YOUSIF CAPITAL MANAGEMENT, LLC Q4 2023 Filing

Filed February 1, 2024

Portfolio Value

$8.5B

Holdings

1,991

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (1,991 positions)

StockValue
SHELShell PLC Spon ADS
$3.8M
ERIEErie Indemnity Co Cl A
$3.8M
OHIOmega Healthcare Investors
$3.8M
KEYSKeysight Technologies Inc
$3.8M
NOVNational Oilwell Varco Inc
$3.8M
PPLPpl Corp
$3.8M
CASYCaseys General Stores Inc
$3.8M
DCIDonaldson Inc
$3.8M
DARDarling Ingredients Inc
$3.8M
AFGAmerican Financial Group Inc O
$3.8M
TRGPTarga Resources Corp
$3.8M
LYBLyondellbasell Industries NV A
$3.8M
EBAEbay Inc
$3.8M
FT2First Horizon Corporation Com
$3.8M
MIDDMiddleby Corp
$3.8M
XYLXylem Inc
$3.8M
NYTNew York Times Co Cl A
$3.7M
ORIOld Republic Intl Corp
$3.7M
GFLWVictoryShares US Small Cap Vol
$3.7M
RGLDRoyal Gold Inc
$3.7M
WCCWesco Intl Inc
$3.7M
AZNAstraZeneca PLC Sp ADR
$3.7M
GNTXGentex Corp
$3.7M
PVHPvh Corp
$3.7M
AGCOAgco Corp
$3.7M
VOYAVoya Financial Inc
$3.6M
EQREquity Residential
$3.6M
FITBFifth Third Bancorp
$3.6M
APTVAptiv Plc
$3.6M
GPKGraphic Packaging Hldg Co Com
$3.6M
WBDWarner Bros Discovery Inc Com
$3.6M
RHHBYRoche Hldg Ltd Sponsored Adr I
$3.6M
FLT1EURFleetcor Technologies Inc
$3.6M
WINGWingstop Inc
$3.6M
EX9Exelixis Inc
$3.6M
SPSCSps Commerce Inc
$3.6M
HIGHartford Financial Services Gr
$3.6M
STTState Street Corp
$3.6M
BRXBrixmor Property Group Inc
$3.6M
AXTAAxalta Coating Systems Ltd
$3.6M
DBXDropbox Inc Cl A
$3.6M
GRMNGarmin LTD
$3.6M
STAGStag Indl Inc Com
$3.6M
ONTOOnto Innovation Inc
$3.5M
FTVFortive Corp
$3.5M
SWN1EURSouthwestern Energy Co
$3.5M
FEFirstenergy Corp
$3.5M
VENVentas Inc
$3.5M
FIXComfort Systems Usa Inc
$3.5M
NYCBEURNew York Community Bancorp Inc
$3.5M
ARMKAramark
$3.5M
RMBS*Rambus Inc
$3.5M
IRMIron Mountain Inc
$3.5M
HPEHewlett Packard Enterprise Co
$3.5M
KNSLKinsale Cap Group Inc
$3.5M
RRCRange Resources Corp
$3.5M
Laboratory Corp America Holdin
$3.5M
WTWWillis Towers Watson Pub LTD
$3.5M
FRFirst Industrial Realty Trust
$3.5M
FNFabrinet
$3.5M
GXOGXO Logistics Inc
$3.5M
PRIPrimerica Inc
$3.5M
MORNMorningstar Inc Com Stk
$3.5M
DGXQuest Diagnostics Inc
$3.5M
MEDPMedpace Holdings Inc
$3.5M
OSKOshkosh Corp
$3.5M
DALDelta Air Lines Inc
$3.5M
CBOECboe Global Markets Inc
$3.4M
ACHCAcadia Healthcare Company Inc
$3.4M
BABAAlibaba Group Holding LTD Sp A
$3.4M
EXPEagle Materials Inc
$3.4M
AREAlexandria Real Estate Equity
$3.4M
QLYSQualys Inc
$3.4M
BRBRBellring Brands Inc Common Sto
$3.4M
MTHMeritage Homes Corp
$3.4M
CNPCenterpoint Energy Inc
$3.4M
FCNFti Consulting Inc
$3.4M
WFRDWeatherford Intl PLC
$3.4M
ARWArrow Electronics Inc
$3.4M
AITApplied Industrial Technologie
$3.4M
STESteris Plc Usd
$3.4M
SAPSap Se-Sponsored Adr
$3.4M
OGEOge Energy Corp
$3.3M
PCTYPaylocity Holding Corp
$3.3M
LSTRLandstar Systems Inc
$3.3M
HRBH&R Block Inc
$3.3M
AXONAxon Enterprise Inc
$3.3M
CGNXCognex Corp
$3.3M
CECelanese Corp
$3.3M
SWAVUSDShockwave Med Inc
$3.3M
AEEAmeren Corp
$3.3M
JEFJefferies Financial Group Inc
$3.3M
JAZZJazz Pharmaceuticals Plc Usd
$3.3M
INVHInvitation Homes Inc
$3.3M
BRBroADRidge Financial Solutions
$3.3M
TTWOTake-Two Interactive Software
$3.3M
SFStifel Financial Corp
$3.3M
MICYXVictory Portfolios Trivalent E
$3.3M
CHRDChord Energy Corp
$3.3M
MTBM & T Bank Corp
$3.3M
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