Yousif Capital Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 30, 2024), Yousif Capital Management, LLC reported 1,968 stock positions worth $9.2 billion. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by Microsoft (MSFT, 4.4%) and Nvidia (NVDA, 4.0%). Compared with Q2 2024, it opened 35 new positions, sold out of 31, added to 239 and reduced 1,542. The biggest buy was Apple (AAPL, shares +4%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001858789
- Portfolio Value
- $9.2B (Q3 2024)
- SEC Filing
- 0001858789-24-000009 ↗ filed Oct 30, 2024
Holdings Value
Holdings 1,968 stocks · $9.2B
| AAPL Apple Inc. | 4.88% | 1,933,279 | $450.5M | Add +3.5% |
| MSFT Microsoft Corp. | 4.41% | 944,785 | $406.5M | Reduce -0.9% |
| NVDA Nvidia Corp. | 4.01% | 3,045,718 | $369.9M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 2.43% | 1,203,501 | $224.2M | Add +0.7% |
| META Meta Platforms Inc. Class A | 1.81% | 291,012 | $166.6M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 1.35% | 751,311 | $124.6M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.26% | 252,141 | $116.1M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 1.12% | 619,564 | $103.6M | Reduce -2.4% |
| AVGO Broadcom Inc. | 1.11% | 593,911 | $102.4M | Add +4.5% |
| TSLA Tesla Inc. | 1.03% | 362,667 | $94.9M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 0.94% | 409,497 | $86.3M | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.89% | 697,883 | $81.8M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.84% | 86,956 | $77.0M | Reduce -2.1% |
| UNH Unitedhealth Group Inc. | 0.68% | 106,929 | $62.5M | Reduce -1.3% |
| V Visa Inc. Class A | 0.65% | 219,467 | $60.3M | Add +4.3% |
| PG The Procter & Gamble Co. | 0.62% | 329,702 | $57.1M | Reduce -1.3% |
| JNJ Johnson & Johnson | 0.61% | 347,320 | $56.3M | Reduce -1.1% |
| HD Home Depot Inc. | 0.60% | 135,451 | $54.9M | Reduce -2.5% |
| COST Costco Wholesale Corp. | 0.59% | 61,562 | $54.6M | Reduce -0.9% |
| MA Mastercard Inc. Class A | 0.58% | 108,581 | $53.6M | Reduce -0.1% |
| WMT Walmart Inc. | 0.56% | 639,631 | $51.7M | Reduce -3.2% |
| ABBV Abbvie Inc. | 0.55% | 257,535 | $50.9M | Reduce -1.7% |
| CVX Chevron Corp. | 0.47% | 295,683 | $43.5M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 74,863 | $43.0M | Reduce -6.9% |
| LIN Linde PLC | 0.44% | 85,890 | $41.0M | Reduce -1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 993,512 | $39.4M | Reduce -2.3% |
| KO The Coca-Cola Co. | 0.42% | 541,137 | $38.9M | Reduce -2.6% |
| NFLX Netflix Inc. | 0.42% | 54,655 | $38.8M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 175,014 | $38.7M | Reduce -1.5% |
| ORCL Oracle Corp. | 0.41% | 220,632 | $37.6M | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.40% | 94,032 | $36.8M | Reduce -1.6% |
| SWTSX Schwab Tot STK MRKT Indx | 0.38% | 359,455 | $35.1M | No change |
