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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
RPM icon
376
RPM International
RPM
$15B
$3.87M 0.05%
38,887
-1,964
-5% -$212K
AR icon
377
Antero Resources
AR
$11.4B
$3.84M 0.05%
90,379
-4,348
-5% -$159K
KB icon
378
KB Financial Group
KB
$41.9B
$3.83M 0.05%
38,413
– –
NDAQ icon
379
Nasdaq
NDAQ
$53.6B
$3.83M 0.05%
45,121
-1,792
-4% -$161K
FANG icon
380
Diamondback Energy
FANG
$55.8B
$3.83M 0.05%
19,362
-536
-3% -$91.1K
RRX icon
381
Regal Rexnord
RRX
$11.8B
$3.83M 0.04%
20,435
-1,047
-5% -$195K
PNFP icon
382
Pinnacle Financial Partners Inc
PNFP
$15.9B
$3.82M 0.04%
44,403
-2,053
-4% -$191K
CG icon
383
Carlyle Group
CG
$17.8B
$3.8M 0.04%
78,619
-3,750
-5% -$207K
ROIV icon
384
Roivant Sciences
ROIV
$25.5B
$3.79M 0.04%
136,954
-2,598
-2% -$66.7K
COIN icon
385
Coinbase
COIN
$39.2B
$3.79M 0.04%
21,688
-848
-4% -$167K
MLI icon
386
Mueller Industries
MLI
$15.4B
$3.77M 0.04%
68,090
-3,398
-5% -$204K
DDOG icon
387
Datadog
DDOG
$89.9B
$3.77M 0.04%
31,924
-646
-2% -$79.8K
GWRE icon
388
Guidewire Software
GWRE
$14.6B
$3.75M 0.04%
25,093
-1,275
-5% -$194K
CTSH icon
389
Cognizant
CTSH
$26.4B
$3.74M 0.04%
60,998
-1,820
-3% -$130K
LSCC icon
390
Lattice Semiconductor
LSCC
$17.9B
$3.74M 0.04%
40,342
-2,068
-5% -$185K
FIVE icon
391
Five Below
FIVE
$13B
$3.74M 0.04%
16,348
-815
-5% -$171K
ELAN icon
392
Elanco Animal Health
ELAN
$11.4B
$3.73M 0.04%
156,029
-8,370
-5% -$205K
SOLS
393
Solstice Advanced Materials
SOLS
$9.77B
$3.73M 0.04%
49,020
+3,699
+8% +$254K
HPE icon
394
Hewlett Packard
HPE
$70.3B
$3.73M 0.04%
156,543
-5,658
-3% -$125K
STRL icon
395
Sterling Infrastructure
STRL
$16.5B
$3.73M 0.04%
9,147
-462
-5% -$181K
VMC icon
396
Vulcan Materials
VMC
$37.4B
$3.72M 0.04%
13,664
-474
-3% -$139K
DVN icon
397
Devon Energy
DVN
$49.6B
$3.7M 0.04%
73,535
-3,400
-4% -$146K
EXR icon
398
Extra Space Storage
EXR
$31.2B
$3.7M 0.04%
28,192
-791
-3% -$112K
EME icon
399
Emcor
EME
$36.2B
$3.69M 0.04%
4,995
-117
-2% -$85.2K
MLM icon
400
Martin Marietta Materials
MLM
$33.5B
$3.68M 0.04%
6,254
-230
-4% -$147K
14 15
16
17 18

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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.