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 |
|---|---|
OKTAOkta Inc Cl A | $4.6M |
DALDelta Air Lines Inc | $4.6M |
NDAQNasdaq Inc | $4.6M |
OHIOmega Healthcare Investors | $4.6M |
PNFPPinnacle Financial Partners In | $4.5M |
GGGGraco Inc | $4.5M |
EVREvercore Inc Class A | $4.5M |
TOLToll Brothers Inc | $4.5M |
DKSDicks Sporting Goods Inc | $4.5M |
NXTNextpower Inc | $4.5M |
LECOLincoln Electric Holdings Inc | $4.4M |
PENPenumbra Inc | $4.4M |
WCCWesco Intl Inc | $4.4M |
RPMRpm Intl Inc | $4.4M |
MTSIMacom Technology Solutions Hol | $4.4M |
MKSIMks Inc | $4.4M |
WTWWillis Towers Watson Pub LTD | $4.4M |
TTWOTake-Two Interactive Software | $4.4M |
TRGPTarga Resources Corp | $4.3M |
AVBAvalonbay Communities Inc | $4.3M |
FNFFidelity National Financial In | $4.3M |
NBIXNeurocrine Biosciences Inc | $4.3M |
WABWabtec Corp | $4.3M |
BLDTopbuild Corp | $4.3M |
GLPIGaming & Leisure Pptys Inc Com | $4.3M |
NOBLProShares S&P 500 Dividend Ari | $4.3M |
WSOWatsco Inc | $4.2M |
EXRExtra Space Storage | $4.2M |
YUMYum Brands Inc | $4.2M |
EQHEquitable Holdings Inc | $4.2M |
ELSEquity Lifestyle Properties In | $4.2M |
VMCVulcan Materials Co | $4.2M |
RHHBYRoche Hldg Ltd Sponsored Adr I | $4.1M |
PPLPpl Corp | $4.1M |
CLHClean Harbors Inc | $4.1M |
STESteris Plc Usd | $4.1M |
GWREGuidewire Software Inc | $4.1M |
KEYSKeysight Technologies Inc | $4.1M |
DGDollar General Corp | $4.1M |
DTEDTE Energy Co | $4.1M |
STTState Street Corp | $4.1M |
SFStifel Financial Corp | $4.1M |
OTISOtis Worldwide Corp | $4.1M |
RGAReinsurance Group Of America I | $4.1M |
ALLYAlly Financial Inc | $4.0M |
AEEAmeren Corp | $4.0M |
WDAYWorkday Inc Cl A | $4.0M |
CPRTCopart Inc | $4.0M |
PAYXPaychex Inc | $4.0M |
ELANElanco Animal Health Inc | $4.0M |
LAMRLamar Advertising Co | $4.0M |
RNRRenaissancere Holdings LTD | $4.0M |
CBOECboe Global Markets Inc | $3.9M |
GEHCGE Healthcare Technologies Inc | $3.9M |
AG8Agilent Technologies Inc | $3.9M |
BJBjs Whsl Club Holdings Inc | $3.9M |
FISVFiserv Inc | $3.9M |
PCGPG&E Corp | $3.8M |
DDOGDatadog Inc Cl A | $3.8M |
CNPCenterpoint Energy Inc | $3.8M |
IRMIron Mountain Inc | $3.8M |
DTMDT Midstream Inc | $3.8M |
FEFirstenergy Corp | $3.8M |
UNMUnum Group | $3.8M |
EX9Exelixis Inc | $3.8M |
DCIDonaldson Inc | $3.8M |
TERTeradyne Inc | $3.8M |
FT2First Horizon Corporation Com | $3.7M |
CCKCrown Holdings Inc | $3.7M |
FITBFifth Third Bancorp | $3.7M |
XYLXylem Inc | $3.7M |
FISFidelity Natl Information Serv | $3.7M |
SCIService Corp Intl | $3.7M |
GISGeneral Mills Inc | $3.7M |
DGXQuest Diagnostics Inc | $3.7M |
VLTOVeralto Corp | $3.7M |
SUXTd Synnex Corporation | $3.7M |
RMBS*Rambus Inc | $3.7M |
DTDynatrace, Inc. | $3.6M |
UALUnited Airlines Holdings Inc | $3.6M |
NTNXNutanix, Inc A | $3.6M |
ACGLArch Capital Group LTD | $3.6M |
DELLDell Technologies Inc Cl C | $3.6M |
MTBM & T Bank Corp | $3.6M |
OXYOccidental Petroleum Corp | $3.6M |
AMHAmerican Homes 4 Rent Common S | $3.6M |
XYZBlock Inc Cl A | $3.6M |
ACMAecom | $3.6M |
SYFSynchrony Financial | $3.5M |
LSCCLattice Semiconductor Corp | $3.5M |
WTRGEssential Utils Inc | $3.5M |
NYTNew York Times Co Cl A | $3.5M |
GRMNGarmin LTD | $3.5M |
DOCUDocusign Inc | $3.5M |
VRSKVerisk Analytics Inc | $3.5M |
ODFLOld Dominion Freight Line Inc | $3.5M |
WMSAdvanced Drain Sys Inc Del Com | $3.5M |
CNMCore & Main Inc Cl A | $3.5M |
BMRNBiomarin Pharmaceutical Inc | $3.5M |
KBIAKb Finl Group Inc Sponsored Ad | $3.5M |