13F 机构持仓

YOUSIF CAPITAL MANAGEMENT, LLC

BLOOMFIELD HILLS MI · SEC CIK 0001858789

2026Q22026Q1 更早 9 个季度 🔒
$85.18亿2026Q1 申报市值
1,858持仓数
25.5%前十大占比 · 第一大 5.1%
30 / 45新建仓 / 清仓
申报市值走势$89.35亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.1%
AAPL 4.7%
MSFT 3.5%
AMZN 2.5%
GOOGL 2.1%
AVGO 1.8%
GOOG 1.7%
META 1.6%
TSLA 1.3%
BRK/B 1.2%

2026Q1 买入最多 按季末市值估算

SPY 加仓+$1,836.82万
EFA 加仓+$833.33万
VRT 加仓+$806.74万
AZN 新建仓+$261.10万
MDY 加仓+$249.36万

2026Q1 卖出最多 按季末市值估算

NVDA 减仓-$1,785.52万
AAPL 减仓-$1,757.67万
CIEN 减仓-$1,188.18万
MSFT 减仓-$1,128.72万
LITE 减仓-$1,073.89万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
ITRI Itron Inc $110.80万0.01%12,362 -75-0.6% -$6,722 减仓
CUZ Cousins Properties Inc $110.73万0.01%49,059 -2,968-5.7% -$6.70万 减仓
RIO Rio Tinto Plc Sponsored Adr $110.26万0.01%11,819 00.0% — 不变
LTH Life Time Group Holdings Inc C $110.13万0.01%40,879 40,879— $110.13万 新建仓
EAT Brinker Intl Inc $110.00万0.01%7,705 -184-2.3% -$2.63万 减仓
— Anz Group Holdings Ltd Sp ADS $109.47万0.01%44,436 00.0% — 不变
MMS Maximus Inc $109.32万0.01%17,055 -1,345-7.3% -$8.62万 减仓
GSK Gsk PLC Sp ADR $109.31万0.01%19,806 00.0% — 不变
PVH Pvh Corp $108.51万0.01%15,555 -1,259-7.5% -$8.78万 减仓
VICR Vicor Corp $108.14万0.01%6,717 5659.2% $9.10万 加仓
— Hitachi Ltd A.D.R. For 10 Com $107.95万0.01%38,470 00.0% — 不变
FULT Fulton Financial Corp Pa $107.86万0.01%53,027 4,3719.0% $8.89万 加仓
SONY Sony Group Corporation $107.76万0.01%52,056 00.0% — 不变
HP Helmerich & Payne Inc $107.73万0.01%29,900 930.3% $3,351 加仓
CVSA COVISTA INC $107.51万0.01%9,328 -502-5.1% -$5.79万 减仓
RDNT Radnet Inc $107.33万0.01%19,203 -64-0.3% -$3,577 减仓
SMFG Sumitomo Mitsui Finl Group Inc $107.30万0.01%54,329 00.0% — 不变
TXT Textron Inc $107.14万0.01%12,236 -800-6.1% -$7.00万 减仓
LGND Ligand Pharmaceuticals Inc $107.07万0.01%5,363 -39-0.7% -$7,786 减仓
DLB Dolby Laboratories Inc Cl A $106.80万0.01%17,782 -1,155-6.1% -$6.94万 减仓
TTD The Trade Desk Inc Cl A $106.11万0.01%46,766 -224-0.5% -$5,083 减仓
SKT Tanger Inc $105.94万0.01%31,178 1650.5% $5,607 加仓
LVS Las Vegas Sands Corp $105.77万0.01%19,630 -871-4.2% -$4.69万 减仓
IBOC International Bancshares Corp $105.74万0.01%15,714 -986-5.9% -$6.63万 减仓
WMG Warner Music Group Corp Cl A $105.28万0.01%41,220 -2,193-5.1% -$5.60万 减仓
— Ishares Msci Qatar Etf $105.20万0.01%56,559 -6,000-9.6% -$11.16万 减仓
GHC Graham Holdings Co $105.20万0.01%995 -53-5.1% -$5.60万 减仓
