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 |
|---|---|
AFLAflac Inc | $16.1M |
INTCIntel Corp | $16.1M |
GILDGilead Sciences Inc | $16.1M |
PANWPalo Alto Networks Inc | $16.0M |
PLDPrologis Inc | $15.8M |
CICigna Group | $15.7M |
APHAmphenol Corp Cl A | $15.6M |
CVSCVS Health Corp | $15.6M |
ORealty Income Corp | $15.5M |
PFEPfizer Inc | $15.5M |
COPConocophillips | $15.5M |
ADIAnalog Devices Inc | $15.5M |
LRCXLam Research Corp New | $15.5M |
ETNEaton Corp Plc | $15.4M |
ROPRoper Technologies Inc | $15.3M |
CRWDCrowdstrike Holdings Inc Cl A | $15.2M |
TMUST Mobile Us Inc | $15.1M |
KLACKla Corporation | $15.0M |
GDGeneral Dynamics Corp | $14.9M |
GWWGrainger W W Inc | $14.8M |
MRSHMarsh & Mclennan Cos Inc | $14.7M |
SOSouthern Co | $14.6M |
APDAir Prods & Chems Inc | $14.6M |
MCKMckesson Corp | $14.6M |
ICEIntercontinental Exchange Inc | $14.3M |
DHRDanaher Corporation | $14.2M |
ELVElevance Health Inc | $13.8M |
DUKDuke Energy Corp | $13.7M |
CMECme Group Inc | $13.7M |
ANETArista Networks Inc | $13.2M |
KMBKimberly Clark Corp | $13.1M |
FASTFastenal Co | $13.1M |
BXBlackstone Inc | $12.9M |
EDConsolidated Edison Inc | $12.9M |
CEGConstellation Energy Corp | $12.6M |
SYYSysco Corp | $12.6M |
TTTrane Technologies Plc | $12.5M |
EQIXEquinix Inc Common Stock REIT | $12.3M |
FISVFiserv Inc | $12.2M |
WMWaste Management Inc | $12.1M |
DYHTarget Corp | $12.1M |
BROBrown & Brown Inc | $11.9M |
NUENucor Corp | $11.9M |
—Vanguard Funds PLC Sp 500 ETF | $11.7M |
VRTXVertex Pharmaceuticals Inc | $11.6M |
ATOAtmos Energy Corp | $11.5M |
MMM3M Co | $11.5M |
BDXBecton Dickinson & Co | $11.4M |
KVUEKenvue Inc | $11.3M |
PHParker Hannifin Corp | $11.2M |
NKENike Inc Cl B | $11.2M |
ADMArcher Daniels Midland Co | $10.8M |
T7DTransdigm Group Inc | $10.8M |
AJGGallagher Arthur J & Co | $10.7M |
BMYBristol-Myers Squibb Co | $10.6M |
CINFCincinnati Financial Corp | $10.6M |
UPSUnited Parcel Service Inc Cl B | $10.5M |
AONAON PLC Cl A | $10.4M |
MDLZMondelez Intl Inc Cl A | $10.4M |
PNRPentair Plc | $10.3M |
RCLRoyal Caribbean Cruises LTD | $10.3M |
ORLYO'reilly Automotive Inc | $10.3M |
PNCPNC Financial Services Group I | $10.2M |
ZTSZoetis Inc Cl A | $10.2M |
MSIMotorola Solutions Inc | $10.1M |
SBUXStarbucks Corp | $10.1M |
TSMTaiwan Semiconductor Mfg Co Lt | $10.1M |
DASHDoordash Inc Cl A | $10.1M |
CDNSCadence Design System Inc | $10.0M |
HWMHowmet Aerospace Inc | $10.0M |
DOVDover Corp | $9.8M |
WMBWilliams Cos Inc | $9.7M |
PYPLPaypal Holdings Inc | $9.6M |
MCXMccormick & Co Inc Non Vtg | $9.6M |
USBUS Bancorp Del | $9.6M |
CHDChurch & Dwight Inc | $9.5M |
JCIJohnson Controls Intl Plc | $9.5M |
ESSEssex Property Trust Inc | $9.5M |
PPGPPG Industries Inc | $9.4M |
ESEversource Energy | $9.3M |
MCOMoodys Corp | $9.3M |
CMGChipotle Mexican Grill Inc | $9.3M |
SNPSSynopsys Inc | $9.3M |
VSTVistra Corp | $9.1M |
MPCMarathon Petroleum Corp | $9.0M |
FQIDigital Realty Trust Inc | $9.0M |
KKRKKR & Co Inc | $9.0M |
BKBank New York Mellon Corp | $8.8M |
EXPDExpeditors Intl Wash Inc | $8.8M |
CSXCSX Corp | $8.8M |
FTNTFortinet Inc | $8.8M |
TRVTravelers Companies Inc | $8.7M |
ABGCENCORA INC | $8.7M |
TROWPrice T Rowe Group Inc | $8.7M |
NEMNewmont Corporation | $8.6M |
GPCGenuine Parts Co | $8.6M |
FDSFactset Research Systems Inc | $8.6M |
EOGEog Resources Inc | $8.6M |
BENFranklin Resources Inc | $8.6M |
AMCRAmcor Plc | $8.6M |