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Latest YOUSIF CAPITAL MANAGEMENT, LLC Stock Portfolio

$8.52Billion– No. of Holdings #1858

YOUSIF CAPITAL MANAGEMENT, LLC Performance:
2026 Q1: -3.46%YTD: -3.46%2025: 12.88%
Performance for 2026 Q1 is -3.46%, and YTD is -3.46%, and 2025 is 12.88%.

About YOUSIF CAPITAL MANAGEMENT, LLC and 13F Hedge Fund Stock Holdings

YOUSIF CAPITAL MANAGEMENT, LLC is a hedge fund based in Bloomfield Hills, MI. On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, YOUSIF CAPITAL MANAGEMENT, LLC reported an equity portfolio of $8.5 Billions as of 31 Mar, 2026.

The top stock holdings of YOUSIF CAPITAL MANAGEMENT, LLC are NVDA, AAPL, MSFT. The fund has invested 5.1% of it's portfolio in NVIDIA CORP and 4.8% of portfolio in APPLE INC.

The fund managers got completely rid off FRONTIER COMMUNICATIONS PARENT (FYBR), CADENCE BANK (CADE) and ASTRAZENECA PLC SP ADR (AZN) stocks. They significantly reduced their stock positions in ISHARES S&P 500 VALUE ETF (IJR), LUMENTUM HOLDINGS INC (LITE) and ECHOSTAR CORPORATION (SATS). YOUSIF CAPITAL MANAGEMENT, LLC opened new stock positions in ASTRAZENECA PLC, ARGAN INC COM (AGX) and VSE CORP COM (VSEC). The fund showed a lot of confidence in some stocks as they added substantially to RITHM CAPITAL CORP (RITM), AMERICAN HEALTHCARE REIT INC and VERTIV HOLDINGS CO (VRT).
YOUSIF CAPITAL MANAGEMENT, LLC Equity Portfolio Value
Last Reported on: 24 Apr, 2026

YOUSIF CAPITAL MANAGEMENT, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that YOUSIF CAPITAL MANAGEMENT, LLC made a return of -3.46% in the last quarter. In trailing 12 months, it's portfolio return was 13.5%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by YOUSIF CAPITAL MANAGEMENT, LLC

Additions

Ticker% Inc.
vertiv holdings co626
amcor plc 427
ishares msci eafe etf79.82
state street spdr s&p 500 etf 62.74
state street spdr s&p midcap 458.01
stifel financial corp42.57
american water works co inc24.2
huntington bancshares inc21.9
Additions to existing portfolio by YOUSIF CAPITAL MANAGEMENT, LLC

Reductions

Ticker% Reduced
lumentum holdings inc-69.19
ciena corp-68.22
coherent corp-64.19
ishares msci jpn etf new-25.32
yum brands inc-24.31
albemarle corp-18.9
ishares core s&p scp etf-18.67
c h robinson worldwide inc-16.34
YOUSIF CAPITAL MANAGEMENT, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by YOUSIF CAPITAL MANAGEMENT, LLC

Sector Distribution

YOUSIF CAPITAL MANAGEMENT, LLC has about 25.5% of it's holdings in Technology sector.

  • Technology
  • Financial Services
  • Industrials
  • Others
  • Consumer Cyclical
  • Healthcare
  • Communication Services
  • Consumer Defensive
  • Energy
  • Utilities
  • Real Estate
  • Basic Materials
Sector%
Technology25.5
Financial Services10.6
Industrials10.4
Others9.3
Consumer Cyclical9
Healthcare8.8
Communication Services7.6
Consumer Defensive5
Energy4.2
Utilities3.4
Real Estate3.3
Basic Materials2.7

Market Cap. Distribution

YOUSIF CAPITAL MANAGEMENT, LLC has about 80.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP43
LARGE-CAP37.7
UNALLOCATED9.2
MID-CAP9.1

Stocks belong to which Index?

About 80% of the stocks held by YOUSIF CAPITAL MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50073.3
Others20
RUSSELL 20006.7
Top 5 Winners (%)%
VAL
valaris limited cl a
77.9 %
VIAV
viavi solutions inc
75.7 %
PARR
par pacific holdings inc
69.3 %
APA
apa corporation com
65.9 %
CRGY
crescent energy company cl a
64.4 %
Top 5 Winners ($)$
XOM
exxon mobil corp
22.5 M
CVX
chevron corp
11.6 M
AAPL
apple inc
11.5 M
JNJ
johnson & johnson
8.0 M
VZ
verizon communications inc
6.1 M
Top 5 Losers (%)%
AMCR
amcor plc
-71.3 %
csl ltd
-52.3 %
QDEL
quidelortho corp
-49.6 %
ADMA
adma biologics, inc.
-48.3 %
AZTA
azenta, inc
-46.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-68.5 M
AMZN
amazon.com inc
-24.1 M
GOOG
alphabet inc cap stock cl a
-21.7 M
AMCR
amcor plc
-19.5 M
GOOG
alphabet inc cap stock cl c
-17.9 M

YOUSIF CAPITAL MANAGEMENT, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of YOUSIF CAPITAL MANAGEMENT, LLC

YOUSIF CAPITAL MANAGEMENT, LLC has 1858 stocks in it's portfolio. About 25.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for YOUSIF CAPITAL MANAGEMENT, LLC last quarter.

Last Reported on: 24 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions