YOUSIF CAPITAL MANAGEMENT, LLC 13F Holdings

CIK 0001858789

As of Sep 30, 2025, YOUSIF CAPITAL MANAGEMENT, LLC reported 1,888 positions worth $6.4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology2,722,559$508.0M7.92%
MICROSOFT CORPMSFTTechnology859,563$445.2M6.94%
APPLE INCAAPLTechnology1,744,061$444.1M6.92%
AMAZON.COM INCAMZNEquity1,124,738$247.0M3.85%
META PLATFORMS INCMETACommunication Services257,875 89.4M2.95%
BROADCOM INCAVGOTechnology538,930 77.8M2.77%
ALPHABET INCGOOGLEquity680,788 65.5M2.58%
TESLA INCTSLAConsumer Cyclical324,309 44.2M2.25%
ALPHABET INCGOOGEquity551,076 34.2M2.09%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services228,593 14.9M1.79%
JPMORGAN CHASE & COJPMFinancial Services351,960 11.0M1.73%
EXXON MOBIL CORPXOMEnergy623,031$70.2M1.10%
VISA INC-CLASS A SHARESVFinancial Services198,275$67.7M1.06%
ELI LILLY & COLLYHealthcare80,504$61.4M0.96%
JOHNSON & JOHNSONJNJHealthcare320,149$59.4M0.93%
NETFLIX INCNFLXCommunication Services48,315$57.9M0.90%
ORACLE CORPORCLTechnology198,083$55.7M0.87%
MASTERCARD INCMAFinancial Services96,614$55.0M0.86%
ABBVIE INCABBVEquity231,286$53.6M0.83%
WALMART INCWMTConsumer Defensive516,090$53.2M0.83%
COSTCO WHOLESALE CORPCOSTConsumer Defensive55,408$51.3M0.80%
HOME DEPOT INCHDConsumer Cyclical125,070$50.7M0.79%
CHEVRON CORPCHVEnergy301,445$46.8M0.73%
PROCTER & GAMBLE COPGConsumer Defensive303,391$46.6M0.73%
PALANTIR TECHNOLOGIES INCPLTRTechnology251,664$45.9M0.72%