NWSA News Corp Cl A $104.99万0.01%42,114 -24,465-36.7% -$60.99万 减仓
UL Unilever PLC Sp ADR New $104.89万0.01%18,412 00.0% — 不变
MRCY Mercury Systems Inc $104.66万0.01%14,355 420.3% $3,062 加仓
ELF E L F Beauty Inc $104.56万0.01%17,252 -1,090-5.9% -$6.61万 减仓
BAP Credicorp LTD $104.43万0.01%3,079 -67-2.1% -$2.27万 减仓
KBH Kb Home $104.28万0.01%20,150 -1,329-6.2% -$6.88万 减仓
LIVN Livanova Plc $103.99万0.01%16,361 -1,011-5.8% -$6.43万 减仓
FTDR Frontdoor Inc $103.71万0.01%19,620 -86-0.4% -$4,546 减仓
SUPN Indivior Pharmaceuticals Inc $103.27万0.01%33,882 33,882— $103.27万 新建仓
OUT Outfront Media Inc New $103.18万0.01%38,937 -266-0.7% -$7,049 减仓
IRT Independence Realty Trust Inc $103.10万0.01%69,241 -4,593-6.2% -$6.84万 减仓
TDW Tidewater Inc $103.04万0.01%12,333 -118-0.9% -$9,859 减仓
RHP Ryman Hospitality Pptys Inc Co $102.18万0.01%11,074 -87-0.8% -$8,028 减仓
CC Chemours Co $101.84万0.01%46,227 -56-0.1% -$1,234 减仓
UCB United Community Banks Blairsv $101.67万0.01%32,286 -509-1.6% -$1.60万 减仓
— Nordea Bank Abp $101.61万0.01%60,094 00.0% — 不变
BFH Bread Financial Holdings $101.57万0.01%13,562 -576-4.1% -$4.31万 减仓
SIG Signet Jewelers Limited $101.42万0.01%11,982 -257-2.1% -$2.18万 减仓
PSMT Pricesmart Inc $101.39万0.01%6,737 -67-1.0% -$1.01万 减仓
CDP Copt Defense Properties $100.99万0.01%33,003 -2,099-6.0% -$6.42万 减仓
— National Australia Bk Ltd Spon $100.98万0.01%71,154 00.0% — 不变
AZZ Azz Inc $100.97万0.01%8,069 -109-1.3% -$1.36万 减仓
SHC Sotera Health Company $100.94万0.01%70,387 5,4038.3% $7.75万 加仓
— Atlas Copco Ab Sponsored Adr N $100.82万0.01%58,866 00.0% — 不变
CVCO Cavco Industries Inc $100.73万0.01%2,080 -49-2.3% -$2.37万 减仓
— Aia Group Ltd $100.06万0.01%23,115 00.0% — 不变
CVLT Commvault Systems Inc $99.96万0.01%12,833 -789-5.8% -$6.15万 减仓
BRKR Bruker Corp $99.92万0.01%27,662 -2,051-6.9% -$7.41万 减仓
— Vanguard Mid Cap Value Index $99.90万0.01%10,464 -878-7.7% -$8.38万 减仓
LRN Stride Inc Com $99.87万0.01%11,327 -426-3.6% -$3.76万 减仓
ENB ENBRIDGE INC COM $99.68万0.01%18,412 00.0% — 不变
AAP Advance Auto Parts Inc $99.53万0.01%18,868 -392-2.0% -$2.07万 减仓
VSXY Victorias Secret and Co $99.47万0.01%21,457 -236-1.1% -$1.09万 减仓
BHF Brighthouse Financial Inc $99.43万0.01%16,605 -1,053-6.0% -$6.31万 减仓
INDB Independent Bank Corp Ma $99.36万0.01%13,211 -144-1.1% -$1.08万 减仓
SKYW Skywest Inc $99.32万0.01%10,816 -212-1.9% -$1.95万 减仓
CALM Cal Maine Foods Inc $99.25万0.01%12,540 -132-1.0% -$1.04万 减仓
