YOUSIF CAPITAL MANAGEMENT, LLC

Q3 2026 13F-HR Holdings

Location
Bloomfield Hills, MI
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
1,652
Total value ($000)
$8,868,095
Net value change ($000)
-67,171 (-0.8%)
New positions
41
Sold out positions
54
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 102,627 37.3%
Exxonmobil Holdings Corp 83,147 NEW
NVDA 61,434 13.4%
AAPL 60,492 14.2%
META 36,765 29.3%
PLTR 14,662 58.7%
CVX 12,341 29.4%
AMZN 11,445 5.0%
CRWD 6,724 37.5%
BE 6,144 584.6%
Top Reduces (Value $000, Stocks/ETFs)
XOM -69,465 -100.0%
TSLA -19,176 -16.3%
AMAT -17,136 -30.0%
CAT -16,621 -25.0%
KLAC -14,031 -35.1%
MU -12,727 -9.3%
LRCX -12,543 -23.4%
AVGO -11,961 -7.0%
INTC -9,896 -13.7%
GOOGL -8,518 -4.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type