YOUSIF CAPITAL MANAGEMENT, LLC Q2 2023 Filing
Filed August 2, 2023
Portfolio Value
$8.2T
Holdings
1,969
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (1,969 positions)
| Stock | Value |
|---|---|
CITCintas Corp | $14.9B |
CAHCardinal Health Inc | $14.8B |
TSMTaiwan Semiconductor Mfg Co Lt | $14.8B |
ADIAnalog Devices Inc | $14.8B |
MRSHMarsh & Mclennan Cos Inc | $14.7B |
ECLEcolab Inc | $14.7B |
MMM3M Co | $14.6B |
ORealty Income Corp | $14.2B |
BSXBoston Scientific Corp | $14.1B |
LRCXEURLam Research Corp | $14.1B |
ADMArcher Daniels Midland Co | $14.1B |
EWYIshares Msci Sth Kor Etf | $14.0B |
MDLZMondelez Intl Inc Cl A | $13.9B |
SBUXStarbucks Corp | $13.9B |
EQIXEquinix Inc Common Stock REIT | $13.4B |
WSTWest Pharmaceutical Svsc Inc | $13.2B |
ZTSZoetis Inc Cl A | $13.2B |
GDGeneral Dynamics Corp | $13.1B |
SOSouthern Co | $13.0B |
TMUST Mobile Us Inc | $12.9B |
EDConsolidated Edison Inc | $12.9B |
SYYSysco Corp | $12.4B |
PGRProgressive Corp Ohio | $12.4B |
GPCGenuine Parts Co | $12.4B |
EXPDExpeditors Intl Wash Inc | $12.3B |
PPGPPG Industries Inc | $12.3B |
VRTXVertex Pharmaceuticals Inc | $12.2B |
SCHWThe Charles Schwab Corporation | $12.2B |
ALBAlbemarle Corp | $12.0B |
DUKDuke Energy Corp | $12.0B |
EWTIshares Msci Taiwan Etf | $11.9B |
PANWPalo Alto Networks Inc | $11.7B |
ETNEaton Corp Plc | $11.5B |
MCKMckesson Corp | $11.5B |
AONAON PLC Cl A | $11.5B |
CHDChurch & Dwight Inc | $11.4B |
WMWaste Management Inc | $11.3B |
KLACKla Corporation | $11.3B |
MUMicron Technology Inc | $11.2B |
LMTLockheed Martin Corp | $11.2B |
CSXCSX Corp | $11.2B |
FISVFiserv Inc | $11.1B |
EOGEog Resources Inc | $11.0B |
CMECme Group Inc | $11.0B |
PYPLPaypal Holdings Inc | $10.9B |
EFAIshares Msci Eafe Etf | $10.8B |
SLBSchlumberger LTD | $10.7B |
HUMHumana Inc | $10.6B |
FFord Motor Co | $10.5B |
REGNRegeneron Pharmaceuticals | $10.5B |
ATOAtmos Energy Corp | $10.4B |
MCXMccormick & Co Inc Non Vtg | $10.2B |
GMGeneral Motors Co | $10.2B |
PNRPentair Plc | $10.1B |
FDXFedex Corp | $10.1B |
TROWPrice T Rowe Group Inc | $10.0B |
ORLYO'reilly Automotive Inc | $10.0B |
BROBrown & Brown Inc | $9.8B |
CLXClorox Co | $9.8B |
DOVDover Corp | $9.6B |
EWEdwards Lifesciences Corp | $9.5B |
ESSEssex Property Trust Inc | $9.4B |
SNPSSynopsys Inc | $9.3B |
BF/BBrown Forman Corp Cl B | $9.3B |
SWKStanley Black & Decker Inc | $9.3B |
SJMSmucker J M Co | $9.2B |
FCXFreeport-Mcmoran Inc Cl B | $9.2B |
AOSSmith A O Corp | $9.2B |
8CWCrown Castle Inc | $9.2B |
ICEIntercontinental Exchange Inc | $9.2B |
WBAWalgreens Boots Alliance Inc | $9.1B |
ATVIEURActivision Blizzard Inc | $9.1B |
HUBBHubbell Inc | $9.0B |
CDNSCadence Design System Inc | $8.9B |
BLDRBuilders FirstSource Inc | $8.8B |
HRLHormel Foods Corp | $8.7B |
DC4Dexcom Inc | $8.7B |
MPCMarathon Petroleum Corp | $8.7B |
MOAltria Group Inc | $8.6B |
NDSNNordson Corp | $8.6B |
NSCNorfolk Southern Corp | $8.6B |
CINFCincinnati Financial Corp | $8.6B |
PXDEURPioneer Natural Resources Co | $8.4B |
CMGChipotle Mexican Grill Inc | $8.3B |
RSReliance Steel & Aluminum Co | $8.3B |
PNCPNC Financial Services Group I | $8.3B |
FTNTFortinet Inc | $8.3B |
PSAPublic Storage Inc | $8.2B |
HCAHca Healthcare Inc | $8.1B |
AZOAutozone Inc | $8.0B |
GISGeneral Mills Inc | $8.0B |
AEPAmerican Electric Power Co Inc | $7.8B |
MDYSpdr S&P Mid Cap 400 Etf Tr | $7.8B |
CHRWC H Robinson Worldwide Inc | $7.8B |
TRVTravelers Companies Inc | $7.7B |
BENFranklin Resources Inc | $7.7B |
MCOMoodys Corp | $7.7B |
WELLWelltower Inc | $7.7B |
SRESempra | $7.7B |
DDominion Energy Inc | $7.6B |