YOUSIF CAPITAL MANAGEMENT, LLC

CIK 0001858789 · BLOOMFIELD HILLS, MI · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

YOUSIF CAPITAL MANAGEMENT, LLC reported 1,665 positions worth $8.94B as of June 30, 2026 (13F filed July 16, 2026). Largest holding: NVDA (5.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$8.94B
2026 Q2
Positions
1,665
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
25.8%
Est. Net Flow (Q)
2026 Q2
10 / 1665 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVidia CorpSH$457.0M5.11%2,284,028
2AAPLApple IncSH$426.4M4.77%1,473,602
3MSFTMicrosoft CorpSH$275.4M3.08%738,401
4AMZNAmazon.Com IncSH$230.5M2.58%967,285
5GOOGLAlphabet Inc Cap Stock Cl ASH$203.7M2.28%570,085
6AVGOBroadcom IncSH$171.5M1.92%453,874
7GOOGAlphabet Inc Cap Stock Cl CSH$163.1M1.83%461,693
8MUMicron Technology IncSH$136.1M1.52%117,948
9METAMeta Platforms IncSH$125.3M1.40%222,514
10TSLATesla IncSH$117.8M1.32%280,084

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does YOUSIF CAPITAL MANAGEMENT, LLC hold as of Q2 2026?

YOUSIF CAPITAL MANAGEMENT, LLC reported 1665 positions worth $8.94B in its Q2 2026 13F filing. Largest positions: NVDA (5.1%), AAPL (4.8%), MSFT (3.1%), AMZN (2.6%) and GOOGL (2.3%).

What did YOUSIF CAPITAL MANAGEMENT, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did YOUSIF CAPITAL MANAGEMENT, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.