Filed: 10/14/2025ACC: 0001858789-25-000008
📋 What this filing means
YOUSIF CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1888 equity positions with a total reported market value of $9.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1888
Positions
$9.37B
Total AUM (reported)
96.58M
Total Shares
Allocation by class
COM$8.57B91.5%
RT$296.35M3.2%
ETF$242.73M2.6%
ADR$187.66M2.0%
MUT$70.17M0.7%
WT$109.9K0.0%
Portfolio Concentration
Top 3$1.40B14.9%
4–10$1.17B12.5%
11–25$886.37M9.5%
Rest$5.91B63.1%
Top 3 weight
14.9%
Top 10 weight
27.4%
Voting Authority Distribution
Total shares with voting rights: 96.58M
Sole
Full voting authority
15.88M
shares
% of voting shares16.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
80.70M
shares
% of voting shares83.6%
Investment Discretion (by position count)
Sole1888
Shared0
Other0
Dominant voting typeNone · 83.6% of voting shares
Institutional Holdings1888
Rows:
NVidia Corp
SOLEShares2.72M
TypeSH
Market value$507.98M
5.42%
Sole
560.86K
Shared
0.00
None
2.16M
Microsoft Corp
SOLEShares859.56K
TypeSH
Market value$445.21M
4.75%
Sole
188.93K
Shared
0.00
None
670.64K
Apple Inc
SOLEShares1.74M
TypeSH
Market value$444.09M
4.74%
Sole
384.42K
Shared
0.00
None
1.36M
Amazon.Com Inc
SOLEShares1.12M
TypeSH
Market value$246.96M
2.64%
Sole
252.55K
Shared
0.00
None
872.19K
Meta Platforms Inc
SOLEShares257.88K
TypeSH
Market value$189.38M
2.02%
Sole
58.13K
Shared
0.00
None
199.75K
Broadcom Inc
SOLEShares538.93K
TypeSH
Market value$177.80M
1.90%
Sole
113.16K
Shared
0.00
None
425.77K
Alphabet Inc Cap Stock Cl A
SOLEShares680.79K
TypeSH
Market value$165.50M
1.77%
Sole
136.62K
Shared
0.00
None
544.16K
Tesla Inc
SOLEShares324.31K
TypeSH
Market value$144.23M
1.54%
Sole
73.11K
Shared
0.00
None
251.20K
Alphabet Inc Cap Stock Cl C
SOLEShares551.08K
TypeSH
Market value$134.21M
1.43%
Sole
112.95K
Shared
0.00
None
438.13K
Berkshire Hathaway Inc Cl B
SOLEShares228.59K
TypeSH
Market value$114.92M
1.23%
Sole
56.31K
Shared
0.00
None
172.28K
JPMorgan Chase & Co
SOLEShares351.96K
TypeSH
Market value$111.02M
1.18%
Sole
91.52K
Shared
0.00
None
260.44K
Exxon Mobil Corp
SOLEShares623.03K
TypeSH
Market value$70.25M
0.75%
Sole
141.21K
Shared
0.00
None
481.82K
Visa Inc Cl A
SOLEShares198.28K
TypeSH
Market value$67.69M
0.72%
Sole
40.73K
Shared
0.00
None
157.54K
Lilly Eli & Co
SOLEShares80.50K
TypeSH
Market value$61.42M
0.66%
Sole
12.55K
Shared
0.00
None
67.96K
Johnson & Johnson
SOLEShares320.15K
TypeSH
Market value$59.36M
0.63%
Sole
64.19K
Shared
0.00
None
255.96K
Netflix Inc
SOLEShares48.31K
TypeSH
Market value$57.93M
0.62%
Sole
9.72K
Shared
0.00
None
38.59K
Oracle Corp
SOLEShares198.08K
TypeSH
Market value$55.71M
0.59%
Sole
41.84K
Shared
0.00
None
156.24K
Mastercard Inc Cl A
SOLEShares96.61K
TypeSH
Market value$54.96M
0.59%
Sole
20.12K
Shared
0.00
None
76.49K
Abbvie Inc
SOLEShares231.29K
TypeSH
Market value$53.55M
0.57%
Sole
39.44K
Shared
0.00
None
