YOUSIF CAPITAL MANAGEMENT, LLC

CIK

1858789

Location

BLOOMFIELD HILLS, MI

Portfolio Value

Mid $8,039,925,538

Diversification

Diversified

Filing Date

Global Rank

#350 / 8,232 ▲ 22

Top Industry

Semiconductors 10.0%

3Y Alpha vs SPY

-3.9%

Period ended 2 months ago

Filed Apr 24, 2026 · 51d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+60.6%

SPY

+76.3%

Annualised alpha

-3.7%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,671 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.4%

−0.3 pts

Top 5

19.0%

−1.9 pts

Top 10

26.4%

−2.6 pts

HHI

107

Diversified−17

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.9%	$2,242,466,427	243
Financial Services	13.6%	$1,091,036,720	281
Industrials	11.3%	$910,178,269	249
Consumer Cyclical	10.0%	$800,043,450	210
Healthcare	9.8%	$786,708,911	187
Communication Services	6.6%	$529,318,641	62
Consumer Defensive	5.5%	$440,489,022	83
Energy	4.8%	$385,037,281	88
Real Estate	3.6%	$288,440,770	114
Basic Materials	3.2%	$255,446,159	88
Utilities	3.1%	$252,994,522	63
Unclassified	0.7%	$57,765,366	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RITM	Rithm Capital Corp.	+145,880	161,109	$1,527,313
AHR	American Healthcare REIT, Inc.	+50,398	57,536	$2,713,397
DOC	Healthpeak Properties, Inc.	+39,285	140,949	$2,315,792
MTCH	Match Group, Inc.	+38,615	64,572	$1,983,006
HBAN	Huntington Bancshares Inc /Md/	+37,550	209,000	$3,270,850
RYN	Rayonier Inc	+35,502	81,799	$1,686,695
SM	SM Energy Co	+34,134	68,114	$2,123,794
VRT	Vertiv Holdings Co	+32,195	37,333	$9,354,903
SPY	Spdr S&P 500 ETF Trust	+28,244	73,260	$47,643,908
HRL	Hormel Foods Corp /De/	+25,300	259,185	$5,870,540
LW	Lamb Weston Holdings, Inc.	+23,371	40,589	$1,715,291
LPL	LG Display Co., Ltd.	+19,500	35,840	$139,059
CSLLY	Csl Ltd	+14,493	28,986	$711,606
SF	Stifel Financial Corp	+13,682	45,825	$3,387,384
TEX	Terex Corp	+13,138	33,602	$1,985,878
KMI	Kinder Morgan, Inc.	+12,883	248,444	$8,330,327
DCH	Dauch Corp	+11,463	43,382	$257,255
AMCR	Amcor plc	+10,165	196,966	$7,829,398
CSX	Csx Corp	+9,789	243,629	$10,000,970
EQR	Equity Residential	+8,746	60,411	$3,573,310
SYY	Sysco Corp	+8,702	163,585	$11,668,518
MOH	Molina Healthcare, Inc.	+8,544	15,680	$2,090,144
PANW	Palo Alto Networks Inc	+8,372	79,535	$12,751,051
PAYC	Paycom Software, Inc.	+8,032	13,548	$1,646,623
EW	Edwards Lifesciences Corp	+7,755	85,785	$6,869,662
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−102,381	2,477,414	$432,061,001
SAN	Banco Santander, S.A.	−74,094	157,842	$1,780,457
AAPL	Apple Inc.	−69,257	1,593,859	$404,505,475
FITB	Fifth Third Bancorp	−45,773	28,785	$1,337,351
BAC	Bank Of America Corp /De/	−36,265	791,565	$38,588,793
XOM	Exxon Mobil Corp	−35,441	555,364	$94,223,056
T	At&T Inc.	−35,181	899,646	$26,080,737
VZ	Verizon Communications Inc	−34,599	535,596	$26,886,919
AMZN	Amazon Com Inc	−33,561	1,041,942	$217,005,260
COHR	Coherent Corp.	−31,210	17,413	$4,147,950
CIEN	Ciena Corp	−30,605	14,254	$5,533,830
