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 |
|---|---|
GOLFAcushnet Hldgs Corp Com | $720K |
OFGOfg Bancorp | $720K |
CCChemours Co | $714K |
GRBKGreen Brick Partners Inc | $714K |
SXIStandex Intl Corp | $708K |
TRPTc Energy Corp Com | $707K |
UNFIUnited Natural Foods Inc | $701K |
PLUSEplus Inc | $701K |
SPNTSiriuspoint Ltd | $700K |
TRUPTrupanion Inc | $696K |
RUNSunrun Inc | $696K |
CASHMeta Financial Group Inc | $696K |
—Mercedes Benz Group Ag Reg Shs | $690K |
ORANYOrange Sponsored Adr | $690K |
DNBBYDnb Asa Sponsored | $688K |
PINCPremier Inc Class A | $687K |
WERNWerner Enterprises Inc | $686K |
DEODiageo Plc Sp ADR | $686K |
KLICKulicke & Soffa Industries Inc | $681K |
EYENational Vision Holdings Inc | $679K |
UFPTUfp Technologies | $677K |
FBNCFirst Bancorp NC Com | $676K |
LPLALpl Financial Holdings Inc | $676K |
ENOVColfax Corp | $675K |
CSGSCsg Systems Intl Inc | $672K |
WLYWiley John & Sons Inc Cl A | $672K |
BANCBanc Of California Inc | $671K |
JOESt Joe Co | $671K |
STCStewart Information Services C | $671K |
DOCNDigitalocean Holdings Inc | $670K |
BTUPeabody Energy Corp | $670K |
VRTVertiv Holdings Co | $669K |
ARCBArcbest Corp | $665K |
ENPHEnphase Energy Inc | $665K |
HN9Hanesbrands Inc | $665K |
CHCOCity Holding Co | $665K |
PHINPhinia Inc Common Stock | $664K |
PAYOPayoneer Global Inc | $664K |
MCYMercury General Corp | $664K |
SUSuncor Energy Inc New Com | $663K |
SUPNSupernus Pharmaceuticals Inc | $662K |
MNDYMonday Ltd | $661K |
NSZNetscout Systems Inc | $658K |
KMTKennametal Inc | $658K |
JJSFJ & J Snack Foods Corp | $655K |
ROCKGibraltar Industries Inc | $655K |
ARLOArlo Technologies Inc | $652K |
CMAComerica Inc | $650K |
MTXMinerals Technologies Inc | $649K |
CNRCanadian National Railway Co | $647K |
SHOOMadden Steven LTD | $647K |
HMNHorace Mann Educators Corp | $646K |
PBIPitney Bowes Inc | $643K |
LMATLemaitre Vascular Inc | $642K |
CUBICustomers Bancorp Inc | $641K |
EONGYE On Se | $639K |
SLVMSylvamo Corp Common Stock | $637K |
COLMColumbia Sportswear Co | $636K |
CLVTrip Com Group Ltd ADS | $631K |
FCFFirst Commonwealth Financial C | $631K |
XYZBlock Inc Cl A | $625K |
WYNNWynn Resorts LTD | $623K |
PGNYProgyny Inc | $619K |
AEOAmerican Eagle Outfitters Inc | $615K |
MTRNMaterion Corp | $612K |
PPCPilgrims Pride Corp | $610K |
NWBINorthwest Bancshares Inc Md | $609K |
IPGPIpg Photonics Corp | $606K |
ADDYYAdidas Ag | $606K |
INFYInfosys Limited Adr | $604K |
CNMDConmed Corp | $604K |
VYXNcr Voyix Corporation Com | $602K |
HPHelmerich & Payne Inc | $602K |
HTOH2O AMERICA COM | $601K |
PZZAPapa Johns Intl Inc | $600K |
SEMSelect Med Holdings Corp | $600K |
AUAngloGold Ashanti Limited | $597K |
BAMBrookfield Asset Managmt Ltd C | $596K |
NWNNorthwest Nat Holding Co | $591K |
LTCLtc Properties Inc | $590K |
SHCSotera Health Company | $589K |
LNNLindsay Corp | $588K |
—Telstra Corp Ltd Sp ADS | $587K |
NGVTIngevity Corp | $586K |
LKFNLakeland Financial Corp | $586K |
FBKFb Finl Corp Com | $585K |
DFINDonnelley Financial Solutions | $584K |
CRGYCrescent Energy Company Cl A | $583K |
NWGNatwest Group PLC Sp ADR | $581K |
EXPGYExperian Plc | $581K |
DNOWDnow Inc | $581K |
CENTACentral Garden & Pet Co Cl A N | $578K |
—Reckitt Benckiser Group Plc | $575K |
ARGXArgenx Se - Adr | $574K |
TRIPTripadvisor Inc | $572K |
KNKnowles Corp | $572K |
ADEAAdeia Inc | $571K |
KWRQuaker Houghton | $571K |
LZBLa-Z-Boy Inc | $569K |
CHTChunghwa Telecom Co Ltd Sponso | $569K |