YOUSIF CAPITAL MANAGEMENT, LLC
CIK
1858789
Location
BLOOMFIELD HILLS, MI
Portfolio Value
Small
$786,708,911
Diversification
Diversified
Filing Date
Global Rank
#479
/ 8,578
▼ 18
Top Industry
Semiconductors
10.0%
3Y Alpha vs SPY
-4.3%
Period ended 3 months ago
Filed Apr 24, 2026 · 52d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+59.4%
SPY
+77.5%
Annualised alpha
-4.3%
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, 2025Top 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 |
|---|---|---|
| Technology | 27.9% | $2,242,466,427 |
| Financial Services | 13.6% | $1,091,036,720 |
| Industrials | 11.3% | $910,178,269 |
| Consumer Cyclical | 10.0% | $800,043,450 |
| Healthcare | 9.8% | $786,708,911 |
| Communication Services | 6.6% | $529,318,641 |
| Consumer Defensive | 5.5% | $440,489,022 |
| Energy | 4.8% | $385,037,281 |
| Real Estate | 3.6% | $288,440,770 |
| Basic Materials | 3.2% | $255,446,159 |
| Utilities | 3.1% | $252,994,522 |
| Unclassified | 0.7% | $57,765,366 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
187 positions ·
$786,708,911 total
· Healthcare only
· 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 187 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 296,086 | $72,375,261 | 9.20% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 73,943 | $68,010,553 | 8.64% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 214,834 | $46,724,246 | 5.94% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 245,330 | $29,510,745 | 3.75% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 91,042 | $24,635,054 | 3.13% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 234,820 | $24,108,969 | 3.06% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 260,550 | $22,576,657 | 2.87% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 47,241 | $21,777,628 | 2.77% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 55,531 | $19,538,582 | 2.48% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 130,162 | $18,140,677 | 2.31% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 36,411 | $17,897,098 | 2.27% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Reduced | 79,438 | $16,786,043 | 2.13% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 48,563 | $15,957,316 | 2.03% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 18,375 | $15,900,990 | 2.02% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 563,326 | $15,818,194 | 2.01% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 195,588 | $14,047,130 | 1.79% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 207,462 | $12,582,570 | 1.60% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Reduced | 198,030 | $12,426,382 | 1.58% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 64,157 | $12,164,167 | 1.55% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 43,863 | $11,700,455 | 1.49% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Reduced | 23,367 | $10,434,300 | 1.33% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 60,802 | $9,559,898 | 1.22% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Reduced | 32,123 | $9,404,008 | 1.20% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 28,581 | $8,978,435 | 1.14% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
Reduced | 13,380 | $7,934,072 | 1.01% | |
| WST |
West Pharmaceutical Services Inc
Healthcare
|
Added | 31,260 | $7,835,006 | 1.00% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Reduced | 9,398 | $7,261,270 | 0.92% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Reduced | 15,341 | $7,259,974 | 0.92% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Added | 85,785 | $6,869,662 | 0.87% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Reduced | 56,737 | $6,706,880 | 0.85% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Reduced | 10,749 | $6,039,755 | 0.77% | |
| ILMN |
Illumina, Inc.
Healthcare
|
Reduced | 39,197 | $4,831,422 | 0.61% | |
| THC |
Tenet Healthcare Corp
Healthcare
|
Reduced | 22,743 | $4,291,831 | 0.55% | |
| RMD |
Resmed Inc
Healthcare
|
Reduced | 18,949 | $4,253,671 | 0.54% | |
| NBIX |
Neurocrine Biosciences Inc
Healthcare
|
Reduced | 30,697 | $4,044,022 | 0.51% | |
| PEN |
Penumbra Inc
Healthcare
|
Reduced | 11,929 | $3,917,125 | 0.50% | |
| ROIV |
Roivant Sciences Ltd.
Healthcare
|
Reduced | 136,954 | $3,793,625 | 0.48% | |
| ELAN |
Elanco Animal Health Inc
Healthcare
|
Reduced | 156,029 | $3,733,773 | 0.47% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
Reduced | 18,498 | $3,625,238 | 0.46% | |
| ENSG |
Ensign Group, Inc
Healthcare
|
Reduced | 17,545 | $3,535,317 | 0.45% | |
| STE |
STERIS plc
Healthcare
|
Reduced | 15,771 | $3,487,441 | 0.44% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Reduced | 48,620 | $3,460,771 | 0.44% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
Reduced | 20,218 | $3,447,977 | 0.44% | |
| EXEL |
Exelixis, Inc.
Healthcare
|
Reduced | 79,382 | $3,404,693 | 0.43% | |
| HUM |
Humana Inc
Healthcare
|
Added | 19,184 | $3,326,313 | 0.42% | |
| BMRN |
Biomarin Pharmaceutical Inc
Healthcare
|
Reduced | 58,459 | $3,302,348 | 0.42% | |
| MTD |
Mettler Toledo International Inc/
Healthcare
|
Reduced | 2,598 | $3,276,597 | 0.42% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
Reduced | 27,992 | $3,190,528 | 0.41% | |
| MEDP |
Medpace Holdings, Inc.
Healthcare
|
Reduced | 6,632 | $3,184,620 | 0.40% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 19,934 | $3,044,918 | 0.39% |