YOUSIF CAPITAL MANAGEMENT, LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$9.3B
Holdings
1,917
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,917 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 907,452 | $451.4M | 4.86% | |
| 2 | NVDANVidia Corp | 2,851,873 | $450.6M | 4.86% | |
| 3 | AAPLApple Inc | 1,852,890 | $380.2M | 4.10% | |
| 4 | AMZNAmazon.Com Inc | 1,158,089 | $254.1M | 2.74% | |
| 5 | METAMeta Platforms Inc | 271,809 | $200.6M | 2.16% | |
| 6 | AVGOBroadcom Inc | 565,948 | $156.0M | 1.68% | |
| 7 | GOOGLAlphabet Inc Cap Stock Cl A | 715,796 | $126.1M | 1.36% | |
| 8 | BRK/BBerkshire Hathaway Inc Cl B | 241,160 | $117.1M | 1.26% | |
| 9 | JPMJPMorgan Chase & Co | 374,921 | $108.7M | 1.17% | |
| 10 | TSLATesla Inc | 339,681 | $107.9M | 1.16% | |
| 11 | GOOGAlphabet Inc Cap Stock Cl C | 579,777 | $102.8M | 1.11% | |
| 12 | VVisa Inc Cl A | 209,518 | $74.4M | 0.80% | |
| 13 | XOMExxon Mobil Corp | 663,247 | $71.5M | 0.77% | |
| 14 | NFLXNetflix Inc | 50,727 | $67.9M | 0.73% | |
| 15 | LLYLilly Eli & Co | 81,191 | $63.3M | 0.68% | |
| 16 | COSTCostco Wholesale Corp | 58,059 | $57.5M | 0.62% | |
| 17 | MAMastercard Inc Cl A | 100,201 | $56.3M | 0.61% | |
| 18 | WMTWal-Mart Inc | 546,799 | $53.5M | 0.58% | |
| 19 | JNJJohnson & Johnson | 330,690 | $50.5M | 0.54% | |
| 20 | PGProcter & Gamble Co | 310,805 | $49.5M | 0.53% | |
| 21 | HDHome Depot Inc | 129,707 | $47.6M | 0.51% | |
| 22 | INDAIshares Msci India Etf | 829,075 | $46.2M | 0.50% | |
| 23 | IBMIntl Business Machines | 153,790 | $45.3M | 0.49% | |
| 24 | ORCLOracle Corp | 206,283 | $45.1M | 0.49% | |
| 25 | ABBVAbbvie Inc | 237,788 | $44.1M | 0.48% | |
| 26 | BACBank America Corp | 919,062 | $43.5M | 0.47% | |
| 27 | SPYSpdr S&P 500 Etf Tr | 66,074 | $40.8M | 0.44% | |
| 28 | CVXChevron Corp | 283,291 | $40.6M | 0.44% | |
| 29 | CSCOCisco Systems Inc | 566,158 | $39.3M | 0.42% | |
| 30 | SWTSXSchwab Capital Trust Total Sto | 363,763 | $38.1M | 0.41% | |
| 31 | EWTIshares Msci Taiwan Etf | 657,868 | $37.8M | 0.41% | |
| 32 | WFCWells Fargo Co | 467,793 | $37.5M | 0.40% | |
| 33 | LINLinde PLC | 79,274 | $37.2M | 0.40% | |
| 34 | GEGeneral Electric Company | 139,261 | $35.8M | 0.39% | |
| 35 | KOCoca-Cola Co | 504,931 | $35.7M | 0.38% | |
| 36 | ABTAbbott Laboratories | 257,786 | $35.1M | 0.38% | |
| 37 | PLTRPalantir Technologies Inc Cl A | 249,810 | $34.1M | 0.37% | |
| 38 | CATCaterpillar Inc | 85,085 | $33.0M | 0.36% | |
| 39 | CRMSalesforce Inc | 116,330 | $31.7M | 0.34% | |
| 40 | UNHUnitedhealth Group Inc | 100,032 | $31.2M | 0.34% | |
| 41 | TAT&T Inc | 1,055,783 | $30.6M | 0.33% | |
| 42 | GSGoldman Sachs Group Inc | 41,985 | $29.7M | 0.32% | |
| 43 | SPGIS&P Global Inc | 55,601 | $29.3M | 0.32% | |
| 44 | DISDisney Walt Co Disney | 228,930 | $28.4M | 0.31% | |
| 45 | ISRGIntuitive Surgical Inc | 52,152 | $28.3M | 0.31% | |
| 46 | MCDMcdonalds Corp | 96,926 | $28.3M | 0.31% | |
| 47 | AMDAdvanced Micro Devices Inc | 199,134 | $28.3M | 0.30% | |
| 48 | BACVerizon Communications Inc | 646,969 | $28.0M | 0.30% | |
| 49 | INTUIntuit | 34,308 | $27.0M | 0.29% | |
