Filed: 7/16/2026ACC: 0001858789-26-000004
📋 What this filing means
YOUSIF CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1665 equity positions with a total reported market value of $8.94B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1665
Positions
$8.94B
Total AUM (reported)
78.18M
Total Shares
Allocation by class
COM$8.30B92.9%
RT$298.04M3.3%
ETF$251.58M2.8%
MUT$54.44M0.6%
ADR$33.65M0.4%
WT$104.4K0.0%
Portfolio Concentration
Top 3$1.16B13.0%
4–10$1.15B12.8%
11–25$1.03B11.5%
Rest$5.60B62.7%
Top 3 weight
13.0%
Top 10 weight
25.8%
Voting Authority Distribution
Total shares with voting rights: 78.18M
Sole
Full voting authority
19.47M
shares
% of voting shares24.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
58.71M
shares
% of voting shares75.1%
Investment Discretion (by position count)
Sole1665
Shared0
Other0
Dominant voting typeNone · 75.1% of voting shares
Institutional Holdings1665
Rows:
NVidia Corp
SOLEShares2.28M
TypeSH
Market value$457.01M
5.11%
Sole
591.63K
Shared
0.00
None
1.69M
Apple Inc
SOLEShares1.47M
TypeSH
Market value$426.40M
4.77%
Sole
418.37K
Shared
0.00
None
1.06M
Microsoft Corp
SOLEShares738.40K
TypeSH
Market value$275.44M
3.08%
Sole
203.19K
Shared
0.00
None
535.21K
Amazon.Com Inc
SOLEShares967.28K
TypeSH
Market value$230.54M
2.58%
Sole
272.56K
Shared
0.00
None
694.73K
Alphabet Inc Cap Stock Cl A
SOLEShares570.09K
TypeSH
Market value$203.73M
2.28%
Sole
143.99K
Shared
0.00
None
426.10K
Broadcom Inc
SOLEShares453.87K
TypeSH
Market value$171.45M
1.92%
Sole
118.90K
Shared
0.00
None
334.98K
Alphabet Inc Cap Stock Cl C
SOLEShares461.69K
TypeSH
Market value$163.13M
1.83%
Sole
117.89K
Shared
0.00
None
343.80K
Micron Technology Inc
SOLEShares117.95K
TypeSH
Market value$136.15M
1.52%
Sole
36.08K
Shared
0.00
None
81.86K
Meta Platforms Inc
SOLEShares222.51K
TypeSH
Market value$125.34M
1.40%
Sole
62.41K
Shared
0.00
None
160.11K
Tesla Inc
SOLEShares280.08K
TypeSH
Market value$117.80M
1.32%
Sole
82.72K
Shared
0.00
None
197.37K
Berkshire Hathaway Inc Cl B
SOLEShares197.28K
TypeSH
Market value$98.72M
1.10%
Sole
58.98K
Shared
0.00
None
138.31K
JPMorgan Chase & Co
SOLEShares293.65K
TypeSH
Market value$96.12M
1.08%
Sole
91.95K
Shared
0.00
None
201.70K
Advanced Micro Devices Inc
SOLEShares162.12K
TypeSH
Market value$94.18M
1.05%
Sole
47.28K
Shared
0.00
None
114.84K
Lilly Eli & Co
SOLEShares67.89K
TypeSH
Market value$81.43M
0.91%
Sole
13.16K
Shared
0.00
None
54.73K
Intel Corp
SOLEShares516.35K
TypeSH
Market value$72.10M
0.81%
Sole
141.75K
Shared
0.00
None
374.60K
Exxon Mobil Corp
SOLEShares508.08K
TypeSH
Market value$69.46M
0.78%
Sole
144.11K
Shared
0.00
None
363.98K
Johnson & Johnson
SOLEShares269.31K
TypeSH
Market value$68.40M
0.77%
Sole
63.23K
Shared
0.00
None
206.08K
Caterpillar Inc
SOLEShares62.53K
TypeSH
Market value$66.59M
0.75%
Sole
16.51K
Shared
0.00
None
46.02K
Ishares Msci Taiwan Etf
SOLEShares548.37K
TypeSH
Market value$59.56M
0.67%
Sole
0.00
Shared
