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Portfolio (Quarterly) Guide ↗

YOUSIF CAPITAL MANAGEMENT, LLC

· CIK 0001858789
13F Portfolio $8.9B AUM 1,665 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1665 New
Page 84 of 84  ·  1,665 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 WIT Wipro Ltd Sponsored Adr Repstg Technology 13,456.0 $30K NEW $2.25 -16.4%
1662 Hong Kong & China Gas Ltd 22,920.0 $19K NEW $0.83
1663 Xerox Holdings Corp Wt Exp 021 13,077.0 $4K NEW $0.28
1664 wtus436CVR021 29,868.0 $299.0 NEW $0.01
1665 Frac Rayonier Inc Rt 50,000.0 NEW
Page 84 of 84  ·  1,665 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 12.1%
Industrials 11.7%
Healthcare 9.5%
Consumer Cyclical 9.4%
Communication Services 6.2%
Consumer Defensive 5.0%
Energy 3.7%
Real Estate 3.6%
Utilities 3.2%