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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
+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
CNP icon
401
CenterPoint Energy
CNP
$26.4B
$3.81M 0.04%
96,910
-2,532
-3% -$98.7K
IRM icon
402
Iron Mountain
IRM
$36.2B
$3.81M 0.04%
41,206
-4,651
-10% -$435K
DTM icon
403
DT Midstream
DTM
$13.7B
$3.79M 0.04%
31,579
-514
-2% -$59.1K
UNM icon
404
Unum
UNM
$14.5B
$3.77M 0.04%
49,958
-1,994
-4% -$152K
FE icon
405
FirstEnergy
FE
$27.1B
$3.77M 0.04%
79,777
-4,155
-5% -$191K
EXEL icon
406
Exelixis
EXEL
$13.1B
$3.76M 0.04%
85,944
-1,664
-2% -$68.8K
DCI icon
407
Donaldson
DCI
$11.2B
$3.76M 0.04%
37,673
-900
-2% -$78.2K
TER icon
408
Teradyne
TER
$57.1B
$3.76M 0.04%
16,775
-2,008
-11% -$345K
FHN icon
409
First Horizon
FHN
$12B
$3.75M 0.04%
156,676
-8,272
-5% -$184K
CCK icon
410
Crown Holdings
CCK
$13.1B
$3.74M 0.04%
36,816
-1,141
-3% -$111K
FITB
411
Fifth Third Bancorp
FITB
$51.8B
$3.74M 0.04%
74,558
-4,076
-5% -$179K
MTD icon
412
Mettler-Toledo International
MTD
$28.6B
$3.71M 0.04%
2,644
-115
-4% -$161K
XYL icon
413
Xylem
XYL
$28.3B
$3.71M 0.04%
26,728
-2,497
-9% -$359K
FIS icon
414
Fidelity National Information Services
FIS
$21.9B
$3.7M 0.04%
61,619
-4,457
-7% -$294K
SCI icon
415
Service Corp International
SCI
$11.4B
$3.7M 0.04%
44,907
-880
-2% -$70.4K
GIS icon
416
General Mills
GIS
$19.9B
$3.68M 0.04%
82,864
-7,062
-8% -$336K
DGX icon
417
Quest Diagnostics
DGX
$26.2B
$3.68M 0.04%
19,492
-899
-4% -$164K
VLTO icon
418
Veralto
VLTO
$23.7B
$3.68M 0.04%
36,408
-821
-2% -$83K
SNX icon
419
TD Synnex
SNX
$20.3B
$3.68M 0.04%
25,123
-797
-3% -$122K
RMBS icon
420
Rambus
RMBS
$10.4B
$3.67M 0.04%
33,317
-518
-2% -$51K
FICO icon
421
Fair Isaac
FICO
$22.7B
$3.65M 0.04%
2,445
-392
-14% -$675K
DT icon
422
Dynatrace
DT
$14.6B
$3.64M 0.04%
93,946
-1,517
-2% -$70.7K
UAL icon
423
United Airlines
UAL
$40.2B
$3.64M 0.04%
33,484
-8,462
-20% -$855K
NTNX icon
424
Nutanix
NTNX
$17.4B
$3.63M 0.04%
84,048
-653
-0.8% -$39.9K
ACGL icon
425
Arch Capital
ACGL
$33.5B
$3.63M 0.04%
39,536
-7,026
-15% -$643K
15 16
17
18 19

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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.