YOUSIF CAPITAL MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, YOUSIF CAPITAL MANAGEMENT, LLC held in its portfolio 500 assets valued at $9,122,745,868 (i.e. $9.12B).

The most valuable assets in the portfolio included: NVidia Corp ($459.38M), Apple Inc ($410.29M), and Microsoft Corp ($376.28M).

The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in YOUSIF CAPITAL MANAGEMENT, LLC Portfolio
NVidia Corp
Apple Inc
Microsoft Corp
Amazon.Com Inc
Alphabet Inc Cap Stock Cl A
Broadcom Inc
Alphabet Inc Cap Stock Cl C
Meta Platforms Inc
Tesla Inc
Berkshire Hathaway Inc Cl B
YOUSIF CAPITAL MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
0 of 0
Name of Issuer No. of Shares Value ($) Class
NVidia Corp 2579795 459384126 COM
Apple Inc 1663116 410290724 COM
Microsoft Corp 827853 376275966 COM
Amazon.Com Inc 1075503 248441193 COM
Alphabet Inc Cap Stock Cl A 641434 206541896 COM
Broadcom Inc 509938 169605214 COM
Alphabet Inc Cap Stock Cl C 516719 166466129 COM
Meta Platforms Inc 246147 148702624 COM
Tesla Inc 312313 130937225 COM
Berkshire Hathaway Inc Cl B 219345 106467870 COM
JPMorgan Chase & Co 332771 100742954 COM
Lilly Eli & Co 76903 80078325 COM
Exxon Mobil Corp 590805 77076440 COM
Johnson & Johnson 310460 67745447 COM
Visa Inc Cl A 189519 61749084 COM
Wal-Mart Inc 484630 57530430 COM
Costco Wholesale Corp 53746 51825565 COM
Micron Technology Inc 136316 49755371 COM
Mastercard Inc Cl A 90593 48171834 COM
Abbvie Inc 222486 47620800 COM
Caterpillar Inc 75613 47560748 COM
Chevron Corp 283470 46857543 COM
Home Depot Inc 118886 44595359 COM
Procter & Gamble Co 295460 43432658 COM
Bank America Corp 827830 43129960 COM
Ishares Msci Taiwan Etf 632518 42087748 ETF
Advanced Micro Devices Inc 179738 41684837 COM
Intl Business Machines 139871 40751420 COM
Palantir Technologies Inc Cl A 237489 40024021 COM
Netflix Inc 457322 39905918 COM
General Electric Company 125652 39246175 COM
Schwab Capital Trust Total Sto 2350476 38477293 MUT
Cisco Systems Inc 514333 37726338 COM
Ishares Msci India Etf 696677 36039101 ETF
Oracle Corp 193987 34902126 COM
Goldman Sachs Group Inc 36845 34758824 COM
Wells Fargo Co 398578 34540801 COM
Coca-Cola Co 451365 32385425 COM
Unitedhealth Group Inc 92732 31383291 COM
Linde PLC 72223 31283535 COM
Lam Research Corp New 140246 31192053 COM
Spdr S&P 500 Etf Tr 45016 30501941 ETF
Abbott Laboratories 245079 29688883 COM
Intel Corp 599497 29111574 COM
Applied Materials Inc 90321 28742893 COM
Merck & Co Inc 253035 27694681 COM
Nextera Energy Inc 328576 27439381 COM
S&P Global Inc 52367 27180796 COM
Morgan Stanley 148099 26968784 COM
Medtronic Plc 273347 26952001 COM
Ishares Msci Sth Kor Etf 240855 26727679 ETF
Mcdonalds Corp 87455 26484860 COM
Citigroup Inc 234262 26424767 COM
Lowes Cos Inc 98194 26355204 COM
Intuitive Surgical Inc 47740 25179986 COM
