How many stocks does YOUSIF CAPITAL MANAGEMENT, LLC own?

As of Q4 2021, YOUSIF CAPITAL MANAGEMENT, LLC holds 2,047 positions in their 13F portfolio.

What is YOUSIF CAPITAL MANAGEMENT, LLC's largest holding?

AAPL at 4.4% of portfolio, worth $421.1M.

What is YOUSIF CAPITAL MANAGEMENT, LLC's total portfolio value?

$9.7B as of Q4 2021, tracked across 2,047 holdings.

Is YOUSIF CAPITAL MANAGEMENT, LLC a hedge fund?

YOUSIF CAPITAL MANAGEMENT, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does YOUSIF CAPITAL MANAGEMENT, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has YOUSIF CAPITAL MANAGEMENT, LLC's portfolio changed in Q4 2021?

View YOUSIF CAPITAL MANAGEMENT, LLC's latest portfolio changes, new positions, and exits for Q4 2021 on HoldingsIntel.

What is YOUSIF CAPITAL MANAGEMENT, LLC's investment strategy?

YOUSIF CAPITAL MANAGEMENT, LLC is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

YOUSIF CAPITAL MANAGEMENT, LLC

Institutional investor · Portfolio as of Q4 2021

Q4 2021

SEC 13F snapshot

Top Holdings2,047 positions

Checking export access…

Activity:

				Price Trend
AAPL Apple Inc.	2.4M	$421.1M	4.4%	—	$173.45	0.00%	1 qtr	First report 0
MSFT Microsoft Corporation	1.1M	$374M	3.9%	—	$323.37	0.00%	1 qtr	First report 0
AMZN Amazon.com, Inc.	63,338	$211.2M	2.2%	—	$166.72	0.00%	1 qtr	First report 0
GOOGL Alphabet Inc.	44,573	$129.1M	1.3%	—	$143.49	0.00%	1 qtr	First report 0
TSLA Tesla, Inc.	119,261	$126M	1.3%	—	$352.26	0.00%	1 qtr	First report 0
GOOG Alphabet Inc.	41,480	$120M	1.2%	—	$143.32	0.00%	1 qtr	First report 0
META Meta Platforms Inc	350,211	$117.8M	1.2%	—	$333.16	0.00%	1 qtr	First report 0
NVDA NVIDIA Corporation	368,833	$108.5M	1.1%	—	$29.29	0.00%	1 qtr	First report 0
BRK/B Berkshire Hathaway Inc.	299,379	$89.5M	0.9%	—	$299.00	0.00%	1 qtr	First report 0
JPM JPMorgan Chase & Co.	500,119	$79.2M	0.8%	—	$139.87	0.00%	1 qtr	First report 0
JNJ Johnson & Johnson	418,703	$71.6M	0.7%	—	$149.75	0.00%	1 qtr	First report 0
HD Home Depot, Inc.	170,533	$70.8M	0.7%	—	$367.13	0.00%	1 qtr	First report 0
PG Procter & Gamble Company	410,657	$67.2M	0.7%	—	$143.80	0.00%	1 qtr	First report 0
UNH UnitedHealth Group Incorporated	132,050	$66.3M	0.7%	—	$460.25	0.00%	1 qtr	First report 0
BAC Bank of America Corp	1.2M	$55.1M	0.6%	—	$39.55	0.00%	1 qtr	First report 0
XOM EXXON MOBIL CORP	880,530	$53.9M	0.6%	—	$52.04	0.00%	1 qtr	First report 0
V Visa Inc.	247,668	$53.7M	0.6%	—	$209.02	0.00%	1 qtr	First report 0
ABT Abbott Laboratories	335,369	$47.2M	0.5%	—	$127.41	0.00%	1 qtr	First report 0
CSCO Cisco Systems, Inc.	742,621	$47.1M	0.5%	—	$55.26	0.00%	1 qtr	First report 0
CVX Chevron Corporation	400,208	$47M	0.5%	—	$97.14	0.00%	1 qtr	First report 0

$9.7B

AUM

2,047

Positions

Q4 2021

Filing

HI score · 2.0/5

Quarterly 13F Value Change

Not enough history yet

Activity profile

Q4'21

First report: nothing earlier to compare

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

<1Q100%1-4Q0%1-2Y0%2Y+0%

Q4 2021 Summary

First quarter we have for this fund: 2047 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $9.7B across 2047 positions.

Portfolio Allocation

Top holdings by portfolio weight

AAPL4.36%

MSFT3.87%

AMZN2.19%

GOOGL1.34%

TSLA1.30%

GOOG1.24%

META1.22%

NVDA1.12%

BRK/B0.93%

JPM0.82%