YOUSIF CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,903 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.9M | $417.7M | 4.8% | $174.67 | +26.40% | 14 qtrssince 2021-Q4 | Increased 57 |
MICROSOFT CORP | 916,446 | $344M | 4.0% | $324.97 | +15.94% | 14 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORP | 2.9M | $313.2M | 3.6% | $113.73 | -3.59% | 14 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM INC | 1.2M | $221.8M | 2.6% | $111.70 | +72.53% | 14 qtrssince 2021-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 276,932 | $159.6M | 1.9% | $328.90 | +74.96% | 14 qtrssince 2021-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 244,766 | $130.4M | 1.5% | $301.50 | +74.57% | 14 qtrssince 2021-Q4 | Increased 47 |
ALPHABET INC-CL A | 722,077 | $111.7M | 1.3% | $99.27 | +55.03% | 14 qtrssince 2021-Q4 | Decreased 0 |
BROADCOM INC | 569,862 | $95.4M | 1.1% | $159.64 | +3.87% | 14 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 381,982 | $93.7M | 1.1% | $141.28 | +68.44% | 14 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC-CL C | 587,288 | $91.8M | 1.1% | $99.79 | +55.96% | 14 qtrssince 2021-Q4 | Decreased 0 |
TESLA INC | 341,982 | $88.6M | 1.0% | $287.02 | -8.18% | 14 qtrssince 2021-Q4 | Decreased 0 |
EXXON MOBIL CORP | 680,613 | $80.9M | 0.9% | $56.28 | +102.25% | 14 qtrssince 2021-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 213,319 | $74.8M | 0.9% | $212.05 | +63.40% | 14 qtrssince 2021-Q4 | Decreased 0 |
ELI LILLY & CO | 82,232 | $67.9M | 0.8% | $269.99 | +202.70% | 14 qtrssince 2021-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 337,020 | $55.9M | 0.6% | $153.51 | +4.31% | 14 qtrssince 2021-Q4 | Increased 42 |
MASTERCARD INC - A | 101,703 | $55.7M | 0.6% | $352.32 | +52.56% | 14 qtrssince 2021-Q4 | Decreased 0 |
COSTCO WHOLESALE CORP | 58,705 | $55.5M | 0.6% | $536.36 | +74.84% | 14 qtrssince 2021-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 316,916 | $54M | 0.6% | $143.95 | +13.51% | 14 qtrssince 2021-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 101,802 | $53.3M | 0.6% | $471.83 | +7.20% | 14 qtrssince 2021-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 94,052 | $52.6M | 0.6% | $446.74 | +23.31% | 14 qtrssince 2021-Q4 | Increased 51 |
YOUSIF CAPITAL MANAGEMENT, LLC manages $8.6B across 1903 positions as of Q1 2025. Top holdings: AAPL (4.8%), MSFT (4.0%), NVDA (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 32 new positions, 49 exits, 305 increased. Top move: AAPL (INCREASED, conviction 57). Portfolio: $8.6B across 1903 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