Filed: 4/14/2025ACC: 0001858789-25-000003
📋 What this filing means
YOUSIF CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1903 equity positions with a total reported market value of $8.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1903
Positions
$8.61B
Total AUM (reported)
101.24M
Total Shares
Allocation by class
COM$7.81B90.7%
RT$310.18M3.6%
ETF$251.29M2.9%
ADR$176.14M2.0%
MUT$63.03M0.7%
WT$0.000.0%
Portfolio Concentration
Top 3$1.07B12.5%
4–10$904.28M10.5%
11–25$886.22M10.3%
Rest$5.75B66.7%
Top 3 weight
12.5%
Top 10 weight
23.0%
Voting Authority Distribution
Total shares with voting rights: 101.24M
Sole
Full voting authority
15.82M
shares
% of voting shares15.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
85.42M
shares
% of voting shares84.4%
Investment Discretion (by position count)
Sole1903
Shared0
Other0
Dominant voting typeNone · 84.4% of voting shares
Institutional Holdings1903
Rows:
Apple Inc
SOLEShares1.88M
TypeSH
Market value$417.69M
4.85%
Sole
391.53K
Shared
0.00
None
1.49M
Microsoft Corp
SOLEShares916.45K
TypeSH
Market value$344.02M
3.99%
Sole
191.34K
Shared
0.00
None
725.11K
NVidia Corp
SOLEShares2.89M
TypeSH
Market value$313.18M
3.64%
Sole
569.32K
Shared
0.00
None
2.32M
Amazon.Com Inc
SOLEShares1.17M
TypeSH
Market value$221.78M
2.57%
Sole
249.47K
Shared
0.00
None
916.23K
Meta Platforms Inc
SOLEShares276.93K
TypeSH
Market value$159.61M
1.85%
Sole
59.63K
Shared
0.00
None
217.31K
Berkshire Hathaway Inc Cl B
SOLEShares244.77K
TypeSH
Market value$130.36M
1.51%
Sole
57.12K
Shared
0.00
None
187.65K
Alphabet Inc Cap Stock Cl A
SOLEShares722.08K
TypeSH
Market value$111.66M
1.30%
Sole
137.80K
Shared
0.00
None
584.28K
Broadcom Inc
SOLEShares569.86K
TypeSH
Market value$95.41M
1.11%
Sole
112.20K
Shared
0.00
None
457.66K
JPMorgan Chase & Co
SOLEShares381.98K
TypeSH
Market value$93.70M
1.09%
Sole
93.31K
Shared
0.00
None
288.67K
Alphabet Inc Cap Stock Cl C
SOLEShares587.29K
TypeSH
Market value$91.75M
1.07%
Sole
113.09K
Shared
0.00
None
474.19K
Tesla Inc
SOLEShares341.98K
TypeSH
Market value$88.63M
1.03%
Sole
73.26K
Shared
0.00
None
268.72K
Exxon Mobil Corp
SOLEShares680.61K
TypeSH
Market value$80.95M
0.94%
Sole
144.09K
Shared
0.00
None
536.52K
Visa Inc Cl A
SOLEShares213.32K
TypeSH
Market value$74.76M
0.87%
Sole
41.24K
Shared
0.00
None
172.08K
Lilly Eli & Co
SOLEShares82.23K
TypeSH
Market value$67.92M
0.79%
Sole
12.38K
Shared
0.00
None
69.85K
Johnson & Johnson
SOLEShares337.02K
TypeSH
Market value$55.89M
0.65%
Sole
64.88K
Shared
0.00
None
272.14K
Mastercard Inc Cl A
SOLEShares101.70K
TypeSH
Market value$55.75M
0.65%
Sole
20.12K
Shared
0.00
None
81.58K
Costco Wholesale Corp
SOLEShares58.70K
TypeSH
Market value$55.52M
0.64%
Sole
13.28K
Shared
0.00
None
45.42K
Procter & Gamble Co
SOLEShares316.92K
TypeSH
Market value$54.01M
0.63%
Sole
55.55K
Shared
0.00
None
261.36K
Unitedhealth Group Inc
SOLEShares101.80K
TypeSH
