Filed: 10/22/2026ACC: 0001858789-26-000007
📋 What this filing means
YOUSIF CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1652 equity positions with a total reported market value of $8.87B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1652
Positions
$8.87B
Total AUM (reported)
77.52M
Total Shares
Allocation by class
COM$8.25B93.1%
RT$276.95M3.1%
ETF$258.01M2.9%
MUT$48.64M0.5%
ADR$31.74M0.4%
WT$104.4K0.0%
Portfolio Concentration
Top 3$1.38B15.6%
4–10$1.14B12.8%
11–25$1.00B11.3%
Rest$5.34B60.2%
Top 3 weight
15.6%
Top 10 weight
28.4%
Voting Authority Distribution
Total shares with voting rights: 77.52M
Sole
Full voting authority
19.66M
shares
% of voting shares25.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
57.86M
shares
% of voting shares74.6%
Investment Discretion (by position count)
Sole1652
Shared0
Other0
Dominant voting typeNone · 74.6% of voting shares
Institutional Holdings1652
Rows:
NVidia Corp
SOLEShares2.27M
TypeSH
Market value$518.45M
5.85%
Sole
591.08K
Shared
0.00
None
1.68M
Apple Inc
SOLEShares1.46M
TypeSH
Market value$486.89M
5.49%
Sole
417.05K
Shared
0.00
None
1.05M
Microsoft Corp
SOLEShares737.11K
TypeSH
Market value$378.07M
4.26%
Sole
202.79K
Shared
0.00
None
534.32K
Amazon.Com Inc
SOLEShares971.25K
TypeSH
Market value$241.99M
2.73%
Sole
275.94K
Shared
0.00
None
695.32K
Alphabet Inc Cap Stock Cl A
SOLEShares567.35K
TypeSH
Market value$195.21M
2.20%
Sole
143.76K
Shared
0.00
None
423.58K
Meta Platforms Inc
SOLEShares223.54K
TypeSH
Market value$162.10M
1.83%
Sole
61.92K
Shared
0.00
None
161.62K
Broadcom Inc
SOLEShares454.14K
TypeSH
Market value$159.49M
1.80%
Sole
119.94K
Shared
0.00
None
334.20K
Alphabet Inc Cap Stock Cl C
SOLEShares460.73K
TypeSH
Market value$156.99M
1.77%
Sole
117.44K
Shared
0.00
None
343.29K
Micron Technology Inc
SOLEShares115.87K
TypeSH
Market value$123.42M
1.39%
Sole
36.02K
Shared
0.00
None
79.85K
Berkshire Hathaway Inc Cl B
SOLEShares200.44K
TypeSH
Market value$99.81M
1.13%
Sole
59.11K
Shared
0.00
None
141.33K
Advanced Micro Devices Inc
SOLEShares161.57K
TypeSH
Market value$98.84M
1.11%
Sole
47.77K
Shared
0.00
None
113.80K
Tesla Inc
SOLEShares277.97K
TypeSH
Market value$98.63M
1.11%
Sole
81.80K
Shared
0.00
None
196.18K
JPMorgan Chase & Co
SOLEShares291.95K
TypeSH
Market value$96.59M
1.09%
Sole
91.25K
Shared
0.00
None
200.71K
Exxonmobil Holdings Corp
SOLEShares510.89K
TypeSH
Market value$83.15M
0.94%
Sole
148.69K
Shared
0.00
None
362.20K
Lilly Eli & Co
SOLEShares68.45K
TypeSH
Market value$79.20M
0.89%
Sole
13.67K
Shared
0.00
None
54.77K
Johnson & Johnson
SOLEShares266.40K
TypeSH
Market value$70.53M
0.80%
Sole
62.91K
Shared
0.00
None
203.49K
Intel Corp
SOLEShares517.36K
TypeSH
Market value$62.20M
0.70%
Sole
145.12K
Shared
0.00
None
372.23K
Visa Inc Cl A
SOLEShares170.79K
TypeSH
Market value$61.37M
0.69%
Sole
46.92K
Shared
0.00
None
123.87K
Ishares Msci Taiwan Etf
SOLEShares541.26K
TypeSH
Market value$61.11M
0.69%
Sole
0.00
