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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
+4.18%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.12B
AUM Growth
-$247M
Cap. Flow
-$498M
Cap. Flow %
-5.46%
Top 10 Hldgs %
26.56%
Holding
1,930
New
42
Increased
114
Reduced
1,513
Closed
53

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.6M
2
CRH icon
CRH
CRH
+$6.83M
3
PINS icon
Pinterest
PINS
+$5.11M
4
CVNA icon
Carvana
CVNA
+$4.51M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.74M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$26.6M
2
AAPL icon
Apple
AAPL
+$21.7M
3
MSFT icon
Microsoft
MSFT
+$15.9M
4
AMZN icon
Amazon
AMZN
+$11.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.2M

Sector Composition

Rank Sector Weight
1 Technology 27.33%
2 Financials 13.42%
3 Industrials 10.44%
4 Consumer Discretionary 9.96%
5 Healthcare 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCAR icon
226
PACCAR
PCAR
$69.8B
$7.37M 0.08%
61,698
-3,429
-5% -$351K
ZTS icon
227
Zoetis
ZTS
$31.1B
$7.35M 0.08%
59,648
-2,904
-5% -$379K
RCL icon
228
Royal Caribbean
RCL
$82.1B
$7.23M 0.08%
26,790
-3,540
-12% -$1,000K
AZO icon
229
AutoZone
AZO
$49.7B
$7.22M 0.08%
2,021
-101
-5% -$382K
AJG icon
230
Arthur J. Gallagher & Co
AJG
$65B
$7.18M 0.08%
28,161
-1,382
-5% -$366K
WST icon
231
West Pharmaceutical
WST
$24.7B
$7.17M 0.08%
28,619
-1,035
-3% -$283K
REGN icon
232
Regeneron Pharmaceuticals
REGN
$82.1B
$7.12M 0.08%
9,706
-585
-6% -$397K
GLW icon
233
Corning
GLW
$137B
$7.1M 0.08%
76,703
-3,219
-4% -$277K
D icon
234
Dominion Energy
D
$59.9B
$7.01M 0.08%
114,826
-5,417
-5% -$326K
RGLD icon
235
Royal Gold
RGLD
$19.8B
$6.98M 0.08%
25,130
+4,344
+21% +$862K
SRE icon
236
Sempra
SRE
$55.9B
$6.96M 0.08%
78,749
-3,859
-5% -$351K
PSA icon
237
Public Storage
PSA
$60.7B
$6.94M 0.08%
24,324
+667
+3% +$187K
CLX icon
238
Clorox
CLX
$13.1B
$6.93M 0.08%
63,125
-641
-1% -$69.6K
SJM icon
239
J.M. Smucker
SJM
$12.5B
$6.86M 0.08%
66,456
-2,840
-4% -$294K
SNDK
240
Sandisk
SNDK
$186B
$6.84M 0.08%
15,106
-29,822
-66% -$5.97M
P
241
Everpure Inc
P
$36.4B
$6.81M 0.07%
97,228
-1,387
-1% -$116K
URI icon
242
United Rentals
URI
$71.2B
$6.79M 0.07%
7,455
-1,155
-13% -$1M
APO icon
243
Apollo Global Management
APO
$82.8B
$6.78M 0.07%
48,883
-5,394
-10% -$716K
ROST icon
244
Ross Stores
ROST
$80.8B
$6.78M 0.07%
35,722
-2,565
-7% -$428K
EOG icon
245
EOG Resources
EOG
$75.2B
$6.75M 0.07%
63,586
-3,977
-6% -$427K
EXC icon
246
Exelon
EXC
$46.2B
$6.71M 0.07%
149,309
-8,122
-5% -$371K
FTI icon
247
TechnipFMC
FTI
$29.5B
$6.68M 0.07%
127,926
-4,935
-4% -$208K
RBA icon
248
RB Global
RBA
$16.6B
$6.66M 0.07%
58,794
-823
-1% -$83.6K
KMI icon
249
Kinder Morgan
KMI
$70.1B
$6.59M 0.07%
235,561
-13,184
-5% -$356K
UTHR icon
250
United Therapeutics
UTHR
$22.1B
$6.57M 0.07%
14,039
-965
-6% -$449K
8 9
10
11 12

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Yousif Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Yousif Capital Management held 1,930 positions worth $9.12B, down 2.6% from $9.37B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $498M in Q4 2025, closing 53 positions and reducing 1,513 holdings. Its most notable exit was Mr. Cooper, an estimated $4.23M position sold in full.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 28% a quarter earlier, followed by Financials and Industrials.

Against the trend, Yousif Capital Management opened a new position in Qnity Electronics Inc worth $2.78M.

  • Yousif Capital Management's largest Q4 2025 buy was Qnity Electronics Inc: 29,206 shares worth $2.78M.
  • Yousif Capital Management added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $12.6M increase.
  • Yousif Capital Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $26.6M.
  • Yousif Capital Management fully exited Mr. Cooper in Q4 2025, selling an estimated $4.23M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.12B portfolio in Q4 2025.
  • Yousif Capital Management opened 42 new positions and closed 53 in Q4 2025.
  • Yousif Capital Management's portfolio value fell 2.6% quarter-over-quarter to $9.12B.

Based on Yousif Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.