YOUSIF CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings1,964 positions
Apple Inc. | 2.2M | $298.9M | 4.2% | $173.45 | -21.85% | 4 qtrssince 2021-Q4 | Decreased 0 |
Microsoft Corporation | 1M | $242.3M | 3.4% | $323.37 | -30.30% | 4 qtrssince 2021-Q4 | Decreased 0 |
Amazon.com, Inc. | 1.2M | $139.4M | 2.0% | $166.72 | -32.22% | 4 qtrssince 2021-Q4 | Decreased 0 |
Tesla, Inc. | 368,077 | $97.6M | 1.4% | $348.96 | -23.99% | 4 qtrssince 2021-Q4 | Increased 76 |
Alphabet Inc. | 846,671 | $81M | 1.2% | $143.49 | -33.97% | 4 qtrssince 2021-Q4 | Increased 76 |
Berkshire Hathaway Inc. | 288,377 | $77M | 1.1% | $299.82 | -10.94% | 4 qtrssince 2021-Q4 | Decreased 0 |
Alphabet Inc. | 758,059 | $72.9M | 1.0% | $143.32 | -33.54% | 4 qtrssince 2021-Q4 | Increased 75 |
EXXON MOBIL CORP | 803,377 | $70.1M | 1.0% | $52.18 | +46.78% | 4 qtrssince 2021-Q4 | Decreased 0 |
Johnson & Johnson | 416,668 | $68.1M | 1.0% | $149.90 | -2.73% | 4 qtrssince 2021-Q4 | Increased 42 |
UnitedHealth Group Incorporated | 126,730 | $64M | 0.9% | $460.39 | +1.52% | 4 qtrssince 2021-Q4 | Decreased 0 |
Procter & Gamble Company | 427,582 | $54M | 0.8% | $143.16 | -21.11% | 4 qtrssince 2021-Q4 | Increased 41 |
Chevron Corporation | 357,563 | $51.4M | 0.7% | $97.14 | +25.87% | 4 qtrssince 2021-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 483,564 | $50.5M | 0.7% | $139.66 | -32.42% | 4 qtrssince 2021-Q4 | Decreased 0 |
Meta Platforms Inc | 330,191 | $44.8M | 0.6% | $327.89 | -59.01% | 4 qtrssince 2021-Q4 | Decreased 0 |
State Street SPDR S&P 500 ETF | 124,921 | $44.6M | 0.6% | $395.84 | -14.33% | 4 qtrssince 2021-Q4 | Increased 53 |
Home Depot, Inc. | 155,527 | $42.9M | 0.6% | $367.13 | -32.25% | 4 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA Corporation | 352,520 | $42.8M | 0.6% | $29.12 | -58.46% | 4 qtrssince 2021-Q4 | Decreased 0 |
Visa Inc. | 238,925 | $42.4M | 0.6% | $209.02 | -17.59% | 4 qtrssince 2021-Q4 | Decreased 0 |
AbbVie, Inc. | 296,091 | $39.7M | 0.6% | $113.65 | +1.69% | 4 qtrssince 2021-Q4 | Decreased 0 |
Eli Lilly and Company | 116,526 | $37.7M | 0.5% | $264.89 | +18.30% | 4 qtrssince 2021-Q4 | Decreased 0 |
YOUSIF CAPITAL MANAGEMENT, LLC manages $7B across 1964 positions as of Q3 2022. Top holdings: AAPL (4.2%), MSFT (3.4%), AMZN (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 38 new positions, 60 exits, 510 increased. Top move: TSLA (INCREASED, conviction 76). Portfolio: $7.0B across 1964 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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