YOUSIF CAPITAL MANAGEMENT, LLC Q3 2025 Filing

Filed October 14, 2025

Portfolio Value

$9.4B

Holdings

1,888

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,888 positions)

StockValue
NVDANVidia Corp
$508.0M
AAPLApple Inc
$444.1M
AMZNAmazon.Com Inc
$247.0M
AVGOBroadcom Inc
$177.8M
GOOGLAlphabet Inc Cap Stock Cl A
$165.5M
TSLATesla Inc
$144.2M
GOOGAlphabet Inc Cap Stock Cl C
$134.2M
JPMJPMorgan Chase & Co
$111.0M
XOMExxon Mobil Corp
$70.2M
VVisa Inc Cl A
$67.7M
JNJJohnson & Johnson
$59.4M
ORCLOracle Corp
$55.7M
ABBVAbbvie Inc
$53.6M
WMTWal-Mart Inc
$53.2M
HDHome Depot Inc
$50.7M
CVXChevron Corp
$46.8M
PGProcter & Gamble Co
$46.6M
PLTRPalantir Technologies Inc Cl A
$45.9M
BACBank America Corp
$45.8M
IBMIntl Business Machines
$41.5M
EWTIshares Msci Taiwan Etf
$41.3M
GEGeneral Electric Company
$39.7M
INDAIshares Msci India Etf
$38.9M
CATCaterpillar Inc
$37.9M
CSCOCisco Systems Inc
$36.7M
SWTSXSchwab Capital Trust Total Sto
$36.2M
WFCWells Fargo Co
$36.1M
LINLinde PLC
$35.6M
ABTAbbott Laboratories
$33.8M
UNHUnitedhealth Group Inc
$33.1M
KOCoca-Cola Co
$31.5M
AMDAdvanced Micro Devices Inc
$30.3M
TAT&T Inc
$28.3M
MCDMcdonalds Corp
$27.8M
BACVerizon Communications Inc
$26.8M
CRMSalesforce Inc
$26.3M
MDTMedtronic Plc
$26.2M
TRVCCitigroup Inc
$26.1M
NEENextera Energy Inc
$26.0M
LOWLowes Cos Inc
$25.7M
SPGIS&P Global Inc
$25.7M
PEPPepsico Inc
$25.2M
MCHIIshares Msci China Etf
$25.1M
DISDisney Walt Co Disney
$24.8M
IJRIshares Core S&P Scp Etf
$24.8M
DWDMorgan Stanley
$24.8M
UBERUber Technologies Inc
$24.4M
MUMicron Technology Inc
$23.7M
ADPAutomatic Data Processing Inc
$22.6M
ISRGIntuitive Surgical Inc
$22.6M
AXPAmerican Express Co
$22.6M
QCOMQualcomm Inc
$22.5M
MRKMerck & Co Inc
$22.3M
CBChubb Limited
$22.0M
INTCIntel Corp
$21.9M
EWYIshares Msci Sth Kor Etf
$21.7M
EWJIshares Msci Jpn Etf New
$21.5M
BSXBoston Scientific Corp
$21.2M
TJXTjx Cos Inc
$21.2M
TXNTexas Instruments Inc
$20.8M
LRCXLam Research Corp New
$19.7M
AMATApplied Materials Inc
$19.5M
WELLWelltower Inc
$19.1M
TMOThermo Fisher Scientific Inc
$19.1M
SCHWThe Charles Schwab Corporation
$19.0M
SYKStryker Corp
$18.6M
ACNAccenture Plc Ireland Class A
$18.6M
APHAmphenol Corp Cl A
$18.6M
UNPUnion Pacific Corp
$18.0M
RTXRtx Corp
$18.0M
COFCapital One Financial Corp
$17.7M
4I1Philip Morris Intl Inc
$17.7M
ADBEAdobe Inc
$17.6M
ANETArista Networks Inc
$17.6M
PGRProgressive Corp Ohio
$17.3M
CITCintas Corp
$17.0M
ECLEcolab Inc
$16.9M
AMGNAmgen Inc
$16.9M
SHWSherwin Williams Co
$16.8M
PLDPrologis Inc
$16.5M
AFLAflac Inc
$16.5M
ITWIllinois Tool Works Inc
$16.4M
CMCSAComcast Corp Cl A
$16.3M
BABoeing Co
$16.1M
ORealty Income Corp
$16.1M
CVSCVS Health Corp
$16.1M
EMREmerson Electric Co
$15.8M
PFEPfizer Inc
$15.8M
ETNEaton Corp Plc
$15.8M
GDGeneral Dynamics Corp
$15.7M
GILDGilead Sciences Inc
$15.5M
VTIVanguard Total Stock Market ET
$15.4M
COPConocophillips
$15.3M
PANWPalo Alto Networks Inc
$15.2M
ADIAnalog Devices Inc
$15.2M
DEDeere & Co
$15.0M
HONHoneywell Intl Inc
$14.9M
CLColgate Palmolive Co
$14.8M
CAHCardinal Health Inc
$14.7M
Vanguard Funds PLC Sp 500 ETF
$14.6M
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