| 50 | NOWServicenow Inc | 25,106 | $25.8M | 0.28% | |
| 51 | PEPPepsico Inc | 192,086 | $25.4M | 0.27% | |
| 52 | MDTMedtronic Plc | 286,003 | $24.9M | 0.27% | |
| 53 | ADPAutomatic Data Processing Inc | 80,376 | $24.8M | 0.27% | |
| 54 | EWJIshares Msci Jpn Etf New | 330,592 | $24.8M | 0.27% | |
| 55 | TXNTexas Instruments Inc | 119,322 | $24.8M | 0.27% | |
| 56 | NEENextera Energy Inc | 356,750 | $24.8M | 0.27% | |
| 57 | UBERUber Technologies Inc | 263,325 | $24.6M | 0.26% | |
| 58 | BSXBoston Scientific Corp | 224,621 | $24.1M | 0.26% | |
| 59 | TRVCCitigroup Inc | 283,106 | $24.1M | 0.26% | |
| 60 | ACNAccenture Plc Ireland Class A | 80,110 | $23.9M | 0.26% | |
| 61 | LOWLowes Cos Inc | 106,177 | $23.6M | 0.25% | |
| 62 | VTIVanguard Total Stock Market ET | 77,499 | $23.6M | 0.25% | |
| 63 | DWDMorgan Stanley | 166,900 | $23.5M | 0.25% | |
| 64 | CBChubb Limited | 80,824 | $23.4M | 0.25% | |
| 65 | BKNGBooking Holdings Inc | 4,044 | $23.4M | 0.25% | |
| 66 | AXPAmerican Express Co | 73,048 | $23.3M | 0.25% | |
| 67 | QCOMQualcomm Inc | 146,244 | $23.3M | 0.25% | |
| 68 | MRKMerck & Co Inc | 277,645 | $22.0M | 0.24% | |
| 69 | 4I1Philip Morris Intl Inc | 114,534 | $20.9M | 0.22% | |
| 70 | SYKStryker Corp | 51,981 | $20.6M | 0.22% | |
| 71 | ADBEAdobe Inc | 52,693 | $20.4M | 0.22% | |
| 72 | COFCapital One Financial Corp | 94,939 | $20.2M | 0.22% | |
| 73 | EFAIshares Msci Eafe Etf | 222,416 | $19.9M | 0.21% | |
| 74 | BLKBlackRock Inc | 18,749 | $19.7M | 0.21% | |
| 75 | PGRProgressive Corp Ohio | 73,655 | $19.7M | 0.21% | |
| 76 | MCHIIshares Msci China Etf | 356,612 | $19.6M | 0.21% | |
| 77 | CMCSAComcast Corp Cl A | 549,116 | $19.6M | 0.21% | |
| 78 | UNPUnion Pacific Corp | 84,526 | $19.4M | 0.21% | |
| 79 | EWYIshares Msci Sth Kor Etf | 270,547 | $19.4M | 0.21% | |
| 80 | IJRIshares Core S&P Scp Etf | 177,234 | $19.4M | 0.21% | |
| 81 | CITCintas Corp | 86,614 | $19.3M | 0.21% | |
| 82 | SCHWThe Charles Schwab Corporation | 211,364 | $19.3M | 0.21% | |
| 83 | TJXTjx Cos Inc | 155,124 | $19.2M | 0.21% | |
| 84 | AMATApplied Materials Inc | 102,095 | $18.7M | 0.20% | |
| 85 | MUMicron Technology Inc | 151,075 | $18.6M | 0.20% | |
| 86 | EMREmerson Electric Co | 135,566 | $18.1M | 0.19% | |
| 87 | GEVGE Vernova Inc | 33,629 | $17.8M | 0.19% | |
| 88 | DEDeere & Co | 34,727 | $17.7M | 0.19% | |
| 89 | ECLEcolab Inc | 65,115 | $17.5M | 0.19% | |
| 90 | CLColgate Palmolive Co | 191,126 | $17.4M | 0.19% | |
| 91 | HONHoneywell Intl Inc | 74,281 | $17.3M | 0.19% | |
| 92 | AMGNAmgen Inc | 61,173 | $17.1M | 0.18% | |
| 93 | SHWSherwin Williams Co | 49,544 | $17.0M | 0.18% | |
| 94 | CAHCardinal Health Inc | 98,909 | $16.6M | 0.18% | |
| 95 | TMOThermo Fisher Scientific Inc | 40,900 | $16.6M | 0.18% | |
| 96 | AMTAmerican Tower Corporation | 74,263 | $16.4M | 0.18% | |
| 97 | ITWIllinois Tool Works Inc | 66,286 | $16.4M | 0.18% | |
| 98 | WELLWelltower Inc | 106,520 | $16.4M | 0.18% | |
| 99 | BABoeing Co | 77,764 | $16.3M | 0.18% | |
| 100 | RTXRtx Corp | 110,410 | $16.1M | 0.17% |
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