Filed: 1/21/2026ACC: 0001858789-26-000001
📋 What this filing means
YOUSIF CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1877 equity positions with a total reported market value of $9.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1877
Positions
$9.12B
Total AUM (reported)
90.64M
Total Shares
Allocation by class
COM$8.35B91.5%
RT$284.72M3.1%
ETF$250.27M2.7%
ADR$192.83M2.1%
MUT$49.00M0.5%
WT$100.7K0.0%
Portfolio Concentration
Top 3$1.25B13.7%
4–10$1.18B12.9%
11–25$867.87M9.5%
Rest$5.83B63.9%
Top 3 weight
13.7%
Top 10 weight
26.6%
Voting Authority Distribution
Total shares with voting rights: 90.64M
Sole
Full voting authority
18.24M
shares
% of voting shares20.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
72.40M
shares
% of voting shares79.9%
Investment Discretion (by position count)
Sole1877
Shared0
Other0
Dominant voting typeNone · 79.9% of voting shares
Institutional Holdings1877
Rows:
NVidia Corp
SOLEShares2.58M
TypeSH
Market value$459.38M
5.04%
Sole
611.28K
Shared
0.00
None
1.97M
Apple Inc
SOLEShares1.66M
TypeSH
Market value$410.29M
4.50%
Sole
429.37K
Shared
0.00
None
1.23M
Microsoft Corp
SOLEShares827.85K
TypeSH
Market value$376.28M
4.12%
Sole
211.37K
Shared
0.00
None
616.48K
Amazon.Com Inc
SOLEShares1.08M
TypeSH
Market value$248.44M
2.72%
Sole
277.45K
Shared
0.00
None
798.05K
Alphabet Inc Cap Stock Cl A
SOLEShares641.43K
TypeSH
Market value$206.54M
2.26%
Sole
146.83K
Shared
0.00
None
494.60K
Broadcom Inc
SOLEShares509.94K
TypeSH
Market value$169.61M
1.86%
Sole
121.41K
Shared
0.00
None
388.53K
Alphabet Inc Cap Stock Cl C
SOLEShares516.72K
TypeSH
Market value$166.47M
1.82%
Sole
120.41K
Shared
0.00
None
396.31K
Meta Platforms Inc
SOLEShares246.15K
TypeSH
Market value$148.70M
1.63%
Sole
63.45K
Shared
0.00
None
182.70K
Tesla Inc
SOLEShares312.31K
TypeSH
Market value$130.94M
1.44%
Sole
83.27K
Shared
0.00
None
229.04K
Berkshire Hathaway Inc Cl B
SOLEShares219.34K
TypeSH
Market value$106.47M
1.17%
Sole
61.59K
Shared
0.00
None
157.76K
JPMorgan Chase & Co
SOLEShares332.77K
TypeSH
Market value$100.74M
1.10%
Sole
98.47K
Shared
0.00
None
234.31K
Lilly Eli & Co
SOLEShares76.90K
TypeSH
Market value$80.08M
0.88%
Sole
13.68K
Shared
0.00
None
63.23K
Exxon Mobil Corp
SOLEShares590.80K
TypeSH
Market value$77.08M
0.84%
Sole
151.25K
Shared
0.00
None
439.55K
Johnson & Johnson
SOLEShares310.46K
TypeSH
Market value$67.75M
0.74%
Sole
69.59K
Shared
0.00
None
240.87K
Visa Inc Cl A
SOLEShares189.52K
TypeSH
Market value$61.75M
0.68%
Sole
47.31K
Shared
0.00
None
142.21K
Wal-Mart Inc
SOLEShares484.63K
TypeSH
Market value$57.53M
0.63%
Sole
174.21K
Shared
0.00
None
310.43K
Costco Wholesale Corp
SOLEShares53.75K
TypeSH
Market value$51.83M
0.57%
Sole
15.62K
Shared
0.00
None
38.13K
Micron Technology Inc
SOLEShares136.32K
TypeSH
Market value$49.76M
0.55%
Sole
38.25K
Shared
0.00
None
98.07K
Mastercard Inc Cl A
SOLEShares90.59K
TypeSH
Market value$48.17M
