Stock Taper 
YOUSIF CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Baker Hughes Company | BKR | 98.32K | $5.46M |
 Conagra Brands, Inc. | CAG | 98.87K | $1.33M |
 ServiceNow, Inc. | NOW | 99.53K | $9.88M |
 A. O. Smith Corporation | AOS | 99.62K | $6.25M |
 V.F. Corporation | VFC | 99.79K | $1.66M |
 Healthpeak Properties, Inc. | DOC | 100.22K | $2.14M |
 Patterson-UTI Energy, Inc. | PTEN | 100.76K | $924.94K |
 American Homes 4 Rent | AMH | 100.76K | $3.38M |
 PayPal Holdings, Inc. | PYPL | 101.59K | $4.39M |
 Emerson Electric Co. | EMR | 101.72K | $14.56M |
 Marathon Digital Holdings, Inc. | MARA | 102.13K | $1.42M |
 Invitation Homes Inc. | INVH | 102.77K | $3.1M |
 Lyft, Inc. | LYFT | 103.65K | $1.51M |
 Keurig Dr Pepper Inc. | KDP | 104.12K | $3.41M |
 NOV Inc. | NOV | 104.14K | $1.93M |
 Weyerhaeuser Company | WY | 104.26K | $2.5M |
 PPL Corporation | PPL | 104.33K | $3.79M |
 Brown & Brown, Inc. | BRO | 104.75K | $6.72M |
 The Home Depot, Inc. | HD | 106.17K | $37.44M |
 APi Group Corporation | APG | 107.77K | $4.56M |