YC
| |
YOUSIF CAPITAL MANAGEMENT, LLC13F | |
| YOUSIF CAPITAL MANAGEMENT, LLC | |
| Last update 2025-04-15 | 1890 Stocks (29 new) |
| Value $8.55 Bil | Turnover 2 % |
YOUSIF CAPITAL MANAGEMENT, LLC... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 1,880,365 | 417,685.5 | +0.09% | 4.880 | 0% | 0.010 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
MSFT | Microsoft Corp | 916,446 | 344,024.7 | -0.46% | 4.020 | -0.02% | 0.010 | +35.37% | +20.48% | 3,759,901.0 | Software | |
NVDA | NVIDIA Corp | 2,889,631 | 313,178.2 | -0.91% | 3.660 | -0.04% | 0.010 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
AMZN | Amazon.com Inc | 1,165,692 | 221,784.6 | -0.03% | 2.590 | 0% | 0.010 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
META | Meta Platforms Inc | 276,932 | 159,612.5 | -1.32% | 1.870 | -0.02% | 0.010 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 244,766 | 130,357.5 | +0.12% | 1.520 | 0% | 0.010 | -8.39% | +6.48% | 1,039,832.6 | Insurance | |
GOOGL | Alphabet Inc | 722,077 | 111,662.0 | -0.84% | 1.310 | -0.01% | 0.010 | +22.60% | +0.73% | 2,312,572.8 | Interactive Media | |
AVGO | Broadcom Inc | 569,862 | 95,412.0 | -0.49% | 1.120 | -0.01% | 0.010 | +60.74% | +23.02% | 1,334,327.7 | Semiconductors | |
JPM | JPMorgan Chase & Co | 381,982 | 93,700.2 | -1.95% | 1.100 | -0.02% | 0.010 | +23.79% | +25.81% | 815,993.3 | Banks | |
GOOG | Alphabet Inc | 587,288 | 91,752.0 | -1.57% | 1.070 | -0.02% | 0.000 | +21.57% | +0.80% | 2,318,801.9 | Interactive Media |
YOUSIF CAPITAL MANAGEMENT, LLC's Historical Top Holdings Breakdowns
YOUSIF CAPITAL MANAGEMENT, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 2025-03-31 | Reduce Reduce | -0.12% | 97.38 ($101.55) 104.52 | $104.41 | 2.82% | Reduce -67.46% | 51,992 | -107,791 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.12% | 551.42 ($587.78) 612.93 | $634.21 | 7.90% | Add 25.17% | 94,052 | 18,911 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.09% | 74.85 ($80.6) 84.89 | $91.54 | 13.57% | Reduce -65.27% | 55,725 | -104,738 | |
EWJ | iShares MSCI Japan ETF | 2025-03-31 | Add Add | +0.09% | 65.24 ($68.76) 71.7 | $76.49 | 11.24% | Add 81.69% | 260,917 | 117,315 | |
DASH | DoorDash Inc | 2025-03-31 | Add Add | +0.08% | 168.37 ($188.06) 213.38 | $240.47 | 27.87% | Add 803.55% | 40,515 | 36,031 | |
ERIE | Erie Indemnity Co | 2025-03-31 | Add Add | +0.08% | 377.62 ($408.07) 450.61 | $365.37 | -10.46% | Add 379% | 19,706 | 15,592 | |
ES | Eversource Energy | 2025-03-31 | Add Add | +0.07% | 55.63 ($59.66) 63.8 | $66.37 | 11.25% | Add 213.79% | 152,427 | 103,851 | |
FDS | FactSet Research Systems Inc | 2025-03-31 | Add Add | +0.07% | 427.5 ($455.27) 476.51 | $416.26 | -8.57% | Add 267.86% | 17,017 | 12,391 | |
EXE | Expand Energy Corp | 2025-03-31 | Reduce Reduce | -0.06% | 96.03 ($104.03) 111.32 | $98.70 | -5.12% | Reduce -64.59% | 27,774 | -50,654 | |
GWRE | Guidewire Software Inc | 2025-03-31 | New Buy New Buy | +0.06% | 166.74 ($194.38) 218.22 | $223.73 | 15.10% | New holding | 28,748 | 28,748 |
YOUSIF CAPITAL MANAGEMENT, LLC Total Holding History ($B)
YOUSIF CAPITAL MANAGEMENT, LLC's Asset Allocation
YOUSIF CAPITAL MANAGEMENT, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
YOUSIF CAPITAL MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31
YOUSIF CAPITAL MANAGEMENT, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
YOUSIF CAPITAL MANAGEMENT, LLC's Holdings Heat Map
Size field:
YOUSIF CAPITAL MANAGEMENT, LLC's Holdings Bubble Chart
YOUSIF CAPITAL MANAGEMENT, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers