YOUSIF CAPITAL MANAGEMENT, LLC
Q2 2026 13F filing
Updated 57 days ago1,665 disclosed positions worth $8.9B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVidia Corp | $457M | 2.28M | 5.11% | Trimmed(-7.8%) |
| 2 | A AAPL Apple Inc | $426.4M | 1.47M | 4.77% | Trimmed(-7.5%) |
| 3 | M MSFT Microsoft Corp | $275.4M | 738.4K | 3.08% | Trimmed(-7.4%) |
| 4 | A AMZN Amazon.Com Inc | $230.5M | 967.3K | 2.58% | Trimmed(-7.2%) |
| 5 | G GOOGN Alphabet Inc Cap Stock Cl A | $203.7M | 570.1K | 2.28% | Trimmed(-7.4%) |
| 6 | A AVGO Broadcom Inc | $171.5M | 453.9K | 1.92% | Trimmed(-7.8%) |
| 7 | G GOOGN Alphabet Inc Cap Stock Cl C | $163.1M | 461.7K | 1.83% | Trimmed(-7.2%) |
| 8 | M MU Micron Technology Inc | $136.1M | 117.9K | 1.52% | Trimmed(-8.8%) |
| 9 | M META Meta Platforms Inc | $125.3M | 222.5K | 1.40% | Trimmed(-6.6%) |
| 10 | T TSLA Tesla Inc | $117.8M | 280.1K | 1.32% | Trimmed(-6.8%) |
| 11 | B BRK-A Berkshire Hathaway Inc Cl B | $98.7M | 197.3K | 1.10% | Trimmed(-6.7%) |
| 12 | J JPM-PM JPMorgan Chase & Co | $96.1M | 293.7K | 1.08% | Trimmed(-6.7%) |
| 13 | A AMD Advanced Micro Devices Inc | $94.2M | 162.1K | 1.05% | Trimmed(-6.9%) |
| 14 | L LLY Lilly Eli & Co | $81.4M | 67.9K | 0.91% | Trimmed(-8.2%) |
| 15 | I INTC Intel Corp | $72.1M | 516.3K | 0.81% | Trimmed(-11.9%) |
| 16 | X XOM Exxon Mobil Corp | $69.5M | 508.1K | 0.78% | Trimmed(-8.5%) |
| 17 | J JNJ Johnson & Johnson | $68.4M | 269.3K | 0.77% | Trimmed(-9.0%) |
| 18 | C CAT Caterpillar Inc | $66.6M | 62.5K | 0.75% | Trimmed(-9.4%) |
| 19 | E ETHA Ishares Msci Taiwan Etf | $59.6M | 548.4K | 0.67% | Trimmed(-12.4%) |
| 20 | V V Visa Inc Cl A | $57.5M | 167.5K | 0.64% | Trimmed(-7.9%) |
| 21 | A AMAT Applied Materials Inc | $57.1M | 79.0K | 0.64% | Trimmed(-8.3%) |
| 22 | L LRCX Lam Research Corp New | $53.6M | 123.7K | 0.60% | Trimmed(-8.4%) |
| 23 | C CSCO Cisco Systems Inc | $52.3M | 445.3K | 0.59% | Trimmed(-8.5%) |
| 24 | A ABBV Abbvie Inc | $50.9M | 202.4K | 0.57% | Trimmed(-5.8%) |
| 25 | W WMT Wal-Mart Inc | $47.9M | 422.5K | 0.54% | Trimmed(-8.4%) |
| 26 | E ETHA Ishares Msci Sth Kor Etf | $47.7M | 236.2K | 0.53% | Trimmed(-5.7%) |
| 27 | C COST Costco Wholesale Corp | $45.2M | 48.4K | 0.51% | Trimmed(-6.1%) |
| 28 | ? N/A Schwab Capital Trust Total Sto | $42.8M | 2.35M | 0.48% | Unchanged |
| 29 | B BAC-PS Bank America Corp | $42.1M | 738.2K | 0.47% | Trimmed(-6.7%) |
| 30 | C CVX Chevron Corp | $42M | 253.3K | 0.47% | Trimmed(-6.9%) |
| 31 | G GE General Electric Company | $41.3M | 110.4K | 0.46% | Trimmed(-7.3%) |
| 32 | M MA Mastercard Inc Cl A | $41.1M | 80.0K | 0.46% | Trimmed(-7.6%) |
| 33 | K KLAC Kla Corporation | $40M | 132.5K | 0.45% | Added(+807.6%) |
| 34 | P PG Procter & Gamble Co | $39.7M | 270.4K | 0.44% | Trimmed(-6.5%) |
| 35 | H HD Home Depot Inc | $37.4M | 106.2K | 0.42% | Trimmed(-7.7%) |
| 36 | U UNH Unitedhealth Group Inc | $35.2M | 84.6K | 0.39% | Trimmed(-7.1%) |
| 37 | I IBM Intl Business Machines | $34.9M | 124.2K | 0.39% | Trimmed(-5.3%) |
| 38 | L LIN Linde PLC | $33.6M | 64.7K | 0.38% | Trimmed(-8.0%) |
| 39 | G GS-PD Goldman Sachs Group Inc | $32.6M | 32.2K | 0.36% | Trimmed(-8.7%) |
| 40 | K KO Coca-Cola Co | $32.2M | 395.7K | 0.36% | Trimmed(-8.4%) |
| 41 | S SNDK Sandisk Corp | $31M | 13.6K | 0.35% | Trimmed(-9.3%) |
| 42 | G GEV GE Vernova Inc | $30.6M | 26.1K | 0.34% | Trimmed(-7.4%) |
| 43 | N NFLX Netflix Inc | $29.3M | 409.7K | 0.33% | Trimmed(-6.9%) |
| 44 | M MRK Merck & Co Inc | $29M | 226.0K | 0.33% | Trimmed(-7.9%) |
| 45 | W WFC-PZ Wells Fargo Co | $28.9M | 349.5K | 0.32% | Trimmed(-7.5%) |
| 46 | T TXN Texas Instruments Inc | $28.2M | 94.4K | 0.32% | Trimmed(-7.4%) |
| 47 | C C-PR Citigroup Inc | $27.5M | 196.4K | 0.31% | Trimmed(-10.1%) |
| 48 | M MS-PP Morgan Stanley | $27.3M | 130.4K | 0.31% | Trimmed(-7.6%) |
| 49 | N NEE-PS Nextera Energy Inc | $26.1M | 297.6K | 0.29% | Trimmed(-6.4%) |
| 50 | E ETHA Ishares Msci Eafe Etf | $25.6M | 246.1K | 0.29% | Added(+27.3%) |