Yousif Capital Management, LLC
Yousif Capital Management, LLC reported 1,665 holdings worth US$8.94B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 16, 2026
Yousif Capital Management, LLC reported 1,665 holdings worth US$8.94B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 16, 2026 (Form 13F).
- Holdings
- 1,665
- Value as reported
- US$8.94B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 2.28M | US$457M | 5.1% |
| Apple Inc | 1.47M | US$426M | 4.8% |
| Alphabet Inc (google) Class C | 1.03M | US$367M | 4.1% |
| Microsoft Corp. | 738K | US$275M | 3.1% |
| Amazon.com, Inc. | 967K | US$231M | 2.6% |
| Broadcom Inc. | 454K | US$171M | 1.9% |
| Micron Technology, Inc. | 118K | US$136M | 1.5% |
| Meta Platforms, Inc. | 223K | US$125M | 1.4% |
| Tesla, Inc. | 280K | US$118M | 1.3% |
| Berkshire Hathaway Inc. | 197K | US$98.7M | 1.1% |
| Jp Morgan Chase & Co. | 294K | US$96.1M | 1.1% |
| Advanced Micro Devices Inc | 162K | US$94.2M | 1.1% |
| Eli Lilly And Company | 67,889 | US$81.4M | 0.91% |
| Intel Corporation | 516K | US$72.1M | 0.81% |
| Exxon Mobil Corporation | 508K | US$69.5M | 0.78% |
| Johnson & Johnson | 269K | US$68.4M | 0.77% |
| Caterpillar, Inc. | 62,531 | US$66.6M | 0.75% |
| Visa Inc. | 167K | US$57.5M | 0.64% |
| Applied Materials, Inc. | 79,018 | US$57.1M | 0.64% |
| Lam Research Corporation | 124K | US$53.6M | 0.60% |
| Cisco Systems, Inc. | 445K | US$52.3M | 0.59% |
| Abbvie Inc. | 202K | US$50.9M | 0.57% |
| Walmart Inc. | 423K | US$47.9M | 0.54% |
| Costco Wholesale Corporation | 48,367 | US$45.2M | 0.51% |
| Bank Of America Corporation | 738K | US$42.1M | 0.47% |
| Chevron Corporation | 253K | US$42M | 0.47% |
| Ge Aerospace | 110K | US$41.3M | 0.46% |
| Mastercard Incorporated | 80,030 | US$41.1M | 0.46% |
| Kla Corporation | 133K | US$40M | 0.45% |
| Procter & Gamble Company (the) | 270K | US$39.7M | 0.44% |
| Home Depot, Inc. (the) | 106K | US$37.4M | 0.42% |
| Unitedhealth Group Incorporated | 84,606 | US$35.2M | 0.39% |
| International Business Machines Corporation | 124K | US$34.9M | 0.39% |
| Goldman Sachs Group, Inc. (the) | 32,190 | US$32.6M | 0.36% |
| Coca-cola Company (the) | 396K | US$32.2M | 0.36% |
| Sandisk Corporation | 13,619 | US$31M | 0.35% |
| Ge Vernova Inc. | 26,059 | US$30.6M | 0.34% |
| Netflix, Inc. | 410K | US$29.3M | 0.33% |
| Merck & Company, Inc. | 226K | US$29M | 0.33% |
| Wells Fargo & Company | 349K | US$28.9M | 0.32% |
| Texas Instruments Incorporated | 94,447 | US$28.2M | 0.32% |
| Citigroup, Inc. | 196K | US$27.5M | 0.31% |
| Morgan Stanley | 130K | US$27.3M | 0.31% |
| Nextera Energy, Inc. | 298K | US$26.1M | 0.29% |
| Oracle Corporation | 173K | US$25.3M | 0.28% |
| Palo Alto Networks, Inc. | 74,030 | US$25.2M | 0.28% |
| Palantir Technologies Inc. | 214K | US$25M | 0.28% |
| Marvell Technology, Inc. | 77,415 | US$23.1M | 0.26% |
| Amphenol Corporation | 128K | US$22.6M | 0.25% |
