YOUSIF CAPITAL MANAGEMENT, LLC

Registered adviser

CIK

1858789

Location

BLOOMFIELD HILLS, MI

Portfolio Value

Mid $8,765,010,869

Diversification

Diversified

Filing Date

Global Rank

#587 / 8,818 ▼ 41 · as of Jun 2026

Top Industry

Semiconductors 13.0%

Period ended 29 days ago

Filed Oct 22, 2026 · 7d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 312511

Roster of Oct 1, 2026

Regulatory AUM

$14,730,956,651

Main clients

Other investment advisers (63% of AUM)

LEI

549300KIPCE7JIEIM651

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$14,730,956,651	Other investment advisers (63%)
Apr 2025 to Mar 2026	$13,980,856,258	Other investment advisers (67%)
Apr 2024 to Mar 2025	$15,029,547,343	Other investment advisers (60%)
May 2023 to Mar 2024	$12,103,858,871	Other investment advisers (65%)
Apr 2023	$12,103,858,871	Other investment advisers (65%)
Apr 2022 to Mar 2023	$15,291,756,249	Other investment advisers (65%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Index-like

Active share 20.0% against the Russell 1000 as of 2026-06-30, across 1,611 stocks (index-like at 20% or less with 100+ stocks)

Turnover

Low turnover

4.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.1 quarters (12+)

Closest benchmark: the Russell 1000 as of 2026-06-30, active share 20.0%; sector active share 10.1% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,615 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

5.9%

+0.8 pts

Top 5

22.6%

+2.8 pts

Top 10

29.9%

+2.4 pts

HHI

137

Diversified+24

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.9%	$2,884,340,634	252
Financial Services	12.1%	$1,058,115,257	263
Industrials	9.9%	$871,830,839	254
Healthcare	9.4%	$823,938,995	173
Consumer Cyclical	8.5%	$746,573,809	200
Communication Services	7.9%	$693,095,155	55
Consumer Defensive	4.6%	$401,681,945	79
Energy	4.0%	$349,812,381	78
Real Estate	3.3%	$285,125,977	110
Basic Materials	2.6%	$224,529,131	73
Unclassified	2.5%	$214,847,690	21
Utilities	2.4%	$211,119,056	57