191.85K
Wal-Mart Inc
SOLEShares516.09K
TypeSH
Market value$53.19M
0.57%
Sole
161.29K
Shared
0.00
None
354.80K
Costco Wholesale Corp
SOLEShares55.41K
TypeSH
Market value$51.29M
0.55%
Sole
13.07K
Shared
0.00
None
42.34K
Home Depot Inc
SOLEShares125.07K
TypeSH
Market value$50.68M
0.54%
Sole
30.38K
Shared
0.00
None
94.69K
Chevron Corp
SOLEShares301.44K
TypeSH
Market value$46.81M
0.50%
Sole
68.53K
Shared
0.00
None
232.91K
Procter & Gamble Co
SOLEShares303.39K
TypeSH
Market value$46.62M
0.50%
Sole
55.63K
Shared
0.00
None
247.76K
Palantir Technologies Inc Cl A
SOLEShares251.66K
TypeSH
Market value$45.91M
0.49%
Sole
48.23K
Shared
0.00
None
203.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVidia CorpSOLE | COM | 2.72M | SH | $507.98M 5.42% | 560.86K | 0.00 | 2.16M |
Microsoft CorpSOLE | COM | 859.56K | SH | $445.21M 4.75% | 188.93K | 0.00 | 670.64K |
Apple IncSOLE | COM | 1.74M | SH | $444.09M 4.74% | 384.42K | 0.00 | 1.36M |
Amazon.Com IncSOLE | COM | 1.12M | SH | $246.96M 2.64% | 252.55K | 0.00 | 872.19K |
Meta Platforms IncSOLE | COM | 257.88K | SH | $189.38M 2.02% | 58.13K | 0.00 | 199.75K |
Broadcom IncSOLE | COM | 538.93K | SH | $177.80M 1.90% | 113.16K | 0.00 | 425.77K |
Alphabet Inc Cap Stock Cl ASOLE | COM | 680.79K | SH | $165.50M 1.77% | 136.62K | 0.00 | 544.16K |
Tesla IncSOLE | COM | 324.31K | SH | $144.23M 1.54% | 73.11K | 0.00 | 251.20K |
Alphabet Inc Cap Stock Cl CSOLE | COM | 551.08K | SH | $134.21M 1.43% | 112.95K | 0.00 | 438.13K |
Berkshire Hathaway Inc Cl BSOLE | COM | 228.59K | SH | $114.92M 1.23% | 56.31K | 0.00 | 172.28K |
JPMorgan Chase & CoSOLE | COM | 351.96K | SH | $111.02M 1.18% | 91.52K | 0.00 | 260.44K |
Exxon Mobil CorpSOLE | COM | 623.03K | SH | $70.25M 0.75% | 141.21K | 0.00 | 481.82K |
Visa Inc Cl ASOLE | COM | 198.28K | SH | $67.69M 0.72% | 40.73K | 0.00 | 157.54K |
Lilly Eli & CoSOLE | COM | 80.50K | SH | $61.42M 0.66% | 12.55K | 0.00 | 67.96K |
Johnson & JohnsonSOLE | COM | 320.15K | SH | $59.36M 0.63% | 64.19K | 0.00 | 255.96K |
Netflix IncSOLE | COM | 48.31K | SH | $57.93M 0.62% | 9.72K | 0.00 | 38.59K |
Oracle CorpSOLE | COM | 198.08K | SH | $55.71M 0.59% | 41.84K | 0.00 | 156.24K |
Mastercard Inc Cl ASOLE | COM | 96.61K | SH | $54.96M 0.59% | 20.12K | 0.00 | 76.49K |
Abbvie IncSOLE | COM | 231.29K | SH | $53.55M 0.57% | 39.44K | 0.00 | 191.85K |
Wal-Mart IncSOLE | COM | 516.09K | SH | $53.19M 0.57% | 161.29K | 0.00 | 354.80K |
Costco Wholesale CorpSOLE | COM | 55.41K | SH | $51.29M 0.55% | 13.07K | 0.00 | 42.34K |
Home Depot IncSOLE | COM | 125.07K | SH | $50.68M 0.54% | 30.38K | 0.00 | 94.69K |
Chevron CorpSOLE | COM | 301.44K | SH | $46.81M 0.50% | 68.53K | 0.00 | 232.91K |
Procter & Gamble CoSOLE | COM | 303.39K | SH | $46.62M 0.50% | 55.63K | 0.00 | 247.76K |
Palantir Technologies Inc Cl ASOLE | COM | 251.66K | SH | $45.91M 0.49% | 48.23K | 0.00 | 203.43K |
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