Stock Taper 
YOUSIF CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Intuit Inc. | INTU | 28.12K | $7.34M |
 The Toro Company | TTC | 28.04K | $2.73M |
| TM Taylor Morrison Home Corp | TMHC | 28.01K | $2.01M |
 Norfolk Southern Corporation | NSC | 27.96K | $8.8M |
 Northern Oil and Gas, Inc. | NOG | 27.93K | $506.98K |
 CAVA Group, Inc. | CAVA | 27.83K | $2.18M |
| TH Two Harbors Inv Corp | TWO | 27.79K | $344.86K |
 New Jersey Resources Corporation | NJR | 27.75K | $1.56M |
 SiriusPoint Ltd. | SPNT | 27.74K | $665.81K |
 Prosperity Bancshares, Inc. | PB | 27.72K | $2.02M |
 Halozyme Therapeutics, Inc. | HALO | 27.72K | $2.17M |
 First Financial Bancorp. | FFBC | 27.66K | $935.6K |
 The Wendy's Company | WEN | 27.63K | $229.04K |
 Global Payments Inc. | GPN | 27.61K | $2M |
 CNO Financial Group, Inc. | CNO | 27.61K | $1.41M |
 Toll Brothers, Inc. | TOL | 27.59K | $4.55M |
 Dell Technologies Inc. | DELL | 27.59K | $11.9M |
 Cinemark Holdings, Inc. | CNK | 27.57K | $874.67K |
 Ralliant Corp | RAL | 27.53K | $2.03M |
 Lamar Advertising Company | LAMR | 27.42K | $4.28M |