YOUSIF CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings1,986 positions
APPLE INC | 2.3M | $308.6M | 4.1% | $173.45 | -22.79% | 3 qtrssince 2021-Q4 | Decreased 0 |
MICROSOFT CORP | 1.1M | $273.2M | 3.6% | $323.37 | -23.30% | 3 qtrssince 2021-Q4 | Decreased 0 |
AMAZON COM INC | 1.2M | $131.9M | 1.7% | $166.72 | -36.29% | 3 qtrssince 2021-Q4 | Increased 77 |
ALPHABET INC | 43,236 | $94.2M | 1.2% | $143.49 | -24.78% | 3 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC | 39,682 | $86.8M | 1.1% | $143.32 | -24.40% | 3 qtrssince 2021-Q4 | Decreased 0 |
TESLA INC | 118,758 | $80M | 1.1% | $351.74 | -36.18% | 3 qtrssince 2021-Q4 | Increased 47 |
BERKSHIRE HATHAWAY INC DEL | 289,753 | $79.1M | 1.0% | $299.82 | -8.94% | 3 qtrssince 2021-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 414,483 | $73.6M | 1.0% | $149.92 | +4.98% | 3 qtrssince 2021-Q4 | Decreased 0 |
<![CDATA[EXXON MOBIL CORP]]> | 840,198 | $72M | 0.9% | $52.54 | +47.64% | 3 qtrssince 2021-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 129,425 | $66.5M | 0.9% | $460.39 | +2.93% | 3 qtrssince 2021-Q4 | Decreased 0 |
PROCTER & GAMBLE CO | 425,266 | $61.1M | 0.8% | $144.28 | -10.83% | 3 qtrssince 2021-Q4 | Increased 43 |
META PLATFORMS INC | 348,743 | $56.2M | 0.7% | $327.89 | -51.29% | 3 qtrssince 2021-Q4 | Increased 43 |
CHEVRON CORPORATION | 386,219 | $55.9M | 0.7% | $97.99 | +25.70% | 3 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 491,256 | $55.3M | 0.7% | $140.35 | -27.82% | 3 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORPORATION | 356,914 | $54.1M | 0.7% | $29.12 | -48.15% | 3 qtrssince 2021-Q4 | Increased 42 |
VISA INC | 240,335 | $47.3M | 0.6% | $209.02 | -8.82% | 3 qtrssince 2021-Q4 | Decreased 0 |
ABBVIE INC | 298,662 | $45.7M | 0.6% | $113.65 | +14.97% | 3 qtrssince 2021-Q4 | Decreased 0 |
HOME DEPOT INC | 159,763 | $43.8M | 0.6% | $367.13 | -33.09% | 3 qtrssince 2021-Q4 | Decreased 0 |
PFIZER INC | 762,710 | $40M | 0.5% | $45.71 | -9.79% | 3 qtrssince 2021-Q4 | Decreased 0 |
ELI LILLY & CO | 122,239 | $39.6M | 0.5% | $264.89 | +18.24% | 3 qtrssince 2021-Q4 | Decreased 0 |
YOUSIF CAPITAL MANAGEMENT, LLC manages $7.6B across 1986 positions as of Q2 2022. Top holdings: AAPL (4.1%), MSFT (3.6%), AMZN (1.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.
Active quarter - 28 new positions, 78 exits, 531 increased. Top move: AMZN (INCREASED, conviction 77). Portfolio: $7.6B across 1986 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
Verify source filings on SEC EDGAR