YOUSIF CAPITAL MANAGEMENT, LLC Q4 2024 Filing
Filed January 27, 2025
Portfolio Value
$9.0T
Holdings
1,920
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,920 positions)
| Stock | Value |
|---|---|
HUMHumana Inc | $5.3B |
FIXComfort Systems Usa Inc | $5.3B |
VICIVici Properties Inc | $5.3B |
CHTRCharter Communications Inc Cl | $5.3B |
XELXcel Energy Inc | $5.3B |
BKRBaker Hughes Company Cl A | $5.3B |
FLEXFlex LTD | $5.3B |
LHXL3Harris Technologies Inc | $5.3B |
DDDupont De Nemours Inc | $5.2B |
EIXEdison Intl | $5.2B |
IRMIron Mountain Inc | $5.2B |
GGGGraco Inc | $5.2B |
HIGHartford Financial Services Gr | $5.1B |
RMEResmed Inc | $5.1B |
COHRCoherent Corp | $5.1B |
RGAReinsurance Group Of America I | $5.1B |
GLPIGaming & Leisure Pptys Inc Com | $5.1B |
NBIXNeurocrine Biosciences Inc | $5.1B |
VRSKVerisk Analytics Inc | $5.1B |
TRGPTarga Resources Corp | $5.0B |
WTWWillis Towers Watson Pub LTD | $5.0B |
EXRExtra Space Storage | $5.0B |
IDXXIdexx Laboratories Inc | $5.0B |
HESHess Corp | $5.0B |
CNCCentene Corp | $4.9B |
ELSEquity Lifestyle Properties In | $4.9B |
BF/BBrown Forman Corp Cl B | $4.9B |
7HPHp Inc | $4.9B |
TMToyota Mtr Corp Sponsored Adr | $4.8B |
ACGLArch Capital Group LTD | $4.8B |
EWBCEast West Bancorp Inc | $4.8B |
IRIngersoll Rand Inc | $4.8B |
UALUnited Airlines Holdings Inc | $4.8B |
JEFJefferies Financial Group Inc | $4.7B |
GLWCorning Inc | $4.7B |
YUMYum Brands Inc | $4.7B |
WPCWp Carey Inc | $4.7B |
WECWec Energy Group Inc | $4.7B |
TOLToll Brothers Inc | $4.7B |
SYFSynchrony Financial | $4.6B |
KDPKeurig Dr Pepper Inc Com | $4.6B |
ACMAecom | $4.6B |
AMHAmerican Homes 4 Rent Common S | $4.6B |
SFMSprouts Farmers Mkt Inc | $4.6B |
ITGartner Inc | $4.6B |
BMRNBiomarin Pharmaceutical Inc | $4.6B |
UNMUnum Group | $4.6B |
IQVIqvia Holdings Inc | $4.6B |
AVTRAvantor Inc | $4.6B |
NDAQNasdaq Inc | $4.6B |
JLLJones Lang Lasalle Inc | $4.5B |
RNRRenaissancere Holdings LTD | $4.5B |
NVONovo-Nordisk AS ADR | $4.5B |
STZConstellation Brands Inc Cl A | $4.5B |
WABWabtec Corp | $4.5B |
EEMIshares Msci Emerg Mkt Etf | $4.5B |
GMEGamestop Corp Cl A | $4.5B |
CIENCiena Corp | $4.5B |
DECKDeckers Outdoor Corp | $4.4B |
AG8Agilent Technologies Inc | $4.4B |
OXYOccidental Petroleum Corp | $4.4B |
SAPSap Se-Sponsored Adr | $4.3B |
DUOLDuolingo Inc Cl A | $4.3B |
BRBroADRidge Financial Solutions | $4.3B |
ETREntergy Corp | $4.3B |
SAIASaia Inc | $4.3B |
GRMNGarmin LTD | $4.3B |
LENLennar Corp Cl A | $4.3B |
BJBjs Whsl Club Holdings Inc | $4.3B |
PPLPpl Corp | $4.3B |
EBAEbay Inc | $4.3B |
DOWDow Inc | $4.3B |
CWCurtiss Wright Corp | $4.2B |
DC4Dexcom Inc | $4.2B |
ITTItt Inc | $4.2B |
LAMRLamar Advertising Co | $4.2B |
MCHPMicrochip Technology Inc | $4.2B |
ODFLOld Dominion Freight Line Inc | $4.2B |
SCIService Corp Intl | $4.2B |
CCLCarnival Corp | $4.1B |
CLHClean Harbors Inc | $4.1B |
DTEDTE Energy Co | $4.1B |
VMCVulcan Materials Co | $4.1B |
ROKRockwell Automation Inc | $4.1B |
NVTNVent Electric Plc | $4.1B |
AALAmerican Airlines Group Inc | $4.1B |
NLYAnnaly Capital Management Inc | $4.0B |
DELLDell Technologies Inc Cl C | $4.0B |
HPEHewlett Packard Enterprise Co | $4.0B |
OVVOvintiv Inc | $3.9B |
VENVentas Inc | $3.9B |
GDDYGodaddy Inc Cl A | $3.9B |
EFXEquifax Inc | $3.9B |
OHIOmega Healthcare Investors | $3.9B |
MTBM & T Bank Corp | $3.9B |
EQREquity Residential | $3.9B |
FT2First Horizon Corporation Com | $3.9B |
CGCarlyle Group Inc | $3.9B |
ALLYAlly Financial Inc | $3.9B |
CASYCaseys General Stores Inc | $3.8B |