Institutions / YOUSIF CAPITAL MANAGEMENT, LLC / Holdings

Yousif Capital Management, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
NVIDIA Corp	—	$459.38M	2,579,795	5.0%
Apple Inc.	—	$410.29M	1,663,116	4.5%
MICROSOFT CORP	—	$376.28M	827,853	4.1%
Amazon.com Inc	—	$248.44M	1,075,503	2.7%
Alphabet Inc.	—	$206.54M	641,434	2.3%
Broadcom Inc.	—	$169.61M	509,938	1.9%
Alphabet Inc.	—	$166.47M	516,719	1.8%
Meta Platforms Inc	—	$148.70M	246,147	1.6%
Tesla Inc	—	$130.94M	312,313	1.4%
Warren E. Buffett	—	$106.47M	219,345	1.2%
JPMORGAN CHASE & CO	—	$100.74M	332,771	1.1%
ELI LILLY & Co	—	$80.08M	76,903	0.9%
EXXON MOBIL CORP	—	$77.08M	590,805	0.8%
JOHNSON & JOHNSON	—	$67.75M	310,460	0.7%
Visa Inc	—	$61.75M	189,519	0.7%
Walmart Inc.	—	$57.53M	484,630	0.6%
COSTCO WHOLESALE CORP /NEW	—	$51.83M	53,746	0.6%
MICRON TECHNOLOGY INC	—	$49.76M	136,316	0.5%
Mastercard Inc	—	$48.17M	90,593	0.5%
AbbVie Inc.	—	$47.62M	222,486	0.5%
CATERPILLAR INC	—	$47.56M	75,613	0.5%
CHEVRON CORP	—	$46.86M	283,470	0.5%
HOME DEPOT, INC.	—	$44.60M	118,886	0.5%
PROCTER & GAMBLE Co	—	$43.43M	295,460	0.5%
BANK OF AMERICA CORP /DE	—	$43.13M	827,830	0.5%
Ishares Msci Taiwan Etf	—	$42.09M	632,518	0.5%
ADVANCED MICRO DEVICES INC	—	$41.68M	179,738	0.5%
INTERNATIONAL BUSINESS MACHINES CORP	—	$40.75M	139,871	0.4%
Palantir Technologies Inc	—	$40.02M	237,489	0.4%
Netflix Inc	—	$39.91M	457,322	0.4%
GENERAL ELECTRIC CO	—	$39.25M	125,652	0.4%
Schwab Capital Trust Total Sto	—	$38.48M	2,350,476	0.4%
CISCO SYSTEMS, INC.	—	$37.73M	514,333	0.4%
iShares MSCI UAE ETF	—	$36.04M	696,677	0.4%
ORACLE CORP	—	$34.90M	193,987	0.4%
THE GOLDMAN SACHS GROUP, INC.	—	$34.76M	36,845	0.4%
WELLS FARGO & COMPANY/MN	—	$34.54M	398,578	0.4%
COCA COLA CO	—	$32.39M	451,365	0.4%
UNITEDHEALTH GROUP INC	—	$31.38M	92,732	0.3%
LINDE PLC	—	$31.28M	72,223	0.3%
LAM RESEARCH CORP	—	$31.19M	140,246	0.3%
Spdr S&P 500 Etf Tr	—	$30.50M	45,016	0.3%
ABBOTT LABORATORIES	—	$29.69M	245,079	0.3%
INTEL CORP	—	$29.11M	599,497	0.3%
APPLIED MATERIALS INC /DE	—	$28.74M	90,321	0.3%
Merck & Co., Inc.	—	$27.69M	253,035	0.3%
NEXTERA ENERGY INC	—	$27.44M	328,576	0.3%
S&P Global Inc.	—	$27.18M	52,367	0.3%
Morgan Stanley	—	$26.97M	148,099	0.3%
Medtronic plc	—	$26.95M	273,347	0.3%