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 | Value |
|---|---|
MSFTMicrosoft Corp | $451.4M |
NVDANVidia Corp | $450.6M |
AAPLApple Inc | $380.2M |
AMZNAmazon.Com Inc | $254.1M |
METAMeta Platforms Inc | $200.6M |
AVGOBroadcom Inc | $156.0M |
GOOGLAlphabet Inc Cap Stock Cl A | $126.1M |
BRK/BBerkshire Hathaway Inc Cl B | $117.1M |
JPMJPMorgan Chase & Co | $108.7M |
TSLATesla Inc | $107.9M |
GOOGAlphabet Inc Cap Stock Cl C | $102.8M |
VVisa Inc Cl A | $74.4M |
XOMExxon Mobil Corp | $71.5M |
NFLXNetflix Inc | $67.9M |
LLYLilly Eli & Co | $63.3M |
COSTCostco Wholesale Corp | $57.5M |
MAMastercard Inc Cl A | $56.3M |
WMTWal-Mart Inc | $53.5M |
JNJJohnson & Johnson | $50.5M |
PGProcter & Gamble Co | $49.5M |
HDHome Depot Inc | $47.6M |
INDAIshares Msci India Etf | $46.2M |
IBMIntl Business Machines | $45.3M |
ORCLOracle Corp | $45.1M |
ABBVAbbvie Inc | $44.1M |
BACBank America Corp | $43.5M |
SPYSpdr S&P 500 Etf Tr | $40.8M |
CVXChevron Corp | $40.6M |
CSCOCisco Systems Inc | $39.3M |
SWTSXSchwab Capital Trust Total Sto | $38.1M |
EWTIshares Msci Taiwan Etf | $37.8M |
WFCWells Fargo Co | $37.5M |
LINLinde PLC | $37.2M |
GEGeneral Electric Company | $35.8M |
KOCoca-Cola Co | $35.7M |
ABTAbbott Laboratories | $35.1M |
PLTRPalantir Technologies Inc Cl A | $34.1M |
CATCaterpillar Inc | $33.0M |
CRMSalesforce Inc | $31.7M |
UNHUnitedhealth Group Inc | $31.2M |
TAT&T Inc | $30.6M |
GSGoldman Sachs Group Inc | $29.7M |
SPGIS&P Global Inc | $29.3M |
DISDisney Walt Co Disney | $28.4M |
ISRGIntuitive Surgical Inc | $28.3M |
MCDMcdonalds Corp | $28.3M |
AMDAdvanced Micro Devices Inc | $28.3M |
BACVerizon Communications Inc | $28.0M |
INTUIntuit | $27.0M |
NOWServicenow Inc | $25.8M |
PEPPepsico Inc | $25.4M |
MDTMedtronic Plc | $24.9M |
ADPAutomatic Data Processing Inc | $24.8M |
EWJIshares Msci Jpn Etf New | $24.8M |
TXNTexas Instruments Inc | $24.8M |
NEENextera Energy Inc | $24.8M |
UBERUber Technologies Inc | $24.6M |
BSXBoston Scientific Corp | $24.1M |
TRVCCitigroup Inc | $24.1M |
ACNAccenture Plc Ireland Class A | $23.9M |
LOWLowes Cos Inc | $23.6M |
VTIVanguard Total Stock Market ET | $23.6M |
DWDMorgan Stanley | $23.5M |
CBChubb Limited | $23.4M |
BKNGBooking Holdings Inc | $23.4M |
AXPAmerican Express Co | $23.3M |
QCOMQualcomm Inc | $23.3M |
MRKMerck & Co Inc | $22.0M |
4I1Philip Morris Intl Inc | $20.9M |
SYKStryker Corp | $20.6M |
ADBEAdobe Inc | $20.4M |
COFCapital One Financial Corp | $20.2M |
EFAIshares Msci Eafe Etf | $19.9M |
BLKBlackRock Inc | $19.7M |
PGRProgressive Corp Ohio | $19.7M |
MCHIIshares Msci China Etf | $19.6M |
CMCSAComcast Corp Cl A | $19.6M |
UNPUnion Pacific Corp | $19.4M |
EWYIshares Msci Sth Kor Etf | $19.4M |
IJRIshares Core S&P Scp Etf | $19.4M |
CITCintas Corp | $19.3M |
SCHWThe Charles Schwab Corporation | $19.3M |
TJXTjx Cos Inc | $19.2M |
AMATApplied Materials Inc | $18.7M |
MUMicron Technology Inc | $18.6M |
EMREmerson Electric Co | $18.1M |
GEVGE Vernova Inc | $17.8M |
DEDeere & Co | $17.7M |
ECLEcolab Inc | $17.5M |
CLColgate Palmolive Co | $17.4M |
HONHoneywell Intl Inc | $17.3M |
AMGNAmgen Inc | $17.1M |
SHWSherwin Williams Co | $17.0M |
CAHCardinal Health Inc | $16.6M |
TMOThermo Fisher Scientific Inc | $16.6M |
AMTAmerican Tower Corporation | $16.4M |
ITWIllinois Tool Works Inc | $16.4M |
WELLWelltower Inc | $16.4M |
BABoeing Co | $16.3M |
RTXRtx Corp | $16.1M |
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