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
WEC icon
326
WEC Energy
WEC
$34.6B
$4.83M 0.05%
44,279
-1,730
-4% -$192K
ASML icon
327
ASML
ASML
$666B
$4.75M 0.05%
3,583
-610
-15% -$636K
PRU icon
328
Prudential Financial
PRU
$42.1B
$4.75M 0.05%
43,836
-2,916
-6% -$313K
MTZ icon
329
MasTec
MTZ
$21.5B
$4.74M 0.05%
19,731
-380
-2% -$79.7K
CSL icon
330
Carlisle Companies
CSL
$15.3B
$4.73M 0.05%
13,531
-487
-3% -$158K
HIG icon
331
Hartford Financial Services
HIG
$38.7B
$4.71M 0.05%
36,562
-2,432
-6% -$321K
PINS icon
332
Pinterest
PINS
$13.8B
$4.7M 0.05%
185,170
+177,449
+2,298% +$5.11M
MLI icon
333
Mueller Industries
MLI
$15.2B
$4.69M 0.05%
71,488
-1,242
-2% -$66.8K
THC icon
334
Tenet Healthcare
THC
$20.9B
$4.63M 0.05%
23,976
-553
-2% -$112K
MNST icon
335
Monster Beverage
MNST
$89.6B
$4.63M 0.05%
113,720
-6,088
-5% -$218K
MSCI icon
336
MSCI
MSCI
$40.9B
$4.62M 0.05%
7,916
-784
-9% -$440K
OKTA icon
337
Okta
OKTA
$26.2B
$4.6M 0.05%
52,462
-445
-0.8% -$38.8K
DAL icon
338
Delta Air Lines
DAL
$58.7B
$4.58M 0.05%
67,918
-12,770
-16% -$798K
NDAQ icon
339
Nasdaq
NDAQ
$53.4B
$4.57M 0.05%
46,913
-2,638
-5% -$237K
SPOT icon
340
Spotify
SPOT
$105B
$4.56M 0.05%
8,923
-334
-4% -$209K
OHI icon
341
Omega Healthcare
OHI
$14.4B
$4.55M 0.05%
101,104
-897
-0.9% -$38.6K
PNFP icon
342
Pinnacle Financial Partners Inc
PNFP
$15.8B
$4.52M 0.05%
46,456
+22,306
+92% +$2.05M
GGG icon
343
Graco
GGG
$13.5B
$4.51M 0.05%
53,155
-956
-2% -$78.7K
EVR icon
344
Evercore
EVR
$11.5B
$4.51M 0.05%
12,301
-210
-2% -$67.5K
TOL icon
345
Toll Brothers
TOL
$14B
$4.5M 0.05%
31,298
-1,261
-4% -$171K
DKS icon
346
Dick's Sporting Goods
DKS
$19.2B
$4.49M 0.05%
21,777
-675
-3% -$147K
NXT icon
347
Nextpower Inc
NXT
$15.6B
$4.47M 0.05%
46,452
-525
-1% -$47.6K
LECO icon
348
Lincoln Electric
LECO
$15.1B
$4.45M 0.05%
17,581
-384
-2% -$91K
PEN icon
349
Penumbra
PEN
$12.8B
$4.44M 0.05%
12,500
-170
-1% -$47K
WCC
350
WESCO International
WCC
$17.9B
$4.41M 0.05%
15,969
-332
-2% -$81.4K
12 13
14
15 16

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.