Stock Taper

YOUSIF CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Penguin Solutions, Inc.PENG12.39K$941.69K
Victory Capital Holdings, Inc.VCTR12.39K$1.04M
Tidewater Inc.TDW12.4K$825.95K
Heartland Express, Inc.HTLD12.43K$189.22K
Equifax Inc.EFX12.44K$1.97M
Repligen CorporationRGEN12.44K$1.7M
United Therapeutics CorporationUTHR12.45K$6.74M
Cohu, Inc.COHU12.46K$920.62K
Abercrombie & Fitch Co.ANF12.46K$1.12M
Huntsman CorporationHUN12.46K$132.31K
Cal-Maine Foods, Inc.CALM12.52K$1.01M
AM Avanos Med IncAVNS12.53K$311.77K
Globe Life Inc.GL12.57K$2.25M
Telefonaktiebolaget LM Ericsson (publ)ERIC12.58K$140.22K
Safehold Inc.SAFE12.61K$197.98K
Ingredion IncorporatedINGR12.61K$1.19M
Texas Roadhouse, Inc.TXRH12.62K$2.44M
Jacobs Solutions Inc.J12.65K$1.59M
American Assets Trust, Inc.AAT12.65K$312.35K
Lockheed Martin CorporationLMT12.68K$6.46M