YOUSIF CAPITAL MANAGEMENT, LLC
All 13F Filings
- Location
- Bloomfield Hills, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 9,122,746
- Description
- Bloomfield Hills Michigan based fiduciary portfolio advisory practice with an independent advisory structure and a mandate specific and implementation minded investment mandate. The approach emphasizes active stewardship and governance oversight, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through scenario based allocation review and oversight rigor.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 1,877 | 9,122,746 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q3 2025 | 10/14/2025 | 1,888 | 9,369,617 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q2 2025 | 7/25/2025 | 1,917 | 9,278,738 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q1 2025 | 4/14/2025 | 1,903 | 8,614,159 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q4 2024 | 1/27/2025 | 1,920 | 9,049,330 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q3 2024 | 10/30/2024 | 1,968 | 9,223,465 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q2 2024 | 7/31/2024 | 1,963 | 8,840,077 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q1 2024 | 4/26/2024 | 1,987 | 9,019,651 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q4 2023 | 2/1/2024 | 1,991 | 8,491,748 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q3 2023 | 10/30/2023 | 1,982 | 7,862,286 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q2 2023 | 8/2/2023 | 1,969 | 8,222,968 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q1 2023 | 5/2/2023 | 1,968 | 7,684,312 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q4 2022 | 1/9/2023 | 1,969 | 7,620,193 | 13F-HR/A - RESTATEMENT | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q4 2022 | 1/9/2023 | 1,969 | 7,620,193 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q3 2022 | 11/4/2022 | 1,964 | 7,039,023 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q2 2022 | 8/1/2022 | 1,986 | 7,594,430 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q1 2022 | 5/12/2022 | 2,036 | 9,208,336 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
| Q4 2021 | 1/31/2022 | 2,047 | 9,664,059 | 13F-HR | YOUSIF CAPITAL MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.588 M | 97.2% | 0 | 242.8 K | -242.8 K |
| ETFs | 250.3 K | 2.8% | 7.538 K | 0 | 7.538 K |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
9,122,746
Holdings
1877
QoQ value change ($000)
-246,871
(-2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.