| AMD Advanced Micro Devices | 0.38% | 211,197 | $34.7M | Reduce -0.6% |
| CRM Salesforce Inc. | 0.37% | 126,075 | $34.5M | Reduce -1.3% |
| MRK Merck & Co. Inc. | 0.36% | 295,623 | $33.6M | Reduce -3.1% |
| PEP Pepsico Inc. | 0.36% | 197,068 | $33.5M | Reduce -1.5% |
| CSCO Cisco Systems Inc. | 0.36% | 624,382 | $33.2M | Reduce -0.3% |
| MCD McDonald's Corp. | 0.35% | 107,298 | $32.7M | Reduce -1.4% |
| NEE Nextera Energy Inc. | 0.35% | 383,396 | $32.4M | Reduce -1.8% |
| ABT Abbott Laboratories | 0.35% | 279,688 | $31.9M | Reduce -0.7% |
| SPGI S&P Global Inc. | 0.34% | 60,740 | $31.4M | Reduce -1.9% |
| INDA iShares MSCI India ETF | 0.34% | 532,231 | $31.2M | Add +7.8% |
| LOW Lowe's Cos Inc. | 0.34% | 114,588 | $31.0M | Reduce -0.9% |
| ADBE Adobe Inc. | 0.32% | 57,597 | $29.8M | Reduce -1.7% |
| ACN Accenture PLC Class A | 0.32% | 83,730 | $29.6M | Reduce -1.4% |
| WFC Wells Fargo & Co. | 0.32% | 516,310 | $29.2M | Reduce -3.9% |
| VZ Verizon Communications Inc. | 0.31% | 643,415 | $28.9M | Reduce -1.3% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 148,216 | $28.0M | Reduce -2.4% |
| MDT Medtronic PLC | 0.30% | 303,368 | $27.3M | Reduce -1.8% |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 44,058 | $27.3M | Reduce -0.9% |
| EWT iShares MSCI Taiwan ETF | 0.29% | 497,497 | $26.8M | Reduce -1.9% |
| ISRG Intuitive Surgical Inc. | 0.29% | 53,809 | $26.4M | Reduce -0.2% |
| QCOM Qualcomm Inc. | 0.28% | 154,229 | $26.2M | Reduce -0.8% |
| TXN Texas Instruments Inc. | 0.28% | 125,937 | $26.0M | Reduce -0.9% |
| CB Chubb Ltd. | 0.28% | 88,447 | $25.5M | Reduce -5.2% |
| NOW ServiceNow Inc. | 0.27% | 27,479 | $24.6M | Reduce -0.4% |
| T AT&T Inc. | 0.27% | 1,115,762 | $24.5M | Reduce -2.4% |
| ADP Automatic Data Processing | 0.27% | 88,528 | $24.5M | Reduce -1.1% |
| CMCSA Comcast Corp. Class A | 0.26% | 573,399 | $24.0M | Reduce -1.3% |
| INTU Intuit Inc. | 0.25% | 37,552 | $23.3M | Reduce -0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 241,951 | $23.3M | Reduce -1.4% |
| AMAT Applied Materials Inc. | 0.25% | 113,126 | $22.9M | Reduce -1.8% |
| GS Goldman Sachs Group Inc. | 0.24% | 45,435 | $22.5M | Reduce -3.4% |
| UNP Union Pacific Corp. | 0.24% | 89,396 | $22.0M | Reduce -0.5% |
| UBER Uber Technologies Inc. | 0.24% | 292,048 | $22.0M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 76,973 | $21.8M | Add +0.7% |
| DHR Danaher Corp. | 0.23% | 77,168 | $21.5M | Reduce -3.3% |
| AMGN Amgen Inc. | 0.23% | 66,479 | $21.4M | Reduce -1.3% |
| ELV Elevance Health Inc. | 0.23% | 40,905 | $21.3M | Add +3.0% |
| AXP American Express Co. | 0.23% | 78,011 | $21.2M | Reduce -2.5% |
| CTAS Cintas Corp. | 0.23% | 102,158 | $21.0M | Reduce -3.5% |
| CL Colgate-Palmolive Co. | 0.23% | 202,556 | $21.0M | Reduce -2.9% |
| SHW The Sherwin-Williams Co. | 0.22% | 53,588 | $20.5M | Reduce -2.5% |
