YOUSIF CAPITAL MANAGEMENT, LLC

CIK

1858789

Location

BLOOMFIELD HILLS, MI

Portfolio Value

Mid $8,463,719,803

Diversification

Diversified

Filing Date

Global Rank

#56 / 2,968 ▲ 426

Top Industry

Semiconductors 13.0%

3Y Alpha vs SPY

-1.8%

Period ended 30 days ago

Filed Jul 16, 2026 · 14d

19 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+60.3%

SPY

+67.9%

Annualised alpha

-1.8%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

1,602 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.4%

+0.0 pts

Top 5

18.8%

−0.1 pts

Top 10

26.5%

+0.1 pts

HHI

108

Diversified+1

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.2%	$2,725,707,150	247
Financial Services	12.9%	$1,095,933,507	266
Industrials	11.8%	$995,189,985	247
Consumer Cyclical	9.6%	$808,586,229	209
Healthcare	9.4%	$798,306,462	177
Communication Services	6.1%	$513,948,590	52
Consumer Defensive	4.8%	$409,285,366	78
Real Estate	3.6%	$307,639,150	116
Energy	3.6%	$301,070,037	77
Basic Materials	2.8%	$238,794,662	73
Utilities	2.8%	$236,770,794	57
Unclassified	0.4%	$32,487,871	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+117,924	132,526	$39,984,419
BKNG	Booking Holdings Inc.	+73,725	77,129	$13,747,472
MRVL	Marvell Technology, Inc.	+62,557	77,415	$23,061,154
CVNA	Carvana Co.	+51,091	64,662	$4,256,052
SIRI	Sirius Xm Holdings Inc.	+48,812	57,594	$1,701,326
CAG	Conagra Brands Inc.	+48,066	98,870	$1,330,790
DVN	Devon Energy Corp/De	+45,474	119,009	$4,917,451
OPTU	Optimum Communications, Inc.	+27,572	54,946	$79,671
CPB	CAMPBELL'S Co	+27,531	55,004	$1,224,939
MBC	MasterBrand, Inc.	+20,533	54,665	$562,502
ADT	ADT Inc.	+16,934	161,040	$1,046,760
VEEV	Veeva Systems Inc	+15,860	17,893	$3,175,470
DCH	Dauch Corp	+15,240	58,622	$317,731
CWEN	Clearway Energy, Inc.	+9,695	32,316	$1,104,560
CVBF	Cvb Financial Corp	+9,228	43,284	$976,054
EPAM	EPAM Systems, Inc.	+8,331	14,694	$1,165,968
PSKY	Paramount Skydance Corp	+8,044	48,776	$480,931
CCL	Carnival Corp Ltd.	+7,576	118,524	$3,386,230
MAC	Macerich Co	+6,988	76,534	$1,927,891
BTSG	BrightSpring Health Services, Inc.	+6,677	43,186	$3,011,791
POWL	Powell Industries Inc	+5,154	7,751	$2,219,576
POOL	Pool Corp	+5,112	9,031	$1,940,761
PFG	Principal Financial Group Inc	+4,361	27,233	$2,935,172
MOS	Mosaic Co	+4,036	49,734	$1,053,863
GL	Globe Life Inc.	+3,797	12,567	$2,245,471
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−193,386	2,284,028	$457,011,162
AAPL	Apple Inc.	−120,257	1,473,602	$426,401,474
SAN	Banco Santander, S.A.	−114,351	43,491	$600,175
LYG	Lloyds Banking Group plc	−93,060	35,313	$205,874
MFG	Mizuho Financial Group Inc	−83,406	22,422	$214,802
NOK	Nokia Corp	−80,620	15,750	$209,160
MUFG	Mitsubishi Ufj Financial Group Inc	−80,318	20,352	$404,801
FLEX	Flex Ltd.	−77,811	35,418	$5,740,195
BBD	Bank Bradesco	−76,540	12,326	$42,771
AMZN	Amazon Com Inc	−74,657	967,285	$230,542,706
INTC	Intel Corp	−69,633	516,348	$72,097,671
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	−61,768	15,940	$399,456
T	At&T Inc.	−61,297	838,349	$17,353,824
MSFT	Microsoft Corp	−58,960	738,401	$275,438,341