Pepsico Inc 167596 24747262 COM
Ishares Core S&P Scp Etf 187909 23830619 ETF
Thermo Fisher Scientific Inc 37549 23243206 COM
Salesforce Inc 105004 23108302 COM
Chubb Limited 76685 23086805 COM
Kla Corporation 15516 23060244 COM
Disney Walt Co Disney 204994 22619008 COM
Verizon Communications Inc 570195 22283238 COM
American Express Co 62730 22093042 COM
Amphenol Corp Cl A 144980 22084816 COM
AT&T Inc 934827 21921691 COM
Tjx Cos Inc 138403 21601899 COM
Rtx Corp 104260 20472494 COM
GE Vernova Inc 29472 20184394 COM
Texas Instruments Inc 106004 20097335 COM
Ishares Msci Jpn Etf New 234005 19590899 ETF
Accenture Plc Ireland Class A 71803 19581312 COM
Welltower Inc 103795 19513372 RT
Uber Technologies Inc 231153 19352129 COM
Qualcomm Inc 125215 19291923 COM
Amgen Inc 57438 19011978 COM
Cardinal Health Inc 90281 18992365 COM
Automatic Data Processing Inc 74418 18984039 COM
Boston Scientific Corp 207490 18923088 COM
The Charles Schwab Corporation 185816 18765603 COM
Boeing Co 74422 18530993 COM
BlackRock Inc 16617 18445914 COM
Prologis Inc 137582 17997075 RT
Capital One Financial Corp 78184 17882317 COM
Stryker Corp 49193 17690244 COM
Booking Holdings Inc 3516 17675384 COM
Philip Morris Intl Inc 105242 17594358 COM
Ishares Msci China Etf 283520 17479008 ETF
Analog Devices Inc 58137 17189411 COM
Intuit 31856 16850242 COM
Gilead Sciences Inc 134785 16732210 COM
General Dynamics Corp 46503 16702386 COM
Emerson Electric Co 114075 16565992 COM
Union Pacific Corp 74643 16547579 COM
Ecolab Inc 59616 16275247 COM
CVS Health Corp 200030 16020407 COM
Sherwin Williams Co 46168 16018603 COM
Vanguard Total Stock Market ET 47650 15967991 ETF
Realty Income Corp 257132 15844448 RT
Deere & Co 30911 15723792 COM
Illinois Tool Works Inc 60890 15493384 COM
Aflac Inc 140664 15368957 COM
Danaher Corporation 65566 15364081 COM
Cintas Corp 79278 15359341 COM
Colgate Palmolive Co 179625 15347118 COM
Applovin Corp Cl A 27133 15344254 COM
Newmont Corporation 126387 15032450 COM
Mckesson Corp 18272 15016471 COM
Honeywell Intl Inc 69084 14857896 COM
Pfizer Inc 576096 14701970 COM
Nucor Corp 83985 14654506 COM
Conocophillips 150319 14358452 COM
Arista Networks Inc 109503 13963823 COM
Albemarle Corp 79931 13791264 COM
Grainger W W Inc 13310 13765386 COM
Servicenow Inc 109568 13739827 COM
Eaton Corp Plc 40575 13697714 COM
Comcast Corp Cl A 477260 13439642 COM
Adobe Inc 45900 13327983 COM
Progressive Corp Ohio 65328 13321707 COM
Palo Alto Networks Inc 71163 13098262 COM
Consolidated Edison Inc 122571 12876052 COM
Parker Hannifin Corp 13840 12863844 COM
Southern Co 143244 12722916 COM
Target Corp 116086 12692835 COM
Air Prods & Chems Inc 49089 12673767 COM
C H Robinson Worldwide Inc 71954 12599145 COM
Fastenal Co 293065 12490436 COM
Cme Group Inc 44458 12444184 COM
Duke Energy Corp 103998 12432997 COM
