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 |
|---|---|
VLOValero Energy Corp | $7.6B |
USBUS Bancorp Del | $7.6B |
AJGGallagher Arthur J & Co | $7.6B |
PHParker Hannifin Corp | $7.6B |
COFCapital One Financial Corp | $7.5B |
NXPINxp Semiconductors NV | $7.5B |
AMCRAmcor Plc | $7.5B |
PSXPhillips 66 | $7.5B |
OXYOccidental Petroleum Corp | $7.5B |
FRTFederal Realty Inv Tr New | $7.4B |
JCIJohnson Controls Intl Plc | $7.4B |
JBLJabil Inc | $7.3B |
GGGGraco Inc | $7.3B |
AIGAmerican Intl Group Inc | $7.2B |
APHAmphenol Corp Cl A | $7.2B |
PCARPaccar Inc | $7.2B |
BIIBBiogen Inc | $7.1B |
TELTe Connectivity LTD Reg | $7.1B |
HSYHershey Co | $7.1B |
MSIMotorola Solutions Inc | $7.1B |
DECKDeckers Outdoor Corp | $7.0B |
MARMarriott Intl Inc Cl A | $7.0B |
SPGSimon Property Group Inc | $7.0B |
MNSTMonster Beverage Corp | $7.0B |
MCHPMicrochip Technology Inc | $7.0B |
IDXXIdexx Laboratories Inc | $6.9B |
WMBWilliams Cos Inc | $6.8B |
ONOn Semiconductor Corp | $6.7B |
TTTrane Technologies Plc | $6.7B |
PEOExelon Corp | $6.7B |
CHTRCharter Communications Inc Cl | $6.7B |
T7DTransdigm Group Inc | $6.6B |
NOCNorthrop Grumman Corp | $6.6B |
DGDollar General Corp | $6.6B |
CSLCarlisle Cos Inc | $6.6B |
ELLauder Estee Cos Inc Cl A | $6.6B |
ANETEURArista Networks Inc | $6.6B |
PENPenumbra Inc | $6.6B |
CARRCarrier Global Corporation | $6.5B |
LSCCLattice Semiconductor Corp | $6.5B |
AMEAmetek Inc | $6.5B |
CNCCentene Corp | $6.5B |
HESHess Corp | $6.5B |
IQVIqvia Holdings Inc | $6.4B |
WSOWatsco Inc | $6.4B |
FQIDigital Realty Trust Inc | $6.4B |
TFCTruist Financial Corp | $6.4B |
OTISOtis Worldwide Corp | $6.4B |
ABGAmerisourcebergen Corp | $6.3B |
ZBHZimmer Biomet Holdings Inc | $6.2B |
XELXcel Energy Inc | $6.2B |
ADSKAutodesk Inc | $6.2B |
MCHIIshares Msci China Etf | $6.1B |
VICIVici Properties Inc | $6.1B |
CTVACorteva Inc | $6.1B |
METMetlife Inc | $6.1B |
MANHManhattan Assocs Inc | $6.1B |
A4SAmeriprise Financial Inc | $6.1B |
OCOwens Corning New | $6.1B |
DOWDow Inc | $6.1B |
DDDupont De Nemours Inc | $6.0B |
SSS1EURLife Storage Inc | $6.0B |
PEGPublic Service Enterprise Grou | $5.9B |
DHID R Horton Inc | $5.8B |
RPMRpm Intl Inc | $5.8B |
EAElectronic Arts Inc | $5.8B |
KRKroger Co | $5.8B |
RSGRepublic Services Inc | $5.8B |
LECOLincoln Electric Holdings Inc | $5.7B |
ROSTRoss Stores Inc | $5.7B |
ARMKAramark | $5.7B |
STZConstellation Brands Inc Cl A | $5.6B |
YUMYum Brands Inc | $5.6B |
BKBank New York Mellon Corp | $5.6B |
CTSHCognizant Technology Solutions | $5.6B |
CPRTCopart Inc | $5.6B |
PCGPG&E Corp | $5.6B |
SMCIUSDSuper Micro Computer Inc Com | $5.6B |
CMICummins Inc | $5.6B |
ROKRockwell Automation Inc | $5.5B |
KMIKinder Morgan Inc | $5.5B |
REXRRexford Industrial Realty Inc | $5.5B |
DTDynatrace, Inc. | $5.5B |
NEMNewmont Corporation | $5.5B |
PRUPrudential Financial Inc | $5.5B |
DLTRDollar Tree Inc | $5.5B |
HLTHilton Worldwide Holdings Inc | $5.5B |
PWRQuanta Services Inc | $5.4B |
LENLennar Corp Cl A | $5.4B |
NSRGYNestle Sa Sp ADR | $5.4B |
NLYAnnaly Capital Management Inc | $5.4B |
TTCToro Co | $5.4B |
FIVEFive Below Inc | $5.4B |
ACMAecom | $5.4B |
DVNDevon Energy Corp | $5.4B |
MRNAModerna Inc | $5.4B |
SWAVUSDShockwave Med Inc | $5.4B |
OKEOneok Inc | $5.3B |
LIILennox Intl Inc | $5.3B |
UTHUnited Therapeutics Corp | $5.3B |