YOUSIF CAPITAL MANAGEMENT, LLC

PrivateCIK: 1858789

Location

BLOOMFIELD HILLS, MI

1858

Positions

$8.52B

Total AUM (reported)

88.39M

Total Shares

Allocation by class

COM$7.75B91.0%

RT$279.01M3.3%

ETF$259.59M3.0%

ADR$177.74M2.1%

MUT$47.44M0.6%

WT$101.7K0.0%

Portfolio Concentration

Top 3$1.13B13.3%

4–10$1.04B12.2%

11–25$864.07M10.1%

Rest$5.48B64.4%

Top 3 weight

13.3%

Top 10 weight

25.5%

Voting Authority Distribution

Total shares with voting rights: 88.39M

Sole

Full voting authority

18.19M

% of voting shares20.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

70.21M

% of voting shares79.4%

Investment Discretion (by position count)

Sole1858

Shared0

Other0

Dominant voting typeNone · 79.4% of voting shares

Institutional Holdings1858

Rows:

NVidia Corp

SOLE

COM

Shares2.48M

TypeSH

Market value$432.06M

5.07%

Sole

595.07K

Shared

0.00

None

1.88M

Apple Inc

SOLE

COM

Shares1.59M

TypeSH

Market value$404.51M

4.75%

Sole

417.82K

Shared

0.00

None

1.18M

Microsoft Corp

SOLE

COM

Shares797.36K

TypeSH

Market value$295.16M

3.47%

Sole

205.63K

Shared

0.00

None

591.74K

Amazon.Com Inc

SOLE

COM

Shares1.04M

TypeSH

Market value$217.01M

2.55%

Sole

272.04K

Shared

0.00

None

769.91K

Alphabet Inc Cap Stock Cl A

SOLE

COM

Shares615.91K

TypeSH

Market value$177.11M

2.08%

Sole

143.41K

Shared

0.00

None

472.50K

Broadcom Inc

SOLE

COM

Shares492.05K

TypeSH

Market value$152.29M

1.79%

Sole

119.47K

Shared

0.00

None

372.59K

Alphabet Inc Cap Stock Cl C

SOLE

COM

Shares497.41K

TypeSH

Market value$142.69M

1.68%

Sole

117.30K

Shared

0.00

None

380.11K

Meta Platforms Inc

SOLE

COM

Shares238.27K

TypeSH

Market value$136.32M

1.60%

Sole

62.01K

Shared

0.00

None

176.26K

Tesla Inc

SOLE

COM

Shares300.35K

TypeSH

Market value$111.65M

1.31%

Sole

81.41K

Shared

0.00

None

218.93K

Berkshire Hathaway Inc Cl B

SOLE

COM

Shares211.40K

TypeSH

Market value$101.30M

1.19%

Sole

58.82K

Shared

0.00

None

152.58K

Exxon Mobil Corp

SOLE

COM

Shares555.36K

TypeSH

Market value$94.22M

1.11%

Sole

143.47K

Shared

0.00

None

411.89K

JPMorgan Chase & Co

SOLE

COM

Shares314.84K

TypeSH

Market value$92.61M

1.09%

Sole

91.47K

Shared

0.00

None

223.37K

Johnson & Johnson

SOLE

COM

Shares296.09K

TypeSH

Market value$72.38M

0.85%

Sole

66.52K

Shared

0.00

None

229.56K

Lilly Eli & Co

SOLE

COM

Shares73.94K

TypeSH

Market value$68.01M

0.80%

Sole

13.10K

Shared

0.00

None

60.84K

Wal-Mart Inc

SOLE

COM

Shares461.30K

TypeSH

Market value$57.33M

0.67%

Sole

171.55K

Shared

0.00

None

289.75K

Chevron Corp

SOLE

COM

Shares272.04K

TypeSH

Market value$56.29M

0.66%

Sole

69.66K

Shared

0.00

None

202.38K

Visa Inc Cl A

SOLE

COM

Shares181.83K

TypeSH

