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
1,401Cohu Inc 12,408379.9K $
1,402Hope Bancorp Inc 33,937379.1K $
1,403CLP Holdings Ltd 40,391378.7K $
1,404Techtronic Industries Co Ltd 5,790377K $
1,405Fortescue Ltd 13,537376.6K $
1,406MaxLinear Inc 21,643376.4K $
1,407Napco Security Technologies Inc 9,555376.4K $
1,408ArcelorMittal SA 7,223375.5K $
1,409Sylvamo Corp 8,848373.7K $
1,410Commerzbank AG 10,529373.5K $
1,411ANI Pharmaceuticals Inc 4,857373.5K $
1,412Telkom Indonesia Persero Tbk PT 19,864371.1K $
1,413EDP SA 7,088369.5K $
1,414Payoneer Global Inc 76,493369.5K $
1,415Apollo Commercial Real Estate Finance, Inc. 34,941369K $
1,416Inspire Medical Systems Inc 7,139368.2K $
1,417Progyny Inc 21,639367.4K $
1,418Paramount Skydance Corp. 40,732367.4K $
1,419CTS Corp 7,678366.7K $
1,420ORIX Corp 12,225366.6K $
1,421Komatsu Ltd 9,658365K $
1,422Dime Community Bancshares Inc 10,762364K $
1,423Proto Labs Inc 6,359362.6K $
1,424Penn Entertainment Inc 24,009360.9K $
1,425Helix Energy Solutions Group Inc 36,447360.5K $
1,426Sally Beauty Holdings Inc 26,011360.3K $
1,427Clearway Energy Inc 9,192360.1K $
1,428Triumph Financial Inc 6,033359.9K $
1,429Honda Motor Co Ltd 14,794359.6K $
1,430OMV AG 19,735359.3K $
1,431Korea Electric Power Corp 25,204359.2K $
1,432STMicroelectronics NV 10,389358.9K $
1,433United Microelectronics Corp 39,941358.7K $
1,434Veeva Systems Inc 2,033357.1K $
1,435Natera Inc 1,784356.8K $
1,436Daimler Truck Holding AG 14,885355.6K $
1,437Wolverine World Wide Inc 21,783355.5K $
1,438La-Z-Boy Inc 11,015354K $
1,439Tandem Diabetes Care Inc 18,450353.7K $
1,440Swisscom AG 4,243352.2K $
1,441Carter's Inc 9,844352K $
1,442Enovis Corp 15,469351.9K $
1,443Dassault Systemes SE 17,679351.8K $
1,444Coupang Inc 18,582350.8K $
1,445Schneider National Inc 13,284350.2K $
1,446Healthcare Services Group Inc 18,876350.2K $
1,447JetBlue Airways Corp 79,147349.8K $
1,448Imperial Brands PLC 8,670349.5K $
1,449Boston Beer Co Inc/The 1,514348.8K $
1,450Equinor ASA 8,253348.3K $
1,451Vodafone Group PLC 23,099346.9K $
1,452First Citizens BancShares Inc/NC 184346.8K $
1,453Kennedy-Wilson Holdings Inc 31,935345.5K $
1,454REX American Resources Corp 7,535343.4K $
1,455AdaptHealth Corp 28,799342.7K $
1,456Westamerica BanCorp 6,545341.3K $
1,457ASM INTERNATIONAL NV 465341.3K $
1,458Lindsay Corp 2,856340.1K $
1,459QuidelOrtho Corp 20,676339.7K $
1,460DoubleVerify Holdings Inc 35,697339.1K $
1,461Kyocera Corp 22,588337.6K $
1,462Grupo Financiero Banorte SAB d 6,132337.3K $
1,463Winmark Corp 788336.9K $
1,464Merchants Bancorp/IN 7,847336.7K $
1,465ProAssurance Corp 13,607336.4K $
1,466SingTel 8,762335.5K $
1,467Experian PLC 9,769334.7K $
1,468QBE Insurance Group Ltd 22,856332.3K $
1,469Donnelley Financial Solutions Inc 7,043332K $
1,470Deluxe Corp 12,025331.2K $
1,471Simply Good Foods Co/The 23,038330.6K $
1,472Astec Industries Inc 6,123329.7K $
1,473DiamondRock Hospitality Co 35,150329.4K $
1,474TripAdvisor Inc 30,752327.8K $
1,475America Movil SAB de CV 12,818326.6K $
1,476Hannover Rueck SE 6,348326.5K $
1,477J & J Snack Foods Corp 4,115326.2K $
1,478Tennant Co 4,887324.5K $
1,479Banco Bradesco SA 88,866324.4K $
1,480Pernod Ricard SA 21,866323.6K $
1,481Gibraltar Industries Inc 7,978318.1K $
1,482Two Harbors Investment Corp 27,840317.9K $
1,483Bristow Group Inc 6,703314.3K $
1,484Enact Holdings Inc 7,676313.3K $
1,485Brambles Ltd 10,109312.9K $
1,486SS&C Technologies Holdings Inc 4,614311.8K $
1,487US Physical Therapy Inc 4,131309.7K $
1,488Phibro Animal Health Corp 5,573308.2K $
1,489Reynolds Consumer Products Inc 14,511307.3K $
1,490NTT Inc 12,330304.6K $
1,491Fresenius SE & Co KGaA 23,681302.3K $
1,492Harmony Biosciences Holdings Inc 10,788302.2K $
1,493Banco de Chile 8,145301.7K $
1,494Under Armour Inc 50,582298.9K $
1,495XPEL Inc 6,719297.4K $
1,496CONMED Corp 8,410297.4K $
1,497Daiichi Sankyo Co Ltd 17,066296.7K $
1,498Sunstone Hotel Investors Inc 32,758295.2K $
1,499Nippon Yusen KK 40,584294.3K $
1,500Genmab A/S 10,943293.6K $