YOUSIF CAPITAL MANAGEMENT, LLC Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$9.1B
Holdings
1,877
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,877 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVidia Corp | 2,579,795 | $459.4M | 5.04% | |
| 2 | AAPLApple Inc | 1,663,116 | $410.3M | 4.50% | |
| 3 | MSFTMicrosoft Corp | 827,853 | $376.3M | 4.12% | |
| 4 | AMZNAmazon.Com Inc | 1,075,503 | $248.4M | 2.72% | |
| 5 | GOOGLAlphabet Inc Cap Stock Cl A | 641,434 | $206.5M | 2.26% | |
| 6 | AVGOBroadcom Inc | 509,938 | $169.6M | 1.86% | |
| 7 | GOOGAlphabet Inc Cap Stock Cl C | 516,719 | $166.5M | 1.82% | |
| 8 | METAMeta Platforms Inc | 246,147 | $148.7M | 1.63% | |
| 9 | TSLATesla Inc | 312,313 | $130.9M | 1.44% | |
| 10 | BRK/BBerkshire Hathaway Inc Cl B | 219,345 | $106.5M | 1.17% | |
| 11 | JPMJPMorgan Chase & Co | 332,771 | $100.7M | 1.10% | |
| 12 | LLYLilly Eli & Co | 76,903 | $80.1M | 0.88% | |
| 13 | XOMExxon Mobil Corp | 590,805 | $77.1M | 0.84% | |
| 14 | JNJJohnson & Johnson | 310,460 | $67.7M | 0.74% | |
| 15 | VVisa Inc Cl A | 189,519 | $61.7M | 0.68% | |
| 16 | WMTWal-Mart Inc | 484,630 | $57.5M | 0.63% | |
| 17 | COSTCostco Wholesale Corp | 53,746 | $51.8M | 0.57% | |
| 18 | MUMicron Technology Inc | 136,316 | $49.8M | 0.55% | |
| 19 | MAMastercard Inc Cl A | 90,593 | $48.2M | 0.53% | |
| 20 | ABBVAbbvie Inc | 222,486 | $47.6M | 0.52% | |
| 21 | CATCaterpillar Inc | 75,613 | $47.6M | 0.52% | |
| 22 | CVXChevron Corp | 283,470 | $46.9M | 0.51% | |
| 23 | HDHome Depot Inc | 118,886 | $44.6M | 0.49% | |
| 24 | PGProcter & Gamble Co | 295,460 | $43.4M | 0.48% | |
| 25 | BACBank America Corp | 827,830 | $43.1M | 0.47% | |
| 26 | EWTIshares Msci Taiwan Etf | 632,518 | $42.1M | 0.46% | |
| 27 | AMDAdvanced Micro Devices Inc | 179,738 | $41.7M | 0.46% | |
| 28 | IBMIntl Business Machines | 139,871 | $40.8M | 0.45% | |
| 29 | PLTRPalantir Technologies Inc Cl A | 237,489 | $40.0M | 0.44% | |
| 30 | NFLXNetflix Inc | 457,322 | $39.9M | 0.44% | |
| 31 | GEGeneral Electric Company | 125,652 | $39.2M | 0.43% | |
| 32 | SWTSXSchwab Capital Trust Total Sto | 2,350,476 | $38.5M | 0.42% | |
| 33 | CSCOCisco Systems Inc | 514,333 | $37.7M | 0.41% | |
| 34 | INDAIshares Msci India Etf | 696,677 | $36.0M | 0.40% | |
| 35 | ORCLOracle Corp | 193,987 | $34.9M | 0.38% | |
| 36 | GSGoldman Sachs Group Inc | 36,845 | $34.8M | 0.38% | |
| 37 | WFCWells Fargo Co | 398,578 | $34.5M | 0.38% | |
| 38 | KOCoca-Cola Co | 451,365 | $32.4M | 0.35% | |
| 39 | UNHUnitedhealth Group Inc | 92,732 | $31.4M | 0.34% | |
| 40 | LINLinde PLC | 72,223 | $31.3M | 0.34% | |
| 41 | LRCXLam Research Corp New | 140,246 | $31.2M | 0.34% | |
| 42 | SPYSpdr S&P 500 Etf Tr | 45,016 | $30.5M | 0.33% | |
| 43 | ABTAbbott Laboratories | 245,079 | $29.7M | 0.33% | |
| 44 | INTCIntel Corp | 599,497 | $29.1M | 0.32% | |
| 45 | AMATApplied Materials Inc | 90,321 | $28.7M | 0.32% | |
| 46 | MRKMerck & Co Inc | 253,035 | $27.7M | 0.30% | |
| 47 | NEENextera Energy Inc | 328,576 | $27.4M | 0.30% | |
| 48 | SPGIS&P Global Inc | 52,367 | $27.2M | 0.30% | |
