YOUSIF CAPITAL MANAGEMENT, LLC

PrivateCIK: 1858789

Location

BLOOMFIELD HILLS, MI

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

% of voting shares25.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

57.86M

% 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

SOLE

COM

Shares2.27M

TypeSH

Market value$518.45M

5.85%

Sole

591.08K

Shared

0.00

None

1.68M

Apple Inc

SOLE

COM

Shares1.46M

TypeSH

Market value$486.89M

5.49%

Sole

417.05K

Shared

0.00

None

1.05M

Microsoft Corp

SOLE

COM

Shares737.11K

TypeSH

Market value$378.07M

4.26%

Sole

202.79K

Shared

0.00

None

534.32K

Amazon.Com Inc

SOLE

COM

Shares971.25K

TypeSH

Market value$241.99M

2.73%

Sole

275.94K

Shared

0.00

None

695.32K

Alphabet Inc Cap Stock Cl A

SOLE

COM

Shares567.35K

TypeSH

Market value$195.21M

2.20%

Sole

143.76K

Shared

0.00

None

423.58K

Meta Platforms Inc

SOLE

COM

Shares223.54K

TypeSH

Market value$162.10M

1.83%

Sole

61.92K

Shared

0.00

None

161.62K

Broadcom Inc

SOLE

COM

Shares454.14K

TypeSH

Market value$159.49M

1.80%

Sole

119.94K

Shared

0.00

None

334.20K

Alphabet Inc Cap Stock Cl C

SOLE

COM

Shares460.73K

TypeSH

Market value$156.99M

1.77%

Sole

117.44K

Shared

0.00

None

343.29K

Micron Technology Inc

SOLE

COM

Shares115.87K

TypeSH

Market value$123.42M

1.39%

Sole

36.02K

Shared

0.00

None

79.85K

Berkshire Hathaway Inc Cl B

SOLE

COM

Shares200.44K

TypeSH

Market value$99.81M

1.13%

Sole

59.11K

Shared

0.00

None

141.33K

Advanced Micro Devices Inc

SOLE

COM

Shares161.57K

TypeSH

Market value$98.84M

1.11%

Sole

47.77K

Shared

0.00

None

113.80K

Tesla Inc

SOLE

COM

Shares277.97K

TypeSH

Market value$98.63M

1.11%

Sole

81.80K

Shared

0.00

None

196.18K

JPMorgan Chase & Co

SOLE

COM

Shares291.95K

TypeSH

Market value$96.59M

1.09%

Sole

91.25K

Shared

0.00

None

200.71K

Exxonmobil Holdings Corp

SOLE

COM

Shares510.89K

TypeSH

Market value$83.15M

0.94%

Sole

148.69K

Shared

0.00

None

362.20K

Lilly Eli & Co

SOLE

COM

Shares68.45K

TypeSH

Market value$79.20M

0.89%

Sole

13.67K

Shared

0.00

None

54.77K

Johnson & Johnson

SOLE

COM

Shares266.40K

TypeSH

Market value$70.53M

0.80%

Sole

62.91K

Shared

0.00

None

203.49K

Intel Corp

SOLE

COM

Shares517.36K

TypeSH

Market value$62.20M

0.70%

Sole

145.12K

Shared

0.00

None

372.23K

Visa Inc Cl A

SOLE

COM

Shares170.79K

TypeSH

Market value$61.37M

0.69%

Sole

46.92K

Shared

0.00

None

123.87K

Ishares Msci Taiwan Etf

SOLE

ETF

Shares541.26K

TypeSH

Market value$61.11M

0.69%

Sole

0.00

Shared

0.00

None

541.26K

Chevron Corp

SOLE

COM

Shares266.06K

TypeSH

Market value$54.33M

0.61%

Sole

75.47K

Shared

0.00

None

190.60K

Abbvie Inc

SOLE

COM

Shares196.22K

TypeSH

Market value$51.33M

0.58%

Sole

42.11K

Shared

0.00

None

154.10K

Caterpillar Inc

SOLE

COM

Shares61.63K

TypeSH

Market value$49.97M

0.56%

Sole

16.39K

Shared

0.00

None

45.24K

Cisco Systems Inc

SOLE

COM

Shares442.65K

TypeSH

Market value$47.64M

0.54%

Sole

150K

Shared

0.00

None

292.65K

Ishares Msci Sth Kor Etf

SOLE

ETF

Shares245.99K

TypeSH

Market value$44.96M

0.51%

Sole

0.00

Shared

0.00

None

245.99K

Costco Wholesale Corp

SOLE

COM

Shares48.54K

TypeSH

Market value$44.19M

0.50%

Sole

15.27K

Shared

0.00

None

33.27K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVidia CorpSOLE	COM	2.27M	SH	$518.45M 5.85%	591.08K	1.68M
Apple IncSOLE	COM	1.46M	SH	$486.89M 5.49%	417.05K	1.05M
Microsoft CorpSOLE	COM	737.11K	SH	$378.07M 4.26%	202.79K	534.32K
Amazon.Com IncSOLE	COM	971.25K	SH	$241.99M 2.73%	275.94K	695.32K
Alphabet Inc Cap Stock Cl ASOLE	COM	567.35K	SH	$195.21M 2.20%	143.76K	423.58K
Meta Platforms IncSOLE	COM	223.54K	SH	$162.10M 1.83%	61.92K	161.62K
Broadcom IncSOLE	COM	454.14K	SH	$159.49M 1.80%	119.94K	334.20K
Alphabet Inc Cap Stock Cl CSOLE	COM	460.73K	SH	$156.99M 1.77%	117.44K	343.29K
Micron Technology IncSOLE	COM	115.87K	SH	$123.42M 1.39%	36.02K	79.85K
Berkshire Hathaway Inc Cl BSOLE	COM	200.44K	SH	$99.81M 1.13%	59.11K	141.33K
Advanced Micro Devices IncSOLE	COM	161.57K	SH	$98.84M 1.11%	47.77K	113.80K
Tesla IncSOLE	COM	277.97K	SH	$98.63M 1.11%	81.80K	196.18K
JPMorgan Chase & CoSOLE	COM	291.95K	SH	$96.59M 1.09%	91.25K	200.71K
Exxonmobil Holdings CorpSOLE	COM	510.89K	SH	$83.15M 0.94%	148.69K	362.20K
Lilly Eli & CoSOLE	COM	68.45K	SH	$79.20M 0.89%	13.67K	54.77K
Johnson & JohnsonSOLE	COM	266.40K	SH	$70.53M 0.80%	62.91K	203.49K
Intel CorpSOLE	COM	517.36K	SH	$62.20M 0.70%	145.12K	372.23K
Visa Inc Cl ASOLE	COM	170.79K	SH	$61.37M 0.69%	46.92K	123.87K
Ishares Msci Taiwan EtfSOLE	ETF	541.26K	SH	$61.11M 0.69%	0.00	541.26K
Chevron CorpSOLE	COM	266.06K	SH	$54.33M 0.61%	75.47K	190.60K
Abbvie IncSOLE	COM	196.22K	SH	$51.33M 0.58%	42.11K	154.10K
Caterpillar IncSOLE	COM	61.63K	SH	$49.97M 0.56%	16.39K	45.24K
Cisco Systems IncSOLE	COM	442.65K	SH	$47.64M 0.54%	150K	292.65K
Ishares Msci Sth Kor EtfSOLE	ETF	245.99K	SH	$44.96M 0.51%	0.00	245.99K
Costco Wholesale CorpSOLE	COM	48.54K	SH	$44.19M 0.50%	15.27K	33.27K

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