MSFT	Microsoft Corp	−30,492	797,361	$295,159,121
SATS	EchoStar CORP	−28,642	13,179	$1,542,865
CSCO	Cisco Systems, Inc.	−27,660	486,673	$37,760,958
GOOGL	Alphabet Inc.	−25,526	615,908	$177,110,504
NWSA	News Corp	−24,465	42,114	$1,049,902
WMT	Walmart Inc.	−23,331	461,299	$57,330,239
F	Ford Motor Co	−21,668	561,621	$6,481,106
WFC	Wells Fargo & Company/Mn	−20,966	377,612	$30,061,691
KO	Coca Cola Co	−19,526	431,839	$32,841,355
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	−18,358	77,708	$1,683,155
JPM	Jpmorgan Chase & Co	−17,934	314,837	$92,612,451
AVGO	Broadcom Inc.	−17,887	492,051	$152,294,705
NFLX	Netflix Inc	−17,364	439,958	$42,301,961
RIG	Transocean Ltd.	−16,901	11,045	$73,228
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	13,239	$2,610,995
AGX	Argan Inc	3,788	$2,063,134
SARO	StandardAero, Inc.	56,479	$1,458,852
VSEC	Vse Corp	7,835	$1,444,774
LYFT	Lyft, Inc.	108,358	$1,441,161
BROS	Dutch Bros Inc.	25,084	$1,270,755
LAUR	Laureate Education, Inc.	36,435	$1,269,395
APLS	Apellis Pharmaceuticals, Inc.	27,997	$1,126,319
LTH	Life Time Group Holdings, Inc.	40,879	$1,101,280
INDV	Indivior Pharmaceuticals, Inc.	33,882	$1,032,723
ADT	ADT Inc.	144,106	$946,776
SPHR	Sphere Entertainment Co.	7,111	$834,831
LIF	Life360, Inc.	20,288	$828,156
RNG	RingCentral, Inc.	20,523	$763,250
OSW	ONESPAWORLD HOLDINGS Ltd	27,412	$629,105
COCO	Vita Coco Company, Inc.	11,950	$572,524
AMRX	Amneal Pharmaceuticals, Inc.	40,925	$508,697
NSSC	Napco Security Technologies, Inc	9,555	$376,371
WINA	Winmark Corp	788	$336,909
MBIN	Merchants Bancorp	7,847	$336,714
SKM	Sk Telecom Co Ltd	9,559	$279,983
CVI	Cvr Energy Inc	8,032	$270,276
EZPW	Ezcorp Inc	9,409	$238,800
TR	Tootsie Roll Industries Inc	5,386	$230,089
YARIY	Yara International ASA	7,833	$228,958
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TGNA	TEGNA INC	47,929	$930,301
ELME	Elme Communities	24,142	$420,070
PIPR	Piper Sandler Companies	4,556	$386,929
TEAM	Atlassian Corp	2,133	$345,844
VITL	Vital Farms, Inc.	9,980	$318,761
MNDY	monday.com Ltd.	2,076	$306,334
ZS	Zscaler, Inc.	1,326	$298,243
ALAB	Astera Labs, Inc.	1,740	$289,466
CRDO	Credo Technology Group Holding Ltd	1,993	$286,772
HUBS	Hubspot Inc	677	$271,680
WTKWY	Wolters Kluwer N V /Fi	2,619	$271,223
AFRM	Affirm Holdings, Inc.	3,608	$268,543
PBA	Pembina Pipeline Corp	6,764	$257,437
GIB	Cgi Inc	2,541	$234,534
TRI	Thomson Reuters Corp /Can/	1,776	$234,236
AMPH	Amphastar Pharmaceuticals, Inc.	8,721	$233,548
DOX	Amdocs Ltd	2,814	$226,555
EXAS	EXACT SCIENCES CORP	2,227	$226,174
TOST	Toast, Inc.	6,134	$217,818
AMWD	American Woodmark Corp	3,957	$213,282
APOG	Apogee Enterprises, Inc.	5,856	$213,216
SCSC	Scansource, Inc.	5,451	$212,916
SMP	Standard Motor Products, Inc.	5,634	$207,612
EMBJ	Embraer S.A.	3,107	$199,997
UVV	Universal Corp /Va/	3,740	$197,285
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,671 positions · $8,039,925,538 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,671 positions by value · page 1 of 34

