Stock Taper 
YOUSIF CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Nordson Corporation | NDSN | 32.55K | $9.82M |
 Honeywell International Inc. | HON | 32.56K | $7.29M |
 Commercial Metals Company | CMC | 32.57K | $2.04M |
 Portland General Electric Company | POR | 32.62K | $1.69M |
 Sunstone Hotel Investors, Inc. | SHO | 32.67K | $374.09K |
 First Hawaiian, Inc. | FHB | 32.8K | $960.92K |
 Under Armour, Inc. | UA | 33.04K | $205.53K |
 Talos Energy Inc. | TALO | 33.05K | $426.69K |
 Paychex, Inc. | PAYX | 33.08K | $3.25M |
 XPO Logistics, Inc. | XPO | 33.11K | $6.8M |
 Xerox Holdings Corporation | XRX | 33.19K | $103.89K |
 Ellington Financial Inc. | EFC | 33.21K | $452.01K |
 Essex Property Trust, Inc. | ESS | 33.3K | $9.71M |
 Vishay Intertechnology, Inc. | VSH | 33.31K | $1.79M |
 GXO Logistics, Inc. | GXO | 33.4K | $1.69M |
 Thermo Fisher Scientific Inc. | TMO | 33.51K | $16.8M |
 Matador Resources Company | MTDR | 33.52K | $1.67M |
 Upwork Inc. | UPWK | 33.56K | $280.55K |
 Indivior Pharmaceuticals Inc | INDV | 33.65K | $1.38M |
 Donaldson Company, Inc. | DCI | 33.68K | $3.02M |