DOSSIER · 13F-HR · Q3 2026

YOUSIF CAPITAL MANAGEMENT, LLC

$8.9B in tracked AUM across 1,652 positions as of Q3 2026.

YC
CIK 0001858789 · last filed Sep 30, 2026
Total AUM
$8.9B
as of Q3 2026
Holdings
1,652
−13 QoQ
positions
Whale Score
59
59
tracked
Activity
1673
+41 new, −54 sold
changes this Q
AI Analysis · Q3 2026

YOUSIF CAPITAL MANAGEMENT, LLC filed its latest 13F-HR for Q3 2026. 1673 position changes this quarter — 41 new, 54 exited, 484 added, 1094 trimmed.

Quarter at a glance — Q3 2026

1673 material changes this filing.

TRIM
MSFTMicrosoft Corp
-1K sh
+$103M
4.3%
NEW
XOMExxonmobil Holdings Corp
+511K sh
+$83M
0.9%
EXIT
XOMExxon Mobil Corp
-508K sh
$-69M
—
TRIM
NVDANVidia Corp
-14K sh
+$61M
5.8%
TRIM
AAPLApple Inc
-12K sh
+$60M
5.5%
ADD
METAMeta Platforms Inc
+1K sh
+$37M
1.8%
TRIM
TSLATesla Inc
-2K sh
$-19M
1.1%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVidia Corp
$518M2.3M5.8%
02
AAPL
Apple Inc
$487M1.5M5.5%
03
MSFT
Microsoft Corp
$378M737K4.3%
04
AMZN
Amazon.Com Inc
$242M971K2.7%
05
GOOGL
Alphabet Inc Cap Stock Cl A
$195M567K2.2%
06
META
Meta Platforms Inc
$162M224K1.8%
07
AVGO
Broadcom Inc
$159M454K1.8%
08
GOOG
Alphabet Inc Cap Stock Cl C
$157M461K1.8%
09
MU
Micron Technology Inc
$123M116K1.4%
10
BRK/B
Berkshire Hathaway Inc Cl B
$100M200K1.1%

Filing history

2026Q3Sep 30
$8.9B▼ 0.8%
1,652 positionsView →
2026Q2Jun 30
$8.9B▲ 4.9%
1,665 positionsView →
2026Q1Mar 31
$8.5B▼ 6.6%
1,858 positionsView →
2025Q4Dec 31
$9.1B▼ 2.6%
1,877 positionsView →
2025Q3Sep 30
$9.4B▲ 1.0%
1,888 positionsLocked
2025Q2Jun 30
$9.3B▲ 7.7%
1,917 positionsLocked
2025Q1Mar 31
$8.6B▼ 4.8%
1,903 positionsLocked
2024Q4Dec 31
$9.0B▼ 1.9%
1,920 positionsLocked
2024Q3Sep 30
$9.2B▲ 4.3%
1,968 positionsLocked
2024Q2Jun 30
$8.8B▼ 2.0%
1,963 positionsLocked
2024Q1Mar 31
$9.0B▲ 6.2%
1,987 positionsLocked
2023Q4Dec 31
$8.5B▲ 8.0%
1,991 positionsLocked
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