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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
DOCN icon
426
DigitalOcean
DOCN
$15.4B
$3.51M 0.04%
22,332
+787
+4% +$106K
WBS icon
427
Webster Financial
WBS
$12.2B
$3.51M 0.04%
45,872
-2,951
-6% -$215K
PFGC icon
428
Performance Food Group
PFGC
$17.2B
$3.5M 0.04%
31,336
-2,408
-7% -$229K
HBAN icon
429
Huntington Bancshares
HBAN
$35.1B
$3.49M 0.04%
197,096
-11,904
-6% -$196K
CMS icon
430
CMS Energy
CMS
$22.9B
$3.49M 0.04%
45,658
-1,440
-3% -$108K
FNF icon
431
Fidelity National Financial
FNF
$13.1B
$3.48M 0.04%
73,858
-5,183
-7% -$251K
FHN icon
432
First Horizon
FHN
$12.1B
$3.48M 0.04%
135,631
-11,509
-8% -$281K
SPXC icon
433
SPX Corp
SPXC
$11B
$3.43M 0.04%
13,991
-861
-6% -$188K
KDP icon
434
Keurig Dr Pepper
KDP
$40.5B
$3.41M 0.04%
104,119
-7,985
-7% -$233K
MLM icon
435
Martin Marietta Materials
MLM
$32.8B
$3.4M 0.04%
5,904
-350
-6% -$208K
CCL icon
436
Carnival Corporation Ltd
CCL
$34.8B
$3.39M 0.04%
118,524
+7,576
+7% +$207K
ARW icon
437
Arrow Electronics
ARW
$11B
$3.39M 0.04%
15,864
-1,200
-7% -$240K
AMH icon
438
American Homes 4 Rent
AMH
$12B
$3.38M 0.04%
100,763
-8,383
-8% -$265K
STLD icon
439
Steel Dynamics
STLD
$34.7B
$3.37M 0.04%
14,675
-1,487
-9% -$348K
FORM icon
440
FormFactor
FORM
$8.83B
$3.36M 0.04%
21,008
+25
+0.1% +$3.32K
NDAQ icon
441
Nasdaq
NDAQ
$51.8B
$3.36M 0.04%
42,613
-2,508
-6% -$220K
AAL icon
442
American Airlines Group
AAL
$9.02B
$3.35M 0.04%
185,346
-10,165
-5% -$136K
EGP icon
443
EastGroup Properties
EGP
$11.5B
$3.35M 0.04%
16,536
-873
-5% -$175K
NOBL icon
444
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$3.34M 0.04%
59,438
+21,500
+57% +$1.16M
MEDP icon
445
Medpace
MEDP
$17.4B
$3.32M 0.04%
6,276
-356
-5% -$164K
CGNX icon
446
Cognex
CGNX
$10.5B
$3.32M 0.04%
45,892
-2,875
-6% -$174K
DINO icon
447
HF Sinclair
DINO
$16B
$3.32M 0.04%
47,675
-5,012
-10% -$333K
AYI icon
448
Acuity Brands
AYI
$9.78B
$3.3M 0.04%
8,766
-650
-7% -$193K
CYTK icon
449
Cytokinetics
CYTK
$11.1B
$3.29M 0.04%
38,651
+1,732
+5% +$124K
VSAT icon
450
Viasat
VSAT
$10.1B
$3.28M 0.04%
36,507
-95
-0.3% -$6.29K
16 17
18
19 20

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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.