0.00
None
548.37K
Visa Inc Cl A
SOLEShares167.49K
TypeSH
Market value$57.46M
0.64%
Sole
46.15K
Shared
0.00
None
121.33K
Applied Materials Inc
SOLEShares79.02K
TypeSH
Market value$57.13M
0.64%
Sole
19.80K
Shared
0.00
None
59.22K
Lam Research Corp New
SOLEShares123.70K
TypeSH
Market value$53.60M
0.60%
Sole
31.81K
Shared
0.00
None
91.90K
Cisco Systems Inc
SOLEShares445.35K
TypeSH
Market value$52.31M
0.59%
Sole
148.89K
Shared
0.00
None
296.45K
Abbvie Inc
SOLEShares202.37K
TypeSH
Market value$50.92M
0.57%
Sole
46.47K
Shared
0.00
None
155.90K
Wal-Mart Inc
SOLEShares422.54K
TypeSH
Market value$47.86M
0.54%
Sole
169.63K
Shared
0.00
None
252.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVidia CorpSOLE | COM | 2.28M | SH | $457.01M 5.11% | 591.63K | 0.00 | 1.69M |
Apple IncSOLE | COM | 1.47M | SH | $426.40M 4.77% | 418.37K | 0.00 | 1.06M |
Microsoft CorpSOLE | COM | 738.40K | SH | $275.44M 3.08% | 203.19K | 0.00 | 535.21K |
Amazon.Com IncSOLE | COM | 967.28K | SH | $230.54M 2.58% | 272.56K | 0.00 | 694.73K |
Alphabet Inc Cap Stock Cl ASOLE | COM | 570.09K | SH | $203.73M 2.28% | 143.99K | 0.00 | 426.10K |
Broadcom IncSOLE | COM | 453.87K | SH | $171.45M 1.92% | 118.90K | 0.00 | 334.98K |
Alphabet Inc Cap Stock Cl CSOLE | COM | 461.69K | SH | $163.13M 1.83% | 117.89K | 0.00 | 343.80K |
Micron Technology IncSOLE | COM | 117.95K | SH | $136.15M 1.52% | 36.08K | 0.00 | 81.86K |
Meta Platforms IncSOLE | COM | 222.51K | SH | $125.34M 1.40% | 62.41K | 0.00 | 160.11K |
Tesla IncSOLE | COM | 280.08K | SH | $117.80M 1.32% | 82.72K | 0.00 | 197.37K |
Berkshire Hathaway Inc Cl BSOLE | COM | 197.28K | SH | $98.72M 1.10% | 58.98K | 0.00 | 138.31K |
JPMorgan Chase & CoSOLE | COM | 293.65K | SH | $96.12M 1.08% | 91.95K | 0.00 | 201.70K |
Advanced Micro Devices IncSOLE | COM | 162.12K | SH | $94.18M 1.05% | 47.28K | 0.00 | 114.84K |
Lilly Eli & CoSOLE | COM | 67.89K | SH | $81.43M 0.91% | 13.16K | 0.00 | 54.73K |
Intel CorpSOLE | COM | 516.35K | SH | $72.10M 0.81% | 141.75K | 0.00 | 374.60K |
Exxon Mobil CorpSOLE | COM | 508.08K | SH | $69.46M 0.78% | 144.11K | 0.00 | 363.98K |
Johnson & JohnsonSOLE | COM | 269.31K | SH | $68.40M 0.77% | 63.23K | 0.00 | 206.08K |
Caterpillar IncSOLE | COM | 62.53K | SH | $66.59M 0.75% | 16.51K | 0.00 | 46.02K |
Ishares Msci Taiwan EtfSOLE | ETF | 548.37K | SH | $59.56M 0.67% | 0.00 | 0.00 | 548.37K |
Visa Inc Cl ASOLE | COM | 167.49K | SH | $57.46M 0.64% | 46.15K | 0.00 | 121.33K |
Applied Materials IncSOLE | COM | 79.02K | SH | $57.13M 0.64% | 19.80K | 0.00 | 59.22K |
Lam Research Corp NewSOLE | COM | 123.70K | SH | $53.60M 0.60% | 31.81K | 0.00 | 91.90K |
Cisco Systems IncSOLE | COM | 445.35K | SH | $52.31M 0.59% | 148.89K | 0.00 | 296.45K |
Abbvie IncSOLE | COM | 202.37K | SH | $50.92M 0.57% | 46.47K | 0.00 | 155.90K |
Wal-Mart IncSOLE | COM | 422.54K | SH | $47.86M 0.54% | 169.63K | 0.00 | 252.90K |
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