Holders — by stockHoldings — by fund
YOUSIF CAPITAL MANAGEMENT, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1858789
$8.94B
disclosed book value
1,665
positions
5.1%
largest position share
Positions, as of 2026-06-30
top 100 of 1,665 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVidia Corp | 2.3M | $457.0M | 5.1% |
| 2 | AAPLApple Inc | 1.5M | $426.4M | 4.8% |
| 3 | MSFTMicrosoft Corp | 738,401 | $275.4M | 3.1% |
| 4 | AMZNAmazon.Com Inc | 967,285 | $230.5M | 2.6% |
| 5 | GOOGLAlphabet Inc Cap Stock Cl A | 570,085 | $203.7M | 2.3% |
| 6 | AVGOBroadcom Inc | 453,874 | $171.5M | 1.9% |
| 7 | GOOGAlphabet Inc Cap Stock Cl C | 461,693 | $163.1M | 1.8% |
| 8 | MUMicron Technology Inc | 117,948 | $136.1M | 1.5% |
| 9 | METAMeta Platforms Inc | 222,514 | $125.3M | 1.4% |
| 10 | TSLATesla Inc | 280,084 | $117.8M | 1.3% |
| 11 | BRK/BBerkshire Hathaway Inc Cl B | 197,284 | $98.7M | 1.1% |
| 12 | JPMJPMorgan Chase & Co | 293,651 | $96.1M | 1.1% |
| 13 | AMDAdvanced Micro Devices Inc | 162,118 | $94.2M | 1.1% |
| 14 | LLYLilly Eli & Co | 67,889 | $81.4M | 0.9% |
| 15 | INTCIntel Corp | 516,348 | $72.1M | 0.8% |
| 16 | EXMOCExxon Mobil Corp | 508,081 | $69.5M | 0.8% |
| 17 | JNJJohnson & Johnson | 269,311 | $68.4M | 0.8% |
| 18 | CATCaterpillar Inc | 62,531 | $66.6M | 0.7% |
| 19 | EWTIshares Msci Taiwan Etf | 548,372 | $59.6M | 0.7% |
| 20 | VVisa Inc Cl A | 167,487 | $57.5M | 0.6% |
| 21 | AMATApplied Materials Inc | 79,018 | $57.1M | 0.6% |
| 22 | LRCXLam Research Corp New | 123,703 | $53.6M | 0.6% |
| 23 | CSCOCisco Systems Inc | 445,349 | $52.3M | 0.6% |
| 24 | ABBVAbbvie Inc | 202,369 | $50.9M | 0.6% |
| 25 | WMTWal-Mart Inc | 422,536 | $47.9M | 0.5% |
| 26 | EWYIshares Msci Sth Kor Etf | 236,159 | $47.7M | 0.5% |
| 27 | COSTCostco Wholesale Corp | 48,367 | $45.2M | 0.5% |
| 28 | Schwab Capital Trust Total Sto | 2.4M | $42.8M | 0.5% |
| 29 | BACBank America Corp | 738,216 | $42.1M | 0.5% |
| 30 | CVXChevron Corp | 253,328 | $42.0M | 0.5% |
| 31 | GEGeneral Electric Company | 110,432 | $41.3M | 0.5% |
| 32 | MAMastercard Inc Cl A | 80,030 | $41.1M | 0.5% |
| 33 | KLACKla Corporation | 132,526 | $40.0M | 0.4% |
| 34 | PGProcter & Gamble Co | 270,440 | $39.7M | 0.4% |
| 35 | HDHome Depot Inc | 106,171 | $37.4M | 0.4% |
| 36 | UNHUnitedhealth Group Inc | 84,606 | $35.2M | 0.4% |
| 37 | IBMIntl Business Machines | 124,172 | $34.9M | 0.4% |
| 38 | Linde PLC | 64,716 | $33.6M | 0.4% |
| 39 | GSGoldman Sachs Group Inc | 32,190 | $32.6M | 0.4% |
| 40 | KOCoca-Cola Co | 395,713 | $32.2M | 0.4% |
| 41 | SNDKSandisk Corp | 13,619 | $31.0M | 0.3% |
| 42 | GEVGE Vernova Inc | 26,059 | $30.6M | 0.3% |
| 43 | NFLXNetflix Inc | 409,720 | $29.3M | 0.3% |
| 44 | MRKMerck & Co Inc | 226,047 | $29.0M | 0.3% |
| 45 | WFCWells Fargo Co | 349,488 | $28.9M | 0.3% |
| 46 | TXNTexas Instruments Inc | 94,447 | $28.2M | 0.3% |
| 47 | CCitigroup Inc | 196,365 | $27.5M | 0.3% |
| 48 | MSMorgan Stanley | 130,397 | $27.3M | 0.3% |
