§ 13F · FUND PROFILE
YOUSIF CAPITAL MANAGEMENT, LLC.
AUM · $8.9B (13F)Positions · 1665Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$73M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVidia Corp | 2.28M | $457M | 5.1% | −8% |
| 2 | AAPL | Apple Inc | 1.47M | $426M | 4.8% | −8% |
| 3 | MSFT | Microsoft Corp | 738K | $275M | 3.1% | −7% |
| 4 | AMZN | Amazon.Com Inc | 967K | $231M | 2.6% | −7% |
| 5 | GOOGL | Alphabet Inc Cap Stock Cl A | 570K | $204M | 2.3% | −7% |
| 6 | AVGO | Broadcom Inc | 454K | $171M | 1.9% | −8% |
| 7 | GOOG | Alphabet Inc Cap Stock Cl C | 462K | $163M | 1.8% | −7% |
| 8 | MU | Micron Technology Inc | 118K | $136M | 1.5% | −9% |
| 9 | META | Meta Platforms Inc | 223K | $125M | 1.4% | −7% |
| 10 | TSLA | Tesla Inc | 280K | $118M | 1.3% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE YOUSIF SIGNAL
AC read
YOUSIF CAPITAL MANAGEMENT, LLC is a Other fund managing $8.9 billion in assets. The fund runs a massive portfolio of 1,665 positions.
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