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 |
|---|---|
RGLDRoyal Gold Inc | $4.0M |
CNMCore & Main Inc Cl A | $4.0M |
DGXQuest Diagnostics Inc | $3.9M |
DKSDicks Sporting Goods Inc | $3.9M |
EFXEquifax Inc | $3.9M |
OXYOccidental Petroleum Corp | $3.9M |
CNPCenterpoint Energy Inc | $3.9M |
OHIOmega Healthcare Investors | $3.9M |
VLTOVeralto Corp | $3.9M |
MICYXVictory Portfolios Trivalent E | $3.9M |
MTBM & T Bank Corp | $3.9M |
BWXTBwx Technologies Inc Com | $3.9M |
CBOECboe Global Markets Inc | $3.9M |
CGCarlyle Group Inc | $3.9M |
ARMKAramark | $3.8M |
STXSeagate Technology Holdings PL | $3.8M |
UALUnited Airlines Holdings Inc | $3.8M |
DTMDT Midstream Inc | $3.8M |
ODFLOld Dominion Freight Line Inc | $3.8M |
SBACSba Communications Corp | $3.8M |
FT2First Horizon Corporation Com | $3.8M |
ITGartner Inc | $3.7M |
HPEHewlett Packard Enterprise Co | $3.7M |
AG8Agilent Technologies Inc | $3.7M |
ASMLAsml Holding Nv Ny Reg Shs | $3.7M |
CMSCms Energy Corp | $3.7M |
MTZMastec Inc | $3.7M |
VRSNVerisign Inc | $3.7M |
DGDollar General Corp | $3.7M |
BMRNBiomarin Pharmaceutical Inc | $3.7M |
SFStifel Financial Corp | $3.7M |
FEFirstenergy Corp | $3.7M |
NSRGYNestle Sa Sp ADR | $3.7M |
SUXTd Synnex Corporation | $3.7M |
OVVOvintiv Inc | $3.7M |
INVHInvitation Homes Inc | $3.7M |
KNSLKinsale Cap Group Inc | $3.6M |
WBDWarner Bros Discovery Inc Com | $3.6M |
AKXAnsys Inc | $3.6M |
07WAMr Cooper Group Inc | $3.6M |
RHHBYRoche Hldg Ltd Sponsored Adr I | $3.6M |
ATRAptargroup Inc | $3.6M |
CUBECubesmart | $3.6M |
TTENTotalenergies SE | $3.6M |
FNFabrinet | $3.6M |
7HPHp Inc | $3.6M |
KEYSKeysight Technologies Inc | $3.5M |
IQVIqvia Holdings Inc | $3.5M |
TSCOTractor Supply Co | $3.5M |
LENLennar Corp Cl A | $3.5M |
NVSNNovartis Ag Sponsored ADR | $3.5M |
KDKyndryl Hldgs Inc | $3.5M |
FITBFifth Third Bancorp | $3.5M |
GDDYGodaddy Inc Cl A | $3.5M |
PODDInsulet Corp | $3.5M |
LYVLive Nation Entertainment Inc | $3.5M |
PENPenumbra Inc | $3.5M |
NINisource Inc | $3.4M |
PFGCPerformance Food Group Co | $3.4M |
MAAMid-America Apartment Communit | $3.4M |
EVREvercore Inc Class A | $3.4M |
MTDMettler Toledo International | $3.4M |
CDWCdw Corp | $3.4M |
CMWAYCommonwealth Bank Of Australia | $3.4M |
HLIHoulihan Lokey Inc Cl A | $3.4M |
HIMSHims & Hers Health Inc Cl A | $3.4M |
RRCRange Resources Corp | $3.4M |
RRXRegal Beloit Corp | $3.4M |
SMCISuper Micro Computer Inc New | $3.4M |
GMEGamestop Corp Cl A | $3.4M |
RJFRaymond James Financial Inc | $3.3M |
WTRGEssential Utils Inc | $3.3M |
AWCAmerican Water Works Co Inc | $3.3M |
SIEBSiemens Ag Com Dm50 (New) | $3.3M |
LADLithia Motors Inc Cl A | $3.3M |
AFGAmerican Financial Group Inc O | $3.3M |
CPAYCorpay Inc | $3.3M |
TTEKTetra Tech Inc | $3.2M |
ACIAlbertsons Companies, Inc. Cla | $3.2M |
EVRGEvergy Inc | $3.2M |
AYIAcuity Brands Inc | $3.2M |
EGPEastgroup Properties Inc | $3.2M |
SNYSanofi Sponsored Adr | $3.2M |
PHMPulte Group Inc | $3.2M |
EXEChesapeake Energy Corp | $3.2M |
IPInternational Paper Co | $3.2M |
BLDTopbuild Corp | $3.2M |
HOLXHologic Inc | $3.2M |
CA8ACaci International Inc Cl A | $3.2M |
WBSWebster Financial Corp Ct | $3.2M |
WINGWingstop Inc | $3.2M |
QRVOQorvo Inc | $3.2M |
KBIAKb Finl Group Inc Sponsored Ad | $3.2M |
OGEOge Energy Corp | $3.2M |
CRCrane Company Common Stock | $3.2M |
ORIOld Republic Intl Corp | $3.2M |
HQYHealthequity Inc | $3.2M |
LLoews Corp | $3.1M |
LULULululemon Athletica Inc | $3.1M |
JEFJefferies Financial Group Inc | $3.1M |