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGNC	AGNC Investment Corp.	+296,597	352,308	$3,195,433
APH	Amphenol Corp	+126,555	254,458	$21,450,809
MCHI	iShares MSCI China ETF	+106,462	225,077	$11,746,768
EEM	iShares MSCI Emerging Markets ETF	+70,945	75,163	$5,020,136
CRWD	CrowdStrike Holdings, Inc.	+69,647	93,154	$24,662,521
TTD	Trade Desk, Inc.	+62,171	110,062	$1,339,454
VMRK	Vivmark Residential	+53,029	111,396	$6,768,420
OPTU	Optimum Communications, Inc.	+46,868	101,814	$100,744
MNST	Monster Beverage Corp	+43,664	103,250	$4,297,265
MDLZ	Mondelez International, Inc.	+40,372	159,801	$9,239,693
INDA	iShares MSCI India ETF	+31,894	502,766	$23,469,116
SUI	Sun Communities Inc	+30,371	36,581	$4,052,443
MLI	Mueller Industries Inc	+27,897	59,698	$3,618,295
KEY	Keycorp	+26,558	122,834	$2,465,278
BE	Bloom Energy Corp	+22,504	25,976	$7,194,832
BLDR	Builders FirstSource, Inc.	+17,056	32,982	$1,880,303
ROIV	Roivant Sciences Ltd.	+16,164	146,000	$5,339,220
FERG	Ferguson Enterprises Inc.	+15,342	19,338	$4,305,025
F	Ford Motor Co	+13,457	530,127	$6,393,331
TAP	Molson Coors Beverage Co	+13,272	31,720	$1,156,828
CMCSA	Comcast Corp	+13,007	450,242	$9,797,265
CVX	Chevron Corp	+12,734	266,062	$54,332,521
SFBS	ServisFirst Bancshares, Inc.	+12,574	26,013	$1,039,999
CSX	Csx Corp	+12,411	222,954	$10,369,590
RDDT	Reddit, Inc.	+11,803	13,586	$1,935,189
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EFA	iShares MSCI EAFE ETF	−70,108	175,943	$18,278,718
P	Everpure, Inc.	−57,551	30,055	$3,930,592
BEN	Franklin Templeton Inc	−44,925	270,518	$8,689,038
—		−39,771	19,667	$0
HTZ	Hertz Global Holdings, Inc	−24,404	22,610	$37,758
ILMN	Illumina, Inc.	−23,313	12,778	$3,497,083
SABR	Sabre Corp	−19,200	87,596	$185,703
HRL	Hormel Foods Corp	−17,119	244,780	$4,880,913
CDE	Coeur Mining, Inc.	−16,973	268,480	$4,725,248
CNH	CNH Industrial N.V.	−16,742	250,842	$3,223,319
KVUE	Kenvue Inc.	−15,753	518,085	$9,149,381
T	At&T Inc.	−15,137	823,212	$20,086,372
PINS	Pinterest, Inc.	−14,016	121,696	$2,298,837
NVDA	Nvidia Corp	−13,930	2,270,098	$518,444,981
ADT	ADT Inc.	−12,765	148,275	$901,512
AAL	American Airlines Group Inc.	−12,679	172,667	$2,308,557
LUMN	Lumen Technologies, Inc.	−12,168	307,252	$1,720,611
HL	Hecla Mining Co	−11,768	173,768	$2,959,269
AAPL	Apple Inc.	−11,550	1,462,052	$486,892,557
EQH	Equitable Holdings, Inc.	−11,264	69,905	$3,584,029
PATH	UiPath, Inc.	−10,759	106,339	$1,365,392
MO	Altria Group, Inc.	−10,376	99,347	$6,690,026
GTM	ZoomInfo Technologies Inc.	−9,511	61,125	$231,663
AVTR	Avantor, Inc.	−9,269	161,481	$2,430,289
FRT	Federal Realty Investment Trust	−9,019	73,489	$7,958,123
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HUBS	Hubspot Inc	12,970	$2,658,590
ALSN	Allison Transmission Holdings Inc	22,586	$2,558,090
MBGL	Mobility Global Inc.	79,193	$1,358,159
ROAD	Construction Partners, Inc.	14,313	$1,288,599
AXTI	Axt Inc	16,617	$1,286,321
SEI	Solaris Energy Infrastructure, Inc.	17,155	$1,221,092
SKHY	SK hynix Inc.	6,201	$1,141,914
DK	Delek US Holdings, Inc.	15,679	$1,119,010
KRMN	Karman Holdings Inc.	32,560	$1,055,595
HRI	Herc Holdings Inc	8,420	$1,050,816
TENB	Tenable Holdings, Inc.	28,173	$1,025,215
TPC	Tutor Perini Corp	11,792	$973,075
ARQT	Arcutis Biotherapeutics, Inc.	30,489	$805,824
ATRC	AtriCure, Inc.	13,551	$761,566
LEU	Centrus Energy Corp	5,032	$701,913
FIVN	Five9, Inc.	18,896	$642,652
VVX	V2X, Inc.	8,012	$567,009
TIGO	Millicom International Cellular SA	5,471	$476,742
MFP	Midera Food Processing, Inc.	11,349	$463,266
TEAM	Atlassian Corp	2,181	$391,031
MICC	Magnum Ice Cream Co N.V.	19,620	$348,843
ADIG	Adi Global Distribution Inc.	19,027	$340,963
ZS	Zscaler, Inc.	1,463	$291,751
SMERY	Siemens Energy AG	8,749	$284,080
HZO	Marinemax Inc	4,975	$260,192
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
—		22,703	$4,655,023
—		22,992	$4,338,361
—		45,872	$3,505,538
—		12,801	$2,674,641
—		28,010	$2,009,437
—		33,869	$1,759,494
—		31,371	$985,991
—		19,585	$870,945
TWOD	Two Harbors Investment Corp.	27,789	$693,335
—		42,625	$499,138
SKYD	Skydance Corp	48,776	$480,931
—		12,147	$477,620
—		28,730	$474,332
STAA	Staar Surgical Co	13,330	$382,437
PZZA	Papa Johns International Inc	8,777	$322,730
—		12,531	$311,771
COLL	Collegium Pharmaceutical, Inc	8,588	$310,885
AOSL	ALPHA & OMEGA SEMICONDUCTOR Ltd	6,526	$308,875
PRKS	United Parks & Resorts Inc.	6,323	$301,860
SAH	Sonic Automotive Inc	3,536	$299,817
ASTS	AST SpaceMobile, Inc.	3,298	$293,060
BUD	Anheuser-Busch InBev SA	3,442	$283,620
APOG	Apogee Enterprises, Inc.	5,737	$262,410
FG	F&G Annuities & Life, Inc.	9,217	$245,080
SAM	Boston Beer Co Inc	1,384	$245,009
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,615 tracked positions · $8,765,010,869 total · filing declares 1,652 positions · $8,868,095,172 · as of Sep 30, 2026