BAC	Bank Of America Corp /De/	−53,349	738,216	$42,063,547
ITUB	Itau Unibanco Holding S.A.	−52,383	13,272	$108,432
CRRFY	Carrefour SA	−50,993	10,909	$40,472
XOM	ExxonMobil Holdings Corp	−47,283	508,081	$69,464,834
SNY	Sanofi	−46,650	10,640	$453,902
GOOGL	Alphabet Inc.	−45,823	570,085	$203,731,276
F	Ford Motor Co	−44,951	516,670	$7,181,713
SPY	Spdr S&P 500 ETF Trust	−43,973	29,287	$21,870,652
VZ	Verizon Communications Inc	−43,580	492,016	$20,831,957
SMFG	Sumitomo Mitsui Financial Group, Inc.	−43,372	10,957	$258,366
ERIC	Ericsson Lm Telephone Co	−42,652	12,576	$140,222
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	32,651	$7,209,340
ROKU	Roku, Inc	36,117	$4,989,202
CDE	Coeur Mining, Inc.	285,453	$4,658,592
TOST	Toast, Inc.	130,130	$3,620,216
SN	SharkNinja, Inc.	19,779	$3,011,748
NBIS	Nebius Group N.V.	10,359	$2,860,845
FDXF	FedEx Freight Holding Company, Inc.	13,985	$2,111,735
IESC	IES Holdings, Inc.	2,458	$1,805,794
LQDA	Liquidia Corp	19,214	$1,531,932
EBC	Eastern Bankshares, Inc.	56,732	$1,261,719
LAZ	Lazard, Inc.	30,001	$1,258,241
ATMU	Atmus Filtration Technologies Inc.	22,054	$1,124,533
ALHC	Alignment Healthcare, Inc.	44,743	$1,065,330
SPCX	Space Exploration Technologies Corp	6,220	$1,062,749
BNL	Broadstone Net Lease, Inc.	51,156	$1,057,394
DAVE	Dave Inc./DE	2,783	$1,036,917
RELY	Remitly Global, Inc.	45,050	$1,009,570
BFAM	Bright Horizons Family Solutions Inc.	14,220	$1,007,913
NHI	National Health Investors Inc	12,940	$986,804
ALAB	Astera Labs, Inc.	2,035	$982,945
WSBC	Wesbanco Inc	24,867	$970,559
CACC	Credit Acceptance Corp	1,494	$951,289
NIC	Nicolet Bankshares Inc	5,186	$857,712
VGNT	Versigent PLC	20,297	$852,676
WRBY	Warby Parker Inc.	26,868	$815,175
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
KB	KB Financial Group Inc.	38,413	$3,830,928
CTRA	Coterra Energy Inc.	82,224	$2,889,351
MASI	Masimo Corp	13,868	$2,466,701
SHG	Shinhan Financial Group Co Ltd	39,451	$2,419,135
HOLX	HOLOGIC INC	29,868	$2,257,722
AL	SUMISHO AIR LEASE CORP	30,103	$1,954,888
SEE	SEALED AIR CORP/DE	41,927	$1,763,030
PKX	Posco Holdings Inc.	29,083	$1,701,064
WF	Woori Financial Group Inc.	24,346	$1,621,443
TPH	Tri Pointe Homes, Inc.	25,388	$1,186,381
CNQ	CANADIAN NATURAL RESOURCES Ltd	24,110	$1,174,880
APLS	Apellis Pharmaceuticals, Inc.	27,997	$1,126,319
GSK	GSK plc	19,806	$1,093,093
SU	Suncor Energy Inc	14,290	$944,711
BAESY	Bae Systems PLC /Fi/	8,063	$939,339
AEM	Agnico Eagle Mines Ltd	4,417	$896,562
NGG	National Grid PLC	9,999	$845,915
DB	Deutsche Bank Aktiengesellschaft	27,446	$817,341
WPM	Wheaton Precious Metals Corp.	5,915	$774,924
B	Barrick Mining Corp	18,424	$751,514
ASX	ASE Technology Holding Co., Ltd.	34,577	$749,629
TRP	Tc Energy Corp	11,973	$749,509
CM	Canadian Imperial Bank Of Commerce /Can/	7,841	$742,934
ARGX	Argenx SE	1,003	$732,440
BNS	Bank Of Nova Scotia	10,451	$724,358
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,602 tracked positions · $8,463,719,803 total · as of Jun 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 1,602 positions by value · page 1 of 33

