Yousif Capital Management, LLC Top Holdings and 13F Report (2025)

About Yousif Capital Management, LLC

Investment Activity

Yousif Capital Management, LLC has $8.61 billion in total holdings as of March 31, 2025.
Yousif Capital Management, LLC owns shares of 1,903 different stocks, but just 423 companies or ETFs make up 80% of its holdings.
Approximately 1.74% of the portfolio was purchased this quarter.
About 2.51% of the portfolio was sold this quarter.
This quarter, Yousif Capital Management, LLC has purchased 1,920 new stocks and bought additional shares in 305 stocks.
Yousif Capital Management, LLC sold shares of 1,317 stocks and completely divested from 53 stocks this quarter.

Largest Holdings

Apple: $417,685,477
Microsoft: $344,024,664
NVIDIA: $313,178,208
Amazon.com: $221,784,560
Meta Platforms: $159,612,528

Largest New Holdings this Quarter

40171V100 - Guidewire Software: $5,386,225 Holding
29362U104 - Entegris: $4,576,954 Holding
148929102 - CAVA Group: $2,429,244 Holding
565394103 - Maplebear Inc: $2,209,707 Holding
80004C200 - Sandisk Corp: $2,139,022 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 18,911 shares (about $10.58M)
iShares MSCI Japan ETF: 117,315 shares (about $8.04M)
Doordash Inc Cl A: 36,031 shares (about $6.59M)
Erie Indemnity: 15,592 shares (about $6.53M)
Eversource Energy: 103,851 shares (about $6.45M)

