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 CORP | 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 DEL | 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 INC | 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 CO | 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 STR SPDR S&P 500 ETF T | 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 & CO | 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
Best and worst performing positions by estimated return
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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