YOUSIF CAPITAL MANAGEMENT, LLC

Position in HTO — H2o America

CIK 1858789 BLOOMFIELD HILLS, MI

Position in HTO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$614,870

+$29,872 QoQ

Shares Held

10,118

+1.5% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#169

of 314 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Utilities · as of Jun 30, 2026

YOUSIF CAPITAL MANAGEMENT, LLC holds $8,265,887 across 6 Utilities - Regulated Water names. HTO ranks #5 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTRG	Essential Utilities, Inc.	80,725	$3,092,574
2	AWK	American Water Works Company, Inc.	20,283	$2,668,837
3	AWR	American States Water Co	10,394	$858,856
4	CWT	California Water Service Group	15,922	$774,605
5	HTO	H2o America This page	10,118	$614,870
6	MSEX	Middlesex Water Co	4,561	$256,145

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$614,870	10,118	+1.5%	Shares	Sole	2026-07-16
2026-03-31	$584,998	9,971	+11.8%	Shares	Sole	2026-04-24
2025-12-31	$436,892	8,918	-11.1%	Shares	Sole	2026-01-21
2025-09-30	$488,801	10,037	-13.3%	Shares	Sole	2025-10-14
2025-06-30	$601,916	11,582	+3.2%	Shares	Sole	2025-07-25
2025-03-31	$613,785	11,223	-2.1%	Shares	Sole	2025-04-14
2024-12-31	$564,011	11,459	-0.8%	Shares	Sole	2025-01-27
2024-09-30	$671,577	11,557	-1.8%	Shares	Sole	2024-10-30
2024-06-30	$638,277	11,772	-10.2%	Shares	Sole	2024-07-31
2024-03-31	$741,555	13,104	-8.9%	Shares	Sole	2024-04-26
2023-12-31	$940,059	14,385	-2.9%	Shares	Sole	2024-02-01
2023-09-30	$890,229	14,810	-1.3%	Shares	Sole	2023-10-30
2023-06-30	$1,051,509	14,998	-3.5%	Shares	Sole	2023-08-02
2023-03-31	$1,183,669	15,548	-10.8%	Shares	Sole	2023-05-02
2022-12-31	$1,414,573	17,423	—	Shares	Sole	2023-01-09
No filing history on record for this holder in this stock.