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)

StockValue
EWJIshares Msci Jpn Etf New
$5.3B
CUBECubesmart
$5.3B
PAYXPaychex Inc
$5.3B
FANGDiamondback Energy Inc
$5.2B
CCKCrown Holdings Inc
$5.2B
RMEResmed Inc
$5.2B
ACGLArch Capital Group LTD
$5.2B
DARDarling Ingredients Inc
$5.2B
USFDUs Foods Holding Corp
$5.2B
MSCIMSCI Inc
$5.2B
RRXRegal Beloit Corp
$5.1B
ALSAllstate Corp
$5.1B
GEHCGE Healthcare Technologies Inc
$5.1B
AVBAvalonbay Communities Inc
$5.1B
HOLXHologic Inc
$5.1B
FASTFastenal Co
$5.0B
CSGPCostar Group Inc
$5.0B
FISFidelity Natl Information Serv
$5.0B
STLDSteel Dynamics Inc
$5.0B
SCIService Corp Intl
$4.9B
7HPHp Inc
$4.9B
ASMLAsml Holding Nv Ny Reg Shs
$4.9B
BKRBaker Hughes Company Cl A
$4.9B
ODFLOld Dominion Freight Line Inc
$4.8B
OVVOvintiv Inc
$4.8B
DFSEURDiscover Financial Services
$4.8B
WECWec Energy Group Inc
$4.8B
VRSKVerisk Analytics Inc
$4.8B
KSAIshares Msci Saudi Arbia
$4.8B
LHXL3Harris Technologies Inc
$4.8B
WTRGEssential Utils Inc
$4.8B
MTDMettler Toledo International
$4.8B
CGNXCognex Corp
$4.8B
URIUnited Rentals Inc
$4.8B
ESEversource Energy
$4.7B
NBIXNeurocrine Biosciences Inc
$4.7B
NVONovo-Nordisk AS ADR
$4.7B
WTWWillis Towers Watson Pub LTD
$4.7B
FBINFortune Brands Innovations Inc
$4.7B
RGAReinsurance Group Of America I
$4.7B
RNRRenaissancere Holdings LTD
$4.6B
LAMRLamar Advertising Co
$4.6B
CTRACottera Energy Inc
$4.6B
TRGPTarga Resources Corp
$4.6B
EMEEmcor Group Inc
$4.6B
DALDelta Air Lines Inc
$4.6B
WYWeyerhaeuser Co
$4.6B
UNMUnum Group
$4.6B
KNXKnight Swift Trans Holdings In
$4.5B
MPWRMonolithic Power Systems Inc
$4.5B
SAIASaia Inc
$4.5B
LEALear Corp
$4.5B
AG8Agilent Technologies Inc
$4.5B
TSCOTractor Supply Co
$4.5B
KHCKraft Heinz Co
$4.5B
DTEDTE Energy Co
$4.4B
CEGConstellation Energy Corp
$4.4B
TMToyota Mtr Corp Sponsored Adr
$4.4B
SBACSba Communications Corp
$4.4B
EIXEdison Intl
$4.4B
EQREquity Residential
$4.4B
ENPHEnphase Energy Inc
$4.4B
ARWArrow Electronics Inc
$4.3B
TTEKTetra Tech Inc
$4.3B
NVTNVent Electric Plc
$4.3B
CLFCleveland Cliffs Inc
$4.3B
HALHalliburton Co
$4.3B
LADLithia Motors Inc Cl A
$4.3B
VMCVulcan Materials Co
$4.3B
APTVAptiv Plc
$4.3B
EBAEbay Inc
$4.3B
KEYSKeysight Technologies Inc
$4.2B
WBDWarner Bros Discovery Inc Com
$4.2B
BJBjs Whsl Club Holdings Inc
$4.2B
TOLToll Brothers Inc
$4.2B
EFXEquifax Inc
$4.2B
AFGAmerican Financial Group Inc O
$4.2B
IBKRInteractive Brokers Group Inc
$4.2B
AGCOAgco Corp
$4.2B
WSMWilliams Sonoma Inc
$4.2B
BLDTopbuild Corp
$4.2B
AFWAlign Technology Inc
$4.2B
CLHClean Harbors Inc
$4.1B
KDPKeurig Dr Pepper Inc Com
$4.1B
FEFirstenergy Corp
$4.1B
KNSLKinsale Cap Group Inc
$4.1B
DKSDicks Sporting Goods Inc
$4.1B
CHEChemed Corp
$4.1B
AWCAmerican Water Works Co Inc
$4.1B
NNNNnn Reit Inc
$4.1B
WCCWesco Intl Inc
$4.1B
PODDInsulet Corp
$4.1B
NYCBEURNew York Community Bancorp Inc
$4.1B
EQTEquity Corp
$4.1B
ULTAUlta Beauty Inc
$4.1B
AEEAmeren Corp
$4.1B
K6BKbr Inc
$4.0B
MLMMartin Marietta Materials Inc
$4.0B
3M4Masimo Corp
$4.0B
PPLPpl Corp
$4.0B
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