YOUSIF CAPITAL MANAGEMENT, LLC Q2 2024 Filing

Filed July 31, 2024

Portfolio Value

$8.8B

Holdings

1,963

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (1,963 positions)

StockValue
AMTAmerican Tower Corporation
$15.4B
APDAir Prods & Chems Inc
$15.3B
BLKCHFBlackrock Inc
$15.3B
BDXBecton Dickinson & Co
$15.0B
MRSHMarsh & Mclennan Cos Inc
$15.0B
KMBKimberly Clark Corp
$14.8B
SCHWThe Charles Schwab Corporation
$14.8B
PANWPalo Alto Networks Inc
$14.7B
ORealty Income Corp
$14.6B
UPSUnited Parcel Service Inc Cl B
$14.4B
TSMTaiwan Semiconductor Mfg Co Lt
$14.2B
GWWGrainger W W Inc
$14.1B
4I1Philip Morris Intl Inc
$13.9B
DEDeere & Co
$13.9B
TMUST Mobile Us Inc
$13.6B
MCKMckesson Corp
$13.4B
VRTXVertex Pharmaceuticals Inc
$13.4B
NUENucor Corp
$13.2B
ANETEURArista Networks Inc
$13.1B
CVSCVS Health Corp
$13.0B
SOSouthern Co
$12.9B
REGNRegeneron Pharmaceuticals
$12.7B
NKENike Inc Cl B
$12.7B
RTXRtx Corp
$12.4B
FISVFiserv Inc
$12.4B
SYYSysco Corp
$12.3B
EDConsolidated Edison Inc
$12.3B
BABoeing Co
$12.2B
ZTSZoetis Inc Cl A
$12.2B
SNPSSynopsys Inc
$12.1B
DUKDuke Energy Corp
$12.1B
CRWDCrowdstrike Holdings Inc Cl A
$12.1B
WMWaste Management Inc
$12.1B
CMGChipotle Mexican Grill Inc
$11.9B
EQIXEquinix Inc Common Stock REIT
$11.9B
APHAmphenol Corp Cl A
$11.9B
BROBrown & Brown Inc
$11.8B
ADMArcher Daniels Midland Co
$11.7B
ICEIntercontinental Exchange Inc
$11.6B
CAHCardinal Health Inc
$11.4B
CDNSCadence Design System Inc
$11.4B
BXBlackstone Inc
$11.2B
MDLZMondelez Intl Inc Cl A
$11.0B
DOVDover Corp
$10.9B
CHDChurch & Dwight Inc
$10.8B
FASTFastenal Co
$10.8B
GILDGilead Sciences Inc
$10.7B
WELLWelltower Inc
$10.7B
WSTWest Pharmaceutical Svsc Inc
$10.6B
CSXCSX Corp
$10.5B
ESSEssex Property Trust Inc
$10.4B
TROWPrice T Rowe Group Inc
$10.4B
FDXFedex Corp
$10.4B
KVUEKenvue Inc
$10.3B
Vanguard Funds PLC Sp 500 ETF
$10.3B
CMECme Group Inc
$10.3B
ATOAtmos Energy Corp
$10.2B
PPGPPG Industries Inc
$10.2B
EXPDExpeditors Intl Wash Inc
$10.1B
BMYBristol-Myers Squibb Co
$10.0B
MPCMarathon Petroleum Corp
$9.9B
T7DTransdigm Group Inc
$9.8B
PNRPentair Plc
$9.8B
LMTLockheed Martin Corp
$9.8B
TTTrane Technologies Plc
$9.7B
CHRWC H Robinson Worldwide Inc
$9.7B
MSIMotorola Solutions Inc
$9.7B
EOGEog Resources Inc
$9.7B
CINFCincinnati Financial Corp
$9.7B
SBUXStarbucks Corp
$9.5B
GMGeneral Motors Co
$9.3B
SLBSchlumberger LTD
$9.3B
FCXFreeport-Mcmoran Inc Cl B
$9.2B
PNCPNC Financial Services Group I
$9.2B
GPCGenuine Parts Co
$9.2B
USBUS Bancorp Del
$9.0B
PSXPhillips 66
$8.9B
AOSSmith A O Corp
$8.9B
MCXMccormick & Co Inc Non Vtg
$8.8B
NXPINxp Semiconductors NV
$8.7B
MARMarriott Intl Inc Cl A
$8.6B
EWEdwards Lifesciences Corp
$8.6B
MMM3M Co
$8.6B
AONAON PLC Cl A
$8.5B
PYPLPaypal Holdings Inc
$8.5B
FQIDigital Realty Trust Inc
$8.5B
NDSNNordson Corp
$8.4B
AMCRAmcor Plc
$8.4B
MCOMoodys Corp
$8.4B
CLXClorox Co
$8.4B
PHParker Hannifin Corp
$8.4B
SPGSimon Property Group Inc
$8.4B
COFCapital One Financial Corp
$8.3B
CSLCarlisle Cos Inc
$8.3B
PSTGPure Storage Inc
$8.2B
VLOValero Energy Corp
$8.2B
ABNBAirbnb Inc Cl A
$8.2B
AJGGallagher Arthur J & Co
$8.2B
HLTHilton Worldwide Holdings Inc
$8.1B
ORLYO'reilly Automotive Inc
$8.1B
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