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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
+24.93%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.94B
AUM Growth
+$417M
Cap. Flow
-$793M
Cap. Flow %
-8.87%
Top 10 Hldgs %
25.82%
Holding
1,917
New
59
Increased
348
Reduced
1,245
Closed
252

Top Buys

Rank Stock Value
1
MRVL icon
Marvell Technology
MRVL
+$12.5M
2
HONA
Honeywell Aerospace
HONA
+$7.2M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.43M
4
CDE icon
Coeur Mining
CDE
+$5.2M
5
ROKU icon
Roku
ROKU
+$4.41M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$39.8M
2
AAPL icon
Apple
AAPL
+$34.4M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$31.9M
4
MSFT icon
Microsoft
MSFT
+$23.9M
5
AMZN icon
Amazon
AMZN
+$18.7M

Sector Composition

Rank Sector Weight
1 Technology 30.69%
2 Financials 12.28%
3 Industrials 11.16%
4 Consumer Discretionary 9.05%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSL icon
351
Carlisle Companies
CSL
$13B
$4.28M 0.05%
11,808
-849
-7% -$297K
LAMR icon
352
Lamar Advertising Co
LAMR
$16B
$4.28M 0.05%
27,423
-1,571
-5% -$227K
DY icon
353
Dycom Industries
DY
$12.9B
$4.26M 0.05%
8,422
-506
-6% -$221K
CVNA icon
354
Carvana
CVNA
$44.3B
$4.26M 0.05%
64,662
-3,193
-5% -$226K
NOC icon
355
Northrop Grumman
NOC
$76.3B
$4.25M 0.05%
8,349
-713
-8% -$411K
CLH icon
356
Clean Harbors
CLH
$16.1B
$4.25M 0.05%
14,210
-1,075
-7% -$318K
PNFP icon
357
Pinnacle Financial Partners Inc
PNFP
$14.7B
$4.24M 0.05%
42,008
-2,395
-5% -$230K
WSO icon
358
Watsco Inc
WSO
$14.9B
$4.22M 0.05%
10,127
-609
-6% -$245K
KR icon
359
Kroger
KR
$34.1B
$4.2M 0.05%
75,561
-4,743
-6% -$309K
JLL icon
360
Jones Lang LaSalle
JLL
$15B
$4.19M 0.05%
13,532
-1,110
-8% -$345K
MTB icon
361
M&T Bank
MTB
$36.3B
$4.19M 0.05%
17,602
+1,441
+9% +$315K
AEE icon
362
Ameren
AEE
$31B
$4.18M 0.05%
37,002
-1,969
-5% -$218K
BWXT icon
363
BWX Technologies
BWXT
$16B
$4.18M 0.05%
21,451
-1,576
-7% -$328K
LECO icon
364
Lincoln Electric
LECO
$13.4B
$4.16M 0.05%
15,685
-1,084
-6% -$284K
TTWO icon
365
Take-Two Interactive
TTWO
$43B
$4.16M 0.05%
16,655
-884
-5% -$195K
UAL icon
366
United Airlines
UAL
$36.6B
$4.15M 0.05%
30,551
-1,273
-4% -$132K
DTM icon
367
DT Midstream
DTM
$14.6B
$4.15M 0.05%
28,251
-1,714
-6% -$242K
SMTC icon
368
Semtech
SMTC
$12.5B
$4.14M 0.05%
25,596
+537
+2% +$70.2K
ADSK icon
369
Autodesk
ADSK
$43.5B
$4.12M 0.05%
21,171
-1,154
-5% -$264K
CNC icon
370
Centene
CNC
$31.6B
$4.11M 0.05%
64,052
-2,308
-3% -$123K
JBL icon
371
Jabil
JBL
$33B
$4.1M 0.05%
10,633
-827
-7% -$286K
RMD icon
372
ResMed
RMD
$27.9B
$4.08M 0.05%
20,942
+1,993
+11% +$413K
SOLS
373
Solstice Advanced Materials
SOLS
$9.57B
$4.07M 0.05%
45,985
-3,035
-6% -$250K
BWA icon
374
BorgWarner
BWA
$13B
$4.07M 0.05%
61,234
-5,170
-8% -$327K
RPM icon
375
RPM International
RPM
$13.3B
$4.06M 0.05%
36,534
-2,353
-6% -$245K
13 14
15
16 17

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Yousif Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Yousif Capital Management held 1,917 positions worth $8.94B, up 4.9% from $8.52B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Yousif Capital Management withdrew a net $793M in Q2 2026, closing 252 positions and reducing 1,245 holdings. Its most notable exit was KB Financial Group, an estimated $3.83M position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 26% a quarter earlier, followed by Financials and Industrials.

Against the trend, Yousif Capital Management opened a new position in Honeywell Aerospace worth $7.22M.

  • Yousif Capital Management's largest Q2 2026 buy was Honeywell Aerospace: 32,651 shares worth $7.22M.
  • Yousif Capital Management added most to Marvell Technology in Q2 2026, an estimated $12.5M increase.
  • Yousif Capital Management's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $39.8M.
  • Yousif Capital Management fully exited KB Financial Group in Q2 2026, selling an estimated $3.83M.
  • Yousif Capital Management's ten largest holdings make up 26% of its $8.94B portfolio in Q2 2026.
  • Yousif Capital Management opened 59 new positions and closed 252 in Q2 2026.
  • Yousif Capital Management's portfolio value rose 4.9% quarter-over-quarter to $8.94B.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.