| 49 | DWDMorgan Stanley | 148,099 | $27.0M | 0.30% | |
| 50 | MDTMedtronic Plc | 273,347 | $27.0M | 0.30% | |
| 51 | EWYIshares Msci Sth Kor Etf | 240,855 | $26.7M | 0.29% | |
| 52 | MCDMcdonalds Corp | 87,455 | $26.5M | 0.29% | |
| 53 | TRVCCitigroup Inc | 234,262 | $26.4M | 0.29% | |
| 54 | LOWLowes Cos Inc | 98,194 | $26.4M | 0.29% | |
| 55 | ISRGIntuitive Surgical Inc | 47,740 | $25.2M | 0.28% | |
| 56 | PEPPepsico Inc | 167,596 | $24.7M | 0.27% | |
| 57 | IJRIshares Core S&P Scp Etf | 187,909 | $23.8M | 0.26% | |
| 58 | TMOThermo Fisher Scientific Inc | 37,549 | $23.2M | 0.25% | |
| 59 | CRMSalesforce Inc | 105,004 | $23.1M | 0.25% | |
| 60 | CBChubb Limited | 76,685 | $23.1M | 0.25% | |
| 61 | KLACKla Corporation | 15,516 | $23.1M | 0.25% | |
| 62 | DISDisney Walt Co Disney | 204,994 | $22.6M | 0.25% | |
| 63 | BACVerizon Communications Inc | 570,195 | $22.3M | 0.24% | |
| 64 | AXPAmerican Express Co | 62,730 | $22.1M | 0.24% | |
| 65 | APHAmphenol Corp Cl A | 144,980 | $22.1M | 0.24% | |
| 66 | TAT&T Inc | 934,827 | $21.9M | 0.24% | |
| 67 | TJXTjx Cos Inc | 138,403 | $21.6M | 0.24% | |
| 68 | RTXRtx Corp | 104,260 | $20.5M | 0.22% | |
| 69 | GEVGE Vernova Inc | 29,472 | $20.2M | 0.22% | |
| 70 | TXNTexas Instruments Inc | 106,004 | $20.1M | 0.22% | |
| 71 | EWJIshares Msci Jpn Etf New | 234,005 | $19.6M | 0.21% | |
| 72 | ACNAccenture Plc Ireland Class A | 71,803 | $19.6M | 0.21% | |
| 73 | WELLWelltower Inc | 103,795 | $19.5M | 0.21% | |
| 74 | UBERUber Technologies Inc | 231,153 | $19.4M | 0.21% | |
| 75 | QCOMQualcomm Inc | 125,215 | $19.3M | 0.21% | |
| 76 | AMGNAmgen Inc | 57,438 | $19.0M | 0.21% | |
| 77 | CAHCardinal Health Inc | 90,281 | $19.0M | 0.21% | |
| 78 | ADPAutomatic Data Processing Inc | 74,418 | $19.0M | 0.21% | |
| 79 | BSXBoston Scientific Corp | 207,490 | $18.9M | 0.21% | |
| 80 | SCHWThe Charles Schwab Corporation | 185,816 | $18.8M | 0.21% | |
| 81 | BABoeing Co | 74,422 | $18.5M | 0.20% | |
| 82 | BLKBlackRock Inc | 16,617 | $18.4M | 0.20% | |
| 83 | PLDPrologis Inc | 137,582 | $18.0M | 0.20% | |
| 84 | COFCapital One Financial Corp | 78,184 | $17.9M | 0.20% | |
| 85 | SYKStryker Corp | 49,193 | $17.7M | 0.19% | |
| 86 | BKNGBooking Holdings Inc | 3,516 | $17.7M | 0.19% | |
| 87 | 4I1Philip Morris Intl Inc | 105,242 | $17.6M | 0.19% | |
| 88 | MCHIIshares Msci China Etf | 283,520 | $17.5M | 0.19% | |
| 89 | ADIAnalog Devices Inc | 58,137 | $17.2M | 0.19% | |
| 90 | INTUIntuit | 31,856 | $16.9M | 0.18% | |
| 91 | GILDGilead Sciences Inc | 134,785 | $16.7M | 0.18% | |
| 92 | GDGeneral Dynamics Corp | 46,503 | $16.7M | 0.18% | |
| 93 | EMREmerson Electric Co | 114,075 | $16.6M | 0.18% | |
| 94 | UNPUnion Pacific Corp | 74,643 | $16.5M | 0.18% | |
| 95 | ECLEcolab Inc | 59,616 | $16.3M | 0.18% | |
| 96 | CVSCVS Health Corp | 200,030 | $16.0M | 0.18% | |
| 97 | SHWSherwin Williams Co | 46,168 | $16.0M | 0.18% | |
| 98 | VTIVanguard Total Stock Market ET | 47,650 | $16.0M | 0.18% | |
| 99 | ORealty Income Corp | 257,132 | $15.8M | 0.17% | |
| 100 | DEDeere & Co | 30,911 | $15.7M | 0.17% |
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