We are live on ! Find out more
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
CTSH icon
301
Cognizant
CTSH
$26.3B
$5.16M 0.06%
62,818
-4,656
-7% -$348K
DHI icon
302
D.R. Horton
DHI
$41B
$5.16M 0.06%
33,673
-1,790
-5% -$273K
COIN icon
303
Coinbase
COIN
$39.2B
$5.13M 0.06%
22,536
-963
-4% -$287K
MPWR icon
304
Monolithic Power Systems
MPWR
$67.9B
$5.13M 0.06%
4,961
-301
-6% -$290K
FTNT icon
305
Fortinet
FTNT
$120B
$5.12M 0.06%
67,912
-10,758
-14% -$892K
TRU icon
306
TransUnion
TRU
$15.2B
$5.11M 0.06%
62,151
-1,183
-2% -$97.2K
EA
307
DELISTED
Electronic Arts
EA
$5.1M 0.06%
25,021
-1,559
-6% -$315K
ECHO
308
EchoStar
ECHO
$25.9B
$5.1M 0.06%
41,821
-489
-1% -$39.8K
CG icon
309
Carlyle Group
CG
$17.2B
$5.09M 0.06%
82,369
-1,840
-2% -$105K
HUM icon
310
Humana
HUM
$46.3B
$5.07M 0.06%
18,928
-1,742
-8% -$457K
MCHP icon
311
Microchip Technology
MCHP
$44.2B
$5.07M 0.06%
69,277
-2,747
-4% -$169K
OKE icon
312
Oneok
OKE
$56.9B
$5.07M 0.06%
68,403
-3,946
-5% -$280K
TLN
313
Talen Energy Corp
TLN
$16.4B
$5.06M 0.06%
14,181
-249
-2% -$96.8K
VICI icon
314
VICI Properties
VICI
$28.7B
$5.05M 0.06%
175,337
-8,294
-5% -$246K
BWXT icon
315
BWX Technologies
BWXT
$15.5B
$5.05M 0.06%
24,495
-444
-2% -$83.3K
EBAY icon
316
eBay
EBAY
$47.9B
$5.03M 0.06%
55,493
-4,129
-7% -$357K
CARR icon
317
Carrier Global
CARR
$52.3B
$5.02M 0.06%
90,982
-4,721
-5% -$262K
ROK icon
318
Rockwell Automation
ROK
$48.3B
$4.98M 0.05%
12,322
-925
-7% -$348K
RMD icon
319
ResMed
RMD
$31.9B
$4.89M 0.05%
19,300
-1,518
-7% -$388K
EWBC icon
320
East-West Bancorp
EWBC
$18.1B
$4.88M 0.05%
43,602
-932
-2% -$98.9K
IQV icon
321
IQVIA
IQV
$39.8B
$4.88M 0.05%
20,883
-1,277
-6% -$278K
APG icon
322
APi Group
APG
$18.3B
$4.88M 0.05%
116,027
-1,693
-1% -$62.6K
RBC icon
323
RBC Bearings
RBC
$17.6B
$4.87M 0.05%
9,832
-147
-1% -$62.3K
ITT icon
324
ITT
ITT
$18.9B
$4.85M 0.05%
26,954
+1,574
+6% +$282K
ETR icon
325
Entergy
ETR
$49.3B
$4.83M 0.05%
51,008
-2,434
-5% -$231K
11 12
13
14 15

Similar funds

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return
PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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.