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 |
|---|---|
KHCKraft Heinz Co | $2.6M |
CBSHCommerce Bancshares Inc | $2.6M |
CFGCitizens Financial Group Inc | $2.6M |
JKHYHenry Jack & Assoc Inc | $2.6M |
DINOHF Sinclair Corporation | $2.5M |
JXNJackson Financial Inc Cl A | $2.5M |
WBAWalgreens Boots Alliance Inc | $2.5M |
UMBFUmb Financial Corp | $2.5M |
GGenpact Limited | $2.5M |
SYU1Synovus Financial Corp | $2.5M |
AALAmerican Airlines Group Inc | $2.5M |
GTLSChart Industries Inc | $2.5M |
CARTMaplebear Inc | $2.5M |
HRBH&R Block Inc | $2.5M |
DRIDarden Restaurants Inc | $2.5M |
STLDSteel Dynamics Inc | $2.5M |
BRBRBellring Brands Inc Common Sto | $2.5M |
SLMSlm Corp | $2.5M |
STAGStag Indl Inc Com | $2.5M |
BIIBBiogen Inc | $2.5M |
RRyder Systems Inc | $2.5M |
CHEChemed Corp | $2.5M |
TTCToro Co | $2.5M |
SAIASaia Inc | $2.5M |
STWDStarwood Property Trust Inc Co | $2.5M |
RYANRyan Specialty Holdings Inc Cl | $2.5M |
VNOVornado Realty Trust | $2.5M |
FSSFederal Signal Corp | $2.4M |
FIVEFive Below Inc | $2.4M |
EXLSExlservice Holdings Inc | $2.4M |
BABAAlibaba Group Holding LTD Sp A | $2.4M |
LIILennox Intl Inc | $2.4M |
SWWestrock Co | $2.4M |
ALAir Lease Corp Cl A Cl A | $2.4M |
SNDKSandisk Corp | $2.4M |
LNCLincoln Natl Corp Ind | $2.4M |
PNWPinnacle West Cap Corp | $2.4M |
VOYAVoya Financial Inc | $2.4M |
CTRACottera Energy Inc | $2.4M |
EPRTEssential Properties Realty Tr | $2.4M |
KTOSKratos Defense & Security | $2.4M |
AZNAstraZeneca PLC Sp ADR | $2.4M |
AGCOAgco Corp | $2.4M |
ELFE L F Beauty Inc | $2.4M |
LRNStride Inc Com | $2.3M |
CAVACava Group Inc | $2.3M |
FRFirst Industrial Realty Trust | $2.3M |
EXPEagle Materials Inc | $2.3M |
MTGMGIC Inv Corp WI Com | $2.3M |
ON1Old Natl Bancorp Ind | $2.3M |
ESABEsab Corporation | $2.3M |
PTCPtc Inc | $2.3M |
FLSFlowserve Corp | $2.3M |
IFFInternational Flavors & Fragra | $2.3M |
GMEDGlobus Med Inc Cl A | $2.3M |
LYBLyondellbasell Industries NV A | $2.3M |
RMBS*Rambus Inc | $2.3M |
OLEDUniversal Display Corp | $2.3M |
LUMNLumen Technologies Inc | $2.3M |
SHGShinhan Finl Group Co Ltd Spon | $2.3M |
HALHalliburton Co | $2.3M |
FAFFirst American Financial Corp | $2.3M |
GPIGroup 1 Automotive Inc | $2.3M |
WTSWatts Water Technologies Inc C | $2.3M |
BBWIBath & Body Works Inc | $2.3M |
LSCCLattice Semiconductor Corp | $2.3M |
DTEGYDeutsche Telekom Ag Sponsored | $2.3M |
TKOTko Group Holdings Inc Cl A | $2.3M |
AXTAAxalta Coating Systems Ltd | $2.3M |
ITRIItron Inc | $2.3M |
GKOSGlaukos Corp | $2.3M |
GPKGraphic Packaging Hldg Co Com | $2.2M |
FOURShift4 Payments, Inc. Class A | $2.2M |
MOHMolina Healthcare Inc | $2.2M |
PG4Principal Financial Group Inc | $2.2M |
PBProsperity Bancshares Inc | $2.2M |
MKSIMks Inc | $2.2M |
MATMattel Inc | $2.2M |
TRMBTrimble Inc | $2.2M |
KEYKeycorp | $2.2M |
LITELumentum Holdings Inc | $2.2M |
MSAMsa Safety Inc | $2.2M |
DECKDeckers Outdoor Corp | $2.2M |
TMHCTaylor Morrison Home Corp | $2.2M |
VMIValmont Industries Inc | $2.2M |
FBINFortune Brands Innovations Inc | $2.2M |
SSDSimpson Manufacturing Co Inc | $2.2M |
CTRECaretrust REIT Inc | $2.2M |
WATWaters Corp | $2.2M |
INGRIngredion Inc | $2.2M |
WHRWhirlpool Corp | $2.2M |
KIMKimco Realty Corp | $2.2M |
SANBanco Santander S.A. | $2.2M |
BAXBaxter Intl Inc | $2.2M |
IDIInterdigital Inc | $2.2M |
EATBrinker Intl Inc | $2.2M |
TRNOTerreno Rlty Corp | $2.2M |
UFPIUfp Industries Inc Com | $2.2M |
KEXKirby Corp | $2.2M |
THGHanover Insurance Group Inc | $2.1M |