Shared
0.00
None
541.26K
Chevron Corp
SOLEShares266.06K
TypeSH
Market value$54.33M
0.61%
Sole
75.47K
Shared
0.00
None
190.60K
Abbvie Inc
SOLEShares196.22K
TypeSH
Market value$51.33M
0.58%
Sole
42.11K
Shared
0.00
None
154.10K
Caterpillar Inc
SOLEShares61.63K
TypeSH
Market value$49.97M
0.56%
Sole
16.39K
Shared
0.00
None
45.24K
Cisco Systems Inc
SOLEShares442.65K
TypeSH
Market value$47.64M
0.54%
Sole
150K
Shared
0.00
None
292.65K
Ishares Msci Sth Kor Etf
SOLEShares245.99K
TypeSH
Market value$44.96M
0.51%
Sole
0.00
Shared
0.00
None
245.99K
Costco Wholesale Corp
SOLEShares48.54K
TypeSH
Market value$44.19M
0.50%
Sole
15.27K
Shared
0.00
None
33.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVidia CorpSOLE | COM | 2.27M | SH | $518.45M 5.85% | 591.08K | 0.00 | 1.68M |
Apple IncSOLE | COM | 1.46M | SH | $486.89M 5.49% | 417.05K | 0.00 | 1.05M |
Microsoft CorpSOLE | COM | 737.11K | SH | $378.07M 4.26% | 202.79K | 0.00 | 534.32K |
Amazon.Com IncSOLE | COM | 971.25K | SH | $241.99M 2.73% | 275.94K | 0.00 | 695.32K |
Alphabet Inc Cap Stock Cl ASOLE | COM | 567.35K | SH | $195.21M 2.20% | 143.76K | 0.00 | 423.58K |
Meta Platforms IncSOLE | COM | 223.54K | SH | $162.10M 1.83% | 61.92K | 0.00 | 161.62K |
Broadcom IncSOLE | COM | 454.14K | SH | $159.49M 1.80% | 119.94K | 0.00 | 334.20K |
Alphabet Inc Cap Stock Cl CSOLE | COM | 460.73K | SH | $156.99M 1.77% | 117.44K | 0.00 | 343.29K |
Micron Technology IncSOLE | COM | 115.87K | SH | $123.42M 1.39% | 36.02K | 0.00 | 79.85K |
Berkshire Hathaway Inc Cl BSOLE | COM | 200.44K | SH | $99.81M 1.13% | 59.11K | 0.00 | 141.33K |
Advanced Micro Devices IncSOLE | COM | 161.57K | SH | $98.84M 1.11% | 47.77K | 0.00 | 113.80K |
Tesla IncSOLE | COM | 277.97K | SH | $98.63M 1.11% | 81.80K | 0.00 | 196.18K |
JPMorgan Chase & CoSOLE | COM | 291.95K | SH | $96.59M 1.09% | 91.25K | 0.00 | 200.71K |
Exxonmobil Holdings CorpSOLE | COM | 510.89K | SH | $83.15M 0.94% | 148.69K | 0.00 | 362.20K |
Lilly Eli & CoSOLE | COM | 68.45K | SH | $79.20M 0.89% | 13.67K | 0.00 | 54.77K |
Johnson & JohnsonSOLE | COM | 266.40K | SH | $70.53M 0.80% | 62.91K | 0.00 | 203.49K |
Intel CorpSOLE | COM | 517.36K | SH | $62.20M 0.70% | 145.12K | 0.00 | 372.23K |
Visa Inc Cl ASOLE | COM | 170.79K | SH | $61.37M 0.69% | 46.92K | 0.00 | 123.87K |
Ishares Msci Taiwan EtfSOLE | ETF | 541.26K | SH | $61.11M 0.69% | 0.00 | 0.00 | 541.26K |
Chevron CorpSOLE | COM | 266.06K | SH | $54.33M 0.61% | 75.47K | 0.00 | 190.60K |
Abbvie IncSOLE | COM | 196.22K | SH | $51.33M 0.58% | 42.11K | 0.00 | 154.10K |
Caterpillar IncSOLE | COM | 61.63K | SH | $49.97M 0.56% | 16.39K | 0.00 | 45.24K |
Cisco Systems IncSOLE | COM | 442.65K | SH | $47.64M 0.54% | 150K | 0.00 | 292.65K |
Ishares Msci Sth Kor EtfSOLE | ETF | 245.99K | SH | $44.96M 0.51% | 0.00 | 0.00 | 245.99K |
Costco Wholesale CorpSOLE | COM | 48.54K | SH | $44.19M 0.50% | 15.27K | 0.00 | 33.27K |
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