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YCM

Yousif Capital Management Portfolio holdings

AUM $8.94B
1-Year Est. Return 42.6%
This Fund
S&P 500
This Quarter Est. Return
+24.93%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.94B
AUM Growth
+$417M
Cap. Flow
-$793M
Cap. Flow %
-8.87%
Top 10 Hldgs %
25.82%
Holding
1,917
New
59
Increased
348
Reduced
1,245
Closed
252

Top Buys

Rank Stock Value
1
MRVL icon
Marvell Technology
MRVL
+$12.5M
2
HONA
Honeywell Aerospace
HONA
+$7.2M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.43M
4
CDE icon
Coeur Mining
CDE
+$5.2M
5
ROKU icon
Roku
ROKU
+$4.41M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$39.8M
2
AAPL icon
Apple
AAPL
+$34.4M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$31.9M
4
MSFT icon
Microsoft
MSFT
+$23.9M
5
AMZN icon
Amazon
AMZN
+$18.7M

Sector Composition

Rank Sector Weight
1 Technology 30.69%
2 Financials 12.28%
3 Industrials 11.16%
4 Consumer Discretionary 9.05%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HONA
226
Honeywell Aerospace
HONA
$65.9B
$7.22M 0.08%
+32,651
New +$7.2M
STRL icon
227
Sterling Infrastructure
STRL
$22.1B
$7.22M 0.08%
8,599
-548
-6% -$385K
PSA icon
228
Public Storage
PSA
$54.7B
$7.21M 0.08%
22,667
-1,192
-5% -$365K
F icon
229
Ford
F
$57.5B
$7.18M 0.08%
516,670
-44,951
-8% -$606K
TER icon
230
Teradyne
TER
$57.8B
$7.16M 0.08%
14,805
-1,391
-9% -$525K
WWD icon
231
Woodward
WWD
$24.1B
$7.11M 0.08%
16,716
-1,075
-6% -$408K
ALL icon
232
Allstate
ALL
$64.8B
$7.03M 0.08%
29,557
-2,148
-7% -$467K
TEL icon
233
TE Connectivity
TEL
$58.5B
$7.02M 0.08%
34,817
-4,435
-11% -$945K
TFC icon
234
Truist Financial
TFC
$63.2B
$6.96M 0.08%
139,730
-11,159
-7% -$549K
WBD icon
235
Warner Bros
WBD
$64.8B
$6.93M 0.08%
259,846
-29,302
-10% -$793K
MDLZ icon
236
Mondelez International
MDLZ
$78.1B
$6.91M 0.08%
119,429
-9,591
-7% -$578K
NXPI icon
237
NXP Semiconductors
NXPI
$70.4B
$6.91M 0.08%
24,574
-1,832
-7% -$505K
P
238
Everpure Inc
P
$24.8B
$6.9M 0.08%
87,606
-5,421
-6% -$397K
MTSI icon
239
MACOM Technology Solutions
MTSI
$21.6B
$6.87M 0.08%
18,073
-914
-5% -$303K
EW icon
240
Edwards Lifesciences
EW
$48.6B
$6.85M 0.08%
75,700
-10,085
-12% -$845K
XPO icon
241
XPO
XPO
$25.1B
$6.8M 0.08%
33,106
-1,874
-5% -$397K
COHR icon
242
Coherent
COHR
$61.1B
$6.77M 0.08%
17,161
-252
-1% -$89.1K
UTHR icon
243
United Therapeutics
UTHR
$26.2B
$6.74M 0.08%
12,446
-934
-7% -$526K
CRH icon
244
CRH
CRH
$66.9B
$6.74M 0.08%
63,019
-2,655
-4% -$292K
BRO icon
245
Brown & Brown
BRO
$22.2B
$6.72M 0.08%
104,748
-2,193
-2% -$134K
ROST icon
246
Ross Stores
ROST
$76.4B
$6.72M 0.08%
31,557
-2,580
-8% -$581K
PCAR icon
247
PACCAR
PCAR
$69B
$6.7M 0.07%
55,736
-2,843
-5% -$336K
CW icon
248
Curtiss-Wright
CW
$27.1B
$6.69M 0.07%
8,832
-594
-6% -$435K
MCO icon
249
Moody's
MCO
$85.5B
$6.69M 0.07%
14,769
-1,261
-8% -$566K
PNR icon
250
Pentair
PNR
$10.2B
$6.64M 0.07%
86,554
-550
-0.6% -$43.5K
8 9
10
11 12

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Yousif Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Yousif Capital Management held 1,917 positions worth $8.94B, up 4.9% from $8.52B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Yousif Capital Management withdrew a net $793M in Q2 2026, closing 252 positions and reducing 1,245 holdings. Its most notable exit was KB Financial Group, an estimated $3.83M position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 26% a quarter earlier, followed by Financials and Industrials.

Against the trend, Yousif Capital Management opened a new position in Honeywell Aerospace worth $7.22M.

  • Yousif Capital Management's largest Q2 2026 buy was Honeywell Aerospace: 32,651 shares worth $7.22M.
  • Yousif Capital Management added most to Marvell Technology in Q2 2026, an estimated $12.5M increase.
  • Yousif Capital Management's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $39.8M.
  • Yousif Capital Management fully exited KB Financial Group in Q2 2026, selling an estimated $3.83M.
  • Yousif Capital Management's ten largest holdings make up 26% of its $8.94B portfolio in Q2 2026.
  • Yousif Capital Management opened 59 new positions and closed 252 in Q2 2026.
  • Yousif Capital Management's portfolio value rose 4.9% quarter-over-quarter to $8.94B.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.