Filed: 1/27/2025ACC: 0001858789-25-000001
📋 What this filing means
YOUSIF CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1920 equity positions with a total reported market value of $9.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1920
Positions
$9.05B
Total AUM (reported)
102.92M
Total Shares
Allocation by class
COM$8.25B91.1%
RT$306.54M3.4%
ETF$250.16M2.8%
ADR$181.51M2.0%
MUT$65.61M0.7%
WT$0.000.0%
Portfolio Concentration
Top 3$1.25B13.8%
4–10$1.05B11.6%
11–25$849.02M9.4%
Rest$5.90B65.2%
Top 3 weight
13.8%
Top 10 weight
25.5%
Voting Authority Distribution
Total shares with voting rights: 102.92M
Sole
Full voting authority
15.52M
shares
% of voting shares15.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
87.40M
shares
% of voting shares84.9%
Investment Discretion (by position count)
Sole1920
Shared0
Other0
Dominant voting typeNone · 84.9% of voting shares
Institutional Holdings1920
Rows:
Apple Inc
SOLEShares1.88M
TypeSH
Market value$470.47M
5.20%
Sole
340.31K
Shared
0.00
None
1.54M
NVidia Corp
SOLEShares2.92M
TypeSH
Market value$391.60M
4.33%
Sole
556.38K
Shared
0.00
None
2.36M
Microsoft Corp
SOLEShares920.71K
TypeSH
Market value$388.08M
4.29%
Sole
178.86K
Shared
0.00
None
741.85K
Amazon.Com Inc
SOLEShares1.17M
TypeSH
Market value$255.81M
2.83%
Sole
235.82K
Shared
0.00
None
930.19K
Meta Platforms Inc
SOLEShares280.64K
TypeSH
Market value$164.32M
1.82%
Sole
59.64K
Shared
0.00
None
221K
Tesla Inc
SOLEShares343.77K
TypeSH
Market value$138.83M
1.53%
Sole
70.69K
Shared
0.00
None
273.08K
Alphabet Inc Cap Stock Cl A
SOLEShares728.21K
TypeSH
Market value$137.85M
1.52%
Sole
134.06K
Shared
0.00
None
594.14K
Broadcom Inc
SOLEShares572.69K
TypeSH
Market value$132.77M
1.47%
Sole
108.07K
Shared
0.00
None
464.62K
Alphabet Inc Cap Stock Cl C
SOLEShares596.63K
TypeSH
Market value$113.62M
1.26%
Sole
111.22K
Shared
0.00
None
485.41K
Berkshire Hathaway Inc Cl B
SOLEShares244.48K
TypeSH
Market value$110.82M
1.22%
Sole
57.68K
Shared
0.00
None
186.80K
JPMorgan Chase & Co
SOLEShares389.58K
TypeSH
Market value$93.39M
1.03%
Sole
95.56K
Shared
0.00
None
294.02K
Exxon Mobil Corp
SOLEShares684.87K
TypeSH
Market value$73.67M
0.81%
Sole
141.92K
Shared
0.00
None
542.95K
Visa Inc Cl A
SOLEShares219.32K
TypeSH
Market value$69.31M
0.77%
Sole
44.46K
Shared
0.00
None
174.85K
Lilly Eli & Co
SOLEShares83.40K
TypeSH
Market value$64.39M
0.71%
Sole
12.18K
Shared
0.00
None
71.22K
Mastercard Inc Cl A
SOLEShares105.09K
TypeSH
Market value$55.34M
0.61%
Sole
21.66K
Shared
0.00
None
83.44K
Wal-Mart Inc
SOLEShares609.03K
TypeSH
Market value$55.03M
0.61%
Sole
167.87K
Shared
0.00
None
441.16K
Procter & Gamble Co
SOLEShares324.86K
TypeSH
Market value$54.46M
0.60%
Sole
54.63K
Shared
0.00
None
270.22K
Costco Wholesale Corp
SOLEShares59.18K
TypeSH
Market value$54.23M
0.60%
Sole
14.21K
Shared
0.00
None
44.97K
Unitedhealth Group Inc
SOLEShares104.39K
TypeSH
Market value$52.81M
