Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
YOUSIF CAPITAL MANAGEMENT, LLC (CIK 1858789) reported $8.94B across 1,661 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($457.0M, 5.11%), AAPL ($426.4M, 4.77%), MSFT ($275.4M, 3.08%), AMZN ($230.5M, 2.58%), GOOGL ($203.7M, 2.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVidia Corp | $457.0M | 5.11% | 2.3M | Trimmed |
| 2 | AAPL | Apple Inc | $426.4M | 4.77% | 1.5M | Trimmed |
| 3 | MSFT | Microsoft Corp | $275.4M | 3.08% | 738,401 | Trimmed |
| 4 | AMZN | Amazon.Com Inc | $230.5M | 2.58% | 967,285 | Trimmed |
| 5 | GOOGL | Alphabet Inc Cap Stock Cl A | $203.7M | 2.28% | 570,085 | Trimmed |
| 6 | AVGO | Broadcom Inc | $171.5M | 1.92% | 453,874 | Trimmed |
| 7 | GOOG | Alphabet Inc Cap Stock Cl C | $163.1M | 1.83% | 461,693 | Trimmed |
| 8 | MU | Micron Technology Inc | $136.1M | 1.52% | 117,948 | Trimmed |
| 9 | META | Meta Platforms Inc | $125.3M | 1.40% | 222,514 | Trimmed |
| 10 | TSLA | Tesla Inc | $117.8M | 1.32% | 280,084 | Trimmed |
| 11 | BRK/B | Berkshire Hathaway Inc Cl B | $98.7M | 1.10% | 197,284 | Trimmed |
| 12 | JPM | JPMorgan Chase & Co | $96.1M | 1.08% | 293,651 | Trimmed |
| 13 | AMD | Advanced Micro Devices Inc | $94.2M | 1.05% | 162,118 | Trimmed |
| 14 | LLY | Lilly Eli & Co | $81.4M | 0.91% | 67,889 | Trimmed |
| 15 | INTC | Intel Corp | $72.1M | 0.81% | 516,348 | Trimmed |
| 16 | XOM | Exxon Mobil Corp | $69.5M | 0.78% | 508,081 | Trimmed |
| 17 | JNJ | Johnson & Johnson | $68.4M | 0.77% | 269,311 | Trimmed |
| 18 | CAT | Caterpillar Inc | $66.6M | 0.75% | 62,531 | Trimmed |
| 19 | EWT | Ishares Msci Taiwan Etf | $59.6M | 0.67% | 548,372 | Trimmed |
| 20 | V | Visa Inc Cl A | $57.5M | 0.64% | 167,487 | Trimmed |
| 21 | AMAT | Applied Materials Inc | $57.1M | 0.64% | 79,018 | Trimmed |
| 22 | LRCX | Lam Research Corp New | $53.6M | 0.60% | 123,703 | Trimmed |
| 23 | CSCO | Cisco Systems Inc | $52.3M | 0.59% | 445,349 | Trimmed |
| 24 | ABBV | Abbvie Inc | $50.9M | 0.57% | 202,369 | Trimmed |
| 25 | WMT | Wal-Mart Inc | $47.9M | 0.54% | 422,536 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30