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 $8.52B across 1,840 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($432.1M, 5.07%), AAPL ($404.5M, 4.75%), MSFT ($295.2M, 3.47%), AMZN ($217.0M, 2.55%), GOOGL ($177.1M, 2.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVidia Corp | $432.1M | 5.07% | 2.5M | Trimmed |
| 2 | AAPL | Apple Inc | $404.5M | 4.75% | 1.6M | Trimmed |
| 3 | MSFT | Microsoft Corp | $295.2M | 3.47% | 797,361 | Trimmed |
| 4 | AMZN | Amazon.Com Inc | $217.0M | 2.55% | 1.0M | Trimmed |
| 5 | GOOGL | Alphabet Inc Cap Stock Cl A | $177.1M | 2.08% | 615,908 | Trimmed |
| 6 | AVGO | Broadcom Inc | $152.3M | 1.79% | 492,051 | Trimmed |
| 7 | GOOG | Alphabet Inc Cap Stock Cl C | $142.7M | 1.68% | 497,407 | Trimmed |
| 8 | META | Meta Platforms Inc | $136.3M | 1.60% | 238,267 | Trimmed |
| 9 | TSLA | Tesla Inc | $111.7M | 1.31% | 300,346 | Trimmed |
| 10 | BRK/B | Berkshire Hathaway Inc Cl B | $101.3M | 1.19% | 211,397 | Trimmed |
| 11 | XOM | Exxon Mobil Corp | $94.2M | 1.11% | 555,364 | Trimmed |
| 12 | JPM | JPMorgan Chase & Co | $92.6M | 1.09% | 314,837 | Trimmed |
| 13 | JNJ | Johnson & Johnson | $72.4M | 0.85% | 296,086 | Trimmed |
| 14 | LLY | Lilly Eli & Co | $68.0M | 0.80% | 73,943 | Trimmed |
| 15 | WMT | Wal-Mart Inc | $57.3M | 0.67% | 461,299 | Trimmed |
| 16 | CVX | Chevron Corp | $56.3M | 0.66% | 272,041 | Trimmed |
| 17 | V | Visa Inc Cl A | $55.0M | 0.65% | 181,831 | Trimmed |
| 18 | COST | Costco Wholesale Corp | $51.3M | 0.60% | 51,495 | Trimmed |
| 19 | CAT | Caterpillar Inc | $48.9M | 0.57% | 69,057 | Trimmed |
| 20 | SPY | State Street Spdr S&P 500 Etf | $47.6M | 0.56% | 73,260 | Added |
| 21 | ABBV | Abbvie Inc | $46.7M | 0.55% | 214,834 | Trimmed |
| 22 | EWT | Ishares Msci Taiwan Etf | $44.4M | 0.52% | 625,832 | Trimmed |
| 23 | MU | Micron Technology Inc | $43.7M | 0.51% | 129,332 | Trimmed |
| 24 | MA | Mastercard Inc Cl A | $43.3M | 0.51% | 86,646 | Trimmed |
| 25 | NFLX | Netflix Inc | $42.3M | 0.50% | 439,958 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31