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

Showing 1–50 of 1,615 positions by value · page 1 of 33

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	2,270,098	-13,930	$518,444,981	+13.4%	5.91%
AAPL	Apple Inc. Technology	Reduced	1,462,052	-11,550	$486,892,557	+14.2%	5.55%
MSFT	Microsoft Corp Technology	Reduced	737,114	-1,287	$378,065,770	+37.3%	4.31%
AMZN	Amazon Com Inc Consumer Cyclical	Added	971,254	+3,969	$241,987,934	+5.0%	2.76%
GOOGL	Alphabet Inc. Communication Services	Reduced	567,346	-2,739	$195,212,411	−4.2%	2.23%
META	Meta Platforms, Inc. Communication Services	Added	223,537	+1,023	$162,104,561	+29.3%	1.85%
AVGO	Broadcom Inc. Technology	Added	454,142	+268	$159,490,128	−7.0%	1.82%
GOOG	Alphabet Inc. Communication Services	Reduced	460,727	-966	$156,988,117	−3.8%	1.79%
MU	Micron Technology Inc Technology	Reduced	115,874	-2,074	$123,418,556	−9.3%	1.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	200,440	+3,156	$99,809,098	+1.1%	1.14%
AMD	Advanced Micro Devices Inc Technology	Reduced	161,566	-552	$98,839,616	+5.0%	1.13%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	277,971	-2,113	$98,626,890	−16.3%	1.13%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	291,954	-1,697	$96,587,141	+0.5%	1.10%
XOM	ExxonMobil Holdings Corp Energy	Added	510,887	+2,806	$83,146,859	+19.7%	0.95%
LLY	ELI LILLY & Co Healthcare	Added	68,446	+557	$79,197,497	−2.7%	0.90%
JNJ	Johnson & Johnson Healthcare	Reduced	266,405	-2,906	$70,528,059	+3.1%	0.80%
INTC	Intel Corp Technology	Added	517,357	+1,009	$62,201,832	−13.7%	0.71%
V	Visa Inc. Financial Services	Added	170,787	+3,300	$61,368,892	+6.8%	0.70%
EWT	iShares MSCI Taiwan ETF	Reduced	541,264	-7,108	$61,108,705	+2.6%	0.70%
CVX	Chevron Corp Energy	Added	266,062	+12,734	$54,332,521	+29.4%	0.62%
ABBV	AbbVie Inc. Healthcare	Reduced	196,219	-6,150	$51,328,928	+0.8%	0.59%
CAT	Caterpillar Inc Industrials	Reduced	61,629	-902	$49,968,176	−25.0%	0.57%
CSCO	Cisco Systems, Inc. Technology	Reduced	442,652	-2,697	$47,642,634	−8.9%	0.54%
COST	Costco Wholesale Corp Consumer Defensive	Added	48,541	+174	$44,188,813	−2.3%	0.50%
MA	Mastercard Inc Financial Services	Reduced	79,827	-203	$44,022,195	+7.1%	0.50%
WMT	Walmart Inc. Consumer Defensive	Reduced	421,310	-1,226	$43,782,535	−8.5%	0.50%
LRCX	Lam Research Corp Technology	Added	124,993	+1,290	$41,061,450	−23.4%	0.47%
BAC	Bank Of America Corp Financial Services	Reduced	735,903	-2,313	$40,055,200	−4.8%	0.46%
AMAT	Applied Materials Inc Technology	Reduced	78,207	-811	$39,993,495	−30.0%	0.46%
PLTR	Palantir Technologies Inc. Technology	Reduced	211,910	-2,160	$39,637,765	+58.7%	0.45%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	270,807	+367	$39,342,840	−0.8%	0.45%
KO	Coca Cola Co Consumer Defensive	Reduced	395,403	-310	$34,036,290	+5.8%	0.39%
GE	General Electric Co Industrials	Reduced	108,754	-1,678	$33,962,786	−17.7%	0.39%
MRK	Merck & Co., Inc. Healthcare	Reduced	222,533	-3,514	$32,336,270	+11.3%	0.37%
LIN	Linde PLC Basic Materials	Reduced	64,474	-242	$30,602,584	−8.9%	0.35%
UNH	Unitedhealth Group Inc Healthcare	Reduced	82,913	-1,693	$30,435,704	−13.4%	0.35%
HD	Home Depot, Inc. Consumer Cyclical	Added	106,645	+474	$30,339,436	−19.0%	0.35%
PANW	Palo Alto Networks Inc Technology	Reduced	73,850	-180	$29,341,343	+16.2%	0.33%
GS	Goldman Sachs Group Inc Financial Services	Reduced	31,764	-426	$28,599,035	−12.2%	0.33%
NFLX	Netflix Inc Communication Services	Reduced	405,786	-3,934	$28,234,589	−3.5%	0.32%
WFC	Wells Fargo & Company Financial Services	Reduced	349,136	-352	$27,948,336	−3.2%	0.32%
IBM	International Business Machines Corp Technology	Added	126,260	+2,088	$27,768,361	−20.5%	0.32%
TXN	Texas Instruments Inc Technology	Added	95,680	+1,233	$26,799,011	−4.8%	0.31%
KLAC	Kla Corp Technology	Added	133,142	+616	$25,953,370	−35.1%	0.30%
C	Citigroup Inc Financial Services	Reduced	192,742	-3,623	$24,956,234	−9.2%	0.28%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	93,154	+69,647	$24,662,521	+37.5%	0.28%
MS	Morgan Stanley Financial Services	Reduced	129,793	-604	$24,411,467	−10.4%	0.28%
SPY	Spdr S&P 500 ETF Trust	Added	32,005	+2,718	$24,407,973	+11.6%	0.28%
GEV	GE Vernova Inc. Industrials	Reduced	25,558	-501	$24,292,623	−20.7%	0.28%
ORCL	Oracle Corp Technology	Added	176,192	+3,587	$24,191,161	−4.4%	0.28%

Showing the top 50 of 1,615 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.