YOUSIF CAPITAL MANAGEMENT, LLC — 13F holdings

YOUSIF CAPITAL MANAGEMENT, LLC reported 1,652 holdings worth $8.87B in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $518M (5.8%)
2. AAPL APPLE INC — $487M (5.5%)
3. MSFT MICROSOFT CORP — $378M (4.3%)
4. AMZN AMAZON COM INC — $242M (2.7%)
5. GOOGL ALPHABET INC — $195M (2.2%)
6. META META PLATFORMS INC — $162M (1.8%)
7. AVGO BROADCOM INC — $159M (1.8%)
8. GOOG ALPHABET INC — $157M (1.8%)
9. MU MICRON TECHNOLOGY INC — $123M (1.4%)
10. BRK.B BERKSHIRE HATHAWAY INC DEL — $99.8M (1.1%)