YOUSIF CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,858 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 2.5M | $432.1M | 5.1% | $113.73 | +97.98% | 18 qtrssince 2021-Q4 | Decreased 0 |
APPLE INC | 1.6M | $404.5M | 4.7% | $174.67 | +75.15% | 18 qtrssince 2021-Q4 | Decreased 0 |
MICROSOFT CORP | 797,361 | $295.2M | 3.5% | $324.97 | +52.44% | 18 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM INC | 1M | $217M | 2.5% | $111.70 | +135.14% | 18 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC-CL A | 615,908 | $177.1M | 2.1% | $99.27 | +248.43% | 18 qtrssince 2021-Q4 | Decreased 0 |
BROADCOM INC | 492,051 | $152.3M | 1.8% | $160.40 | +145.00% | 18 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC-CL C | 497,407 | $142.7M | 1.7% | $99.79 | +244.27% | 18 qtrssince 2021-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 238,267 | $136.3M | 1.6% | $328.90 | +79.34% | 18 qtrssince 2021-Q4 | Decreased 0 |
TESLA INC | 300,346 | $111.7M | 1.3% | $287.02 | +19.25% | 18 qtrssince 2021-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 211,397 | $101.3M | 1.2% | $301.50 | +67.18% | 18 qtrssince 2021-Q4 | Decreased 0 |
EXXON MOBIL CORP | 555,364 | $94.2M | 1.1% | $56.28 | +184.49% | 18 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 314,837 | $92.6M | 1.1% | $141.28 | +156.83% | 18 qtrssince 2021-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 296,086 | $72.4M | 0.8% | $153.51 | +69.60% | 18 qtrssince 2021-Q4 | Decreased 0 |
ELI LILLY & CO | 73,943 | $68M | 0.8% | $269.99 | +239.60% | 18 qtrssince 2021-Q4 | Decreased 0 |
WALMART INC | 461,299 | $57.3M | 0.7% | $54.57 | +111.23% | 18 qtrssince 2021-Q4 | Decreased 0 |
CHEVRON CORP | 272,041 | $56.3M | 0.7% | $102.68 | +94.77% | 18 qtrssince 2021-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 181,831 | $55M | 0.6% | $212.05 | +71.73% | 18 qtrssince 2021-Q4 | Decreased 0 |
COSTCO WHOLESALE CORP | 51,495 | $51.3M | 0.6% | $536.36 | +79.19% | 18 qtrssince 2021-Q4 | Decreased 0 |
CATERPILLAR INC | 69,057 | $48.9M | 0.6% | $190.65 | +349.29% | 18 qtrssince 2021-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 73,260 | $47.6M | 0.6% | $598.05 | +29.81% | 18 qtrssince 2021-Q4 | Increased 60 |
YOUSIF CAPITAL MANAGEMENT, LLC manages $8.5B across 1858 positions as of Q1 2026. Top holdings: NVDA (5.1%), AAPL (4.7%), MSFT (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 35 new positions, 54 exits, 215 increased. Top move: SPY (INCREASED, conviction 60). Portfolio: $8.5B across 1858 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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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