Cigna Group 44544 12082211 COM
Blackstone Inc 78441 12072827 COM
Intercontinental Exchange Inc 70207 12001836 COM
Archer Daniels Midland Co 181254 11941040 COM
Elevance Health Inc 32506 11931600 COM
Becton Dickinson & Co 58385 11874842 COM
American Tower Corporation 66776 11869497 RT
Sysco Corp 154883 11851645 COM
Expeditors Intl Wash Inc 72908 11601138 COM
Bristol-Myers Squibb Co 212722 11533787 COM
Crowdstrike Holdings Inc Cl A 25898 11465822 COM
Atmos Energy Corp 67628 11361554 COM
General Motors Co 145143 11293588 COM
Cincinnati Financial Corp 69817 11227240 COM
Taiwan Semiconductor Mfg Co Lt 33624 11000428 ADR
Equinix Inc Common Stock REIT 14025 10998539 RT
Ciena Corp 44859 10820439 COM
Marsh Com 59779 10819913 COM
Vertex Pharmaceuticals Inc 24304 10744312 COM
PNC Financial Services Group I 48598 10738258 COM
Waste Management Inc 48478 10728191 COM
Bank New York Mellon Corp 88021 10622419 COM
Ishares Msci Eafe Etf 107487 10535876 ETF
Roper Technologies Inc 25787 10411707 COM
T Mobile Us Inc 56589 10392596 COM
US Bancorp Del 190359 10351702 COM
Dover Corp 51013 10267400 COM
CENCORA INC 29270 10264098 COM
3M Co 65487 10223776 COM
United Parcel Service Inc Cl B 94689 10088178 COM
Constellation Energy Corp 34025 10050922 COM
Synopsys Inc 19460 9943476 COM
Freeport-Mcmoran Inc Cl B 165277 9928180 COM
O'reilly Automotive Inc 102692 9780386 COM
TE Connectivity PLC 41457 9670603 COM
Howmet Aerospace Inc 43605 9608705 COM
Kenvue Inc 545920 9602727 COM
Eversource Energy 135648 9602522 COM
Kimberly Clark Corp 94172 9556597 COM
Pentair Plc 91327 9528134 COM
Trane Technologies Plc 24516 9495829 COM
Cummins Inc 16658 9424827 COM
Coherent Corp 48623 9406606 COM
Transdigm Group Inc 6255 9060672 COM
Nordson Corp 33754 8981264 COM
Fedex Corp 29833 8980586 COM
AON PLC Cl A 26370 8952528 COM
Cadence Design System Inc 28962 8891334 COM
Church & Dwight Inc 96448 8887662 COM
Nike Inc Cl B 139390 8869374 COM
Starbucks Corp 93213 8730368 COM
American Electric Power Co Inc 72697 8666894 COM
Genuine Parts Co 65512 8645684 COM
Warner Bros Discovery Inc Com 304103 8587869 COM
Johnson Controls Intl Plc 74937 8584801 COM
Moodys Corp 16567 8570367 COM
Simon Property Group Inc 46365 8545962 RT
Valero Energy Corp 46211 8536559 COM
Price T Rowe Group Inc 81802 8481254 COM
Mccormick & Co Inc Non Vtg 124901 8472039 COM
Lockheed Martin Corp 14673 8452528 COM
SLB LIMITED 181187 8416149 COM
PPG Industries Inc 76567 8346619 COM
Williams Cos Inc 135535 8336743 COM
Western Digital Corp 37303 8317450 COM
CSX Corp 233840 8303673 COM
Robinhood Mkts Inc Cl A 78426 8295902 COM
Essex Property Trust Inc 32223 8257264 RT
Marathon Petroleum Corp 47005 8220195 COM
Franklin Resources Inc 329867 8193890 COM
Brown & Brown Inc 103324 8173979 COM
Norfolk Southern Corp 28619 8024355 COM
Travelers Companies Inc 29719 8012407 COM
