Titelia

Holdings of YOUSIF CAPITAL MANAGEMENT, LLC

1698 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 26.7 % of the equity sleeve

Sector breakdown

  • Technology 24.1 %
  • Financials 10.1 %
  • Communication 7.8 %
  • Health care 7.7 %
  • Consumer discretionary 7.7 %
  • Industrials 7.6 %
  • Consumer staples 4.4 %
  • Energy 2.8 %
  • Utilities 2.6 %
  • Materials 2.2 %
  • Real estate 1.6 %
  • Funds 0.6 %
  • Unattributed 20.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.1 %
  • GB 0.2 %
  • FR 0.2 %
  • JP 0.2 %
  • DE 0.2 %
  • TW 0.1 %
  • AU 0.1 %
  • KR 0.1 %
  • CH 0.1 %
  • NL 0.1 %
  • ES 0.1 %
  • HK 0.0 %
  • Other countries 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,4868B $98.12 %
2GB2416.5M $0.20 %
3FR1313M $0.16 %
4JP2712.8M $0.16 %
5DE1612.6M $0.16 %
6TW312M $0.15 %
7AU1310.5M $0.13 %
8KR710.4M $0.13 %
9CH710.1M $0.12 %
10NL108.9M $0.11 %
11ES56.3M $0.08 %
12HK93.7M $0.05 %

Positions

RankCompanySharesValueWeight
1,101Q2 Holdings Inc 16,657787.9K $
1,102Bank of Hawaii Corp 10,606787.5K $
1,103First Interstate BancSystem Inc 23,565787.1K $
1,104Calix Inc 16,062786.9K $
1,105Robert Half Inc 30,958786.3K $
1,106Cinemark Holdings Inc 27,553785.8K $
1,107National Storage Affiliates Trust 20,759783.4K $
1,108Seacoast Banking Corp of Florida 25,822782.1K $
1,109SolarEdge Technologies Inc 15,316781.9K $
1,110American States Water Co 10,324780.7K $
1,111United Overseas Bank Ltd 13,736780.4K $
1,112Northern Oil & Gas Inc 26,661779.3K $
1,113BASF SE 51,563778.3K $
1,114Catalyst Pharmaceuticals Inc 31,419777.9K $
1,115Andersons Inc/The 10,832777.5K $
1,116Dorman Products Inc 7,432775.6K $
1,117Nokia Oyj 96,370774.8K $
1,118Iridium Communications Inc 27,855772.7K $
1,119DENTSPLY SIRONA Inc 66,583772.4K $
1,120First Financial Bancorp 27,702772.3K $
1,121Prestige Consumer Healthcare Inc 13,004770.7K $
1,122Axcelis Technologies Inc 8,251768K $
1,123Griffon Corp 10,551766.8K $
1,124Freshpet Inc 13,003766.7K $
1,125NMI Holdings Inc 20,402765.3K $
1,126RingCentral Inc 20,523763.3K $
1,127ACADIA Pharmaceuticals Inc 34,034757.6K $
1,128Power Integrations Inc 14,790757.2K $
1,129Harley-Davidson Inc 37,331754.8K $
1,130Euronet Worldwide Inc 11,368754.5K $
1,131Academy Sports & Outdoors Inc 13,354753.8K $
1,132MGE Energy Inc 9,749753.5K $
1,133Ultra Clean Holdings Inc 12,102752.5K $
1,134Macquarie Group Ltd 5,433751.4K $
1,135ASE Technology Holding Co Ltd 34,577749.6K $
1,136Simmons First National Corp 38,536749.5K $
1,137Waystar Holding Corp 31,053748.7K $
1,138Molson Coors Beverage Co 17,317745.7K $
1,139Kennametal Inc 20,473739.7K $
1,140DXC Technology Co 58,811739.3K $
1,141Impinj Inc 7,192738.6K $
1,142Cargurus Inc 21,654737.3K $
1,143Provident Financial Services Inc 34,768735.7K $
1,144WD-40 Co 3,606735.4K $
1,145Argenx SE 1,003732.4K $
1,146LXP Industrial Trust 15,809731.3K $
1,147Visteon Corp 7,968726K $
1,148Deutsche Post AG 27,500720.8K $
1,149California Water Service Group 15,881720K $
1,150Hayward Holdings Inc 53,783719.6K $
1,151Parsons Corp 13,254718K $
1,152Tokio Marine Holdings Inc 15,628717.9K $
1,153Societe Generale SA 50,132713.5K $
1,154SL Green Realty Corp 19,014702.4K $
1,155Park National Corp 4,294701.9K $
1,156Adeia Inc 29,201701.7K $
1,157CSL Ltd 28,986698.7K $
1,158IAC Inc 17,408696.8K $
1,159Woodside Energy Group Ltd 29,169696.6K $
1,160Phinia Inc 10,168695.9K $
1,161Four Corners Property Trust Inc 29,405695.4K $
1,162Trinity Industries Inc 21,572694.2K $
1,163Concentra Group Holdings Parent Inc 32,284692.5K $
1,164Veracyte Inc 21,488692.1K $
1,165E.ON SE 31,549689.2K $
1,166Acushnet Holdings Corp 7,361688.1K $
1,167Hilton Grand Vacations Inc 17,487684.1K $
1,168FMC Corp 39,639682.6K $
1,169Ingevity Corp 9,571681.7K $
1,170Hawaiian Electric Industries Inc 45,852680.4K $
1,171Artisan Partners Asset Management Inc 18,674679.5K $
1,172Apple Hospitality REIT Inc 58,894677.9K $
1,173ABM Industries Inc 17,571676.8K $
1,174Swiss Re AG 16,448676.5K $
1,175Urban Edge Properties 33,639672.1K $
1,176Alpha Metallurgical Resources Inc 3,263669.8K $
1,177Acadia Realty Trust 34,993669.1K $
1,178Beacon Financial Corp 22,297668.9K $
1,179Curbline Properties Corp 25,908668.2K $
1,180Goodyear Tire & Rubber Co/The 100,750668K $
1,181St Joe Co/The 10,635667.9K $
1,182Trustmark Corp 15,788665.3K $
1,183Swedbank AB 19,777662.1K $
1,184RELX PLC 19,926660.5K $
1,185CVB Financial Corp 34,056660.3K $
1,186JD.COM INC 22,310659.7K $
1,187Steven Madden Ltd 19,439659.4K $
1,188Snowflake Inc 4,358657.3K $
1,189MGM Resorts International 17,755657.1K $
1,190Hub Group Inc 18,164654.6K $
1,191Privia Health Group Inc 31,409646.1K $
1,192RXO Inc 44,182645.9K $
1,193Lloyds Banking Group PLC 128,373645.7K $
1,194Vale SA 40,389642.6K $
1,195WaFd Inc 20,399640.5K $
1,196Teradata Corp 24,908638.4K $
1,197Photronics Inc 15,685633.8K $
1,198Choice Hotels International Inc 6,116633K $
1,199HDFC Bank Ltd 25,400632K $
1,200Highwoods Properties Inc 29,397629.4K $