Fund HoldingsYOUSIF CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$7.86B
Total Bought
$307.77M
Total Sold
$780.71M
Net Transaction
-$472.94M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Schwab Capital Trust Total Sto0445,929+445,929032,6690.42%+32,669
Ishares Core S&P Scp Etf0208,928+208,928019,7080.25%+19,708
Vanguard Total Stock Market ET075,883+75,883016,1180.21%+16,118
Spdr S&P 500 Etf Tr(SPY)0105,928+105,928045,2820.58%+45,282
VictoryShares US 500 Volatilit
VCSHS US 500 VOL
0160,695+160,695010,9420.14%+10,942
Blackstone Inc(BX)0100,365+100,365010,7530.14%+10,753
Vanguard Funds PLC Sp 500 ETF099,814+99,81408,1080.10%+8,108
Airbnb Inc Cl A054,327+54,32707,4540.09%+7,454
Alphabet Inc Cap Stock Cl A(GOOG)848,885822,903-25,982101,612107,6851.37%+6,074
Lilly Eli & Co(LLY)101,76599,570-2,19547,72653,4820.68%+5,756
Victory Portfolios Inv Grd Cnv0355,215+355,21505,6660.07%+5,666
Gaming & Leisure Pptys Inc Com(GLPI)0132,787+132,78706,0480.08%+6,048
Kenvue Inc(KVUE)0270,180+270,18005,4250.07%+5,425
Equity Lifestyle Properties In(ELS)093,600+93,60005,9630.08%+5,963
Vistra Corp(VST)0169,181+169,18105,6130.07%+5,613
Victory Portfolios Munder Grow0101,690+101,69005,2150.07%+5,215
Godaddy Inc Cl A(GDDY)069,281+69,28105,1600.07%+5,160
Fidelity National Financial In(FNF)0125,241+125,24105,1720.07%+5,172
Victory Portfolios Victry S&P0212,398+212,39804,8340.06%+4,834
Chesapeake Energy Corp(EXE)052,304+52,30404,5100.06%+4,510
Exxon Mobil Corp0704,592+704,592082,8461.05%+82,846
Alphabet Inc Cap Stock Cl C(GOOG)732,204702,911-29,29388,57592,6791.18%+4,104
Vail Resorts Inc(MTN)018,359+18,35904,0740.05%+4,074
Wal-Mart Inc(WMT)267,342285,112+17,77042,02145,5980.58%+3,577
Erie Indemnity Co Cl A(ERIE)011,550+11,55003,3930.04%+3,393
Abbvie Inc(ABBV)0283,489+283,489042,2570.54%+42,257
Ally Financial Inc(ALLY)0139,830+139,83003,7310.05%+3,731
VictoryShares US Small Cap Vol055,702+55,70203,2610.04%+3,261
RBC Bearings Inc(RBC)013,846+13,84603,2420.04%+3,242
Weatherford Intl PLC(WFRD)034,850+34,85003,1480.04%+3,148
Victory Portfolios Trivalent E0419,862+419,86203,0100.04%+3,010
Chevron Corp(CVX)0329,634+329,634055,5830.71%+55,583
Morningstar Inc Com Stk(MORN)012,205+12,20502,8590.04%+2,859
Sensata Technologies Hldng Plc
SHS
073,373+73,37302,7750.04%+2,775
Amgen Inc(AMGN)074,206+74,206019,9440.25%+19,944
Victory Portfolios Integrity S075,082+75,08202,5840.03%+2,584
Conocophillips(COP)0189,484+189,484022,7000.29%+22,700
Vanguard Whitehall Funds High073,244+73,24402,2820.03%+2,282
Dolby Laboratories Inc Cl A(DLB)027,619+27,61902,1890.03%+2,189
Victory Portfolios Munder Cp G0180,356+180,35602,1550.03%+2,155
Tko Group Holdings Inc Cl A(TKO)024,914+24,91402,0940.03%+2,094
Automatic Data Processing Inc093,386+93,386022,4670.29%+22,467
Blackstone Mtg Tr Inc Com Cl A(BXMT)085,514+85,51401,8600.02%+1,860
Caterpillar Inc(CAT)114,666109,726-4,94028,21329,9550.38%+1,742
Ishares Msci Jpn Etf New
MSCI JAPAN ETF
85,437116,317+30,8805,2897,0130.09%+1,724
Permian Resources Corp Class A(PR)0118,801+118,80101,6580.02%+1,658
Marathon Petroleum Corp(MPC)068,608+68,608010,3830.13%+10,383