0.53%
Sole
21.57K
Shared
0.00
None
69.02K
Abbvie Inc
SOLEShares222.49K
TypeSH
Market value$47.62M
0.52%
Sole
43.22K
Shared
0.00
None
179.26K
Caterpillar Inc
SOLEShares75.61K
TypeSH
Market value$47.56M
0.52%
Sole
19.18K
Shared
0.00
None
56.44K
Chevron Corp
SOLEShares283.47K
TypeSH
Market value$46.86M
0.51%
Sole
72.26K
Shared
0.00
None
211.21K
Home Depot Inc
SOLEShares118.89K
TypeSH
Market value$44.60M
0.49%
Sole
32.69K
Shared
0.00
None
86.20K
Procter & Gamble Co
SOLEShares295.46K
TypeSH
Market value$43.43M
0.48%
Sole
61.51K
Shared
0.00
None
233.95K
Bank America Corp
SOLEShares827.83K
TypeSH
Market value$43.13M
0.47%
Sole
242.96K
Shared
0.00
None
584.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVidia CorpSOLE | COM | 2.58M | SH | $459.38M 5.04% | 611.28K | 0.00 | 1.97M |
Apple IncSOLE | COM | 1.66M | SH | $410.29M 4.50% | 429.37K | 0.00 | 1.23M |
Microsoft CorpSOLE | COM | 827.85K | SH | $376.28M 4.12% | 211.37K | 0.00 | 616.48K |
Amazon.Com IncSOLE | COM | 1.08M | SH | $248.44M 2.72% | 277.45K | 0.00 | 798.05K |
Alphabet Inc Cap Stock Cl ASOLE | COM | 641.43K | SH | $206.54M 2.26% | 146.83K | 0.00 | 494.60K |
Broadcom IncSOLE | COM | 509.94K | SH | $169.61M 1.86% | 121.41K | 0.00 | 388.53K |
Alphabet Inc Cap Stock Cl CSOLE | COM | 516.72K | SH | $166.47M 1.82% | 120.41K | 0.00 | 396.31K |
Meta Platforms IncSOLE | COM | 246.15K | SH | $148.70M 1.63% | 63.45K | 0.00 | 182.70K |
Tesla IncSOLE | COM | 312.31K | SH | $130.94M 1.44% | 83.27K | 0.00 | 229.04K |
Berkshire Hathaway Inc Cl BSOLE | COM | 219.34K | SH | $106.47M 1.17% | 61.59K | 0.00 | 157.76K |
JPMorgan Chase & CoSOLE | COM | 332.77K | SH | $100.74M 1.10% | 98.47K | 0.00 | 234.31K |
Lilly Eli & CoSOLE | COM | 76.90K | SH | $80.08M 0.88% | 13.68K | 0.00 | 63.23K |
Exxon Mobil CorpSOLE | COM | 590.80K | SH | $77.08M 0.84% | 151.25K | 0.00 | 439.55K |
Johnson & JohnsonSOLE | COM | 310.46K | SH | $67.75M 0.74% | 69.59K | 0.00 | 240.87K |
Visa Inc Cl ASOLE | COM | 189.52K | SH | $61.75M 0.68% | 47.31K | 0.00 | 142.21K |
Wal-Mart IncSOLE | COM | 484.63K | SH | $57.53M 0.63% | 174.21K | 0.00 | 310.43K |
Costco Wholesale CorpSOLE | COM | 53.75K | SH | $51.83M 0.57% | 15.62K | 0.00 | 38.13K |
Micron Technology IncSOLE | COM | 136.32K | SH | $49.76M 0.55% | 38.25K | 0.00 | 98.07K |
Mastercard Inc Cl ASOLE | COM | 90.59K | SH | $48.17M 0.53% | 21.57K | 0.00 | 69.02K |
Abbvie IncSOLE | COM | 222.49K | SH | $47.62M 0.52% | 43.22K | 0.00 | 179.26K |
Caterpillar IncSOLE | COM | 75.61K | SH | $47.56M 0.52% | 19.18K | 0.00 | 56.44K |
Chevron CorpSOLE | COM | 283.47K | SH | $46.86M 0.51% | 72.26K | 0.00 | 211.21K |
Home Depot IncSOLE | COM | 118.89K | SH | $44.60M 0.49% | 32.69K | 0.00 | 86.20K |
Procter & Gamble CoSOLE | COM | 295.46K | SH | $43.43M 0.48% | 61.51K | 0.00 | 233.95K |
Bank America CorpSOLE | COM | 827.83K | SH | $43.13M 0.47% | 242.96K | 0.00 | 584.87K |
Page 1 of 76
…