Largest Sales this Quarter

ProShares S&P 500 Aristocrats ETF: 107,791 shares (about $11.01M)
iShares MSCI EAFE ETF: 104,738 shares (about $8.56M)
Chesapeake Energy: 50,654 shares (about $5.64M)
Williams-Sonoma: 29,818 shares (about $4.71M)
NVIDIA: 26,472 shares (about $2.87M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$417,685,477	$361,850 ▲	0.1%	1,880,365	4.8%	Computer and Technology
MSFT Microsoft	$344,024,664	$1,601,038 ▼	-0.5%	916,446	4.0%	Computer and Technology
NVDA NVIDIA	$313,178,208	$2,869,035 ▼	-0.9%	2,889,631	3.6%	Computer and Technology
AMZN Amazon.com	$221,784,560	$60,312 ▼	0.0%	1,165,692	2.6%	Retail/Wholesale
META Meta Platforms	$159,612,528	$2,138,872 ▼	-1.3%	276,932	1.9%	Computer and Technology
BRK.B Berkshire Hathaway	$130,357,476	$152,318 ▲	0.1%	244,766	1.5%	Finance
GOOGL Alphabet	$111,661,987	$947,789 ▼	-0.8%	722,077	1.3%	Computer and Technology
AVGO Broadcom	$95,412,027	$473,492 ▼	-0.5%	569,862	1.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$93,700,185	$1,864,035 ▼	-2.0%	381,982	1.1%	Finance
GOOG Alphabet	$91,752,004	$1,459,657 ▼	-1.6%	587,288	1.1%	Computer and Technology
TSLA Tesla	$88,628,055	$462,601 ▼	-0.5%	341,982	1.0%	Auto/Tires/Trucks
XOM Exxon Mobil	$80,945,269	$506,523 ▼	-0.6%	680,613	0.9%	Energy
V Visa	$74,759,777	$2,102,760 ▼	-2.7%	213,319	0.9%	Business Services
LLY Eli Lilly and Company	$67,916,231	$967,141 ▼	-1.4%	82,232	0.8%	Medical
JNJ Johnson & Johnson	$55,891,325	$487,071 ▲	0.9%	337,020	0.6%	Medical
MA Mastercard	$55,745,448	$1,859,223 ▼	-3.2%	101,703	0.6%	Business Services
COST Costco Wholesale	$55,522,015	$450,191 ▼	-0.8%	58,705	0.6%	Retail/Wholesale
PG Procter & Gamble	$54,008,806	$1,352,964 ▼	-2.4%	316,916	0.6%	Consumer Staples
UNH UnitedHealth Group	$53,318,797	$1,353,894 ▼	-2.5%	101,802	0.6%	Medical
SPY SPDR S&P 500 ETF Trust	$52,611,748	$10,578,624 ▲	25.2%	94,052	0.6%	Finance
ABBV AbbVie	$50,954,749	$790,937 ▼	-1.5%	243,198	0.6%	Medical
WMT Walmart	$50,800,934	$2,666,096 ▼	-5.0%	578,664	0.6%	Retail/Wholesale
CVX Chevron	$49,312,011	$291,921 ▲	0.6%	294,770	0.6%	Energy
NFLX Netflix	$47,916,189	$625,728 ▼	-1.3%	51,383	0.6%	Consumer Discretionary
HD Home Depot	$47,889,248	$462,510 ▼	-1.0%	130,670	0.6%	Retail/Wholesale
IBM International Business Machines	$39,267,758	$2,749,193 ▼	-6.5%	157,917	0.5%	Computer and Technology
BAC Bank of America	$39,036,036	$940,052 ▼	-2.4%	935,443	0.5%	Finance
Linde PLC	$37,974,805	$962,944 ▼	-2.5%	81,554	0.4%	COM
INDA iShares MSCI India ETF	$37,432,395	$1,544,091 ▲	4.3%	727,125	0.4%	ETF
KO Coca-Cola	$37,404,397	$402,934 ▼	-1.1%	522,262	0.4%	Consumer Staples
CSCO Cisco Systems	$36,399,150	$1,234 ▼	0.0%	589,842	0.4%	Computer and Technology
ABT Abbott Laboratories	$35,050,922	$889,684 ▼	-2.5%	264,236	0.4%	Medical
WFC Wells Fargo & Company	$34,386,046	$1,031,263 ▼	-2.9%	478,981	0.4%	Finance
Schwab Capital Trust Total Sto	$34,291,928		0.0%	363,763	0.4%	MUT
EWT iShares MSCI Taiwan ETF	$33,292,739	$2,178,050 ▲	7.0%	701,195	0.4%	ETF
MCD McDonald's	$31,431,889	$771,866 ▼	-2.4%	100,624	0.4%	Retail/Wholesale
CRM Salesforce	$31,304,194	$275,606 ▼	-0.9%	116,650	0.4%	Computer and Technology
T AT&T	$30,372,663	$638,789 ▼	-2.1%	1,073,998	0.4%	Computer and Technology
VZ Verizon Communications	$29,560,432	$538,650 ▲	1.9%	651,685	0.3%	Computer and Technology
ORCL Oracle	$29,024,416	$300,591 ▼	-1.0%	207,599	0.3%	Computer and Technology
PEP PepsiCo	$28,982,578	$742,201 ▲	2.6%	193,295	0.3%	Consumer Staples
SPGI S&P Global	$28,860,209	$1,193,024 ▼	-4.0%	56,800	0.3%	Business Services
CAT Caterpillar	$28,422,135	$2,087,632 ▼	-6.8%	86,180	0.3%	Industrials
GE GE Aerospace	$28,362,056	$506,580 ▼	-1.8%	141,704	0.3%	Aerospace
MDT Medtronic	$26,319,545	$641,690 ▲	2.5%	292,895	0.3%	Medical
ISRG Intuitive Surgical	$26,257,730	$1,486 ▼	0.0%	53,017	0.3%	Medical
NEE NextEra Energy	$25,690,633	$188,993 ▼	-0.7%	362,401	0.3%	Utilities
CB Chubb	$25,354,778	$520,329 ▼	-2.0%	83,959	0.3%	Finance
ADP Automatic Data Processing	$25,240,890	$910,790 ▼	-3.5%	82,613	0.3%	Business Services
LOW Lowe's Companies	$25,166,385	$805,808 ▼	-3.1%	107,904	0.3%	Retail/Wholesale
