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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
+9.34%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.37B
AUM Growth
+$90.9M
Cap. Flow
-$517M
Cap. Flow %
-5.52%
Top 10 Hldgs %
27.43%
Holding
1,942
New
25
Increased
122
Reduced
1,528
Closed
54

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$11.8M
2
HOOD icon
Robinhood
HOOD
+$7.69M
3
NTNX icon
Nutanix
NTNX
+$5.98M
4
TRU icon
TransUnion
TRU
+$5.42M
5
TWLO icon
Twilio
TWLO
+$5.25M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$25.5M
2
AAPL icon
Apple
AAPL
+$24.6M
3
MSFT icon
Microsoft
MSFT
+$24.4M
4
NVDA icon
NVIDIA
NVDA
+$22.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$14M

Sector Composition

Rank Sector Weight
1 Technology 28.4%
2 Financials 13.76%
3 Consumer Discretionary 10.13%
4 Industrials 9.85%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EME icon
401
Emcor
EME
$36.3B
$3.97M 0.04%
6,119
-9,779
-62% -$5.93M
VLTO icon
402
Veralto
VLTO
$23.7B
$3.97M 0.04%
37,229
-1,456
-4% -$154K
MANH icon
403
Manhattan Associates
MANH
$11.5B
$3.95M 0.04%
19,284
-1,457
-7% -$308K
A icon
404
Agilent Technologies
A
$42.2B
$3.93M 0.04%
30,624
-1,012
-3% -$122K
CRS icon
405
Carpenter Technology
CRS
$27.6B
$3.89M 0.04%
15,862
-940
-6% -$240K
RBC icon
406
RBC Bearings
RBC
$17.8B
$3.89M 0.04%
9,979
-665
-6% -$259K
DGX icon
407
Quest Diagnostics
DGX
$26.2B
$3.89M 0.04%
20,391
-1,585
-7% -$281K
BABA icon
408
Alibaba
BABA
$308B
$3.88M 0.04%
21,691
+290
+1% +$38K
KDP icon
409
Keurig Dr Pepper
KDP
$39.4B
$3.87M 0.04%
151,654
-12,697
-8% -$398K
CNP icon
410
CenterPoint Energy
CNP
$26.3B
$3.86M 0.04%
99,442
-7,099
-7% -$268K
ALLY icon
411
Ally Financial
ALLY
$13.4B
$3.85M 0.04%
98,120
-5,701
-5% -$229K
FE icon
412
FirstEnergy
FE
$27B
$3.85M 0.04%
83,932
-7,239
-8% -$309K
CHTR icon
413
Charter Communications
CHTR
$18.1B
$3.84M 0.04%
13,961
-870
-6% -$263K
RNR icon
414
RenaissanceRe
RNR
$13.2B
$3.83M 0.04%
15,092
-1,586
-10% -$384K
AMH icon
415
American Homes 4 Rent
AMH
$12.3B
$3.81M 0.04%
114,732
-4,674
-4% -$163K
SCI icon
416
Service Corp International
SCI
$11.4B
$3.81M 0.04%
45,787
-3,830
-8% -$306K
CLH icon
417
Clean Harbors
CLH
$16.4B
$3.8M 0.04%
16,354
-1,145
-7% -$271K
HIMS icon
418
Hims & Hers Health
HIMS
$7.15B
$3.78M 0.04%
66,721
-1,363
-2% -$69.8K
LAMR icon
419
Lamar Advertising Co
LAMR
$15.7B
$3.78M 0.04%
30,865
-2,355
-7% -$293K
HPQ icon
420
HP
HPQ
$26.8B
$3.76M 0.04%
138,193
-7,115
-5% -$190K
EQT icon
421
EQT Corp
EQT
$33.8B
$3.74M 0.04%
68,622
-1,868
-3% -$98.7K
SF
422
Stifel
SF
$12.8B
$3.73M 0.04%
49,364
-3,780
-7% -$283K
FHN icon
423
First Horizon
FHN
$12B
$3.73M 0.04%
164,948
-12,384
-7% -$275K
LEN icon
424
Lennar Class A
LEN
$20.8B
$3.72M 0.04%
29,552
-2,124
-7% -$264K
CBOE icon
425
Cboe Global Markets
CBOE
$29.8B
$3.72M 0.04%
15,166
-1,374
-8% -$330K
15 16
17
18 19

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Yousif Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Yousif Capital Management held 1,942 positions worth $9.37B, up 0.98% from $9.28B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $517M in Q3 2025, closing 54 positions and reducing 1,528 holdings. Its most notable exit was Hess, an estimated $4.95M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Yousif Capital Management opened a new position in Talen Energy Corp worth $6.14M.

  • Yousif Capital Management's largest Q3 2025 buy was Talen Energy Corp: 14,430 shares worth $6.14M.
  • Yousif Capital Management added most to Applovin in Q3 2025, an estimated $11.8M increase.
  • Yousif Capital Management's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $25.5M.
  • Yousif Capital Management fully exited Hess in Q3 2025, selling an estimated $4.95M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.37B portfolio in Q3 2025.
  • Yousif Capital Management opened 25 new positions and closed 54 in Q3 2025.
  • Yousif Capital Management's portfolio value rose 0.98% quarter-over-quarter to $9.37B.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.