13F
中
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YOUSIF CAPITAL MANAGEMENT, LLC

13F equity value
$8.5B
Positions
1,858
Top 10 concentration
25.5%
Quarters / total new picks
16 / 339
13F equity value over time
$0M$5B$10B202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 16 quarters, returned +2.4% per quarter — versus +3.3% per quarter from simply owning every 13F stock. It beat that baseline in only 37.5% of quarters (excess t = 0.99, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+3.4%
t-stat
0.99
Quarterly win rate
38%
Annualized excess
-4.7%
$1 → follow vs universe
$1.36 vs $1.61
Cumulative return: $1 invested in new picks vs universe
1.00 20220331: universe 1.07420220630: universe 0.99520220930: universe 1.06820221231: universe 0.99220230331: universe 1.04620230630: universe 1.00820230930: universe 1.14420231231: universe 1.19620240331: universe 1.22220240630: universe 1.33320240930: universe 1.32220241231: universe 1.23420250331: universe 1.34520250630: universe 1.38720250930: universe 1.56020251231: universe 1.614 20220331: follow 1.10120220630: follow 0.92320220930: follow 0.96820221231: follow 0.89920230331: follow 0.95320230630: follow 0.92520230930: follow 0.98520231231: follow 0.99720240331: follow 0.96120240630: follow 1.24020240930: follow 1.18320241231: follow 1.11620250331: follow 1.13220250630: follow 1.15420250930: follow 1.37220251231: follow 1.360 0.83 1.28 1.74 2022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 1858 · 2026 Q1

Ticker Value Weight QoQ
NVDA $432M
5.1%
TRIM
AAPL $405M
4.8%
TRIM
MSFT $295M
3.5%
TRIM
AMZN $217M
2.5%
TRIM
GOOGL $177M
2.1%
TRIM
AVGO $152M
1.8%
TRIM
GOOG $143M
1.7%
TRIM
META $136M
1.6%
TRIM
TSLA $112M
1.3%
TRIM
BRK/B $101M
1.2%
TRIM
XOM $94M
1.1%
TRIM
JPM $93M
1.1%
TRIM
JNJ $72M
0.9%
TRIM
LLY $68M
0.8%
TRIM
WMT $57M
0.7%
TRIM
CVX $56M
0.7%
TRIM
V $55M
0.7%
TRIM
COST $51M
0.6%
TRIM
CAT $49M
0.6%
TRIM
SPY $48M
0.6%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

ADTAGXALSNAMRXAPLSBROSCOCOCVIEZPWKOPLAURLIFLTHLYFTLZMBINNSSCOPTUOSWPRSURNGSAROSIRISKMSPHRTRVSECWINA

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.