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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
CW icon
251
Curtiss-Wright
CW
$25.6B
$6.54M 0.07%
10,049
-405
-4% -$226K
EW icon
252
Edwards Lifesciences
EW
$53B
$6.51M 0.07%
78,030
-3,972
-5% -$326K
ALL icon
253
Allstate
ALL
$68.2B
$6.45M 0.07%
33,308
-2,300
-6% -$471K
NOC icon
254
Northrop Grumman
NOC
$82.1B
$6.37M 0.07%
9,684
-338
-3% -$196K
NXPI icon
255
NXP Semiconductors
NXPI
$58.9B
$6.3M 0.07%
27,296
-1,527
-5% -$327K
XEL icon
256
Xcel Energy
XEL
$48B
$6.28M 0.07%
82,373
-4,557
-5% -$359K
WWD icon
257
Woodward
WWD
$21B
$6.17M 0.07%
18,789
-289
-2% -$79.5K
SGI
258
Somnigroup International
SGI
$13.6B
$6.14M 0.07%
66,311
-1,331
-2% -$116K
CVNA icon
259
Carvana
CVNA
$81.5B
$6.13M 0.07%
69,315
+60,710
+706% +$4.51M
ILMN icon
260
Illumina
ILMN
$29B
$6.12M 0.07%
41,610
-1,180
-3% -$139K
PYPL icon
261
PayPal
PYPL
$50.5B
$6.07M 0.07%
110,138
-10,874
-9% -$706K
USFD icon
262
US Foods
USFD
$23.9B
$6.05M 0.07%
72,552
-2,372
-3% -$178K
AIG icon
263
American International
AIG
$40.6B
$6.04M 0.07%
83,440
+1,659
+2% +$133K
BURL icon
264
Burlington
BURL
$23.4B
$6.01M 0.07%
19,795
-334
-2% -$90.6K
VTR icon
265
Ventas
VTR
$47.2B
$5.92M 0.06%
75,706
-1,432
-2% -$108K
RSG icon
266
Republic Services
RSG
$65.7B
$5.9M 0.06%
27,992
-1,680
-6% -$362K
ADSK icon
267
Autodesk
ADSK
$54.1B
$5.88M 0.06%
23,143
-1,496
-6% -$453K
HL icon
268
Hecla Mining
HL
$11.8B
$5.84M 0.06%
206,940
+1,705
+0.8% +$26K
KTOS icon
269
Kratos Defense & Security Solutions
KTOS
$11.7B
$5.82M 0.06%
45,222
-791
-2% -$64.8K
CBRE icon
270
CBRE Group
CBRE
$41.7B
$5.76M 0.06%
34,858
-4,026
-10% -$633K
HRL icon
271
Hormel Foods
HRL
$13.6B
$5.74M 0.06%
233,885
-22,475
-9% -$525K
CTVA icon
272
Corteva
CTVA
$51B
$5.74M 0.06%
83,290
-4,186
-5% -$271K
ABNB icon
273
Airbnb
ABNB
$111B
$5.73M 0.06%
43,800
-4,980
-10% -$620K
NLY icon
274
Annaly Capital Management
NLY
$17.3B
$5.69M 0.06%
239,807
+11,244
+5% +$245K
BKR icon
275
Baker Hughes
BKR
$63.6B
$5.68M 0.06%
110,769
-7,461
-6% -$354K
9 10
11
12 13

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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.