SEC Filing Analysis: YOUSIF CAPITAL MANAGEMENT, LLC

Executive Summary

• Trading Significance: Medium
• Key Takeaway: YOUSIF CAPITAL MANAGEMENT, LLC has filed a 13F-HR for the quarter ending September 30, 2025, disclosing total holdings of approximately $9.37 billion across 1,888 positions. The portfolio exhibits a strong concentration in mega-cap technology and consumer discretionary stocks.
• Market Impact: As a standard quarterly disclosure, this 13F filing is not expected to cause immediate market volatility. However, it provides valuable insight into the firm's investment strategy and sentiment, which can influence long-term investor perspectives on its top holdings.

Filer Information

Field	Value
Filer Name	YOUSIF CAPITAL MANAGEMENT, LLC
Ticker Symbol	Not Applicable (Private)
CIK	0001858789
Report Period	2025-09-30

Insider Information

This filing is a Form 13F-HR, which is an institutional holdings report. It does not contain information about individual insider transactions. Therefore, insider-specific details are not applicable.

Holdings Summary

Field	Value
Form Type	13F-HR
Filing Date	2025-10-14
Total Holdings Value	$9,369,616,502
Total Number of Positions	1,888

Top 5 Holdings by Value

1. NVIDIA Corp (NVDA): $507,975,029
2. Microsoft Corp (MSFT): $445,210,572
3. Apple Inc (AAPL): $444,090,353
4. Amazon.Com Inc (AMZN): $246,958,723
5. Meta Platforms Inc (META): $189,378,012

Market Impact Analysis

Stock Impact Prediction

• Direction: Neutral
• Reasoning: 13F filings report positions held as of 45 days prior. The information is not new enough to trigger significant, immediate price action. The primary value is in trend analysis and understanding institutional sentiment.

Volume & Sentiment

• Expected Volume Impact: Minimal. No significant trading volume changes are expected based on this filing alone.
• Sentiment Indicator: Bullish on Mega-Cap Tech. The substantial allocation to top technology companies like NVIDIA, Microsoft, and Apple indicates a strong bullish conviction in the sector's continued growth and market leadership from the perspective of the fund manager.

Investment Insights

Positive Market Indicators

• High-Conviction Bets: The portfolio shows significant capital allocation to a few top-tier technology companies, suggesting high conviction from the investment manager.
• Diversification: Despite the concentration at the top, the portfolio is diversified across 1,888 unique positions, spreading risk across various sectors and companies.

Risk Factors

• Backward-Looking Data: The holdings data is as of September 30, 2025, and may not reflect the firm's current portfolio.
• Sector Concentration: The heavy weighting in the technology sector exposes the portfolio to sector-specific risks and volatility.

Key Takeaways

1. Major Institutional Player: With over $9.3 billion in reported assets, Yousif Capital Management is a significant institutional investor whose portfolio shifts can signal broader market trends.
2. Tech-Heavy Strategy: The fund's strategy is heavily reliant on the performance of a handful of mega-cap technology stocks, which constitute a large portion of the portfolio's value.
3. Broad Market Exposure: Beyond the top holdings, the fund maintains a highly diversified portfolio, indicating a strategy that combines high-conviction bets with broad market participation.

Contextual Analysis

Filing Context

Form 13F-HR is a mandatory quarterly report filed by institutional investment managers with at least $100 million in assets under management. It discloses their long U.S. equity holdings and provides transparency into institutional investment trends. This filing by YOUSIF CAPITAL MANAGEMENT, LLC is a routine disclosure for the third quarter of 2025.

Company Context

As a large investment manager, the firm's health and strategy are tied to the performance of its extensive portfolio. The significant positions in market-leading technology firms suggest a growth-oriented investment philosophy.

Risk Assessment

Risk Level: Low

Risk Factors

• The filing itself presents no direct risk to the market. It is a standard disclosure of historical data.
• The portfolio's concentration in the tech sector is a strategic risk for the fund's investors, not the market at large.
• The data's age (45 days old) means it should be interpreted with caution as positions could have changed.

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IMPORTANT DISCLAIMER: This analysis is for informational purposes only and is not intended as investment advice. The information presented is based on publicly available SEC filings and should not be construed as a recommendation to buy, sell, or hold any securities. Past performance does not guarantee future results. All investments carry risk, including the potential loss of principal. Please consult with a qualified financial advisor before making any investment decisions.

Analysis generated on 2025-10-14 | Data source: SEC EDGAR