0.58%
Sole
19.52K
Shared
0.00
None
84.86K
Home Depot Inc
SOLEShares131.93K
TypeSH
Market value$51.32M
0.57%
Sole
29.36K
Shared
0.00
None
102.57K
Johnson & Johnson
SOLEShares334.08K
TypeSH
Market value$48.32M
0.53%
Sole
65.37K
Shared
0.00
None
268.71K
Netflix Inc
SOLEShares52.05K
TypeSH
Market value$46.40M
0.51%
Sole
9.91K
Shared
0.00
None
42.14K
Spdr S&P 500 Etf Tr
SOLEShares75.14K
TypeSH
Market value$44.04M
0.49%
Sole
99.00
Shared
0.00
None
75.04K
Abbvie Inc
SOLEShares246.97K
TypeSH
Market value$43.89M
0.48%
Sole
40.49K
Shared
0.00
None
206.48K
Chevron Corp
SOLEShares293.02K
TypeSH
Market value$42.44M
0.47%
Sole
63.42K
Shared
0.00
None
229.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 1.88M | SH | $470.47M 5.20% | 340.31K | 0.00 | 1.54M |
NVidia CorpSOLE | COM | 2.92M | SH | $391.60M 4.33% | 556.38K | 0.00 | 2.36M |
Microsoft CorpSOLE | COM | 920.71K | SH | $388.08M 4.29% | 178.86K | 0.00 | 741.85K |
Amazon.Com IncSOLE | COM | 1.17M | SH | $255.81M 2.83% | 235.82K | 0.00 | 930.19K |
Meta Platforms IncSOLE | COM | 280.64K | SH | $164.32M 1.82% | 59.64K | 0.00 | 221K |
Tesla IncSOLE | COM | 343.77K | SH | $138.83M 1.53% | 70.69K | 0.00 | 273.08K |
Alphabet Inc Cap Stock Cl ASOLE | COM | 728.21K | SH | $137.85M 1.52% | 134.06K | 0.00 | 594.14K |
Broadcom IncSOLE | COM | 572.69K | SH | $132.77M 1.47% | 108.07K | 0.00 | 464.62K |
Alphabet Inc Cap Stock Cl CSOLE | COM | 596.63K | SH | $113.62M 1.26% | 111.22K | 0.00 | 485.41K |
Berkshire Hathaway Inc Cl BSOLE | COM | 244.48K | SH | $110.82M 1.22% | 57.68K | 0.00 | 186.80K |
JPMorgan Chase & CoSOLE | COM | 389.58K | SH | $93.39M 1.03% | 95.56K | 0.00 | 294.02K |
Exxon Mobil CorpSOLE | COM | 684.87K | SH | $73.67M 0.81% | 141.92K | 0.00 | 542.95K |
Visa Inc Cl ASOLE | COM | 219.32K | SH | $69.31M 0.77% | 44.46K | 0.00 | 174.85K |
Lilly Eli & CoSOLE | COM | 83.40K | SH | $64.39M 0.71% | 12.18K | 0.00 | 71.22K |
Mastercard Inc Cl ASOLE | COM | 105.09K | SH | $55.34M 0.61% | 21.66K | 0.00 | 83.44K |
Wal-Mart IncSOLE | COM | 609.03K | SH | $55.03M 0.61% | 167.87K | 0.00 | 441.16K |
Procter & Gamble CoSOLE | COM | 324.86K | SH | $54.46M 0.60% | 54.63K | 0.00 | 270.22K |
Costco Wholesale CorpSOLE | COM | 59.18K | SH | $54.23M 0.60% | 14.21K | 0.00 | 44.97K |
Unitedhealth Group IncSOLE | COM | 104.39K | SH | $52.81M 0.58% | 19.52K | 0.00 | 84.86K |
Home Depot IncSOLE | COM | 131.93K | SH | $51.32M 0.57% | 29.36K | 0.00 | 102.57K |
Johnson & JohnsonSOLE | COM | 334.08K | SH | $48.32M 0.53% | 65.37K | 0.00 | 268.71K |
Netflix IncSOLE | COM | 52.05K | SH | $46.40M 0.51% | 9.91K | 0.00 | 42.14K |
Spdr S&P 500 Etf TrSOLE | ETF | 75.14K | SH | $44.04M 0.49% | 99.00 | 0.00 | 75.04K |
Abbvie IncSOLE | COM | 246.97K | SH | $43.89M 0.48% | 40.49K | 0.00 | 206.48K |
Chevron CorpSOLE | COM | 293.02K | SH | $42.44M 0.47% | 63.42K | 0.00 | 229.60K |
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