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)
| Stock | Value |
|---|---|
CEGConstellation Energy Corp | $8.0B |
TRVTravelers Companies Inc | $7.9B |
HUMHumana Inc | $7.9B |
WSMWilliams Sonoma Inc | $7.9B |
NVONovo-Nordisk AS ADR | $7.9B |
ROSTRoss Stores Inc | $7.9B |
SRESempra | $7.7B |
FFord Motor Co | $7.7B |
FRTFederal Realty Inv Tr New | $7.7B |
WMBWilliams Cos Inc | $7.7B |
KKRKKR & Co Inc | $7.7B |
AIGAmerican Intl Group Inc | $7.6B |
EMEEmcor Group Inc | $7.5B |
PCARPaccar Inc | $7.5B |
MOAltria Group Inc | $7.5B |
PSAPublic Storage Inc | $7.5B |
SWKStanley Black & Decker Inc | $7.5B |
TFCTruist Financial Corp | $7.4B |
LIILennox Intl Inc | $7.3B |
8CWCrown Castle Inc | $7.3B |
NSCNorfolk Southern Corp | $7.3B |
HCAHca Healthcare Inc | $7.2B |
RSReliance Inc | $7.2B |
CPRTCopart Inc | $7.1B |
SJMSmucker J M Co | $7.1B |
TELTe Connectivity LTD Reg | $7.0B |
CARRCarrier Global Corporation | $7.0B |
URIUnited Rentals Inc | $6.9B |
NEMNewmont Corporation | $6.9B |
HRLHormel Foods Corp | $6.9B |
MCHIIshares Msci China Etf | $6.8B |
ABGCENCORA INC | $6.8B |
ALBAlbemarle Corp | $6.8B |
BKBank New York Mellon Corp | $6.8B |
BMRNBiomarin Pharmaceutical Inc | $6.8B |
MCHPMicrochip Technology Inc | $6.8B |
ADSKAutodesk Inc | $6.7B |
DHID R Horton Inc | $6.7B |
AEPAmerican Electric Power Co Inc | $6.7B |
MPWRMonolithic Power Systems Inc | $6.7B |
RSGRepublic Services Inc | $6.6B |
ALSAllstate Corp | $6.6B |
AZOAutozone Inc | $6.6B |
KMIKinder Morgan Inc | $6.6B |
OCOwens Corning New | $6.6B |
BURLBurlington Stores Inc | $6.6B |
ASMLAsml Holding Nv Ny Reg Shs | $6.6B |
DC4Dexcom Inc | $6.5B |
BENFranklin Resources Inc | $6.5B |
A4SAmeriprise Financial Inc | $6.5B |
JCIJohnson Controls Intl Plc | $6.5B |
MANHManhattan Assocs Inc | $6.4B |
METMetlife Inc | $6.4B |
RCLRoyal Caribbean Cruises LTD | $6.4B |
WSOWatsco Inc | $6.4B |
PRUPrudential Financial Inc | $6.3B |
ILMNIllumina Inc | $6.3B |
PEGPublic Service Enterprise Grou | $6.3B |
SMCIUSDSuper Micro Computer Inc Com | $6.3B |
MNNYXVictory Portfolios Munder Grow | $6.2B |
BF/BBrown Forman Corp Cl B | $6.2B |
EFAIshares Msci Eafe Etf | $6.2B |
IDXXIdexx Laboratories Inc | $6.2B |
RBARb Global Inc | $6.1B |
OTISOtis Worldwide Corp | $6.1B |
UTHUnited Therapeutics Corp | $6.1B |
GEVGE Vernova Inc | $6.1B |
GISGeneral Mills Inc | $6.1B |
AMEAmetek Inc | $6.0B |
OKEOneok Inc | $6.0B |
ACGLArch Capital Group LTD | $6.0B |
MDYSpdr S&P Mid Cap 400 Etf Tr | $6.0B |
NBIXNeurocrine Biosciences Inc | $6.0B |
VRSKVerisk Analytics Inc | $6.0B |
RPMRpm Intl Inc | $5.9B |
DDominion Energy Inc | $5.9B |
HESHess Corp | $5.9B |
MUXYXVictory Portfolios Victry S&P | $5.9B |
PAYXPaychex Inc | $5.8B |
RGAReinsurance Group Of America I | $5.8B |
GGGGraco Inc | $5.7B |
TPLTexas Pacific Land Corporation | $5.7B |
FISFidelity Natl Information Serv | $5.7B |
CNCCentene Corp | $5.7B |
NOCNorthrop Grumman Corp | $5.7B |
KRKroger Co | $5.6B |
CMICummins Inc | $5.6B |
SRPTSarepta Therapeutics Inc | $5.6B |
FNFFidelity National Financial In | $5.6B |
DOWDow Inc | $5.6B |
FANGDiamondback Energy Inc | $5.6B |
ELSEquity Lifestyle Properties In | $5.6B |
DDDupont De Nemours Inc | $5.6B |
WPCWp Carey Inc | $5.6B |
OXYOccidental Petroleum Corp | $5.5B |
GLPIGaming & Leisure Pptys Inc Com | $5.5B |
FTNTFortinet Inc | $5.5B |
IBKRInteractive Brokers Group Inc | $5.5B |
AMHAmerican Homes 4 Rent Common S | $5.5B |
EAElectronic Arts Inc | $5.5B |