Stock Taper 
YOUSIF CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Essent Group Ltd. | ESNT | 25.42K | $1.63M |
 Republic Services, Inc. | RSG | 25.48K | $5.43M |
 Dollar General Corporation | DG | 25.51K | $2.94M |
 Semtech Corporation | SMTC | 25.6K | $4.14M |
 Best Buy Co., Inc. | BBY | 25.62K | $1.94M |
 AMETEK, Inc. | AME | 25.64K | $6.2M |
 Sarepta Therapeutics, Inc. | SRPT | 25.64K | $460.79K |
 LG Display Co., Ltd. | LPL | 25.71K | $100.02K |
 Trimble Inc. | TRMB | 25.73K | $1.32M |
 Seacoast Banking Corporation of Florida | SBCF | 25.84K | $859.35K |
 RLI Corp. | RLI | 25.87K | $1.53M |
 Etsy, Inc. | ETSY | 25.92K | $1.95M |
 Curbline Properties Corp. | CURB | 25.94K | $788.61K |
 Lennar Corporation | LEN | 25.96K | $2.35M |
 Kodiak Gas Services, Inc. | KGS | 25.96K | $1.95M |
 GE Vernova Inc. | GEV | 26.06K | $30.62M |
 Bruker Corporation | BRKR | 26.07K | $1.57M |
 NETSTREIT Corp. | NTST | 26.09K | $551.18K |
 Voya Financial, Inc. | VOYA | 26.1K | $2.36M |
 Cadence Design Systems, Inc. | CDNS | 26.15K | $9.81M |