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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
+0.2%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.52B
AUM Growth
-$605M
Cap. Flow
-$308M
Cap. Flow %
-3.61%
Top 10 Hldgs %
25.48%
Holding
1,910
New
33
Increased
213
Reduced
1,339
Closed
52

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$19.2M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.58M
3
VRT icon
Vertiv
VRT
+$7.15M
4
AMCR icon
Amcor
AMCR
+$7.06M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$2.56M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$18.8M
2
AAPL icon
Apple
AAPL
+$18M
3
MSFT icon
Microsoft
MSFT
+$12.8M
4
CIEN icon
Ciena
CIEN
+$9.36M
5
LITE icon
Lumentum
LITE
+$8.39M

Sector Composition

Rank Sector Weight
1 Technology 26.39%
2 Financials 12.82%
3 Industrials 10.73%
4 Consumer Discretionary 9.39%
5 Healthcare 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DASH icon
276
DoorDash
DASH
$90.9B
$5.46M 0.06%
36,383
-770
-2% -$142K
OXY icon
277
Occidental Petroleum
OXY
$58.6B
$5.41M 0.06%
83,300
-1,832
-2% -$92.1K
OVV icon
278
Ovintiv
OVV
$17.6B
$5.37M 0.06%
90,530
+3,587
+4% +$173K
AA icon
279
Alcoa
AA
$13.6B
$5.37M 0.06%
81,008
-4,171
-5% -$256K
RBA icon
280
RB Global
RBA
$17.4B
$5.37M 0.06%
56,022
-2,772
-5% -$294K
MPWR icon
281
Monolithic Power Systems
MPWR
$67.9B
$5.36M 0.06%
4,898
-63
-1% -$68.8K
ADSK icon
282
Autodesk
ADSK
$54.1B
$5.34M 0.06%
22,325
-818
-4% -$206K
FTNT icon
283
Fortinet
FTNT
$120B
$5.34M 0.06%
65,387
-2,525
-4% -$204K
HOOD icon
284
Robinhood
HOOD
$85B
$5.34M 0.06%
76,986
-1,440
-2% -$126K
NXT icon
285
Nextpower Inc
NXT
$15.6B
$5.33M 0.06%
44,246
-2,206
-5% -$244K
ABNB icon
286
Airbnb
ABNB
$111B
$5.31M 0.06%
42,074
-1,726
-4% -$224K
APO icon
287
Apollo Global Management
APO
$76B
$5.28M 0.06%
47,414
-1,469
-3% -$182K
ENTG icon
288
Entegris
ENTG
$22B
$5.26M 0.06%
44,844
-2,226
-5% -$263K
KEYS icon
289
Keysight
KEYS
$57.3B
$5.21M 0.06%
18,450
-864
-4% -$216K
URI icon
290
United Rentals
URI
$70.8B
$5.2M 0.06%
7,135
-320
-4% -$269K
NXPI icon
291
NXP Semiconductors
NXPI
$58.9B
$5.2M 0.06%
26,406
-890
-3% -$197K
DELL icon
292
Dell
DELL
$296B
$5.11M 0.06%
31,161
-1,465
-4% -$195K
RBC icon
293
RBC Bearings
RBC
$17.6B
$5.11M 0.06%
9,408
-424
-4% -$225K
CCI icon
294
Crown Castle
CCI
$31.3B
$5.11M 0.06%
62,818
-1,270
-2% -$109K
NLY icon
295
Annaly Capital Management
NLY
$17.3B
$5.1M 0.06%
240,985
+1,178
+0.5% +$26.8K
VST icon
296
Vistra
VST
$48B
$5.1M 0.06%
33,902
-1,149
-3% -$186K
KSA icon
297
iShares MSCI Saudi Arabia ETF
KSA
$625M
$5.08M 0.06%
127,774
-14,500
-10% -$555K
RS icon
298
Reliance Steel & Aluminium
RS
$21.9B
$5.07M 0.06%
16,670
-789
-5% -$251K
WEC icon
299
WEC Energy
WEC
$34.6B
$5.03M 0.06%
43,429
-850
-2% -$95.5K
WPC icon
300
W.P. Carey
WPC
$16.1B
$4.98M 0.06%
73,338
-3,373
-4% -$237K
10 11
12
13 14

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Yousif Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Yousif Capital Management held 1,910 positions worth $8.52B, down 6.6% from $9.12B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Yousif Capital Management withdrew a net $308M in Q1 2026, closing 52 positions and reducing 1,339 holdings. Its most notable exit was Frontier Communications, an estimated $3.16M position sold in full.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

Against the trend, Yousif Capital Management opened a new position in StandardAero Inc worth $1.46M.

  • Yousif Capital Management's largest Q1 2026 buy was StandardAero Inc: 56,479 shares worth $1.46M.
  • Yousif Capital Management added most to State Street SPDR S&P 500 ETF Trust in Q1 2026, an estimated $19.2M increase.
  • Yousif Capital Management's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $18.8M.
  • Yousif Capital Management fully exited Frontier Communications in Q1 2026, selling an estimated $3.16M.
  • Yousif Capital Management's ten largest holdings make up 25% of its $8.52B portfolio in Q1 2026.
  • Yousif Capital Management opened 33 new positions and closed 52 in Q1 2026.
  • Yousif Capital Management's portfolio value fell 6.6% quarter-over-quarter to $8.52B.

Based on Yousif Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.