YOUSIF CAPITAL MANAGEMENT, LLC
CIK 1858789
13F filing for Q2 2026・No. 614
- Holdings
- US$8.94B
- Quarter change
- +US$417.27M
- Entries
- 1,665
- Net bought (estimate)
- −US$785.23M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 62
- Sold out 255
- Cut 1,241
- Added 349
- Corporate actions 4
- Unchanged 13
Largest holdings
1,665 stocks worth US$8.94B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 2,284,028 | US$457.01M | 5.11% |
| AAPLAppleCOM | Cut | 1,473,602 | US$426.4M | 4.77% |
| MSFTMicrosoftCOM | Cut | 738,401 | US$275.44M | 3.08% |
| AMZNAmazonCOM | Cut | 967,285 | US$230.54M | 2.58% |
| GOOGLAlphabetCOM | Cut | 570,085 | US$203.73M | 2.28% |
| AVGOBroadcomCOM | Cut | 453,874 | US$171.45M | 1.92% |
| GOOGAlphabet Inc Cap Stock Cl CCOM | Cut | 461,693 | US$163.13M | 1.83% |
| MUMicronCOM | Cut | 117,948 | US$136.15M | 1.52% |
| METAMetaCOM | Cut | 222,514 | US$125.34M | 1.40% |
| TSLATeslaCOM | Cut | 280,084 | US$117.8M | 1.32% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.