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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 65 of 84  ·  1,665 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CRDO Credo Technology Group Holding Technology 2,200.0 $598K 0.01% NEW $271.95 -17.1%
1282 FBK Fb Finl Corp Com Financial Services 10,787.0 $597K 0.01% NEW $55.35 +4.0%
1283 PBI Pitney Bowes Inc Industrials 33,988.0 $595K 0.01% NEW $17.52 -3.7%
1284 AngloGold Ashanti Limited 7,346.0 $594K 0.01% NEW $80.89
1285 NWBI Northwest Bancshares Inc Md Financial Services 38,948.0 $590K 0.01% NEW $15.16 +0.9%
1286 BHP Bhp Group Limited Basic Materials 7,062.0 $588K 0.01% NEW $83.31 +17.1%
1287 CALX Calix, Inc Technology 15,640.0 $584K 0.01% NEW $37.32 +7.5%
1288 KWR Quaker Houghton Basic Materials 3,665.0 $582K 0.01% NEW $158.87 +2.8%
1289 UTI Universal Technical Institute Consumer Defensive 13,607.0 $582K 0.01% NEW $42.77 -47.4%
1290 PLUS Eplus Inc Technology 6,989.0 $582K 0.01% NEW $83.23 +3.7%
1291 MAN Manpowergroup Inc Industrials 17,175.0 $580K 0.01% NEW $33.77 +81.8%
1292 MPT Medical Properties Trust Inc Financial Services 125,383.0 $579K 0.01% NEW $4.62 -10.6%
1293 PGNY Progyny Inc Healthcare 20,057.0 $578K 0.01% NEW $28.83 -10.7%
1294 Six Flags Entertainment Corp 27,114.0 $578K 0.01% NEW $21.30
1295 DXPE Dxp Enterprises Inc Industrials 3,422.0 $577K 0.01% NEW $168.74 +10.5%
1296 Bnp Paribas Sponsored Adr Reps 9,829.0 $574K 0.01% NEW $58.39
1297 Vanguard Index Funds Small Cap 3,952.0 $574K 0.01% NEW $145.13
1298 CRVL Corvel Corp Financial Services 9,166.0 $573K 0.01% NEW $62.52 +11.5%
1299 WYNN Wynn Resorts LTD Consumer Cyclical 5,894.0 $572K 0.01% NEW $97.09 +1.2%
1300 Siemens Ag Com Dm50 (New) 3,556.0 $572K 0.01% NEW $160.72
Page 65 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%