Stock Taper

YOUSIF CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Estée Lauder Companies Inc.EL26.16K$2.07M
Cadence Design Systems, Inc.CDNS26.15K$9.81M
Voya Financial, Inc.VOYA26.1K$2.36M
NETSTREIT Corp.NTST26.09K$551.18K
Bruker CorporationBRKR26.07K$1.57M
GE Vernova Inc.GEV26.06K$30.62M
Kodiak Gas Services, Inc.KGS25.96K$1.95M
Lennar CorporationLEN25.96K$2.35M
Curbline Properties Corp.CURB25.94K$788.61K
Etsy, Inc.ETSY25.92K$1.95M
RLI Corp.RLI25.87K$1.53M
Seacoast Banking Corporation of FloridaSBCF25.84K$859.35K
Trimble Inc.TRMB25.73K$1.32M
LG Display Co., Ltd.LPL25.71K$100.02K
Sarepta Therapeutics, Inc.SRPT25.64K$460.79K
AMETEK, Inc.AME25.64K$6.2M
Best Buy Co., Inc.BBY25.62K$1.94M
Semtech CorporationSMTC25.6K$4.14M
Dollar General CorporationDG25.51K$2.94M
Republic Services, Inc.RSG25.48K$5.43M