Market value$54.96M

0.65%

Sole

46.13K

Shared

0.00

None

135.70K

Costco Wholesale Corp

SOLE

COM

Shares51.49K

TypeSH

Market value$51.31M

0.60%

Sole

14.94K

Shared

0.00

None

36.56K

Caterpillar Inc

SOLE

COM

Shares69.06K

TypeSH

Market value$48.92M

0.57%

Sole

17.37K

Shared

0.00

None

51.69K

State Street Spdr S&P 500 Etf

SOLE

ETF

Shares73.26K

TypeSH

Market value$47.64M

0.56%

Sole

309.00

Shared

0.00

None

72.95K

Abbvie Inc

SOLE

COM

Shares214.83K

TypeSH

Market value$46.72M

0.55%

Sole

42.24K

Shared

0.00

None

172.60K

Ishares Msci Taiwan Etf

SOLE

ETF

Shares625.83K

TypeSH

Market value$44.38M

0.52%

Sole

0.00

Shared

0.00

None

625.83K

Micron Technology Inc

SOLE

COM

Shares129.33K

TypeSH

Market value$43.69M

0.51%

Sole

36.35K

Shared

0.00

None

92.99K

Mastercard Inc Cl A

SOLE

COM

Shares86.65K

TypeSH

Market value$43.29M

0.51%

Sole

20.96K

Shared

0.00

None

65.69K

Netflix Inc

SOLE

COM

Shares439.96K

TypeSH

Market value$42.30M

0.50%

Sole

103.66K

Shared

0.00

None

336.30K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVidia CorpSOLE	COM	2.48M	SH	$432.06M 5.07%	595.07K	1.88M
Apple IncSOLE	COM	1.59M	SH	$404.51M 4.75%	417.82K	1.18M
Microsoft CorpSOLE	COM	797.36K	SH	$295.16M 3.47%	205.63K	591.74K
Amazon.Com IncSOLE	COM	1.04M	SH	$217.01M 2.55%	272.04K	769.91K
Alphabet Inc Cap Stock Cl ASOLE	COM	615.91K	SH	$177.11M 2.08%	143.41K	472.50K
Broadcom IncSOLE	COM	492.05K	SH	$152.29M 1.79%	119.47K	372.59K
Alphabet Inc Cap Stock Cl CSOLE	COM	497.41K	SH	$142.69M 1.68%	117.30K	380.11K
Meta Platforms IncSOLE	COM	238.27K	SH	$136.32M 1.60%	62.01K	176.26K
Tesla IncSOLE	COM	300.35K	SH	$111.65M 1.31%	81.41K	218.93K
Berkshire Hathaway Inc Cl BSOLE	COM	211.40K	SH	$101.30M 1.19%	58.82K	152.58K
Exxon Mobil CorpSOLE	COM	555.36K	SH	$94.22M 1.11%	143.47K	411.89K
JPMorgan Chase & CoSOLE	COM	314.84K	SH	$92.61M 1.09%	91.47K	223.37K
Johnson & JohnsonSOLE	COM	296.09K	SH	$72.38M 0.85%	66.52K	229.56K
Lilly Eli & CoSOLE	COM	73.94K	SH	$68.01M 0.80%	13.10K	60.84K
Wal-Mart IncSOLE	COM	461.30K	SH	$57.33M 0.67%	171.55K	289.75K
Chevron CorpSOLE	COM	272.04K	SH	$56.29M 0.66%	69.66K	202.38K
Visa Inc Cl ASOLE	COM	181.83K	SH	$54.96M 0.65%	46.13K	135.70K
Costco Wholesale CorpSOLE	COM	51.49K	SH	$51.31M 0.60%	14.94K	36.56K
Caterpillar IncSOLE	COM	69.06K	SH	$48.92M 0.57%	17.37K	51.69K
State Street Spdr S&P 500 EtfSOLE	ETF	73.26K	SH	$47.64M 0.56%	309.00	72.95K
Abbvie IncSOLE	COM	214.83K	SH	$46.72M 0.55%	42.24K	172.60K
Ishares Msci Taiwan EtfSOLE	ETF	625.83K	SH	$44.38M 0.52%	0.00	625.83K
Micron Technology IncSOLE	COM	129.33K	SH	$43.69M 0.51%	36.35K	92.99K
Mastercard Inc Cl ASOLE	COM	86.65K	SH	$43.29M 0.51%	20.96K	65.69K
Netflix IncSOLE	COM	439.96K	SH	$42.30M 0.50%	103.66K	336.30K

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