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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
LAMR icon
401
Lamar Advertising Co
LAMR
$15.8B
$3.67M 0.04%
28,994
-1,315
-4% -$172K
HL icon
402
Hecla Mining
HL
$11.8B
$3.67M 0.04%
197,093
-9,847
-5% -$222K
FNF icon
403
Fidelity National Financial
FNF
$13B
$3.67M 0.04%
79,041
-3,489
-4% -$181K
HAL icon
404
Halliburton
HAL
$28.2B
$3.66M 0.04%
93,982
-4,944
-5% -$171K
CMS icon
405
CMS Energy
CMS
$21.7B
$3.65M 0.04%
47,098
-575
-1% -$42.7K
ACGL icon
406
Arch Capital
ACGL
$33.6B
$3.64M 0.04%
37,915
-1,621
-4% -$155K
DGX icon
407
Quest Diagnostics
DGX
$26.2B
$3.63M 0.04%
18,498
-994
-5% -$193K
BWA icon
408
BorgWarner
BWA
$14.1B
$3.6M 0.04%
66,404
-5,680
-8% -$299K
AEIS icon
409
Advanced Energy
AEIS
$12.9B
$3.58M 0.04%
11,107
+899
+9% +$261K
ALLY icon
410
Ally Financial
ALLY
$13.4B
$3.58M 0.04%
91,347
-4,125
-4% -$170K
EQR icon
411
Equity Residential
EQR
$24.6B
$3.57M 0.04%
60,411
+8,746
+17% +$539K
AWK icon
412
American Water Works
AWK
$26.6B
$3.54M 0.04%
26,002
+5,067
+24% +$670K
ENSG icon
413
The Ensign Group
ENSG
$10.6B
$3.54M 0.04%
17,545
-834
-5% -$163K
SCI icon
414
Service Corp International
SCI
$11.4B
$3.5M 0.04%
42,450
-2,457
-5% -$198K
EVR icon
415
Evercore
EVR
$11.5B
$3.5M 0.04%
11,728
-573
-5% -$188K
STE icon
416
Steris
STE
$23.3B
$3.49M 0.04%
15,771
-130
-0.8% -$31.8K
AXON
417
Axon Enterprise
AXON
$51.1B
$3.47M 0.04%
8,173
-267
-3% -$139K
CCK icon
418
Crown Holdings
CCK
$13.2B
$3.47M 0.04%
34,580
-2,236
-6% -$239K
TTWO icon
419
Take-Two Interactive
TTWO
$46.8B
$3.46M 0.04%
17,539
-609
-3% -$132K
GEHC icon
420
GE HealthCare
GEHC
$32.7B
$3.46M 0.04%
48,620
-1,239
-2% -$97.7K
IQV icon
421
IQVIA
IQV
$40B
$3.45M 0.04%
20,218
-665
-3% -$130K
UNM icon
422
Unum
UNM
$14.4B
$3.45M 0.04%
47,178
-2,780
-6% -$208K
WTRG icon
423
Essential Utilities
WTRG
$11.2B
$3.44M 0.04%
85,338
-4,387
-5% -$173K
EXEL icon
424
Exelixis
EXEL
$13B
$3.4M 0.04%
79,382
-6,562
-8% -$282K
WBS icon
425
Webster Financial
WBS
$12.8B
$3.39M 0.04%
48,823
-2,465
-5% -$169K
15 16
17
18 19

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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.