CRH PLC 65636 7932767 ADR
L3Harris Technologies Inc 23135 7919805 COM
Altria Group Inc 129310 7907306 COM
Lumentum Holdings Inc 22085 7880591 COM
Quanta Services Inc 16997 7877999 COM
KKR & Co Inc 63817 7843109 COM
Mondelez Intl Inc Cl A 133909 7765364 COM
Digital Realty Trust Inc 48609 7758933 RT
Ford Motor Co 583289 7746072 COM
Truist Financial Corp 157225 7726047 COM
Amcor PLC 186801 7690597 COM
Flex LTD 119311 7684225 COM
Marriott Intl Inc Cl A 24467 7678692 COM
Doordash Inc Cl A 37153 7641258 COM
Stanley Black & Decker Inc 94498 7629786 COM
Motorola Solutions Inc 19329 7559071 COM
Federal Realty Inv Tr New 73585 7549806 RT
Seagate Technology Holdings PL 23139 7543083 COM
Hca Healthcare Inc 16209 7527135 COM
Idexx Laboratories Inc 10853 7445375 COM
Smith A O Corp 105337 7432575 COM
Phillips 66 53651 7428999 COM
Hilton Worldwide Holdings Inc 25542 7406669 COM
Paccar Inc 61698 7365548 COM
Zoetis Inc Cl A 59648 7351031 COM
Royal Caribbean Cruises LTD 26790 7233629 COM
Autozone Inc 2021 7223014 COM
Gallagher Arthur J & Co 28161 7177669 COM
West Pharmaceutical Svsc Inc 28619 7168944 COM
Regeneron Pharmaceuticals 9706 7122069 COM
Corning Inc 76703 7100397 COM
Dominion Energy Inc 114826 7014691 COM
Royal Gold Inc 25130 6978487 COM
Sempra 78749 6963742 COM
Public Storage Inc 24324 6936589 RT
Clorox Co 63125 6933639 COM
Smucker J M Co 66456 6858259 COM
Sandisk Corp 15106 6844831 COM
Pure Storage Inc 97228 6811794 COM
United Rentals Inc 7455 6788440 COM
Apollo Global Mgmt Inc 48883 6777128 COM
Ross Stores Inc 35722 6776201 COM
Eog Resources Inc 63586 6753487 COM
Exelon Corp 149309 6711455 COM
Technipfmc Plc 127926 6677737 COM
Rb Global Inc 58794 6658425 COM
Kinder Morgan Inc 235561 6586272 COM
United Therapeutics Corp 14039 6571235 COM
Curtiss Wright Corp 10049 6536171 COM
Edwards Lifesciences Corp 78030 6512384 COM
Allstate Corp 33308 6446794 COM
Northrop Grumman Corp 9684 6365293 COM
Nxp Semiconductors NV 27296 6297076 COM
Xcel Energy Inc 82373 6277658 COM
Woodward Inc 18789 6166795 COM
Somnigroup International Inc 66311 6143741 COM
Carvana Co Cl A 13863 6131466 COM
Illumina Inc 41610 6123744 COM
Paypal Holdings Inc 110138 6066408 COM
Us Foods Holding Corp 72552 6053739 COM
American Intl Group Inc 83440 6044418 COM
Burlington Stores Inc 19795 6012137 COM
Ventas Inc 75706 5918695 RT
Republic Services Inc 27992 5895582 COM
Autodesk Inc 23143 5875313 COM
Hecla Mng Co Com 206940 5843986 COM
Kratos Defense & Security 45222 5819167 COM
Cbre Group Inc Cl A 34858 5764119 RT
Hormel Foods Corp 233885 5744221 COM
Corteva Inc 83290 5738656 COM
Airbnb Inc Cl A 43800 5725974 COM
Annaly Capital Management Inc 239807 5688228 RT
Baker Hughes Company Cl A 110769 5678029 COM
NVent Electric Plc 51593 5670076 COM
Twilio Inc Cl A 47077 5636058 COM
Reliance Inc 17459 5625859 COM