Market value$53.32M
0.62%
Sole
19.85K
Shared
0.00
None
81.95K
Spdr S&P 500 Etf Tr
SOLEShares94.05K
TypeSH
Market value$52.61M
0.61%
Sole
9.00
Shared
0.00
None
94.04K
Abbvie Inc
SOLEShares243.20K
TypeSH
Market value$50.95M
0.59%
Sole
40.77K
Shared
0.00
None
202.43K
Wal-Mart Inc
SOLEShares578.66K
TypeSH
Market value$50.80M
0.59%
Sole
167.51K
Shared
0.00
None
411.15K
Chevron Corp
SOLEShares294.77K
TypeSH
Market value$49.31M
0.57%
Sole
63.75K
Shared
0.00
None
231.02K
Netflix Inc
SOLEShares51.38K
TypeSH
Market value$47.92M
0.56%
Sole
9.90K
Shared
0.00
None
41.48K
Home Depot Inc
SOLEShares130.67K
TypeSH
Market value$47.89M
0.56%
Sole
29.99K
Shared
0.00
None
100.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 1.88M | SH | $417.69M 4.85% | 391.53K | 0.00 | 1.49M |
Microsoft CorpSOLE | COM | 916.45K | SH | $344.02M 3.99% | 191.34K | 0.00 | 725.11K |
NVidia CorpSOLE | COM | 2.89M | SH | $313.18M 3.64% | 569.32K | 0.00 | 2.32M |
Amazon.Com IncSOLE | COM | 1.17M | SH | $221.78M 2.57% | 249.47K | 0.00 | 916.23K |
Meta Platforms IncSOLE | COM | 276.93K | SH | $159.61M 1.85% | 59.63K | 0.00 | 217.31K |
Berkshire Hathaway Inc Cl BSOLE | COM | 244.77K | SH | $130.36M 1.51% | 57.12K | 0.00 | 187.65K |
Alphabet Inc Cap Stock Cl ASOLE | COM | 722.08K | SH | $111.66M 1.30% | 137.80K | 0.00 | 584.28K |
Broadcom IncSOLE | COM | 569.86K | SH | $95.41M 1.11% | 112.20K | 0.00 | 457.66K |
JPMorgan Chase & CoSOLE | COM | 381.98K | SH | $93.70M 1.09% | 93.31K | 0.00 | 288.67K |
Alphabet Inc Cap Stock Cl CSOLE | COM | 587.29K | SH | $91.75M 1.07% | 113.09K | 0.00 | 474.19K |
Tesla IncSOLE | COM | 341.98K | SH | $88.63M 1.03% | 73.26K | 0.00 | 268.72K |
Exxon Mobil CorpSOLE | COM | 680.61K | SH | $80.95M 0.94% | 144.09K | 0.00 | 536.52K |
Visa Inc Cl ASOLE | COM | 213.32K | SH | $74.76M 0.87% | 41.24K | 0.00 | 172.08K |
Lilly Eli & CoSOLE | COM | 82.23K | SH | $67.92M 0.79% | 12.38K | 0.00 | 69.85K |
Johnson & JohnsonSOLE | COM | 337.02K | SH | $55.89M 0.65% | 64.88K | 0.00 | 272.14K |
Mastercard Inc Cl ASOLE | COM | 101.70K | SH | $55.75M 0.65% | 20.12K | 0.00 | 81.58K |
Costco Wholesale CorpSOLE | COM | 58.70K | SH | $55.52M 0.64% | 13.28K | 0.00 | 45.42K |
Procter & Gamble CoSOLE | COM | 316.92K | SH | $54.01M 0.63% | 55.55K | 0.00 | 261.36K |
Unitedhealth Group IncSOLE | COM | 101.80K | SH | $53.32M 0.62% | 19.85K | 0.00 | 81.95K |
Spdr S&P 500 Etf TrSOLE | ETF | 94.05K | SH | $52.61M 0.61% | 9.00 | 0.00 | 94.04K |
Abbvie IncSOLE | COM | 243.20K | SH | $50.95M 0.59% | 40.77K | 0.00 | 202.43K |
Wal-Mart IncSOLE | COM | 578.66K | SH | $50.80M 0.59% | 167.51K | 0.00 | 411.15K |
Chevron CorpSOLE | COM | 294.77K | SH | $49.31M 0.57% | 63.75K | 0.00 | 231.02K |
Netflix IncSOLE | COM | 51.38K | SH | $47.92M 0.56% | 9.90K | 0.00 | 41.48K |
Home Depot IncSOLE | COM | 130.67K | SH | $47.89M 0.56% | 29.99K | 0.00 | 100.68K |
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