| PLD Prologis Inc. | 0.22% | 157,157 | $19.8M | Reduce -0.8% |
| PGR Progressive Corp. | 0.21% | 78,009 | $19.8M | Reduce -0.8% |
| AFL Aflac Inc. | 0.21% | 176,368 | $19.7M | Reduce -4.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 167,648 | $19.7M | Reduce -1.8% |
| BKNG Booking Holdings Inc. | 0.21% | 4,643 | $19.6M | Reduce -2.1% |
| PFE Pfizer Inc. | 0.21% | 665,031 | $19.2M | Reduce -1.2% |
| C Citigroup Inc. | 0.21% | 306,789 | $19.2M | Reduce -2.5% |
| BSX Boston Scientific Corp. | 0.21% | 227,318 | $19.0M | Reduce -0.3% |
| SYK Stryker Corp. | 0.20% | 52,333 | $18.9M | Add +0.8% |
| ITW Illinois Tool Works | 0.20% | 71,042 | $18.6M | Add +0.2% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 158,676 | $18.6M | Reduce -8.5% |
| TGT Target Corp. | 0.20% | 118,471 | $18.5M | Add +0.8% |
| MS Morgan Stanley | 0.20% | 176,147 | $18.4M | Reduce -1.4% |
| AMT American Tower Corp. | 0.20% | 78,350 | $18.2M | Reduce -0.8% |
| BLK BlackRock Finance Inc. | 0.20% | 19,100 | $18.1M | Reduce -1.6% |
| ECL Ecolab Inc. | 0.20% | 70,668 | $18.0M | Reduce -3.3% |
| HON Honeywell International Inc. | 0.19% | 84,843 | $17.5M | Reduce -1.3% |
| APD Air Products & Chemicals Inc. | 0.19% | 57,916 | $17.2M | Reduce -2.3% |
| CI The Cigna Group | 0.19% | 49,478 | $17.1M | Reduce -1.8% |
| COP Conocophillips | 0.18% | 159,993 | $16.8M | Reduce -0.6% |
| EMR Emerson Electric Co. | 0.18% | 150,850 | $16.5M | Reduce -1.9% |
| O Realty Income Corp. | 0.18% | 259,816 | $16.5M | Reduce -6.0% |
| GD General Dynamics Corp. | 0.18% | 54,362 | $16.4M | Add +2.5% |
| ETN Eaton Corp. PLC | 0.18% | 49,348 | $16.4M | Reduce -1.9% |
| EWY iShares MSCI South Korea ETF | 0.18% | 255,201 | $16.3M | Reduce -3.0% |
| MU Micron Technology Inc. | 0.18% | 156,699 | $16.3M | Reduce -1.0% |
| PM Philip Morris International | 0.17% | 132,828 | $16.1M | Reduce -3.5% |
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -0.9% | 4.41% | −0.41 |
| NVDA Nvidia Corp. | Reduce -1.3% | 4.01% | −0.30 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 1.35% | −0.21 |
| GOOG Alphabet Inc. Class C | Reduce -2.4% | 1.12% | −0.19 |
| LLY Eli Lilly & Co. | Reduce -2.1% | 0.84% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -0.8% | 0.28% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -3.1% | 0.36% | −0.06 |
| AMAT Applied Materials Inc. | Reduce -1.8% | 0.25% | −0.06 |
| MU Micron Technology Inc. | Reduce -1.0% | 0.18% | −0.06 |
| LRCX Lam Research Corp. | Reduce -1.0% | 0.16% | −0.06 |
| CVX Chevron Corp. | Reduce -0.5% | 0.47% | −0.05 |
| ADBE Adobe Inc. | Reduce -1.7% | 0.32% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -3.9% | 0.32% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.9% | 0.10% | −0.04 |
| SMCI Super Micro Computer Inc. | Reduce -0.0% | 0.03% | −0.04 |
