Stock Taper

YOUSIF CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
StandardAero, Inc.SARO53.27K$1.59M
Analog Devices, Inc.ADI52.7K$20.93M
RB Global, Inc.RBA52.66K$6.13M
Viper Energy, Inc.VNOM52.61K$2.23M
WillScot Holdings CorporationWSC52.32K$1.51M
Arbor Realty TrustABR51.93K$281.45K
Block, Inc.XYZ51.71K$3.93M
Super Micro Computer, Inc.SMCI51.6K$1.51M
Global Net Lease, Inc.GNL51.36K$459.12K
Norwegian Cruise Line Holdings Ltd.NCLH51.33K$1.08M
Amgen Inc.AMGN51.23K$18.55M
Broadstone Net Lease, Inc.BNL51.16K$1.06M
Fulton Financial CorporationFULT50.84K$1.23M
Home Bancshares, Inc.HOMB50.81K$1.45M
Under Armour, Inc.UAA50.62K$323.44K
T-Mobile US, Inc.TMUS50.13K$8.41M
The Mosaic CompanyMOS49.73K$1.05M
Vornado Realty TrustVNO49.72K$1.95M
Lincoln National CorporationLNC49.49K$1.75M
Dnow Inc.DNOW49.47K$641.63K