YOUSIF CAPITAL MANAGEMENT, LLC
Q3 2026 13F filing
Updated 14 days ago1,652 disclosed positions worth $8.9B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVidia Corp | $518.4M | 2.27M | 5.85% | Trimmed(-0.6%) |
| 2 | A Apple Inc | $486.9M | 1.46M | 5.49% | Trimmed(-0.8%) |
| 3 | M Microsoft Corp | $378.1M | 737.1K | 4.26% | Trimmed(-0.2%) |
| 4 | A Amazon.Com Inc | $242M | 971.3K | 2.73% | Added(+0.4%) |
| 5 | G Alphabet Inc Cap Stock Cl A | $195.2M | 567.3K | 2.20% | Trimmed(-0.5%) |
| 6 | M Meta Platforms Inc | $162.1M | 223.5K | 1.83% | Added(+0.5%) |
| 7 | A Broadcom Inc | $159.5M | 454.1K | 1.80% | Added(+0.1%) |
| 8 | G Alphabet Inc Cap Stock Cl C | $157M | 460.7K | 1.77% | Trimmed(-0.2%) |
| 9 | M Micron Technology Inc | $123.4M | 115.9K | 1.39% | Trimmed(-1.8%) |
| 10 | B Berkshire Hathaway Inc Cl B | $99.8M | 200.4K | 1.13% | Added(+1.6%) |
| 11 | A Advanced Micro Devices Inc | $98.8M | 161.6K | 1.11% | Trimmed(-0.3%) |
| 12 | T Tesla Inc | $98.6M | 278.0K | 1.11% | Trimmed(-0.8%) |
| 13 | J JPMorgan Chase & Co | $96.6M | 292.0K | 1.09% | Trimmed(-0.6%) |
| 14 | X Exxonmobil Holdings Corp | $83.1M | 510.9K | 0.94% | — |
| 15 | L Lilly Eli & Co | $79.2M | 68.4K | 0.89% | Added(+0.8%) |
| 16 | J Johnson & Johnson | $70.5M | 266.4K | 0.80% | Trimmed(-1.1%) |
| 17 | I Intel Corp | $62.2M | 517.4K | 0.70% | Added(+0.2%) |
| 18 | V Visa Inc Cl A | $61.4M | 170.8K | 0.69% | Added(+2.0%) |
| 19 | E Ishares Msci Taiwan Etf | $61.1M | 541.3K | 0.69% | Trimmed(-1.3%) |
| 20 | C Chevron Corp | $54.3M | 266.1K | 0.61% | Added(+5.0%) |
| 21 | A Abbvie Inc | $51.3M | 196.2K | 0.58% | Trimmed(-3.0%) |
| 22 | C Caterpillar Inc | $50M | 61.6K | 0.56% | Trimmed(-1.4%) |
| 23 | C Cisco Systems Inc | $47.6M | 442.7K | 0.54% | Trimmed(-0.6%) |
| 24 | E Ishares Msci Sth Kor Etf | $45M | 246.0K | 0.51% | Added(+4.2%) |
| 25 | C Costco Wholesale Corp | $44.2M | 48.5K | 0.50% | Added(+0.4%) |
| 26 | M Mastercard Inc Cl A | $44M | 79.8K | 0.50% | Trimmed(-0.3%) |
| 27 | W Wal-Mart Inc | $43.8M | 421.3K | 0.49% | Trimmed(-0.3%) |
| 28 | L Lam Research Corp New | $41.1M | 125.0K | 0.46% | Added(+1.0%) |
| 29 | B Bank America Corp | $40.1M | 735.9K | 0.45% | Trimmed(-0.3%) |
| 30 | A Applied Materials Inc | $40M | 78.2K | 0.45% | Trimmed(-1.0%) |
| 31 | P Palantir Technologies Inc Cl A | $39.6M | 211.9K | 0.45% | Trimmed(-1.0%) |
| 32 | P Procter & Gamble Co | $39.3M | 270.8K | 0.44% | Added(+0.1%) |
| 33 | ? N/A Schwab Capital Trust Total Sto | $37.3M | 2.02M | 0.42% | Trimmed(-14.0%) |
| 34 | K Coca-Cola Co | $34M | 395.4K | 0.38% | Trimmed(-0.1%) |
| 35 | G General Electric Company | $34M | 108.8K | 0.38% | Trimmed(-1.5%) |
| 36 | M Merck & Co Inc | $32.3M | 222.5K | 0.36% | Trimmed(-1.6%) |
| 37 | L Linde PLC | $30.6M | 64.5K | 0.35% | Trimmed(-0.4%) |
| 38 | U Unitedhealth Group Inc | $30.4M | 82.9K | 0.34% | Trimmed(-2.0%) |
| 39 | H Home Depot Inc | $30.3M | 106.6K | 0.34% | Added(+0.5%) |
| 40 | P Palo Alto Networks Inc | $29.3M | 73.8K | 0.33% | Trimmed(-0.2%) |
| 41 | G Goldman Sachs Group Inc | $28.6M | 31.8K | 0.32% | Trimmed(-1.3%) |
| 42 | N Netflix Inc | $28.2M | 405.8K | 0.32% | Trimmed(-1.0%) |
| 43 | W Wells Fargo Co | $27.9M | 349.1K | 0.32% | Trimmed(-0.1%) |
| 44 | I Intl Business Machines | $27.8M | 126.3K | 0.31% | Added(+1.7%) |
| 45 | T Texas Instruments Inc | $26.8M | 95.7K | 0.30% | Added(+1.3%) |
| 46 | K Kla Corporation | $26M | 133.1K | 0.29% | Added(+0.5%) |
| 47 | C Citigroup Inc | $25M | 192.7K | 0.28% | Trimmed(-1.9%) |
| 48 | C Crowdstrike Holdings Inc Cl A | $24.7M | 93.2K | 0.28% | Added(+296.3%) |
| 49 | M Morgan Stanley | $24.4M | 129.8K | 0.28% | Trimmed(-0.5%) |
| 50 | S State Street Spdr S&P 500 Etf | $24.4M | 32.0K | 0.28% | Added(+9.3%) |