Position in SR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,262,246
-$298,754 QoQ
Shares Held
16,164
-6.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#158
of 393 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $25,823,886 across 11 Utilities - Regulated Gas names. SR ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
62,042 | $10,687,975 | |
| 2 | NI |
Nisource Inc.
|
67,776 | $3,222,748 | |
| 3 | UGI |
Ugi Corp /Pa/
|
63,135 | $2,180,682 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
18,440 | $1,635,259 | |
| 5 | NJR |
New Jersey Resources Corp
|
27,750 | $1,555,110 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
19,954 | $1,484,577 | |
| 7 | OGS |
ONE Gas, Inc.
|
16,895 | $1,302,097 | |
| 8 | SR |
Spire Inc
This page
|
16,164 | $1,262,246 |
All Filings in SR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,262,246 | 16,164 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,561,000 | 17,241 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,506,297 | 18,214 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,509,668 | 18,519 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,441,917 | 19,755 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,559,835 | 19,934 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,368,198 | 20,171 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,422,376 | 21,138 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,460,192 | 24,044 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,524,921 | 24,848 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,520,534 | 24,391 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,376,365 | 24,326 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,633,643 | 25,751 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,868,389 | 26,638 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,845,654 | 26,803 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,664,958 | 26,712 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,164,018 | 29,098 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,970,027 | 27,453 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,747,113 | 26,788 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||