YOUSIF CAPITAL MANAGEMENT LLC
Q2 2024 Form 13-F
BLOOMFIELD HILLS, MICHIGAN
CIK 0001858789
· CRD 312511
· SEC-registered investment adviser
$8.8B Reported Value Total
YOUSIF CAPITAL MANAGEMENT, LLC reports 412 total accounts under management (AUM). There are 412 discretionary accounts valued at $15,029,547,343, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-23
Reported value
$8.8B
Quarter over quarter
+1.4%
Holdings
1,960
Top-10 concentration
23.9%
Key People
Form ADV owners & control persons
Kevin Khairi Yousif
PRESIDENT
Rosanna Bennett
CHIEF COMPLIANCE OFFICER
Edward Douglas Goard
CHIEF INVESTMENT OFFICER
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13F Metrics
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Q2 2024 13F record
Q2 2024 13F filing summary
| Period of report | June 30, 2024 |
|---|---|
| Filed | July 31, 2024 |
| Form | 13F-HR |
| Reported value | $8.8B |
| Positions | 1,960 |
| Change in reported value | -2.0% |
| New positions | 23 |
| Exited positions | 47 |
| Position turnover | 3.5% |
| Top-10 concentration | 23.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 22, 2026
|
1,651 | $8.9B |
|
Q2 2026 13F
Filed Jul 16, 2026
|
1,664 | $8.9B |
|
Q1 2026 13F
Filed Apr 24, 2026
|
1,854 | $8.5B |
|
Q4 2025 13F
Filed Jan 21, 2026
|
1,874 | $9.1B |
|
Q3 2025 13F
Filed Oct 14, 2025
|
1,885 | $9.4B |
|
Q2 2025 13F
Filed Jul 25, 2025
|
1,914 | $9.3B |
|
Q1 2025 13F
Filed Apr 14, 2025
|
1,900 | $8.6B |
|
Q4 2024 13F
Filed Jan 27, 2025
|
1,917 | $9.0B |
|
Q3 2024 13F
Filed Oct 30, 2024
|
1,965 | $9.2B |
|
Q2 2024 13F
Filed Jul 31, 2024
|
1,960 | $8.8B |
|
Q1 2024 13F
Filed Apr 26, 2024
|
1,984 | $9.0B |
|
Q4 2023 13F
Filed Feb 1, 2024
|
1,988 | $8.5B |
|
Q3 2023 13F
Filed Oct 30, 2023
|
1,980 | $7.9B |
|
Q2 2023 13F
Filed Aug 2, 2023
|
1,967 | $8.2B |
|
Q1 2023 13F
Filed May 2, 2023
|
1,966 | $7.7B |
|
Q4 2022 13F
Filed Jan 9, 2023
|
1,966 | $7.6B |
|
Q3 2022 13F
Filed Nov 4, 2022
|
1,957 | $7.0B |
|
Q2 2022 13F
Filed Aug 1, 2022
|
1,977 | $7.6B |
|
Q1 2022 13F
Filed May 12, 2022
|
2,027 | $9.2B |
|
Q4 2021 13F
Filed Jan 31, 2022
|
2,043 | $9.7B |
Top 20 holdings · Q2 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT Microsoft Corp | $426.1M | 4.82% |
| 2 | AAPL Apple Inc | $393.4M | 4.45% |
| 3 | NVDA NVidia Corp | $381.1M | 4.31% |
| 4 | AMZN Amazon.Com Inc | $231.0M | 2.61% |
| 5 | META Meta Platforms Inc | $149.1M | 1.69% |
| 6 | GOOGL Alphabet Inc Cap Stock Cl A | $138.4M | 1.57% |
| 7 | GOOG Alphabet Inc Cap Stock Cl C | $116.4M | 1.32% |
| 8 | BRK-B Berkshire Hathaway Inc Cl B | $103.2M | 1.17% |
| 9 | AVGO Broadcom Inc | $91.2M | 1.03% |
| 10 | JPM JPMorgan Chase & Co | $84.7M | 0.96% |
| 11 | XOM Exxon Mobil Corp | $81.2M | 0.92% |
| 12 | LLY Lilly Eli & Co | $80.4M | 0.91% |
| 13 | TSLA Tesla Inc | $72.4M | 0.82% |
| 14 | V Visa Inc Cl A | $55.3M | 0.63% |
| 15 | UNH Unitedhealth Group Inc | $55.2M | 0.62% |
| 16 | PG Procter & Gamble Co | $55.1M | 0.62% |
| 17 | COST Costco Wholesale Corp | $52.8M | 0.6% |
| 18 | JNJ Johnson & Johnson | $51.3M | 0.58% |
| 19 | MA Mastercard Inc Cl A | $48.0M | 0.54% |
| 20 | HD Home Depot Inc | $47.8M | 0.54% |
Values as reported on the Q2 2024 Form 13F. Every position is in the holdings table below.