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	2,477,414	-102,381	$432,061,001	−10.2%	5.37%
AAPL	Apple Inc. Technology	Reduced	1,593,859	-69,257	$404,505,475	−10.5%	5.03%
MSFT	Microsoft Corp Technology	Reduced	797,361	-30,492	$295,159,121	−26.3%	3.67%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,041,942	-33,561	$217,005,260	−12.6%	2.70%
GOOGL	Alphabet Inc. Communication Services	Reduced	615,908	-25,526	$177,110,504	−11.8%	2.20%
AVGO	Broadcom Inc. Technology	Reduced	492,051	-17,887	$152,294,705	−13.7%	1.89%
META	Meta Platforms, Inc. Communication Services	Reduced	238,267	-7,880	$136,319,698	−16.1%	1.70%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	300,346	-11,967	$111,653,625	−20.5%	1.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	211,397	-7,948	$101,301,442	−8.1%	1.26%
XOM	Exxon Mobil Corp Energy	Reduced	555,364	-35,441	$94,223,056	+32.5%	1.17%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	314,837	-17,934	$92,612,451	−13.6%	1.15%
JNJ	Johnson & Johnson Healthcare	Reduced	296,086	-14,374	$72,375,261	+12.6%	0.90%
LLY	ELI LILLY & Co Healthcare	Reduced	73,943	-2,960	$68,010,553	−17.7%	0.85%
WMT	Walmart Inc. Consumer Defensive	Reduced	461,299	-23,331	$57,330,239	+6.2%	0.71%
CVX	Chevron Corp Energy	Reduced	272,041	-11,429	$56,285,282	+30.3%	0.70%
V	Visa Inc. Financial Services	Reduced	181,831	-7,688	$54,956,601	−17.3%	0.68%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	51,495	-2,251	$51,311,162	+10.7%	0.64%
CAT	Caterpillar Inc Industrials	Reduced	69,057	-6,556	$48,924,122	+12.9%	0.61%
SPY	Spdr S&P 500 ETF Trust	Added	73,260	+28,244	$47,643,908	+55.2%	0.59%
ABBV	AbbVie Inc. Healthcare	Reduced	214,834	-7,652	$46,724,246	−8.1%	0.58%
MU	Micron Technology Inc Technology	Reduced	129,332	-6,984	$43,693,522	+12.3%	0.54%
MA	Mastercard Inc Financial Services	Reduced	86,646	-3,947	$43,293,540	−16.3%	0.54%
NFLX	Netflix Inc Communication Services	Reduced	439,958	-17,364	$42,301,961	−1.3%	0.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	289,168	-6,292	$41,767,425	−1.4%	0.52%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	791,565	-36,265	$38,588,793	−15.2%	0.48%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	115,021	-3,865	$37,829,256	−7.5%	0.47%
CSCO	Cisco Systems, Inc. Technology	Reduced	486,673	-27,660	$37,760,958	−4.7%	0.47%
AMD	Advanced Micro Devices Inc Technology	Reduced	174,214	-5,524	$35,440,354	−7.9%	0.44%
LIN	Linde PLC Basic Materials	Reduced	70,350	-1,873	$34,876,716	+13.3%	0.43%
GE	General Electric Co Industrials	Reduced	119,146	-6,506	$33,810,060	−12.6%	0.42%
PLTR	Palantir Technologies Inc. Technology	Reduced	229,023	-8,466	$33,501,484	−20.6%	0.42%
KO	Coca Cola Co Consumer Defensive	Reduced	431,839	-19,526	$32,841,355	+4.1%	0.41%
IBM	International Business Machines Corp Technology	Reduced	131,183	-8,688	$31,797,447	−23.3%	0.40%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	377,612	-20,966	$30,061,691	−19.1%	0.37%
GS	Goldman Sachs Group Inc Financial Services	Reduced	35,271	-1,574	$29,838,913	−7.9%	0.37%
NEE	Nextera Energy Inc Utilities	Reduced	317,958	-10,618	$29,531,939	+12.0%	0.37%
MRK	Merck & Co., Inc. Healthcare	Reduced	245,330	-7,705	$29,510,745	+10.8%	0.37%
AMAT	Applied Materials Inc /De Technology	Reduced	86,193	-4,128	$29,459,905	+26.9%	0.37%
LRCX	Lam Research Corp Technology	Reduced	135,065	-5,181	$28,857,987	+20.2%	0.36%
ORCL	Oracle Corp Technology	Reduced	186,424	-7,563	$27,424,834	−27.5%	0.34%
VZ	Verizon Communications Inc Communication Services	Reduced	535,596	-34,599	$26,886,919	+15.8%	0.33%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	84,403	-3,052	$26,231,608	−1.9%	0.33%
T	At&T Inc. Communication Services	Reduced	899,646	-35,181	$26,080,737	+12.3%	0.32%
INTC	Intel Corp Technology	Reduced	585,981	-13,516	$25,859,341	+16.9%	0.32%
PEP	Pepsico Inc Consumer Defensive	Reduced	164,954	-2,642	$25,615,706	+6.5%	0.32%
C	Citigroup Inc Financial Services	Reduced	218,437	-15,825	$24,772,940	−9.4%	0.31%
UNH	Unitedhealth Group Inc Healthcare	Reduced	91,042	-1,690	$24,635,054	−19.5%	0.31%
GEV	GE Vernova Inc. Industrials	Reduced	28,128	-1,344	$24,552,931	+27.5%	0.31%
ABT	Abbott Laboratories Healthcare	Reduced	234,820	-10,259	$24,108,969	−21.5%	0.30%
CB	Chubb Ltd Financial Services	Reduced	72,386	-4,299	$23,592,768	−1.4%	0.29%