YOUSIF CAPITAL MANAGEMENT, LLC Q2 2023 Filing

Filed August 2, 2023

Portfolio Value

$8.2B

Holdings

1,969

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (1,969 positions)

#StockSharesValue% PortfolioType
1
AAPLApple Inc
2,123,068$411.8T5008064.61%
2
MSFTMicrosoft Corp
1,068,483$363.9T4424938.12%
3
AMZNAmazon.Com Inc
1,301,909$169.7T2063936.98%
4
NVDANVidia Corp
349,371$147.8T1797294.33%
5
GOOGLAlphabet Inc Cap Stock Cl A
848,885$101.6T1235704.02%
6
TSLATesla Inc
383,586$100.4T1221107.99%
7
METAMeta Platforms Inc
341,545$98.0T1191985.62%
8
BRK/BBerkshire Hathaway Inc Cl B
282,506$96.3T1171530.25%
9
GOOGAlphabet Inc Cap Stock Cl C
732,204$88.6T1077162.51%
10
XOMExxon Mobil Corp
732,135$78.5T954904.38%
11
JPMJPMorgan Chase & Co
475,331$69.1T840720.16%
12
JNJJohnson & Johnson
402,837$66.7T810869.76%
13
PGProcter & Gamble Co
414,559$62.9T764993.96%
14
UNHUnitedhealth Group Inc
124,151$59.7T725674.04%
15
VVisa Inc Cl A
234,306$55.6T676677.76%
16
AVGOBroadcom Inc
61,362$53.2T647299.69%
17
CVXChevron Corp
334,126$52.6T639363.85%
18
HDHome Depot Inc
154,047$47.9T581945.18%
19
LLYLilly Eli & Co
101,765$47.7T580395.74%
20
MAMastercard Inc Cl A
118,892$46.8T568653.92%
21
WMTWal-Mart Inc
267,342$42.0T511017.73%
22
PEPPepsico Inc
216,990$40.2T488763.74%
23
MRKMerck & Co Inc
344,340$39.7T483200.20%
24
ABBVAbbvie Inc
288,516$38.9T472721.26%
25
KOCoca-Cola Co
605,130$36.4T443160.37%
26
LINLinde PLC
95,578$36.4T442940.66%
27
COSTCostco Wholesale Corp
67,316$36.2T440736.15%
28
CSCOCisco Systems Inc
670,259$34.7T421735.86%
29
MCDMcdonalds Corp
113,007$33.7T410101.85%
30
SPYSpdr S&P 500 Etf Tr
74,877$33.2T403643.56%
31
BACBank America Corp
1,147,383$32.9T400322.88%
32
ABTAbbott Laboratories
298,647$32.6T395945.71%
33
ADBEAdobe Inc
65,418$32.0T389017.10%
34
CRMSalesforce Inc
142,063$30.0T364980.54%
35
ACNAccenture Plc Ireland Class A
95,449$29.5T358187.65%
36
NEENextera Energy Inc
391,801$29.1T353542.12%
37
LOWLowes Cos Inc
127,029$28.7T348662.45%
38
CMCSAComcast Corp Cl A
688,276$28.6T347780.41%
39
ORCLOracle Corp
239,963$28.6T347528.99%
40
CATCaterpillar Inc
114,666$28.2T343105.56%
41
IBMIntl Business Machines
210,582$28.2T342674.62%
42
BACVerizon Communications Inc
751,965$28.0T340091.09%
43
NFLXNetflix Inc
63,420$27.9T339729.88%
44
MDTMedtronic Plc
316,319$27.9T338900.84%
45
WFCWells Fargo Co
652,580$27.9T338711.25%
46
PFEPfizer Inc
749,135$27.5T334164.93%
47
SPGIS&P Global Inc
66,728$26.8T325313.90%
48
AMDAdvanced Micro Devices Inc
223,855$25.5T310098.81%
49
INTCIntel Corp
760,131$25.4T309119.34%
50
TMOThermo Fisher Scientific Inc
48,312$25.2T306541.25%
51
TXNTexas Instruments Inc
138,286$24.9T302740.43%
52
DISDisney Walt Co Disney
275,465$24.6T299083.23%
53
DHRDanaher Corporation
88,520$21.2T258359.30%
54
TAT&T Inc
1,322,189$21.1T256463.57%
55
ELVElevance Health Inc
47,000$20.9T253942.77%
56
PLDPrologis Inc
168,892$20.7T251870.47%
57
NKENike Inc Cl B
187,561$20.7T251747.43%
58
HONHoneywell Intl Inc
99,692$20.7T251564.79%
59
ADPAutomatic Data Processing Inc
93,023$20.4T248638.16%
60
QCOMQualcomm Inc
171,577$20.4T248383.90%
61
CBChubb Limited
106,018$20.4T248265.94%
62
COPConocophillips
196,961$20.4T248172.33%
63
BDXBecton Dickinson & Co
77,258$20.4T248048.03%
64
UPSUnited Parcel Service Inc Cl B
112,532$20.2T245305.14%
65
UNPUnion Pacific Corp
97,284$19.9T242081.14%
66
ISRGIntuitive Surgical Inc
57,848$19.8T240552.41%
67
GEGeneral Electric Company
177,515$19.5T237140.96%
68
BMYBristol-Myers Squibb Co
292,381$18.7T227384.65%
69
NUENucor Corp
112,939$18.5T225218.82%
70
ITWIllinois Tool Works Inc
73,908$18.5T224843.20%
71
AMATApplied Materials Inc
125,791$18.2T221110.35%
72
DEDeere & Co
44,719$18.1T220354.67%
73
INTUIntuit
39,345$18.0T219233.35%
74
GILDGilead Sciences Inc
233,560$18.0T218904.79%
75
CLColgate Palmolive Co
228,187$17.6T213786.02%
76
DWDMorgan Stanley
204,285$17.4T212161.12%
77
AMGNAmgen Inc
77,522$17.2T209309.29%
78
GSGoldman Sachs Group Inc
53,249$17.2T208865.39%
79
SYKStryker Corp
56,034$17.1T207898.35%
80
APDAir Prods & Chems Inc
57,072$17.1T207889.63%
81
GWWGrainger W W Inc
21,632$17.1T207450.50%
82
CVSCVS Health Corp
246,611$17.0T207324.41%
83
TRVCCitigroup Inc
368,810$17.0T206494.95%
84
CICigna Group
60,061$16.9T204951.78%
85
INDAIshares Msci India Etf
384,154$16.8T204154.17%
86
AMTAmerican Tower Corporation
85,781$16.6T202315.87%
87
AXPAmerican Express Co
94,030$16.4T199198.49%
88
SHWSherwin Williams Co
61,351$16.3T198102.72%
89
RTXRtx Corp
162,966$16.0T194140.98%
90
NOWServicenow Inc
28,375$15.9T193919.04%
91
DYHTarget Corp
120,469$15.9T193237.89%
92
BABoeing Co
75,034$15.8T192682.02%
93
TJXTjx Cos Inc
184,434$15.6T190176.60%
94
BKNGBooking Holdings Inc
5,786$15.6T190005.74%
95
4I1Philip Morris Intl Inc
159,094$15.5T188870.46%
96
ROPRoper Technologies Inc
32,281$15.5T188749.12%
97
BLKCHFBlackrock Inc
22,332$15.4T187700.35%
98
EMREmerson Electric Co
170,287$15.4T187186.41%
99
KMBKimberly Clark Corp
110,030$15.2T184735.01%
100
AFLAflac Inc
217,167$15.2T184340.31%
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