YCM
NVEE

Yousif Capital Management’s NV5 Global NVEE Stock Holding History

Yousif Capital Management’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19,419
Closed -$448K – 1914
2025
Q2 		$448K Sell
19,419
-40
-0.2% -$801 ﹤0.01% 1507
2025
Q1 		$375K Sell
19,459
-371
-2% -$6.79K ﹤0.01% 1558
2024
Q4 		$374K Sell
19,830
-434
-2% -$9.52K ﹤0.01% 1594
2024
Q3 		$474K Sell
20,264
-448
-2% -$10.6K 0.01% 1517
2024
Q2 		$481K Sell
20,712
-2,312
-10% -$54K 0.01% 1487
2024
Q1 		$564K Sell
23,024
-2,260
-9% -$58.7K 0.01% 1466
2023
Q4 		$702K Sell
25,284
-1,660
-6% -$42.2K 0.01% 1392
2023
Q3 		$648K Sell
26,944
-1,156
-4% -$29.8K 0.01% 1361
2023
Q2 		$778K Sell
28,100
-1,404
-5% -$34.4K 0.01% 1282
2023
Q1 		$767K Sell
29,504
-3,700
-11% -$111K 0.01% 1283
2022
Q4 		$1.1M Sell
33,204
-9,500
-22% -$330K 0.01% 1113
2022
Q3 		$1.32M Buy
42,704
+924
+2% +$30.2K 0.02% 1023
2022
Q2 		$1.22M Sell
41,780
-3,860
-8% -$116K 0.02% 1124
2022
Q1 		$1.52M Sell
45,640
-1,120
-2% -$32.9K 0.02% 1133
2021
Q4 		$1.61M Buy
+46,760
New +$1.35M 0.02% 1127

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Yousif Capital Management's NVEE Position: Q3 2025 in Review

Yousif Capital Management sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 19,419 shares — an estimated $448K sold.

Yousif Capital Management first reported a position in NVEE in Q4 2021 and held it in 15 quarters. The position peaked at $1.61M in Q4 2021. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Yousif Capital Management reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Yousif Capital Management sold 19,419 NV5 Global shares in Q3 2025, an estimated $448K.
  • Yousif Capital Management first reported a position in NV5 Global in Q4 2021 and held it in 15 quarters.
  • Yousif Capital Management's NV5 Global position peaked at $1.61M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.