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 |
|---|---|
EMEEmcor Group Inc | $8.5M |
MOAltria Group Inc | $8.5M |
AEPAmerican Electric Power Co Inc | $8.5M |
GMGeneral Motors Co | $8.4M |
AZOAutozone Inc | $8.4M |
HLTHilton Worldwide Holdings Inc | $8.4M |
AXONAxon Enterprise Inc | $8.3M |
NSCNorfolk Southern Corp | $8.3M |
COINCoinbase Global Inc Cl A | $8.2M |
IBKRInteractive Brokers Group Inc | $8.2M |
APOApollo Global Mgmt Inc | $8.1M |
MARMarriott Intl Inc Cl A | $8.0M |
NDSNNordson Corp | $8.0M |
FCXFreeport-Mcmoran Inc Cl B | $8.0M |
ADSKAutodesk Inc | $8.0M |
KMIKinder Morgan Inc | $8.0M |
CHRWC H Robinson Worldwide Inc | $7.9M |
PWRQuanta Services Inc | $7.9M |
SPGSimon Property Group Inc | $7.9M |
FRTFederal Realty Inv Tr New | $7.8M |
RSGRepublic Services Inc | $7.8M |
LMTLockheed Martin Corp | $7.7M |
TFCTruist Financial Corp | $7.7M |
MDYSpdr S&P Mid Cap 400 Etf Tr | $7.7M |
ALSAllstate Corp | $7.6M |
AIGAmerican Intl Group Inc | $7.6M |
CLXClorox Co | $7.6M |
FDXFedex Corp | $7.5M |
SPOTSpotify | $7.4M |
AOSSmith A O Corp | $7.4M |
CARRCarrier Global Corporation | $7.4M |
PSXPhillips 66 | $7.3M |
8CWCrown Castle Inc | $7.3M |
TELTE Connectivity PLC | $7.3M |
VLOValero Energy Corp | $7.2M |
KRKroger Co | $7.2M |
PSAPublic Storage Inc | $7.2M |
PEOExelon Corp | $7.1M |
A4SAmeriprise Financial Inc | $7.1M |
MNNYXVictory Portfolios Munder Grow | $7.1M |
HCAHca Healthcare Inc | $7.1M |
FFord Motor Co | $7.1M |
URIUnited Rentals Inc | $7.1M |
HRLHormel Foods Corp | $7.0M |
CTVACorteva Inc | $6.9M |
SWKStanley Black & Decker Inc | $6.9M |
ABNBAirbnb Inc Cl A | $6.8M |
WSTWest Pharmaceutical Svsc Inc | $6.8M |
RBARb Global Inc | $6.8M |
SRESempra | $6.8M |
FLEXFlex LTD | $6.7M |
EWEdwards Lifesciences Corp | $6.7M |
SJMSmucker J M Co | $6.7M |
NXPINxp Semiconductors NV | $6.7M |
GWREGuidewire Software Inc | $6.7M |
PAYXPaychex Inc | $6.6M |
METMetlife Inc | $6.6M |
DDominion Energy Inc | $6.6M |
PEGPublic Service Enterprise Grou | $6.6M |
PCARPaccar Inc | $6.5M |
CMICummins Inc | $6.4M |
ERIEErie Indemnity Co Cl A | $6.4M |
FIXComfort Systems Usa Inc | $6.4M |
LHXL3Harris Technologies Inc | $6.4M |
USFDUs Foods Holding Corp | $6.4M |
VRSKVerisk Analytics Inc | $6.3M |
IDXXIdexx Laboratories Inc | $6.3M |
MUXYXVictory Portfolios Victry S&P | $6.3M |
SLBSchlumberger LTD | $6.2M |
OKEOneok Inc | $6.2M |
VICIVici Properties Inc | $6.1M |
XELXcel Energy Inc | $6.1M |
PSTGPure Storage Inc | $6.1M |
CHTRCharter Communications Inc Cl | $6.1M |
RSReliance Inc | $6.0M |
EQHEquitable Holdings Inc | $6.0M |
ALBAlbemarle Corp | $5.9M |
OTISOtis Worldwide Corp | $5.9M |
CBRECbre Group Inc Cl A | $5.9M |
WDAYWorkday Inc Cl A | $5.9M |
REGNRegeneron Pharmaceuticals | $5.7M |
RMEResmed Inc | $5.7M |
OKTAOkta Inc Cl A | $5.7M |
CSLCarlisle Cos Inc | $5.7M |
FISFidelity Natl Information Serv | $5.6M |
DTDynatrace, Inc. | $5.6M |
FICOFair Isaac Corp | $5.6M |
SFMSprouts Farmers Mkt Inc | $5.6M |
CTSHCognizant Technology Solutions | $5.6M |
CWCurtiss Wright Corp | $5.5M |
DUOLDuolingo Inc Cl A | $5.5M |
KDPKeurig Dr Pepper Inc Com | $5.4M |
AVBAvalonbay Communities Inc | $5.4M |
WSOWatsco Inc | $5.4M |
PRUPrudential Financial Inc | $5.4M |
DOCUDocusign Inc | $5.4M |
NOCNorthrop Grumman Corp | $5.3M |
ROSTRoss Stores Inc | $5.3M |
MCHPMicrochip Technology Inc | $5.3M |
KSAIshares Msci Saudi Arbia | $5.3M |