MRK Merck & Co., Inc.	$25,155,150	$744,290 ▼	-2.9%	280,249	0.3%	Medical
ACN Accenture	$25,102,058	$335,443 ▼	-1.3%	80,445	0.3%	Computer and Technology
GS The Goldman Sachs Group	$23,506,312	$593,817 ▼	-2.5%	43,029	0.3%	Finance
BSX Boston Scientific	$23,099,603	$349,247 ▼	-1.5%	228,981	0.3%	Medical
DIS Walt Disney	$22,934,129	$233,722 ▼	-1.0%	232,362	0.3%	Consumer Discretionary
QCOM QUALCOMM	$22,775,755	$449,770 ▼	-1.9%	148,270	0.3%	Computer and Technology
TXN Texas Instruments	$21,783,593	$388,871 ▼	-1.8%	121,222	0.3%	Computer and Technology
INTU Intuit	$21,718,054	$31,313 ▼	-0.1%	35,372	0.3%	Computer and Technology
PGR Progressive	$21,233,391	$681,771 ▼	-3.1%	75,027	0.2%	Finance
VTI Vanguard Total Stock Market ETF	$21,223,969	$68,710 ▲	0.3%	77,223	0.2%	ETF
ADBE Adobe	$20,736,700	$194,066 ▼	-0.9%	54,068	0.2%	Computer and Technology
TMO Thermo Fisher Scientific	$20,736,485	$660,813 ▼	-3.1%	41,673	0.2%	Medical
C Citigroup	$20,635,799	$509,992 ▼	-2.4%	290,686	0.2%	Finance
Palantir Technologies Inc Cl A	$20,552,750	$635,279 ▲	3.2%	243,516	0.2%	COM
AMD Advanced Micro Devices	$20,517,486	$176,816 ▲	0.9%	199,703	0.2%	Computer and Technology
CMCSA Comcast	$20,515,441	$163,725 ▼	-0.8%	555,974	0.2%	Consumer Discretionary
UNP Union Pacific	$20,153,871	$425,941 ▼	-2.1%	85,311	0.2%	Transportation
NOW ServiceNow	$20,073,078	$195,054 ▼	-1.0%	25,213	0.2%	Computer and Technology
AXP American Express	$19,979,115	$851,274 ▼	-4.1%	74,258	0.2%	Finance
MS Morgan Stanley	$19,790,382	$136,271 ▼	-0.7%	169,627	0.2%	Finance
SYK Stryker	$19,657,033	$105,719 ▲	0.5%	52,806	0.2%	Medical
UBER Uber Technologies	$19,437,518	$304,701 ▼	-1.5%	266,779	0.2%	Computer and Technology
TJX TJX Companies	$19,304,569	$470,392 ▼	-2.4%	158,494	0.2%	Retail/Wholesale
BKNG Booking	$19,275,311	$211,918 ▼	-1.1%	4,184	0.2%	Retail/Wholesale
AMGN Amgen	$19,257,840	$554,247 ▼	-2.8%	61,813	0.2%	Medical
PM Philip Morris International	$18,719,664	$1,512,221 ▼	-7.5%	117,934	0.2%	Consumer Staples
BlackRock Inc	$18,667,425	$481,758 ▲	2.6%	19,723	0.2%	COM
CL Colgate-Palmolive	$18,599,169	$166,505 ▼	-0.9%	198,497	0.2%	Consumer Staples
CTAS Cintas	$18,572,656	$1,932,592 ▼	-9.4%	90,365	0.2%	Business Services
COP ConocoPhillips	$18,185,788	$267,066 ▼	-1.4%	173,165	0.2%	Energy
TMUS T-Mobile US	$18,121,078	$553,423 ▼	-3.0%	67,943	0.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$17,967,427	$699,469 ▲	4.1%	171,822	0.2%	ETF
EWJ iShares MSCI Japan ETF	$17,888,470	$8,043,117 ▲	81.7%	260,917	0.2%	ETF
SHW Sherwin-Williams	$17,627,446	$525,181 ▼	-2.9%	50,481	0.2%	Basic Materials
ELV Elevance Health	$17,157,867	$300,992 ▲	1.8%	39,447	0.2%	Medical
HON Honeywell International	$16,982,773	$358,916 ▼	-2.1%	80,202	0.2%	Multi-Sector Conglomerates
FI Fiserv	$16,966,369	$535,734 ▼	-3.1%	76,830	0.2%	Business Services
ECL Ecolab	$16,891,061	$599,576 ▼	-3.4%	66,626	0.2%	Basic Materials
AFL Aflac	$16,871,405	$1,108,341 ▼	-6.2%	151,735	0.2%	Finance
ITW Illinois Tool Works	$16,853,217	$398,551 ▼	-2.3%	67,954	0.2%	Industrials
PLD Prologis	$16,802,261	$106,871 ▼	-0.6%	150,302	0.2%	Finance
SCHW Charles Schwab	$16,648,042	$1,581,256 ▲	10.5%	212,673	0.2%	Finance
MMC Marsh & McLennan Companies	$16,594,528	$120,795 ▼	-0.7%	68,002	0.2%	Finance
GILD Gilead Sciences	$16,554,043	$362,594 ▼	-2.1%	147,738	0.2%	Medical
DE Deere & Company	$16,487,327	$240,307 ▼	-1.4%	35,128	0.2%	Industrials
ROP Roper Technologies	$16,390,537	$322,504 ▼	-1.9%	27,800	0.2%	Computer and Technology
PFE Pfizer	$16,206,248	$271,011 ▼	-1.6%	639,552	0.2%	Medical
AMT American Tower	$16,185,523	$288,973 ▼	-1.8%	74,382	0.2%	Finance
INTC Intel	$16,094,713	$258,871 ▲	1.6%	708,706	0.2%	Computer and Technology
CI The Cigna Group	$16,057,832	$42,441 ▲	0.3%	48,808	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Yousif Capital Management, LLC Top Holdings and 13F Report (2025)

About Yousif Capital Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Yousif Capital Management, LLC Top Holdings and 13F Report (2025)

About Yousif Capital Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofYousif Capital Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools