YOUSIF CAPITAL MANAGEMENT, LLC Q2 2022 Filing

Filed August 1, 2022

Portfolio Value

$7.6T

Holdings

1,986

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (1,986 positions)

#StockSharesValue% PortfolioType
1
AAPLApple Inc
2,257,186$308.6B4.06%
2
MSFTMicrosoft Corp
1,063,871$273.2B3.60%
3
AMZNAmazon.Com Inc
1,241,625$131.9B1.74%
4
GOOGLAlphabet Inc Cap Stock Cl A
43,236$94.2B1.24%
5
GOOGAlphabet Inc Cap Stock Cl C
39,682$86.8B1.14%
6
TSLATesla Inc
118,758$80.0B1.05%
7
BRK/BBerkshire Hathaway Inc Cl B
289,753$79.1B1.04%
8
JNJJohnson & Johnson
414,483$73.6B0.97%
9
XOMExxon Mobil Corp
840,198$72.0B0.95%
10
UNHUnitedhealth Group Inc
129,425$66.5B0.88%
11
PGProcter & Gamble Co
425,266$61.1B0.81%
12
METAMeta Platforms Inc
348,743$56.2B0.74%
13
CVXChevron Corp
386,219$55.9B0.74%
14
JPMJPMorgan Chase & Co
491,256$55.3B0.73%
15
NVDANVidia Corp
356,914$54.1B0.71%
16
VVisa Inc Cl A
240,335$47.3B0.62%
17
ABBVAbbvie Inc
298,662$45.7B0.60%
18
HDHome Depot Inc
159,763$43.8B0.58%
19
PFEPfizer Inc
762,710$40.0B0.53%
20
LLYLilly Eli & Co
122,239$39.6B0.52%
21
MAMastercard Inc Cl A
124,748$39.4B0.52%
22
KOCoca-Cola Co
615,278$38.7B0.51%
23
BACVerizon Communications Inc
761,758$38.7B0.51%
24
PEPPepsico Inc
225,750$37.6B0.50%
25
BACBank America Corp
1,199,228$37.3B0.49%
26
SPYSpdr S&P 500 Etf Tr
92,416$34.9B0.46%
27
COSTCostco Wholesale Corp
69,727$33.4B0.44%
28
WMTWal-Mart Inc
274,566$33.4B0.44%
29
MRKMerck & Co Inc
353,651$32.2B0.42%
30
ABTAbbott Laboratories
296,460$32.2B0.42%
31
CSCOCisco Systems Inc
723,089$30.8B0.41%
32
IBMIntl Business Machines
215,145$30.4B0.40%
33
NEENextera Energy Inc
383,116$29.7B0.39%
34
TAT&T Inc
1,406,266$29.5B0.39%
35
AVGOBroadcom Inc
59,867$29.1B0.38%
36
MCDMcdonalds Corp
117,446$29.0B0.38%
37
LINLinde Plc
100,085$28.8B0.38%
38
CMCSAComcast Corp Cl A
718,774$28.2B0.37%
39
TMOThermo Fisher Scientific Inc
50,514$27.4B0.36%
40
WFCWells Fargo Co
688,665$27.0B0.36%
41
INTCIntel Corp
719,880$26.9B0.35%
42
ACNAccenture Plc Ireland Class A
96,566$26.8B0.35%
43
DISDisney Walt Co Disney
281,222$26.5B0.35%
44
ADBEAdobe Inc
69,458$25.4B0.33%
45
MDTMedtronic Plc
277,611$24.9B0.33%
46
LOWLowes Cos Inc
142,453$24.9B0.33%
47
BMYBristol-Myers Squibb Co
322,385$24.8B0.33%
48
QCOMQualcomm Inc
181,164$23.1B0.30%
49
CRMSalesforce Inc
139,281$23.0B0.30%
50
CVSCVS Health Corp
246,322$22.8B0.30%
51
SPGIS&P Global Inc
67,530$22.8B0.30%
52
UNPUnion Pacific Corp
105,014$22.4B0.29%
53
AMTAmerican Tower Corporation
87,351$22.3B0.29%
54
AMGNAmgen Inc
90,953$22.1B0.29%
55
DHRDanaher Corporation
85,445$21.7B0.29%
56
TXNTexas Instruments Inc
139,395$21.4B0.28%
57
CATCaterpillar Inc
118,648$21.2B0.28%
58
ELVElevance Health Inc
43,570$21.0B0.28%
59
ADPAutomatic Data Processing Inc
98,293$20.6B0.27%
60
UPSUnited Parcel Service Inc Cl B
112,762$20.6B0.27%
61
CBChubb Limited
104,522$20.5B0.27%
62
NKENike Inc Cl B
192,224$19.6B0.26%
63
ORCLOracle Corp
275,059$19.2B0.25%
64
GSGoldman Sachs Group Inc
64,568$19.2B0.25%
65
HONHoneywell Intl Inc
109,303$19.0B0.25%
66
AMDAdvanced Micro Devices Inc
245,698$18.8B0.25%
67
COPConocophillips
204,984$18.4B0.24%
68
CLColgate Palmolive Co
224,706$18.0B0.24%
69
MMM3M Co
139,074$18.0B0.24%
70
BDXBecton Dickinson & Co
71,922$17.7B0.23%
71
TRVCCitigroup Inc
381,930$17.6B0.23%
72
RTXRaytheon Technologies Corp
181,833$17.5B0.23%
73
DWDMorgan Stanley
222,074$16.9B0.22%
74
INTUIntuit
43,725$16.9B0.22%
75
PLDPrologis Inc
137,466$16.2B0.21%
76
4I1Philip Morris Intl Inc
162,640$16.1B0.21%
77
ADMArcher Daniels Midland Co
204,423$15.9B0.21%
78
DYHTarget Corp
111,484$15.7B0.21%
79
GILDGilead Sciences Inc
251,201$15.5B0.20%
80
CICigna Corp
57,948$15.3B0.20%
81
APDAir Prods & Chems Inc
62,655$15.1B0.20%
82
GDGeneral Dynamics Corp
66,874$14.8B0.19%
83
ITWIllinois Tool Works Inc
80,998$14.8B0.19%
84
DUKDuke Energy Corp
137,274$14.7B0.19%
85
ORealty Income Corp
214,642$14.7B0.19%
86
KMBKimberly Clark Corp
107,687$14.6B0.19%
87
NOWServicenow Inc
29,956$14.2B0.19%
88
EDConsolidated Edison Inc
149,199$14.2B0.19%
89
SYYSysco Corp
165,707$14.0B0.18%
90
SCHWThe Charles Schwab Corporation
221,416$14.0B0.18%
91
EWJIshares Msci Jpn Etf New
264,077$14.0B0.18%
92
INDAIshares Msci India Etf
349,564$13.8B0.18%
93
AXPAmerican Express Co
98,636$13.7B0.18%
94
8CWCrown Castle Intl Corp
80,734$13.6B0.18%
95
AMATApplied Materials Inc
148,726$13.5B0.18%
96
SOSouthern Co
188,796$13.5B0.18%
97
EMREmerson Electric Co
168,457$13.4B0.18%
98
SHWSherwin Williams Co
59,483$13.3B0.18%
99
DEDeere & Co
44,305$13.3B0.17%
100
BLKCHFBlackrock Inc
21,614$13.2B0.17%
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