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 |
|---|---|
AMEAmetek Inc | $5.3M |
HUMHumana Inc | $5.3M |
CPRTCopart Inc | $5.3M |
MSCIMSCI Inc | $5.2M |
WPCWp Carey Inc | $5.2M |
FNFFidelity National Financial In | $5.2M |
BF/BBrown Forman Corp Cl B | $5.2M |
EEMIshares Msci Emerg Mkt Etf | $5.2M |
WECWec Energy Group Inc | $5.2M |
VENVentas Inc | $5.1M |
XPOXPO Inc | $5.1M |
BURLBurlington Stores Inc | $5.1M |
TRGPTarga Resources Corp | $5.1M |
GGGGraco Inc | $5.0M |
IRMIron Mountain Inc | $5.0M |
GISGeneral Mills Inc | $5.0M |
WWDWoodward Inc | $5.0M |
HESHess Corp | $4.9M |
BJBjs Whsl Club Holdings Inc | $4.9M |
THCTenet Healthcare Corp | $4.9M |
RPMRpm Intl Inc | $4.9M |
ETREntergy Corp | $4.9M |
TPDSomnigroup International Inc | $4.9M |
BKRBaker Hughes Company Cl A | $4.9M |
TTWOTake-Two Interactive Software | $4.8M |
WABWabtec Corp | $4.8M |
DHID R Horton Inc | $4.8M |
HIGHartford Ins Group Inc | $4.8M |
EWBCEast West Bancorp Inc | $4.8M |
NRANrg Energy Inc | $4.8M |
EBAEbay Inc | $4.8M |
YUMYum Brands Inc | $4.8M |
WTWWillis Towers Watson Pub LTD | $4.8M |
EXRExtra Space Storage | $4.8M |
EAElectronic Arts Inc | $4.7M |
SAPSap Se-Sponsored Adr | $4.7M |
COHRCoherent Corp | $4.7M |
ROKRockwell Automation Inc | $4.7M |
DC4Dexcom Inc | $4.7M |
CASYCaseys General Stores Inc | $4.7M |
CRSCarpenter Technology Corp | $4.6M |
DDDupont De Nemours Inc | $4.6M |
UNMUnum Group | $4.6M |
GLPIGaming & Leisure Pptys Inc Com | $4.6M |
ACGLArch Capital Group LTD | $4.6M |
UTHUnited Therapeutics Corp | $4.6M |
ACMAecom | $4.6M |
GEHCGE Healthcare Technologies Inc | $4.6M |
ILMNIllumina Inc | $4.6M |
RGAReinsurance Group Of America I | $4.5M |
CCLCarnival Corp | $4.5M |
BRBroADRidge Financial Solutions | $4.5M |
DTEDTE Energy Co | $4.4M |
DELLDell Technologies Inc Cl C | $4.4M |
DALDelta Air Lines Inc | $4.4M |
EHCEncompass Health Corp | $4.4M |
SYFSynchrony Financial | $4.4M |
ELSEquity Lifestyle Properties In | $4.4M |
EQREquity Residential | $4.4M |
JLLJones Lang Lasalle Inc | $4.4M |
GLWCorning Inc | $4.4M |
NBIXNeurocrine Biosciences Inc | $4.4M |
NLYAnnaly Capital Management Inc | $4.3M |
NDAQNasdaq Inc | $4.3M |
IRIngersoll Rand Inc | $4.3M |
ITTItt Inc | $4.3M |
AMHAmerican Homes 4 Rent Common S | $4.3M |
PPLPpl Corp | $4.3M |
APGApi Group Corp | $4.2M |
GRMNGarmin LTD | $4.2M |
CNCCentene Corp | $4.2M |
OCOwens Corning New | $4.2M |
CCKCrown Holdings Inc | $4.2M |
EX9Exelixis Inc | $4.2M |
NVTNVent Electric Plc | $4.2M |
CNHICnh Industrial Nv | $4.2M |
ATDAti Inc | $4.1M |
STESteris Plc Usd | $4.1M |
ARAntero Resources Corp | $4.1M |
ENQEntegris Inc Com | $4.1M |
VMCVulcan Materials Co | $4.1M |
EQTEquity Corp | $4.1M |
RBCRBC Bearings Inc | $4.1M |
MANHManhattan Assocs Inc | $4.1M |
PCGPG&E Corp | $4.1M |
RNRRenaissancere Holdings LTD | $4.1M |
XYLXylem Inc | $4.0M |
AEEAmeren Corp | $4.0M |
CLHClean Harbors Inc | $4.0M |
ALLYAlly Financial Inc | $4.0M |
MPWRMonolithic Power Systems Inc | $4.0M |
SCIService Corp Intl | $4.0M |
LECOLincoln Electric Holdings Inc | $4.0M |
LAMRLamar Advertising Co | $4.0M |
CIENCiena Corp | $4.0M |
MNSTMonster Beverage Corp | $4.0M |
TOLToll Brothers Inc | $4.0M |
CSGPCostar Group Inc | $4.0M |
STTState Street Corp | $4.0M |
MLMMartin Marietta Materials Inc | $4.0M |