YOUSIF CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings2,036 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.3M | $406.4M | 4.4% | $173.45 | -1.54% | 2 qtrssince 2021-Q4 | Decreased 0 |
MICROSOFT CORP | 1.1M | $336.1M | 3.6% | $328.32 | -7.31% | 2 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM INC | 62,954 | $205.2M | 2.2% | $168.64 | -1.39% | 2 qtrssince 2021-Q4 | Decreased 0 |
TESLA INC | 118,273 | $127.5M | 1.4% | $356.78 | +2.21% | 2 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC-CL A | 44,180 | $122.9M | 1.3% | $145.10 | -2.92% | 2 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC-CL C | 40,858 | $114.1M | 1.2% | $144.92 | -2.30% | 2 qtrssince 2021-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 303,975 | $107.3M | 1.2% | $300.85 | +18.87% | 2 qtrssince 2021-Q4 | Increased 48 |
NVIDIA CORP | 352,768 | $96.3M | 1.0% | $29.53 | -6.40% | 2 qtrssince 2021-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 430,376 | $76.3M | 0.8% | $153.46 | +4.75% | 2 qtrssince 2021-Q4 | Increased 43 |
META PLATFORMS INC-CLASS A | 338,143 | $75.2M | 0.8% | $341.97 | -33.83% | 2 qtrssince 2021-Q4 | Decreased 0 |
EXXON MOBIL CORP | 886,933 | $73.3M | 0.8% | $52.54 | +38.94% | 2 qtrssince 2021-Q4 | Increased 42 |
JPMORGAN CHASE & CO | 505,941 | $69M | 0.7% | $141.86 | -10.67% | 2 qtrssince 2021-Q4 | Increased 42 |
UNITEDHEALTH GROUP INC | 134,264 | $68.5M | 0.7% | $471.77 | +3.49% | 2 qtrssince 2021-Q4 | Increased 42 |
CHEVRON CORP | 399,932 | $65.1M | 0.7% | $97.99 | +40.21% | 2 qtrssince 2021-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 415,103 | $63.4M | 0.7% | $144.66 | -6.02% | 2 qtrssince 2021-Q4 | Increased 42 |
VISA INC-CLASS A SHARES | 245,015 | $54.3M | 0.6% | $209.02 | +2.50% | 2 qtrssince 2021-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 1.2M | $51.3M | 0.6% | $39.74 | -6.87% | 2 qtrssince 2021-Q4 | Increased 41 |
HOME DEPOT INC | 167,703 | $50.2M | 0.5% | $370.51 | -24.30% | 2 qtrssince 2021-Q4 | Decreased 0 |
ABBVIE INC | 308,026 | $49.9M | 0.5% | $114.35 | +20.67% | 2 qtrssince 2021-Q4 | Increased 42 |
MASTERCARD INC - A | 126,838 | $45.3M | 0.5% | $352.10 | +0.48% | 2 qtrssince 2021-Q4 | Decreased 0 |
YOUSIF CAPITAL MANAGEMENT, LLC manages $9.2B across 2036 positions as of Q1 2022. Top holdings: AAPL (4.4%), MSFT (3.6%), AMZN (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 31 new positions, 42 exits, 979 increased. Top move: BRK/B (INCREASED, conviction 48). Portfolio: $9.2B across 2036 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer