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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
MEDP icon
426
Medpace
MEDP
$16.9B
$3.72M 0.04%
7,226
-979
-12% -$427K
PFGC icon
427
Performance Food Group
PFGC
$17.8B
$3.71M 0.04%
35,649
-3,596
-9% -$360K
EFX icon
428
Equifax
EFX
$21.4B
$3.71M 0.04%
14,445
-762
-5% -$192K
MLI icon
429
Mueller Industries
MLI
$15.4B
$3.68M 0.04%
72,730
-5,376
-7% -$247K
HLI icon
430
Houlihan Lokey
HLI
$8.83B
$3.67M 0.04%
17,866
-1,004
-5% -$197K
CCK icon
431
Crown Holdings
CCK
$13.2B
$3.67M 0.04%
37,957
-2,824
-7% -$283K
IBKR icon
432
Interactive Brokers
IBKR
$41.1B
$3.66M 0.04%
53,242
-94,410
-64% -$5.94M
IR icon
433
Ingersoll Rand
IR
$33.9B
$3.66M 0.04%
44,320
-7,819
-15% -$641K
TDY icon
434
Teledyne Technologies
TDY
$32B
$3.64M 0.04%
6,216
+845
+16% +$463K
MTB icon
435
M&T Bank
MTB
$36.5B
$3.63M 0.04%
18,386
-1,677
-8% -$329K
DTM icon
436
DT Midstream
DTM
$13.8B
$3.63M 0.04%
32,093
-2,262
-7% -$236K
OVV icon
437
Ovintiv
OVV
$17.5B
$3.63M 0.04%
89,785
-6,251
-7% -$255K
EXEL icon
438
Exelixis
EXEL
$13.2B
$3.62M 0.04%
87,608
-7,648
-8% -$307K
PHM icon
439
Pultegroup
PHM
$25.1B
$3.61M 0.04%
27,342
-3,335
-11% -$414K
WTRG icon
440
Essential Utilities
WTRG
$11.2B
$3.61M 0.04%
90,526
+790
+0.9% +$30.1K
CMS icon
441
CMS Energy
CMS
$21.6B
$3.6M 0.04%
49,146
-4,540
-8% -$326K
LITE icon
442
Lumentum
LITE
$62.2B
$3.6M 0.04%
22,121
-1,297
-6% -$162K
KEYS icon
443
Keysight
KEYS
$58.6B
$3.59M 0.04%
20,523
-1,002
-5% -$167K
TSCO icon
444
Tractor Supply
TSCO
$18.6B
$3.59M 0.04%
63,051
-3,388
-5% -$200K
BLD
445
DELISTED
TopBuild
BLD
$3.57M 0.04%
9,124
-801
-8% -$320K
ATI icon
446
ATI
ATI
$31.2B
$3.57M 0.04%
43,835
-4,184
-9% -$339K
GME icon
447
GameStop
GME
$8.44B
$3.56M 0.04%
130,439
-7,490
-5% -$178K
JEF icon
448
Jefferies Financial Group
JEF
$12.9B
$3.55M 0.04%
54,222
-3,348
-6% -$204K
RMBS icon
449
Rambus
RMBS
$10.5B
$3.53M 0.04%
33,835
-2,160
-6% -$167K
RJF icon
450
Raymond James Financial
RJF
$34.6B
$3.51M 0.04%
20,315
-1,466
-7% -$243K
16 17
18
19 20

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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.