YOUSIF CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,991 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2M | $377.6M | 4.4% | $172.64 | +10.17% | 9 qtrssince 2021-Q4 | Decreased 0 |
MICROSOFT CORP | 998,814 | $375.6M | 4.4% | $324.97 | +14.02% | 9 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM INC | 1.2M | $189.3M | 2.2% | $111.17 | +36.67% | 9 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORP | 326,278 | $161.6M | 1.9% | $29.14 | +69.83% | 9 qtrssince 2021-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 319,781 | $113.2M | 1.3% | $328.90 | +6.87% | 9 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC-CL A | 797,920 | $111.5M | 1.3% | $99.27 | +39.65% | 9 qtrssince 2021-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 266,374 | $95M | 1.1% | $301.24 | +18.40% | 9 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC-CL C | 672,749 | $94.8M | 1.1% | $99.79 | +40.18% | 9 qtrssince 2021-Q4 | Decreased 0 |
TESLA INC | 371,857 | $92.4M | 1.1% | $287.02 | -13.43% | 9 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 435,106 | $74M | 0.9% | $141.28 | +14.64% | 9 qtrssince 2021-Q4 | Decreased 0 |
BROADCOM INC | 60,786 | $67.9M | 0.8% | $62.97 | +72.71% | 9 qtrssince 2021-Q4 | Increased 43 |
EXXON MOBIL CORP | 665,540 | $66.5M | 0.8% | $52.54 | +76.33% | 9 qtrssince 2021-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 113,469 | $59.7M | 0.7% | $471.83 | +7.22% | 9 qtrssince 2021-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 218,729 | $56.9M | 0.7% | $209.55 | +21.70% | 9 qtrssince 2021-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 356,713 | $55.9M | 0.7% | $153.45 | -3.93% | 9 qtrssince 2021-Q4 | Decreased 0 |
ELI LILLY & CO | 95,665 | $55.8M | 0.7% | $269.99 | +111.89% | 9 qtrssince 2021-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 347,013 | $50.9M | 0.6% | $143.95 | -5.34% | 9 qtrssince 2021-Q4 | Decreased 0 |
HOME DEPOT INC | 142,498 | $49.4M | 0.6% | $366.96 | -10.06% | 9 qtrssince 2021-Q4 | Decreased 0 |
MASTERCARD INC - A | 112,059 | $47.8M | 0.6% | $352.32 | +19.49% | 9 qtrssince 2021-Q4 | Decreased 0 |
CHEVRON CORP | 310,817 | $46.4M | 0.5% | $98.14 | +36.65% | 9 qtrssince 2021-Q4 | Decreased 0 |
YOUSIF CAPITAL MANAGEMENT, LLC manages $8.5B across 1991 positions as of Q4 2023. Top holdings: AAPL (4.4%), MSFT (4.4%), AMZN (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 41 new positions, 32 exits, 616 increased. Top move: AVGO (INCREASED, conviction 43). Portfolio: $8.5B across 1991 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