YOUSIF CAPITAL MANAGEMENT, LLC

PrivateCIK: 1858789

Location

BLOOMFIELD HILLS, MI

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

% of voting shares24.9%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

58.71M

% 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

SOLE

COM

Shares2.28M

TypeSH

Market value$457.01M

5.11%

Sole

591.63K

Shared

0.00

None

1.69M

Apple Inc

SOLE

COM

Shares1.47M

TypeSH

Market value$426.40M

4.77%

Sole

418.37K

Shared

0.00

None

1.06M

Microsoft Corp

SOLE

COM

Shares738.40K

TypeSH

Market value$275.44M

3.08%

Sole

203.19K

Shared

0.00

None

535.21K

Amazon.Com Inc

SOLE

COM

Shares967.28K

TypeSH

Market value$230.54M

2.58%

Sole

272.56K

Shared

0.00

None

694.73K

Alphabet Inc Cap Stock Cl A

SOLE

COM

Shares570.09K

TypeSH

Market value$203.73M

2.28%

Sole

143.99K

Shared

0.00

None

426.10K

Broadcom Inc

SOLE

COM

Shares453.87K

TypeSH

Market value$171.45M

1.92%

Sole

118.90K

Shared

0.00

None

334.98K

Alphabet Inc Cap Stock Cl C

SOLE

COM

Shares461.69K

TypeSH

Market value$163.13M

1.83%

Sole

117.89K

Shared

0.00

None

343.80K

Micron Technology Inc

SOLE

COM

Shares117.95K

TypeSH

Market value$136.15M

1.52%

Sole

36.08K

Shared

0.00

None

81.86K

Meta Platforms Inc

SOLE

COM

Shares222.51K

TypeSH

Market value$125.34M

1.40%

Sole

62.41K

Shared

0.00

None

160.11K

Tesla Inc

SOLE

COM

Shares280.08K

TypeSH

Market value$117.80M

1.32%

Sole

82.72K

Shared

0.00

None

197.37K

Berkshire Hathaway Inc Cl B

SOLE

COM

Shares197.28K

TypeSH

Market value$98.72M

1.10%

Sole

58.98K

Shared

0.00

None

138.31K

JPMorgan Chase & Co

SOLE

COM

Shares293.65K

TypeSH

Market value$96.12M

1.08%

Sole

91.95K

Shared

0.00

None

201.70K

Advanced Micro Devices Inc

SOLE

COM

Shares162.12K

TypeSH

Market value$94.18M

1.05%

Sole

47.28K

Shared

0.00

None

114.84K

Lilly Eli & Co

SOLE

COM

Shares67.89K

TypeSH

Market value$81.43M

0.91%

Sole

13.16K

Shared

0.00

None

54.73K

Intel Corp

SOLE

COM

Shares516.35K

TypeSH

Market value$72.10M

0.81%

Sole

141.75K

Shared

0.00

None

374.60K

Exxon Mobil Corp

SOLE

COM

Shares508.08K

TypeSH

Market value$69.46M

0.78%

Sole

144.11K

Shared

0.00

None

363.98K

Johnson & Johnson

SOLE

COM

Shares269.31K

TypeSH

Market value$68.40M

0.77%

Sole

63.23K

Shared

0.00

None

206.08K

Caterpillar Inc

SOLE

COM

Shares62.53K

TypeSH

Market value$66.59M

0.75%

Sole

16.51K

Shared

0.00

None

46.02K

Ishares Msci Taiwan Etf

SOLE

ETF

Shares548.37K

TypeSH

Market value$59.56M

0.67%

Sole

0.00

Shared

0.00

None

548.37K

Visa Inc Cl A

SOLE

COM

Shares167.49K

TypeSH

Market value$57.46M

0.64%

Sole

46.15K

Shared

0.00

None

121.33K

Applied Materials Inc

SOLE

COM

Shares79.02K

TypeSH

Market value$57.13M

0.64%

Sole

19.80K

Shared

0.00

None

59.22K

Lam Research Corp New

SOLE

COM

Shares123.70K

TypeSH

Market value$53.60M

0.60%

Sole

31.81K

Shared

0.00

None

91.90K

Cisco Systems Inc

SOLE

COM

Shares445.35K

TypeSH

Market value$52.31M

0.59%

Sole

148.89K

Shared

0.00

None

296.45K

Abbvie Inc

SOLE

COM

Shares202.37K

TypeSH

Market value$50.92M

0.57%

Sole

46.47K

Shared

0.00

None

155.90K

Wal-Mart Inc

SOLE

COM

Shares422.54K

TypeSH

Market value$47.86M

0.54%

Sole

169.63K

Shared

0.00

None

252.90K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVidia CorpSOLE	COM	2.28M	SH	$457.01M 5.11%	591.63K	1.69M
Apple IncSOLE	COM	1.47M	SH	$426.40M 4.77%	418.37K	1.06M
Microsoft CorpSOLE	COM	738.40K	SH	$275.44M 3.08%	203.19K	535.21K
Amazon.Com IncSOLE	COM	967.28K	SH	$230.54M 2.58%	272.56K	694.73K
Alphabet Inc Cap Stock Cl ASOLE	COM	570.09K	SH	$203.73M 2.28%	143.99K	426.10K
Broadcom IncSOLE	COM	453.87K	SH	$171.45M 1.92%	118.90K	334.98K
Alphabet Inc Cap Stock Cl CSOLE	COM	461.69K	SH	$163.13M 1.83%	117.89K	343.80K
Micron Technology IncSOLE	COM	117.95K	SH	$136.15M 1.52%	36.08K	81.86K
Meta Platforms IncSOLE	COM	222.51K	SH	$125.34M 1.40%	62.41K	160.11K
Tesla IncSOLE	COM	280.08K	SH	$117.80M 1.32%	82.72K	197.37K
Berkshire Hathaway Inc Cl BSOLE	COM	197.28K	SH	$98.72M 1.10%	58.98K	138.31K
JPMorgan Chase & CoSOLE	COM	293.65K	SH	$96.12M 1.08%	91.95K	201.70K
Advanced Micro Devices IncSOLE	COM	162.12K	SH	$94.18M 1.05%	47.28K	114.84K
Lilly Eli & CoSOLE	COM	67.89K	SH	$81.43M 0.91%	13.16K	54.73K
Intel CorpSOLE	COM	516.35K	SH	$72.10M 0.81%	141.75K	374.60K
Exxon Mobil CorpSOLE	COM	508.08K	SH	$69.46M 0.78%	144.11K	363.98K
Johnson & JohnsonSOLE	COM	269.31K	SH	$68.40M 0.77%	63.23K	206.08K
Caterpillar IncSOLE	COM	62.53K	SH	$66.59M 0.75%	16.51K	46.02K
Ishares Msci Taiwan EtfSOLE	ETF	548.37K	SH	$59.56M 0.67%	0.00	548.37K
Visa Inc Cl ASOLE	COM	167.49K	SH	$57.46M 0.64%	46.15K	121.33K
Applied Materials IncSOLE	COM	79.02K	SH	$57.13M 0.64%	19.80K	59.22K
Lam Research Corp NewSOLE	COM	123.70K	SH	$53.60M 0.60%	31.81K	91.90K
Cisco Systems IncSOLE	COM	445.35K	SH	$52.31M 0.59%	148.89K	296.45K
Abbvie IncSOLE	COM	202.37K	SH	$50.92M 0.57%	46.47K	155.90K
Wal-Mart IncSOLE	COM	422.54K	SH	$47.86M 0.54%	169.63K	252.90K

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