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 | Value |
|---|---|
ITWIllinois Tool Works Inc | $15.5M |
AFLAflac Inc | $15.4M |
DHRDanaher Corporation | $15.4M |
CITCintas Corp | $15.4M |
CLColgate Palmolive Co | $15.3M |
APPApplovin Corp Cl A | $15.3M |
NEMNewmont Corporation | $15.0M |
MCKMckesson Corp | $15.0M |
HONHoneywell Intl Inc | $14.9M |
PFEPfizer Inc | $14.7M |
NUENucor Corp | $14.7M |
COPConocophillips | $14.4M |
ANETArista Networks Inc | $14.0M |
ALBAlbemarle Corp | $13.8M |
GWWGrainger W W Inc | $13.8M |
NOWServicenow Inc | $13.7M |
ETNEaton Corp Plc | $13.7M |
CMCSAComcast Corp Cl A | $13.4M |
ADBEAdobe Inc | $13.3M |
PGRProgressive Corp Ohio | $13.3M |
PANWPalo Alto Networks Inc | $13.1M |
EDConsolidated Edison Inc | $12.9M |
PHParker Hannifin Corp | $12.9M |
SOSouthern Co | $12.7M |
DYHTarget Corp | $12.7M |
APDAir Prods & Chems Inc | $12.7M |
CHRWC H Robinson Worldwide Inc | $12.6M |
FASTFastenal Co | $12.5M |
CMECme Group Inc | $12.4M |
DUKDuke Energy Corp | $12.4M |
CICigna Group | $12.1M |
BXBlackstone Inc | $12.1M |
ICEIntercontinental Exchange Inc | $12.0M |
ADMArcher Daniels Midland Co | $11.9M |
ELVElevance Health Inc | $11.9M |
BDXBecton Dickinson & Co | $11.9M |
AMTAmerican Tower Corporation | $11.9M |
SYYSysco Corp | $11.9M |
EXPDExpeditors Intl Wash Inc | $11.6M |
BMYBristol-Myers Squibb Co | $11.5M |
CRWDCrowdstrike Holdings Inc Cl A | $11.5M |
ATOAtmos Energy Corp | $11.4M |
GMGeneral Motors Co | $11.3M |
CINFCincinnati Financial Corp | $11.2M |
TSMTaiwan Semiconductor Mfg Co Lt | $11.0M |
EQIXEquinix Inc Common Stock REIT | $11.0M |
CIENCiena Corp | $10.8M |
MRSHMarsh Com | $10.8M |
VRTXVertex Pharmaceuticals Inc | $10.7M |
PNCPNC Financial Services Group I | $10.7M |
WMWaste Management Inc | $10.7M |
BKBank New York Mellon Corp | $10.6M |
EFAIshares Msci Eafe Etf | $10.5M |
ROPRoper Technologies Inc | $10.4M |
TMUST Mobile Us Inc | $10.4M |
USBUS Bancorp Del | $10.4M |
DOVDover Corp | $10.3M |
ABGCENCORA INC | $10.3M |
MMM3M Co | $10.2M |
UPSUnited Parcel Service Inc Cl B | $10.1M |
CEGConstellation Energy Corp | $10.1M |
SNPSSynopsys Inc | $9.9M |
FCXFreeport-Mcmoran Inc Cl B | $9.9M |
ORLYO'reilly Automotive Inc | $9.8M |
TELTE Connectivity PLC | $9.7M |
HWMHowmet Aerospace Inc | $9.6M |
ESEversource Energy | $9.6M |
KVUEKenvue Inc | $9.6M |
KMBKimberly Clark Corp | $9.6M |
PNRPentair Plc | $9.5M |
TTTrane Technologies Plc | $9.5M |
CMICummins Inc | $9.4M |
COHRCoherent Corp | $9.4M |
T7DTransdigm Group Inc | $9.1M |
NDSNNordson Corp | $9.0M |
FDXFedex Corp | $9.0M |
AONAON PLC Cl A | $9.0M |
CDNSCadence Design System Inc | $8.9M |
CHDChurch & Dwight Inc | $8.9M |
NKENike Inc Cl B | $8.9M |
SBUXStarbucks Corp | $8.7M |
AEPAmerican Electric Power Co Inc | $8.7M |
GPCGenuine Parts Co | $8.6M |
WBDWarner Bros Discovery Inc Com | $8.6M |
JCIJohnson Controls Intl Plc | $8.6M |
MCOMoodys Corp | $8.6M |
SPGSimon Property Group Inc | $8.5M |
VLOValero Energy Corp | $8.5M |
TROWPrice T Rowe Group Inc | $8.5M |
MCXMccormick & Co Inc Non Vtg | $8.5M |
LMTLockheed Martin Corp | $8.5M |
SLBSLB LIMITED | $8.4M |
PPGPPG Industries Inc | $8.3M |
WMBWilliams Cos Inc | $8.3M |
WDCWestern Digital Corp | $8.3M |
CSXCSX Corp | $8.3M |
HOODRobinhood Mkts Inc Cl A | $8.3M |
ESSEssex Property Trust Inc | $8.3M |
MPCMarathon Petroleum Corp | $8.2M |
BENFranklin Resources Inc | $8.2M |