| DXCM Dexcom Inc. | Reduce -0.2% | 0.04% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -1.1% | 0.89% | −0.03 |
| P Everpure Inc. Class A | Reduce -11.3% | 0.06% | −0.03 |
| ELF Elf Beauty Inc. | Reduce -10.9% | 0.02% | −0.03 |
| BAC Bank of America Corp. | Reduce -2.3% | 0.43% | −0.03 |
| MCK McKesson Corp. | Reduce -0.6% | 0.12% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.9% | 0.47% | −0.03 |
| BA The Boeing Co. | Reduce -0.1% | 0.11% | −0.03 |
| INTU Intuit Inc. | Reduce -0.4% | 0.25% | −0.03 |
| ETRN Equitrans Midstream Corp. | Sold out | 0.00% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -0.7% | 0.14% | −0.03 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.03 |
| SNPS Synopsys Inc. | Reduce -0.8% | 0.11% | −0.03 |
| COP Conocophillips | Reduce -0.6% | 0.18% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -38.7% | 0.04% | −0.03 |
| ERIE Erie Indemnity Company Class A | Reduce -70.1% | 0.02% | −0.02 |
| DIS The Walt Disney Co. | Reduce -1.4% | 0.25% | −0.02 |
| WRK Westrock Co. | Sold out | 0.00% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -2.3% | 0.94% | −0.02 |
| SRPT Sarepta Therapeutics Inc. | Reduce -12.9% | 0.04% | −0.02 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -11.3% | 0.06% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -4.3% | 0.07% | −0.02 |
| CDNS Cadence Design SYS Inc. | Reduce -0.5% | 0.11% | −0.02 |
| WIRE Encore Wire Corp. | Sold out | 0.00% | −0.02 |
| EWT iShares MSCI Taiwan ETF | Reduce -1.9% | 0.29% | −0.02 |
| KLAC KLA Corp. | Reduce -0.9% | 0.17% | −0.02 |
| EWY iShares MSCI South Korea ETF | Reduce -3.0% | 0.18% | −0.02 |
| NBIX Neurocrine Biosciences Inc. | Reduce -11.3% | 0.05% | −0.02 |
| ABNB Airbnb Inc. Class A | Reduce -1.1% | 0.07% | −0.02 |
| MCHI iShares MSCI China ETF | Reduce -34.8% | 0.06% | −0.02 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -4.2% | 0.06% | −0.02 |
| APH Amphenol Corp. Class A | Reduce -6.7% | 0.12% | −0.02 |
| WFRD Weatherford International PL | Reduce -12.6% | 0.02% | −0.02 |
| C Citigroup Inc. | Reduce -2.5% | 0.21% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -1.3% | 0.12% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| AAPL Apple Inc. | Add +3.5% | 4.88% | +0.43 |
| PLTR Palantir Technologies Inc. Class A | Add +982.4% | 0.11% | +0.10 |
| AVGO Broadcom Inc. | Add +4.5% | 1.11% | +0.08 |
| EFA iShares MSCI Eafe ETF | Add +85.7% | 0.13% | +0.06 |
| AVTR Avantor Inc. | Add +1868.7% | 0.06% | +0.06 |
| DELL Dell Technologies -C | Add +1094.9% | 0.04% | +0.04 |
| CNH CNH Industrial NV | Add +674.5% | 0.04% | +0.04 |
| WAL Western Alliance Bancorp | New | 0.04% | +0.04 |
| SW Smurfit Westrock PLC | New | 0.03% | +0.03 |
| SWK Stanley Black & Decker Inc. | Add +2.1% | 0.11% | +0.03 |
| V Visa Inc. Class A | Add +4.3% | 0.65% | +0.03 |
| KVUE Kenvue Inc. | Add +1.8% | 0.15% | +0.03 |