Apple Hospitality Reit Inc Com(APLE)0106,045+106,04501,6270.02%+1,627
Penske Automotive Group Inc Co(PAG)09,682+9,68201,6170.02%+1,617
Vanguard International High Di024,478+24,47801,5150.02%+1,515
Madison Square Garden Sports C(MSGS)08,273+8,27301,4590.02%+1,459
Intuit(INTU)038,114+38,114019,4740.25%+19,474
Liberty Energy Inc(LBRT)076,853+76,85301,4230.02%+1,423
Schlumberger LTD(SLB)0208,151+208,151012,1350.15%+12,135
Lincoln Natl Corp Ind(LNC)091,298+91,29802,2540.03%+2,254
Jackson Financial Inc Cl A(JXN)035,900+35,90001,3720.02%+1,372
Phillips 66(PSX)073,517+73,51708,8330.11%+8,833
Meta Platforms Inc(META)341,545330,947-10,59898,01799,3541.26%+1,337
Fortrea Holdings Inc Common St(FTRE)046,337+46,33701,3250.02%+1,325
Civitas Resources Inc Com New040,257+40,25703,2560.04%+3,256
Chubb Limited
COM
0104,217+104,217021,6960.28%+21,696
Costco Wholesale Corp(COST)67,31666,416-90036,24237,5220.48%+1,281
Premier Inc Class A059,453+59,45301,2780.02%+1,278
Victory Portfolios Trivalent I085,175+85,17501,1380.01%+1,138
Hannon Armstrong Sustainable(HASI)052,977+52,97701,1230.01%+1,123
Regeneron Pharmaceuticals(REGN)014,071+14,071011,5800.15%+11,580
Valero Energy Corp(VLO)061,421+61,42108,7040.11%+8,704
HF Sinclair Corporation(DINO)071,066+71,06604,0460.05%+4,046
PDD HOLDINGS INC(PDD)031,714+31,71403,1100.04%+3,110
Advance Auto Parts Inc(AAP)031,112+31,11201,7400.02%+1,740
Charter Communications Inc Cl(CHTR)017,429+17,42907,6660.10%+7,666
Ishares Msci India Etf
MSCI INDIA ETF
384,154401,654+17,50016,78817,7610.23%+974
Aflac Inc(AFL)0209,866+209,866016,1070.20%+16,107
Intel Corp(INTC)0740,890+740,890026,3390.33%+26,339
Hayward Holdings Inc(HAYW)064,261+64,26109060.01%+906
Vanguard Bond Index Funds Mid013,025+13,02508840.01%+884
Patterson Uti Energy Inc(PTEN)0158,884+158,88402,1990.03%+2,199
Goosehead Ins Inc Cl A(GSHD)011,802+11,80208800.01%+880
Booking Holdings Inc(BKNG)05,346+5,346016,4870.21%+16,487
Newell Brands Inc(NWL)0164,235+164,23501,4830.02%+1,483
Ovintiv Inc(OVV)126,789119,089-7,7004,8275,6650.07%+838
Extra Space Storage(EXR)035,398+35,39804,3040.05%+4,304
Victory Portfolios Trivalent I0114,430+114,43008270.01%+827
Emerson Electric Co(EMR)0167,858+167,858016,2100.21%+16,210
Eog Resources Inc(EOG)093,362+93,362011,8350.15%+11,835
Tjx Cos Inc(TJX)0184,972+184,972016,4400.21%+16,440
Halliburton Co(HAL)0125,490+125,49005,0820.06%+5,082
Victory Portfolios Trivalent S056,255+56,25507560.01%+756
Diamondback Energy Inc(FANG)038,698+38,69805,9940.08%+5,994
National Oilwell Varco Inc(NOV)0190,424+190,42403,9800.05%+3,980
Berkshire Hathaway Inc Cl B282,506277,071-5,43596,33597,0581.23%+723
Celsius Holdings Inc New(CELH)018,272+18,27203,1350.04%+3,135
Jabil Inc(JBL)063,127+63,12708,0100.10%+8,010
Cf Industries Holdings Inc(CF)048,491+48,49104,1580.05%+4,158
H&R Block Inc074,014+74,01403,1870.04%+3,187
Constellation Energy Corp(CEG)047,079+47,07905,1350.07%+5,135
XPO Inc(XPO)56,83754,102-2,7353,3534,0390.05%+686
Arista Networks Inc039,528+39,52807,2700.09%+7,270
Cincinnati Financial Corp(CINF)090,386+90,38609,2460.12%+9,246
Pioneer Natural Resources Co039,553+39,55309,0790.12%+9,079
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