YOUSIF CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,969 positions
Apple Inc. | 2.2M | $287.3M | 3.8% | $172.45 | -25.98% | 5 qtrssince 2021-Q4 | Increased 58 |
Microsoft Corporation | 1.1M | $258.9M | 3.4% | $320.07 | -27.28% | 5 qtrssince 2021-Q4 | Increased 59 |
Amazon.com, Inc. | 1.3M | $108.4M | 1.4% | $163.05 | -48.48% | 5 qtrssince 2021-Q4 | Increased 50 |
Berkshire Hathaway Inc. | 294,506 | $91M | 1.2% | $300.00 | +2.97% | 5 qtrssince 2021-Q4 | Increased 48 |
EXXON MOBIL CORP | 796,444 | $87.8M | 1.2% | $52.18 | +86.92% | 5 qtrssince 2021-Q4 | Decreased 0 |
Alphabet Inc. | 868,626 | $76.6M | 1.0% | $142.07 | -38.48% | 5 qtrssince 2021-Q4 | Increased 48 |
Johnson & Johnson | 418,520 | $73.9M | 1.0% | $149.94 | +5.84% | 5 qtrssince 2021-Q4 | Increased 42 |
Alphabet Inc. | 771,336 | $68.4M | 0.9% | $142.37 | -38.26% | 5 qtrssince 2021-Q4 | Increased 42 |
UnitedHealth Group Incorporated | 128,421 | $68.1M | 0.9% | $460.81 | +6.81% | 5 qtrssince 2021-Q4 | Increased 42 |
JPMorgan Chase & Co. | 499,813 | $67M | 0.9% | $139.09 | -12.15% | 5 qtrssince 2021-Q4 | Increased 43 |
Procter & Gamble Company | 437,794 | $66.4M | 0.9% | $143.01 | -4.52% | 5 qtrssince 2021-Q4 | Increased 43 |
Chevron Corporation | 358,508 | $64.3M | 0.8% | $97.29 | +58.22% | 5 qtrssince 2021-Q4 | Increased 42 |
NVIDIA Corporation | 362,180 | $52.9M | 0.7% | $28.73 | -49.31% | 5 qtrssince 2021-Q4 | Increased 42 |
Visa Inc. | 245,133 | $50.9M | 0.7% | $208.84 | -3.32% | 5 qtrssince 2021-Q4 | Increased 42 |
Home Depot, Inc. | 161,024 | $50.9M | 0.7% | $364.37 | -21.39% | 5 qtrssince 2021-Q4 | Increased 43 |
AbbVie, Inc. | 299,858 | $48.5M | 0.6% | $113.99 | +23.33% | 5 qtrssince 2021-Q4 | Increased 42 |
State Street SPDR S&P 500 ETF | 125,576 | $48M | 0.6% | $395.67 | -7.81% | 5 qtrssince 2021-Q4 | Increased 41 |
Tesla, Inc. | 388,105 | $47.8M | 0.6% | $337.31 | -63.48% | 5 qtrssince 2021-Q4 | Increased 44 |
Mastercard Incorporated | 126,802 | $44.1M | 0.6% | $348.56 | -2.60% | 5 qtrssince 2021-Q4 | Increased 42 |
Eli Lilly and Company | 116,037 | $42.5M | 0.6% | $264.89 | +34.22% | 5 qtrssince 2021-Q4 | Decreased 0 |
YOUSIF CAPITAL MANAGEMENT, LLC manages $7.6B across 1969 positions as of Q4 2022. Top holdings: AAPL (3.8%), MSFT (3.4%), AMZN (1.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 39 new positions, 34 exits, 651 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $7.6B across 1969 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