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)
| Stock | Value |
|---|---|
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 |
MCKMckesson Corp | $14.5M |
FASTFastenal Co | $14.5M |
TMUST Mobile Us Inc | $14.4M |
SOSouthern Co | $14.1M |
BXBlackstone Inc | $14.0M |
CRWDCrowdstrike Holdings Inc Cl A | $13.8M |
DHRDanaher Corporation | $13.8M |
AMTAmerican Tower Corporation | $13.6M |
APDAir Prods & Chems Inc | $13.6M |
DUKDuke Energy Corp | $13.4M |
GWWGrainger W W Inc | $13.2M |
CICigna Group | $13.2M |
SYYSysco Corp | $13.1M |
ROPRoper Technologies Inc | $13.0M |
MRSHMarsh & Mclennan Cos Inc | $12.8M |
EDConsolidated Edison Inc | $12.7M |
CMECme Group Inc | $12.6M |
ICEIntercontinental Exchange Inc | $12.4M |
KMBKimberly Clark Corp | $12.4M |
ATOAtmos Energy Corp | $12.3M |
TSMTaiwan Semiconductor Mfg Co Lt | $12.2M |
CEGConstellation Energy Corp | $12.1M |
ADMArcher Daniels Midland Co | $11.8M |
NUENucor Corp | $11.8M |
BDXBecton Dickinson & Co | $11.7M |
EQIXEquinix Inc Common Stock REIT | $11.7M |
NEMNewmont Corporation | $11.6M |
ORLYO'reilly Automotive Inc | $11.6M |
HOODRobinhood Mkts Inc Cl A | $11.5M |
PHParker Hannifin Corp | $11.4M |
TTTrane Technologies Plc | $11.3M |
WMWaste Management Inc | $11.3M |
ELVElevance Health Inc | $11.1M |
DASHDoordash Inc Cl A | $11.0M |
MMM3M Co | $10.9M |
CINFCincinnati Financial Corp | $10.8M |
CDNSCadence Design System Inc | $10.8M |
DYHTarget Corp | $10.7M |
PNRPentair Plc | $10.6M |
CHRWC H Robinson Worldwide Inc | $10.5M |
PNCPNC Financial Services Group I | $10.3M |
NKENike Inc Cl B | $10.3M |
MSIMotorola Solutions Inc | $10.3M |
ESEversource Energy | $10.2M |
SNPSSynopsys Inc | $10.1M |
VRTXVertex Pharmaceuticals Inc | $10.1M |
BMYBristol-Myers Squibb Co | $10.0M |
AONAON PLC Cl A | $9.9M |
BROBrown & Brown Inc | $9.8M |
MPCMarathon Petroleum Corp | $9.8M |
RCLRoyal Caribbean Cruises LTD | $9.8M |
BKBank New York Mellon Corp | $9.8M |
GMGeneral Motors Co | $9.7M |
USBUS Bancorp Del | $9.7M |
HWMHowmet Aerospace Inc | $9.7M |
ABGCENCORA INC | $9.5M |
GPCGenuine Parts Co | $9.4M |
SPGSimon Property Group Inc | $9.3M |
FIXComfort Systems Usa Inc | $9.2M |
EXPDExpeditors Intl Wash Inc | $9.2M |
JCIJohnson Controls Intl Plc | $9.2M |
ZTSZoetis Inc Cl A | $9.2M |
AJGGallagher Arthur J & Co | $9.2M |
AZOAutozone Inc | $9.1M |
WMBWilliams Cos Inc | $9.1M |
NSCNorfolk Southern Corp | $9.1M |
TELTE Connectivity PLC | $9.0M |
MDLZMondelez Intl Inc Cl A | $8.9M |
MOAltria Group Inc | $8.9M |
T7DTransdigm Group Inc | $8.9M |
CSXCSX Corp | $8.9M |
ESSEssex Property Trust Inc | $8.8M |
TROWPrice T Rowe Group Inc | $8.7M |
AEPAmerican Electric Power Co Inc | $8.6M |
FQIDigital Realty Trust Inc | $8.6M |
VLOValero Energy Corp | $8.6M |
MCXMccormick & Co Inc Non Vtg | $8.6M |
KKRKKR & Co Inc | $8.6M |
KVUEKenvue Inc | $8.6M |
CHDChurch & Dwight Inc | $8.6M |
DOVDover Corp | $8.5M |
SBUXStarbucks Corp | $8.5M |
FISVFiserv Inc | $8.4M |
PPGPPG Industries Inc | $8.4M |