc | $13.4M |
BABoeing Co | $13.4M |
ADIAnalog Devices Inc | $13.4M |
CMECme Group Inc | $13.3M |
MUMicron Technology Inc | $13.1M |
SYYSysco Corp | $12.8M |
VRTXVertex Pharmaceuticals Inc | $12.8M |
MDYSpdr S&P Mid Cap 400 Etf Tr | $12.7M |
FASTFastenal Co | $12.6M |
EQIXEquinix Inc Common Stock REIT | $12.6M |
WMWaste Management Inc | $12.4M |
ATOAtmos Energy Corp | $12.3M |
DYHTarget Corp | $12.3M |
BXBlackstone Inc | $12.2M |
ETNEaton Corp Plc | $12.0M |
KLACKla Corporation | $11.7M |
LRCXLam Research Corp New | $11.7M |
AONAON PLC Cl A | $11.7M |
AJGGallagher Arthur J & Co | $11.6M |
UPSUnited Parcel Service Inc Cl B | $11.5M |
MMM3M Co | $11.4M |
NUENucor Corp | $11.1M |
CHDChurch & Dwight Inc | $11.1M |
ORLYO'reilly Automotive Inc | $11.1M |
SBUXStarbucks Corp | $11.0M |
ZTSZoetis Inc Cl A | $11.0M |
CINFCincinnati Financial Corp | $10.9M |
MSIMotorola Solutions Inc | $10.8M |
—Vanguard Funds PLC Sp 500 ETF | $10.7M |
MDLZMondelez Intl Inc Cl A | $10.7M |
APHAmphenol Corp Cl A | $10.7M |
MCHIIshares Msci China Etf | $10.6M |
ESSEssex Property Trust Inc | $10.6M |
CRWDCrowdstrike Holdings Inc Cl A | $10.6M |
GEVGE Vernova Inc | $10.5M |
EXPDExpeditors Intl Wash Inc | $10.3M |
COFCapital One Financial Corp | $10.3M |
NKENike Inc Cl B | $10.1M |
ANETArista Networks Inc | $10.1M |
PHParker Hannifin Corp | $10.0M |
MCXMccormick & Co Inc Non Vtg | $9.9M |
T7DTransdigm Group Inc | $9.9M |
ADMArcher Daniels Midland Co | $9.9M |
TTTrane Technologies Plc | $9.9M |
PNCPNC Financial Services Group I | $9.8M |
PPGPPG Industries Inc | $9.5M |
ESEversource Energy | $9.5M |
DOVDover Corp | $9.4M |
EOGEog Resources Inc | $9.4M |
WMBWilliams Cos Inc | $9.3M |
BKBank New York Mellon Corp | $9.1M |
USBUS Bancorp Del | $9.1M |
AEPAmerican Electric Power Co Inc | $9.0M |
PNRPentair Plc | $9.0M |
TRVTravelers Companies Inc | $8.9M |
MOAltria Group Inc | $8.9M |
GPCGenuine Parts Co | $8.8M |
MCOMoodys Corp | $8.7M |
PYPLPaypal Holdings Inc | $8.7M |
CHRWC H Robinson Worldwide Inc | $8.6M |
CLXClorox Co | $8.6M |
LMTLockheed Martin Corp | $8.5M |
SJMSmucker J M Co | $8.5M |
CMGChipotle Mexican Grill Inc | $8.4M |
CDNSCadence Design System Inc | $8.4M |
ABGCENCORA INC | $8.3M |
GMGeneral Motors Co | $8.3M |
ERIEErie Indemnity Co Cl A | $8.3M |
SPGSimon Property Group Inc | $8.2M |
CSXCSX Corp | $8.2M |
FTNTFortinet Inc | $8.1M |
FDXFedex Corp | $8.1M |
FRTFederal Realty Inv Tr New | $8.1M |
HLTHilton Worldwide Holdings Inc | $8.0M |
ALSAllstate Corp | $8.0M |
TROWPrice T Rowe Group Inc | $8.0M |
RSGRepublic Services Inc | $8.0M |
MPCMarathon Petroleum Corp | $8.0M |