| 49 | NEENextera Energy Inc | 297,562 | $26.1M | 0.3% |
| 50 | EFAIshares Msci Eafe Etf | 246,051 | $25.6M | 0.3% |
| 51 | ORCLOracle Corp | 172,605 | $25.3M | 0.3% |
| 52 | PANWPalo Alto Networks Inc | 74,030 | $25.2M | 0.3% |
| 53 | IJRIshares Core S&P Scp Etf | 169,976 | $25.2M | 0.3% |
| 54 | PLTRPalantir Technologies Inc Cl A | 214,070 | $25.0M | 0.3% |
| 55 | INDAIshares Msci India Etf | 470,872 | $23.3M | 0.3% |
| 56 | MRVLMarvell Technology Inc | 77,415 | $23.1M | 0.3% |
| 57 | Chubb Limited | 67,511 | $23.0M | 0.3% |
| 58 | APHAmphenol Corp Cl A | 127,903 | $22.6M | 0.3% |
| 59 | WELLWelltower Inc | 98,192 | $22.3M | 0.2% |
| 60 | SPYState Street Spdr S&P 500 Etf | 29,287 | $21.9M | 0.2% |
| 61 | MCDMcdonalds Corp | 77,784 | $21.0M | 0.2% |
| 62 | ADIAnalog Devices Inc | 52,696 | $20.9M | 0.2% |
| 63 | QCOMQualcomm Inc | 113,038 | $20.9M | 0.2% |
| 64 | VZVerizon Communications Inc | 492,016 | $20.8M | 0.2% |
| 65 | WDCWestern Digital Corp | 32,422 | $20.7M | 0.2% |
| 66 | PEPPepsico Inc | 151,744 | $20.5M | 0.2% |
| 67 | ABTAbbott Laboratories | 222,256 | $20.2M | 0.2% |
| 68 | Seagate Technology Holdings PL | 20,559 | $19.8M | 0.2% |
| 69 | Medtronic Plc | 251,659 | $19.7M | 0.2% |
| 70 | LOWLowes Cos Inc | 87,694 | $19.3M | 0.2% |
| 71 | CVSCVS Health Corp | 181,686 | $18.8M | 0.2% |
| 72 | AXPAmerican Express Co | 55,556 | $18.8M | 0.2% |
| 73 | TJXTjx Cos Inc | 123,007 | $18.6M | 0.2% |
| 74 | AMGNAmgen Inc | 51,233 | $18.6M | 0.2% |
| 75 | ISRGIntuitive Surgical Inc | 45,924 | $18.3M | 0.2% |
| 76 | UNPUnion Pacific Corp | 66,654 | $18.1M | 0.2% |
| 77 | SPGIS&P Global Inc | 44,256 | $18.0M | 0.2% |
| 78 | PLDPrologis Inc | 132,865 | $18.0M | 0.2% |
| 79 | CAHCardinal Health Inc | 75,741 | $18.0M | 0.2% |
| 80 | CRWDCrowdstrike Holdings Inc Cl A | 23,507 | $17.9M | 0.2% |
| 81 | TAT&T Inc | 838,349 | $17.4M | 0.2% |
| 82 | DISDisney Walt Co Disney | 179,975 | $17.3M | 0.2% |
| 83 | DEDeere & Co | 27,155 | $17.2M | 0.2% |
| 84 | GLWCorning Inc | 66,689 | $17.0M | 0.2% |
| 85 | RTXRtx Corp | 88,999 | $16.9M | 0.2% |
| 86 | TMOThermo Fisher Scientific Inc | 33,508 | $16.8M | 0.2% |
| 87 | ANETArista Networks Inc | 97,947 | $16.6M | 0.2% |
| 88 | PMPhilip Morris Intl Inc | 89,803 | $16.2M | 0.2% |
| 89 | NUENucor Corp | 71,773 | $16.0M | 0.2% |
| 90 | ADPAutomatic Data Processing Inc | 71,197 | $15.9M | 0.2% |
| 91 | CLColgate Palmolive Co | 167,848 | $15.4M | 0.2% |
| 92 | Eaton Corp Plc | 36,100 | $15.4M | 0.2% |
| 93 | GWWGrainger W W Inc | 11,291 | $15.4M | 0.2% |
| 94 | SCHWThe Charles Schwab Corporation | 164,935 | $15.2M | 0.2% |
| 95 | GILDGilead Sciences Inc | 120,084 | $15.2M | 0.2% |
| 96 | ECLEcolab Inc | 54,122 | $15.1M | 0.2% |
| 97 | ITWIllinois Tool Works Inc | 55,650 | $15.1M | 0.2% |
| 98 | SYKStryker Corp | 47,697 | $15.0M | 0.2% |
| 99 | ORealty Income Corp | 240,926 | $14.9M | 0.2% |
| 100 | AFLAflac Inc | 126,908 | $14.9M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.