Crown Castle Inc 64088 5563487 RT
Chipotle Mexican Grill Inc 142050 5539950 COM
Public Service Enterprise Grou 69684 5530818 COM
Factset Research Systems Inc 19916 5517728 COM
Vistra Corp 35051 5496396 COM
Kroger Co 86454 5459564 COM
Entegris Inc Com 47070 5412997 COM
Metlife Inc 71503 5403474 COM
Ishares Msci Saudi Arbia 142274 5397876 ETF
Erie Indemnity Co Cl A 18783 5388467 COM
XPO Inc 36805 5369849 COM
Wp Carey Inc 76711 5364394 RT
Ametek Inc 25165 5363637 COM
Fabrinet 11079 5346282 COM
Caseys General Stores Inc 8339 5325093 COM
Jones Lang Lasalle Inc 15369 5293084 RT
Alcoa Corp 85179 5291340 COM
Brown Forman Corp Cl B 194477 5287843 COM
Ameriprise Financial Inc 10660 5250666 COM
Ati Inc 42516 5241372 COM
Axon Enterprise Inc 8440 5237189 COM
Carpenter Technology Corp 15593 5182368 COM
Cognizant Technology Solutions 62818 5164286 COM
D R Horton Inc 33673 5158426 COM
Coinbase Global Inc Cl A 22536 5132123 COM
Monolithic Power Systems Inc 4961 5132105 COM
Fortinet Inc 67912 5124640 COM
Transunion 62151 5112541 COM
Electronic Arts Inc 25021 5104367 COM
Echostar Corporation 41821 5102162 COM
Carlyle Group Inc 82369 5091228 COM
Humana Inc 18928 5072704 COM
Microchip Technology Inc 69277 5068998 COM
Oneok Inc 68403 5065950 COM
Talen Energy Corp 14181 5057795 COM
Vici Properties Inc 175337 5053212 RT
Bwx Technologies Inc Com 24495 5047685 COM
Ebay Inc 55493 5033187 COM
Carrier Global Corporation 90982 5023136 COM
Rockwell Automation Inc 12322 4978069 COM
Resmed Inc 19300 4886566 COM
East West Bancorp Inc 43602 4883458 COM
Iqvia Holdings Inc 20883 4880148 COM
Api Group Corp 116027 4876615 COM
RBC Bearings Inc 9832 4869691 COM
Itt Inc 26954 4845599 COM
Entergy Corp 51008 4833036 COM
Wec Energy Group Inc 44279 4829117 COM
Asml Holding Nv Ny Reg Shs 3583 4751309 COM
Prudential Financial Inc 43836 4749684 COM
Mastec Inc 19731 4742346 COM
Carlisle Cos Inc 13531 4729745 COM
Hartford Ins Group Inc 36562 4709183 COM
Pinterest Inc Cl A 185170 4701466 COM
Mueller Industries Inc 35744 4686371 COM
Tenet Healthcare Corp 23976 4633602 COM
Monster Beverage Corp 56860 4632384 COM
MSCI Inc 7916 4624928 COM
Okta Inc Cl A 52462 4601442 COM
Delta Air Lines Inc 67918 4581723 COM
Nasdaq Inc 46913 4569808 COM
Spotify 8923 4562598 COM
Omega Healthcare Investors 101104 4553712 RT
Pinnacle Financial Partners In 46456 4518786 COM
Graco Inc 53155 4510691 COM
Evercore Inc Class A 12301 4508316 COM
Toll Brothers Inc 31298 4502802 COM
Dicks Sporting Goods Inc 21777 4491430 COM
Nextpower Inc 46452 4472399 COM
Lincoln Electric Holdings Inc 17581 4448093 COM
Penumbra Inc 12500 4443000 COM
Wesco Intl Inc 15969 4410071 COM
Rpm Intl Inc 40851 4406970 COM
Spdr S&P Mid Cap 400 Etf Tr 6969 4398624 ETF
Macom Technology Solutions Hol 19783 4385891 COM
Mks Inc 20815 4384888 COM
Willis Towers Watson Pub LTD 13590 4373008 COM