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	2,284,028	-193,386	$457,011,162	+5.8%	5.40%
AAPL	Apple Inc. Technology	Reduced	1,473,602	-120,257	$426,401,474	+5.4%	5.04%
MSFT	Microsoft Corp Technology	Reduced	738,401	-58,960	$275,438,341	−6.7%	3.25%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	967,285	-74,657	$230,542,706	+6.2%	2.72%
GOOGL	Alphabet Inc. Communication Services	Reduced	570,085	-45,823	$203,731,276	+15.0%	2.41%
AVGO	Broadcom Inc. Technology	Reduced	453,874	-38,177	$171,450,903	+12.6%	2.03%
MU	Micron Technology Inc Technology	Reduced	117,948	-11,384	$136,146,196	+211.6%	1.61%
META	Meta Platforms, Inc. Communication Services	Reduced	222,514	-15,753	$125,339,911	−8.1%	1.48%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	280,084	-20,262	$117,803,330	+5.5%	1.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	197,284	-14,113	$98,718,940	−2.5%	1.17%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	293,651	-21,186	$96,120,781	+3.8%	1.14%
AMD	Advanced Micro Devices Inc Technology	Reduced	162,118	-12,096	$94,175,967	+165.7%	1.11%
LLY	ELI LILLY & Co Healthcare	Reduced	67,889	-6,054	$81,428,110	+19.7%	0.96%
INTC	Intel Corp Technology	Reduced	516,348	-69,633	$72,097,671	+178.8%	0.85%
XOM	ExxonMobil Holdings Corp Energy	Reduced	508,081	-47,283	$69,464,834	−26.3%	0.82%
JNJ	Johnson & Johnson Healthcare	Reduced	269,311	-26,775	$68,396,914	−5.5%	0.81%
CAT	Caterpillar Inc Industrials	Reduced	62,531	-6,526	$66,589,261	+36.1%	0.79%
V	Visa Inc. Financial Services	Reduced	167,487	-14,344	$57,463,114	+4.6%	0.68%
AMAT	Applied Materials Inc /De Technology	Reduced	79,018	-7,175	$57,130,014	+93.9%	0.67%
LRCX	Lam Research Corp Technology	Reduced	123,703	-11,362	$53,604,220	+85.8%	0.63%
CSCO	Cisco Systems, Inc. Technology	Reduced	445,349	-41,324	$52,310,693	+38.5%	0.62%
ABBV	AbbVie Inc. Healthcare	Reduced	202,369	-12,465	$50,924,135	+9.0%	0.60%
WMT	Walmart Inc. Consumer Defensive	Reduced	422,536	-38,763	$47,856,427	−16.5%	0.57%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	48,367	-3,128	$45,245,877	−11.8%	0.53%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	738,216	-53,349	$42,063,547	+9.0%	0.50%
CVX	Chevron Corp Energy	Reduced	253,328	-18,713	$41,991,649	−25.4%	0.50%
GE	General Electric Co Industrials	Reduced	110,432	-8,714	$41,271,751	+22.1%	0.49%
MA	Mastercard Inc Financial Services	Reduced	80,030	-6,616	$41,103,408	−5.1%	0.49%
KLAC	Kla Corp Technology	Added	132,526	+117,924	$39,984,419	+86.0%	0.47%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	270,440	-18,728	$39,657,321	−5.1%	0.47%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	106,171	-8,850	$37,444,388	−1.0%	0.44%
UNH	Unitedhealth Group Inc Healthcare	Reduced	84,606	-6,436	$35,164,791	+42.7%	0.42%
IBM	International Business Machines Corp Technology	Reduced	124,172	-7,011	$34,918,408	+9.8%	0.41%
LIN	Linde PLC Basic Materials	Reduced	64,716	-5,634	$33,583,721	−3.7%	0.40%
GS	Goldman Sachs Group Inc Financial Services	Reduced	32,190	-3,081	$32,556,000	+9.1%	0.38%
KO	Coca Cola Co Consumer Defensive	Reduced	395,713	-36,126	$32,159,595	−2.1%	0.38%
SNDK	Sandisk Corp Technology	Reduced	13,619	-1,389	$30,965,928	+224.8%	0.37%
GEV	GE Vernova Inc. Industrials	Reduced	26,059	-2,069	$30,615,676	+24.7%	0.36%
NFLX	Netflix Inc Communication Services	Reduced	409,720	-30,238	$29,254,008	−30.8%	0.35%
MRK	Merck & Co., Inc. Healthcare	Reduced	226,047	-19,283	$29,047,039	−1.6%	0.34%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	349,488	-28,124	$28,881,688	−3.9%	0.34%
TXN	Texas Instruments Inc Technology	Reduced	94,447	-7,579	$28,151,817	+42.1%	0.33%
C	Citigroup Inc Financial Services	Reduced	196,365	-22,072	$27,483,245	+10.9%	0.32%
MS	Morgan Stanley Financial Services	Reduced	130,397	-10,684	$27,258,188	+17.4%	0.32%
NEE	Nextera Energy Inc Utilities	Reduced	297,562	-20,396	$26,117,016	−11.6%	0.31%
ORCL	Oracle Corp Technology	Reduced	172,605	-13,819	$25,295,262	−7.8%	0.30%
PANW	Palo Alto Networks Inc Technology	Reduced	74,030	-5,505	$25,245,710	+98.0%	0.30%
PLTR	Palantir Technologies Inc. Technology	Reduced	214,070	-14,953	$24,975,546	−25.4%	0.30%
MRVL	Marvell Technology, Inc. Technology	Added	77,415	+62,557	$23,061,154	+1467.0%	0.27%
CB	Chubb Ltd Financial Services	Reduced	67,511	-4,875	$23,003,698	−2.5%	0.27%

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.