SEC 13F Intelligence

Managers / Q3 2023 · view latest →

YOUSIF CAPITAL MANAGEMENT, LLC

CIK 0001858789 · 39533 WOODWARD AVE, SUITE 100, BLOOMFIELD HILLS, MI, 48304 · 248-885-8786

Reported Value
$7.9B
Q3 2023
Positions
1,982
Filings on Record
19
2019–present window
Filed
Oct 30, 2023
original filing

Summary

Yousif Capital Management, Llc reported $7.9B in U.S.-listed holdings across 1,982 positions for Q3 2023.

Its largest position, AAPL, represents 4.5% of the portfolio.

Compared with Q2 2023, the fund opened 53 new positions and exited 40.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $9.7BQ4 ’21Q1 ’22: $9.2BQ2 ’22: $7.6BQ3 ’22: $7.0BQ3 ’22Q4 ’22: $7.62TQ1 ’23: $7.7BQ2 ’23: $8.2BQ2 ’23Q3 ’23: $7.9BQ4 ’23: $8.5BQ1 ’24: $9.0BQ1 ’24Q2 ’24: $8.8BQ3 ’24: $9.2BQ4 ’24: $9.0BQ4 ’24Q1 ’25: $8.6BQ2 ’25: $9.3BQ3 ’25: $9.4BQ3 ’25Q4 ’25: $9.1BQ1 ’26: $8.5Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 86.8%Other: 4.0%REIT: 3.6%ADR: 2.4%ETP: 2.3%Other: 0.8%
  • Common Stock · 86.8% · $6.8B
  • Other · 4.0% · $316M
  • REIT · 3.6% · $285M
  • ADR · 2.4% · $187M
  • ETP · 2.3% · $182M
  • Other · 0.8% · $64M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$8.5B1,858Apr 24, 202613F-HRchanges · EDGAR ↗
Q4 2025$9.1B1,877Jan 21, 202613F-HRchanges · EDGAR ↗
Q3 2025$9.4B1,888Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$9.3B1,917Jul 25, 202513F-HRchanges · EDGAR ↗
Q1 2025$8.6B1,903Apr 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$9.0B1,920Jan 27, 202513F-HRchanges · EDGAR ↗
Q3 2024$9.2B1,968Oct 30, 202413F-HRchanges · EDGAR ↗
Q2 2024$8.8B1,963Jul 31, 202413F-HRchanges · EDGAR ↗
Q1 2024$9.0B1,987Apr 26, 202413F-HRchanges · EDGAR ↗
Q4 2023$8.5B1,991Feb 1, 202413F-HRchanges · EDGAR ↗
Q3 2023$7.9B1,982Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023$8.2B1,969Aug 2, 202313F-HRchanges · EDGAR ↗
Q1 2023$7.7B1,968May 2, 202313F-HRchanges · EDGAR ↗
Q4 2022$7.62T1,969Jan 9, 2023RESTATEMENTchanges · EDGAR ↗
Q3 2022$7.0B1,964Nov 4, 202213F-HRchanges · EDGAR ↗
Q2 2022$7.6B1,986Aug 1, 202213F-HRchanges · EDGAR ↗
Q1 2022$9.2B2,036May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$9.7B2,047Jan 31, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.