Position in SITM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,562,081
+$2,326,976 QoQ
Shares Held
6,119
-5.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#191
of 563 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $1,097,071,435 across 35 Semiconductors names. SITM ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,284,028 | $457,011,162 | |
| 2 | AVGO |
Broadcom Inc.
|
453,874 | $171,450,903 | |
| 3 | MU |
Micron Technology Inc
|
117,948 | $136,146,196 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
162,118 | $94,175,967 | |
| 5 | INTC |
Intel Corp
|
516,348 | $72,097,671 | |
| 6 | TXN |
Texas Instruments Inc
|
94,447 | $28,151,817 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
77,415 | $23,061,154 | |
| 8 | ADI |
Analog Devices Inc
|
52,696 | $20,929,270 |
All Filings in SITM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,562,081 | 6,119 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,235,105 | 6,472 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,096,889 | 5,937 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,043,785 | 6,783 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,542,273 | 7,238 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,068,867 | 6,992 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,532,816 | 7,145 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,235,558 | 7,204 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $874,142 | 7,028 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $731,296 | 7,844 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,044,272 | 8,554 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $966,440 | 8,459 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,023,625 | 8,677 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,156,898 | 8,134 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $830,133 | 8,169 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $650,152 | 8,258 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,442,163 | 8,846 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,005,111 | 8,091 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,338,272 | 7,993 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||