SLGN Silgan Holdings Inc $99.12万0.01%25,547 -1,562-5.8% -$6.06万 减仓
PATK Patrick Industries Inc $98.74万0.01%8,890 -101-1.1% -$1.12万 减仓
UNF Unifirst Corp Ma $98.72万0.01%3,924 -52-1.3% -$1.31万 减仓
AMTM Amentum Holdings Inc $98.72万0.01%37,852 -239-0.6% -$6,233 减仓
BILL Bill Holdings Inc $98.31万0.01%25,669 -1,783-6.5% -$6.83万 减仓
UHS Universal Health Services Inc $98.22万0.01%5,488 -49-0.9% -$8,770 减仓
FERG Ferguson PLC Common Stock New $98.11万0.01%4,206 -6-0.1% -$1,400 减仓
SXT Sensient Technologies Corp $97.88万0.01%11,324 -138-1.2% -$1.19万 减仓
SFBS Servisfirst Bancshares Inc $97.77万0.01%13,424 -141-1.0% -$1.03万 减仓
OTTR Otter Tail Corp $97.73万0.01%11,135 -123-1.1% -$1.08万 减仓
— Advantest Corp- Adr $97.08万0.01%7,597 00.0% — 不变
AVNT Avient Corporation Com $96.84万0.01%26,679 -1,664-5.9% -$6.04万 减仓
KTB Kontoor Brands Inc $96.55万0.01%13,736 -161-1.2% -$1.13万 减仓
UNFI United Natural Foods Inc $96.08万0.01%21,322 -162-0.8% -$7,300 减仓
EXPO Exponent Inc $96.00万0.01%14,713 -912-5.8% -$5.95万 减仓
CZR Caesars Entertainment Inc $95.92万0.01%36,292 6871.9% $1.82万 加仓
RVTY Revvity Inc $95.58万0.01%10,910 -56-0.5% -$4,906 减仓
FELE Franklin Electric Inc $95.26万0.01%10,335 -93-0.9% -$8,572 减仓
BGC BGC Group Inc Cl A $95.15万0.01%97,289 2800.3% $2,738 加仓
PII Polaris Inc $95.01万0.01%17,433 -930-5.1% -$5.07万 减仓
GNW Genworth Financial Inc Cl A $95.01万0.01%117,005 -1,474-1.2% -$1.20万 减仓
ADT Adt Inc $94.68万0.01%144,106 144,106— $94.68万 新建仓
DOCS Doximity Inc Cl A $94.58万0.01%40,591 -2,890-6.6% -$6.73万 减仓
SU Suncor Energy Inc New Com $94.47万0.01%14,290 00.0% — 不变
AGO Assured Guaranty Ltd $94.37万0.01%11,582 -132-1.1% -$1.08万 减仓
WSFS WSFS Financial Corp $94.34万0.01%14,412 -410-2.8% -$2.68万 减仓
OII Oceaneering Intl Inc $94.31万0.01%26,588 -391-1.4% -$1.39万 减仓
STEP Stepstone Group Inc Cl A $93.87万0.01%19,672 -171-0.9% -$8,160 减仓
KD Kyndryl Hldgs Inc $93.69万0.01%71,409 -2,601-3.5% -$3.41万 减仓
TMDX Transmedics Group Inc $93.65万0.01%9,421 -70-0.7% -$6,959 减仓
VIRT Virtu Finl Inc Cl A Cl A $93.64万0.01%21,292 -318-1.5% -$1.40万 减仓
— Bae Sys Plc Sponsored Adr $93.57万0.01%8,063 00.0% — 不变
CHDN Churchill Downs Inc $93.05万0.01%10,358 -1,157-10.0% -$10.39万 减仓
KAI Kadant Inc Com $92.85万0.01%3,176 -27-0.8% -$7,893 减仓
— Orange Sponsored Adr $92.80万0.01%45,566 00.0% — 不变
GPK Graphic Packaging Hldg Co Com $92.43万0.01%92,985 -3,571-3.7% -$3.55万 减仓