Take-Two Interactive Software 18148 4366590 COM
Targa Resources Corp 23498 4348809 COM
Avalonbay Communities Inc 24342 4339205 RT
Fidelity National Financial In 82530 4318808 COM
Neurocrine Biosciences Inc 32046 4311469 COM
Wabtec Corp 18924 4306454 COM
Topbuild Corp 8910 4299164 COM
Gaming & Leisure Pptys Inc Com 93048 4282048 RT
ProShares S&P 500 Dividend Ari 39522 4281418 ETF
Watsco Inc 11230 4231560 COM
Extra Space Storage 28983 4217896 RT
Yum Brands Inc 27425 4201548 COM
Equitable Holdings Inc 91985 4200050 COM
Equity Lifestyle Properties In 66686 4189891 RT
Vulcan Materials Co 14138 4187113 COM
Medpace Holdings Inc 6934 4177042 COM
Roche Hldg Ltd Sponsored Adr I 76017 4137605 ADR
Comfort Systems Usa Inc 3639 4129439 COM
Ppl Corp 111533 4116683 COM
Clean Harbors Inc 16019 4105830 COM
Steris Plc Usd 15901 4102299 COM
Guidewire Software Inc 26368 4098906 COM
Keysight Technologies Inc 19314 4093795 COM
Dollar General Corp 27903 4091417 COM
Martin Marietta Materials Inc 6484 4090866 COM
DTE Energy Co 30160 4089998 COM
State Street Corp 32609 4086234 COM
Stifel Financial Corp 32143 4078326 COM
Otis Worldwide Corp 46231 4074817 COM
Reinsurance Group Of America I 20875 4056615 COM
Ally Financial Inc 95472 4049924 COM
Ameren Corp 38996 4045055 COM
Workday Inc Cl A 22046 4034198 COM
Copart Inc 97995 3989376 COM
Paychex Inc 37106 3985906 COM
Elanco Animal Health Inc 164399 3971880 COM
Lamar Advertising Co 30309 3956197 RT
Renaissancere Holdings LTD 14507 3952779 COM
Cboe Global Markets Inc 14487 3939305 COM
GE Healthcare Technologies Inc 49859 3930385 COM
Agilent Technologies Inc 28760 3906471 COM
Bjs Whsl Club Holdings Inc 42041 3874919 COM
Fiserv Inc 59884 3861919 COM
Caci International Inc Cl A 6137 3861032 COM
PG&E Corp 250821 3825021 COM
Datadog Inc Cl A 32570 3810690 COM
Centerpoint Energy Inc 96910 3808563 COM
Iron Mountain Inc 41206 3805374 RT
DT Midstream Inc 31579 3790483 COM
Unum Group 49958 3770796 COM
Firstenergy Corp 79777 3770261 COM
Exelixis Inc 85944 3762628 COM
Donaldson Inc 37673 3762425 COM
Teradyne Inc 16775 3757264 COM
First Horizon Corporation Com 156676 3746113 COM
Crown Holdings Inc 36816 3739390 COM
Fifth Third Bancorp 74558 3736847 COM
Mettler Toledo International 2644 3711066 COM
Xylem Inc 26728 3710327 COM
Fidelity Natl Information Serv 61619 3701460 COM
Service Corp Intl 44907 3698085 COM
General Mills Inc 82864 3683305 COM
Quest Diagnostics Inc 19492 3683013 COM
Veralto Corp 36408 3681213 COM
Td Synnex Corporation 25123 3675198 COM
Rambus Inc 33317 3668202 COM
Fair Isaac Corp 2445 3654052 COM
Dynatrace, Inc. 93946 3636650 COM
United Airlines Holdings Inc 33484 3635358 COM
Nutanix, Inc A 84048 3631714 COM
Arch Capital Group LTD 39536 3629405 COM
Dell Technologies Inc Cl C 32626 3623781 COM
M & T Bank Corp 17039 3607327 COM