| Welltower Inc. | 98,192 | US$22.3M | 0.25% |
| Mcdonald's Corporation | 77,784 | US$21M | 0.24% |
| Analog Devices, Inc. | 52,696 | US$20.9M | 0.23% |
| Qualcomm Incorporated | 113K | US$20.9M | 0.23% |
| Verizon Communications Inc. | 492K | US$20.8M | 0.23% |
| Western Digital Corporation | 32,422 | US$20.7M | 0.23% |
| Pepsico, Inc. | 152K | US$20.5M | 0.23% |
| Abbott Laboratories | 222K | US$20.2M | 0.23% |
| Lowe's Companies, Inc. | 87,694 | US$19.3M | 0.22% |
| Cvs Health Corporation | 182K | US$18.8M | 0.21% |
| American Express Company | 55,556 | US$18.8M | 0.21% |
| Tjx Companies, Inc. (the) | 123K | US$18.6M | 0.21% |
| Amgen Inc. | 51,233 | US$18.6M | 0.21% |
| Intuitive Surgical, Inc. | 45,924 | US$18.3M | 0.20% |
| Union Pacific Corporation | 66,654 | US$18.1M | 0.20% |
| S&p Global Inc. | 44,256 | US$18M | 0.20% |
| Prologis, Inc. | 133K | US$18M | 0.20% |
| Cardinal Health, Inc. | 75,741 | US$18M | 0.20% |
| Crowdstrike Holdings, Inc. | 23,507 | US$17.9M | 0.20% |
| At&t Inc. | 838K | US$17.4M | 0.19% |
| Walt Disney Company (the) | 180K | US$17.3M | 0.19% |
| Deere & Company | 27,155 | US$17.2M | 0.19% |
| Corning Incorporated | 66,689 | US$17M | 0.19% |
| Rtx Corporation | 88,999 | US$16.9M | 0.19% |
| Thermo Fisher Scientific Inc | 33,508 | US$16.8M | 0.19% |
| Arista Networks, Inc. | 97,947 | US$16.6M | 0.19% |
| Philip Morris International Inc | 89,803 | US$16.2M | 0.18% |
| Nucor Corporation | 71,773 | US$16M | 0.18% |
| Automatic Data Processing, Inc. | 71,197 | US$15.9M | 0.18% |
| Colgate-palmolive Company | 168K | US$15.4M | 0.17% |
| W.w. Grainger, Inc. | 11,291 | US$15.4M | 0.17% |
| Charles Schwab Corporation (the) | 165K | US$15.2M | 0.17% |
| Gilead Sciences, Inc. | 120K | US$15.2M | 0.17% |
| Ecolab Inc. | 54,122 | US$15.1M | 0.17% |
| Illinois Tool Works Inc. | 55,650 | US$15.1M | 0.17% |
| Stryker Corporation | 47,697 | US$15M | 0.17% |
| Realty Income Corporation | 241K | US$14.9M | 0.17% |
| Aflac Incorporated | 127K | US$14.9M | 0.17% |
| General Dynamics Corporation | 41,701 | US$14.8M | 0.17% |
| Uber Technologies, Inc. | 203K | US$14.6M | 0.16% |
| Emerson Electric Company | 102K | US$14.6M | 0.16% |
| Target Corporation | 111K | US$14.5M | 0.16% |
| Sherwin-williams Company (the) | 41,918 | US$14.4M | 0.16% |
| Boeing Company (the) | 66,575 | US$14.4M | 0.16% |
| Blackrock, Inc. | 14,855 | US$14.3M | 0.16% |
| Conocophillips | 133K | US$13.8M | 0.15% |
| Capital One Financial Corporation | 68,575 | US$13.8M | 0.15% |
| Booking Holdings Inc. Common Stock | 77,129 | US$13.7M | 0.15% |
| Air Products And Chemicals, Inc. | 46,262 | US$13.6M | 0.15% |
| Equinix, Inc. | 12,989 | US$13.5M | 0.15% |
| Salesforce, Inc. | 84,397 | US$13.2M | 0.15% |
Every holding of Yousif Capital Management, LLC
Source
View original at SEC
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