| HLNE Hamilton Lane Inc. Class A | New | 0.03% | +0.03 |
| INSP Inspire Medical Systems Inc. | New | 0.03% | +0.03 |
| INDA iShares MSCI India ETF | Add +7.8% | 0.34% | +0.03 |
| WELL Welltower Inc. | Add +3.3% | 0.15% | +0.03 |
| CSW CSW Industrials Inc. | New | 0.03% | +0.03 |
| EEM iShares MSCI Emerging Market | Add +97.6% | 0.05% | +0.02 |
| ZWS Zurn Elkay Water Solutions C | New | 0.02% | +0.02 |
| PI Impinj Inc. | New | 0.02% | +0.02 |
| ADMA Adma Biologics Inc. | New | 0.02% | +0.02 |
| TMDX Transmedics Group Inc. | New | 0.02% | +0.02 |
| BNY Bank of New York Mellon Corp. | Add +7.7% | 0.10% | +0.02 |
| AAL American Airlines Group Inc. | Add +175.6% | 0.03% | +0.02 |
| VNOM Viper Energy Inc. | New | 0.02% | +0.02 |
| VST Vistra Corp. | Add +0.2% | 0.07% | +0.02 |
| CLX Clorox Company | Add +3.0% | 0.11% | +0.02 |
| MET Metlife Inc. | Add +9.4% | 0.09% | +0.02 |
| PSN Parsons Corp. | New | 0.02% | +0.02 |
| GTES Gates Industrial Corp. UK Ltd. | New | 0.02% | +0.02 |
| BBWI Bath & Body Works Inc. | Add +176.1% | 0.03% | +0.02 |
| ETSY Etsy Inc. | Add +181.7% | 0.03% | +0.02 |
| FUN Six Flags Entertainment Corp. | New | 0.02% | +0.02 |
| BIO Bio-Rad Laboratories-A | Add +142.8% | 0.02% | +0.01 |
| OKE Oneok Inc. | Add +12.5% | 0.08% | +0.01 |
| TGTX TG Therapeutics Inc. | New | 0.01% | +0.01 |
| BF.B Brown-Forman Corp. Class B | Add +8.8% | 0.08% | +0.01 |
| YOU Clear Secure Inc. Class A | New | 0.01% | +0.01 |
| DT Dynatrace Inc. | Add +8.1% | 0.06% | +0.01 |
| ITW Illinois Tool Works | Add +0.2% | 0.20% | +0.01 |
| PKG Packaging Corp. of America | Add +30.1% | 0.04% | +0.01 |
| PTGX Protagonist Therapeutics Inc. | New | 0.01% | +0.01 |
| HWM Howmet Aerospace Inc. | Add +1.7% | 0.05% | +0.01 |
| OMC Omnicom Group | Add +26.4% | 0.04% | +0.01 |
| PPG PPG Industries Inc. | Add +8.5% | 0.13% | +0.01 |
| AVB Avalonbay Communities Inc. | Add +13.0% | 0.07% | +0.01 |
| EVRG Evergy Inc. | Add +35.9% | 0.03% | +0.01 |
| PFG Principal Financial Group | Add +30.4% | 0.04% | +0.01 |
| GEHC GE Healthcare Technology | Add +1.6% | 0.07% | +0.01 |
| HLT Hilton Worldwide Holdings Inc. | Add +8.6% | 0.10% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,664 | $8.9B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2026 | 1,857 | $8.5B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 1,877 | $9.1B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2025 | 1,888 | $9.4B | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2025 | 1,917 | $9.3B | MSFT, NVDA, AAPL, AMZN, META |
| Q1 2025 | 1,903 | $8.6B | AAPL, MSFT, NVDA, AMZN, META |
| Q4 2024 | 1,920 | $9.0B | AAPL, NVDA, MSFT, AMZN, META |
| Q3 2024 | 1,968 | $9.2B | AAPL, MSFT, NVDA, AMZN, META |
| Q2 2024 | 1,963 | $8.8B | MSFT, AAPL, NVDA, AMZN, META |
| Q1 2024 | 1,987 | $9.0B | MSFT, AAPL, NVDA, AMZN, META |