Occidental Petroleum Corp 85132 3595976 COM
American Homes 4 Rent Common S 112879 3591809 COM
Block Inc Cl A 57248 3585442 COM
Aecom 37020 3553550 COM
Synchrony Financial 46482 3536351 COM
Lattice Semiconductor Corp 42410 3529784 COM
Essential Utils Inc 89725 3527995 COM
New York Times Co Cl A 50072 3519565 COM
Emcor Group Inc 5112 3515829 COM
Garmin LTD 17448 3502352 COM
Docusign Inc 62690 3499356 COM
Verisk Analytics Inc 15955 3486008 COM
Old Dominion Freight Line Inc 20494 3483980 COM
Advanced Drain Sys Inc Del Com 22446 3480740 COM
Core & Main Inc Cl A 60919 3463854 COM
Biomarin Pharmaceutical Inc 61484 3462164 COM
Kb Finl Group Inc Sponsored Ad 38413 3460627 ADR
BroADRidge Financial Solutions 16488 3450609 COM
Ovintiv Inc 86943 3439474 COM
Performance Food Group Co 36033 3435747 COM
Dexcom Inc 48401 3423403 COM
Teledyne Technologies Inc 6032 3415499 COM
Cms Energy Corp 47673 3401469 COM
SPX Technologies Inc 15588 3396625 COM
Eastgroup Properties Inc 18228 3385757 RT
Keurig Dr Pepper Inc Com 120722 3374172 COM
Expedia Group Inc 12397 3373844 COM
Equity Corp 65436 3368645 COM
Sterling Infrastucture, Inc 9609 3359210 COM
Borgwarner Inc 72084 3354793 COM
Houlihan Lokey Inc Cl A 17622 3338757 COM
Ingersoll Rand Inc 39154 3334355 COM
Ares Management Corporation Cl 20413 3330585 COM
Globus Med Inc Cl A 35694 3317757 COM
Dycom Industries Inc 9059 3316953 COM
Owens Corning New 27388 3310913 COM
Hewlett Packard Enterprise Co 162201 3307278 COM
Ulta Beauty Inc 4866 3287567 COM
Five Below Inc 17163 3281909 COM
Applied Industrial Technologie 11817 3278560 COM
Regal Beloit Corp 21482 3270795 COM
Novartis Ag Sponsored ADR 22714 3261276 ADR
Ensign Group Inc 18379 3260632 COM
Onto Innovation Inc 15074 3258396 COM
Lauder Estee Cos Inc Cl A 28416 3252495 COM
Hershey Co 16354 3252320 COM
Aerovironment Inc 9827 3251656 COM
Webster Financial Corp Ct 51288 3251173 COM
Jefferies Financial Group Inc 53152 3247070 COM
Aramark 84007 3246012 COM
Alibaba Group Holding LTD Sp A 19976 3243903 ADR
Encompass Health Corp 32812 3242780 COM
Vanguard Whitehall Funds High 73293 3238811 MUT
Old Republic Intl Corp 74805 3218863 COM
Roivant Sciences Ltd 139552 3206905 COM
Raymond James Financial Inc 19096 3204882 COM
Interactive Brokers Group Inc 44793 3203147 COM
Dollar Tree Inc 23819 3193175 COM
Nisource Inc 73366 3184084 COM
Carnival Corp 113344 3175899 COM
Halliburton Co 98926 3171568 COM
Frontier Communications Parent 82104 3160183 COM
Crane Company Common Stock 15342 3157109 COM
Evergy Inc 41425 3153685 COM
Booz Allen Hamilton Holding Co 33735 3152873 COM
Equity Residential 51665 3152598 RT
Rexford Industrial Realty Inc 79463 3145932 RT
Cnh Industrial Nv 295778 3144117 COM
Manhattan Assocs Inc 18917 3140411 COM
Lennar Corp Cl A 27135 3124867 COM
Antero Resources Corp 94727 3113676 COM