YOUSIF CAPITAL MANAGEMENT, LLC
Position in SWX — Southwest Gas Holdings, Inc.
CIK 1858789
BLOOMFIELD HILLS, MI
Position in SWX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,635,259
-$61,898 QoQ
Shares Held
18,440
-5.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#152
of 409 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in SWX 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. SWX ranks #4 (6.3% 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.
This page
|
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
|
16,164 | $1,262,246 |
All Filings in SWX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,635,259 | 18,440 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,697,157 | 19,530 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,643,450 | 20,538 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,631,587 | 20,827 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,571,414 | 21,124 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,542,551 | 21,484 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,492,122 | 21,102 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,626,408 | 22,050 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,772,942 | 25,191 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,077,435 | 27,288 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,832,272 | 28,923 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,741,076 | 28,821 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,105,923 | 33,086 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,022,505 | 32,386 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,021,681 | 32,671 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,279,430 | 32,680 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,377,223 | 38,783 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,644,479 | 33,778 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,284,750 | 32,616 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||