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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
DELL icon
426
Dell
DELL
$288B
$3.62M 0.04%
32,626
-1,530
-4% -$216K
MTB icon
427
M&T Bank
MTB
$36.4B
$3.61M 0.04%
17,039
-1,347
-7% -$257K
OXY icon
428
Occidental Petroleum
OXY
$58.9B
$3.6M 0.04%
85,132
-4,910
-5% -$205K
AMH icon
429
American Homes 4 Rent
AMH
$12.3B
$3.59M 0.04%
112,879
-1,853
-2% -$59.4K
XYZ
430
Block Inc
XYZ
$47.8B
$3.59M 0.04%
57,248
-2,735
-5% -$189K
ACM icon
431
Aecom
ACM
$8.56B
$3.55M 0.04%
37,020
-674
-2% -$79.3K
SYF icon
432
Synchrony
SYF
$25.6B
$3.54M 0.04%
46,482
-10,342
-18% -$790K
LSCC icon
433
Lattice Semiconductor
LSCC
$18.1B
$3.53M 0.04%
42,410
-725
-2% -$51.6K
WTRG icon
434
Essential Utilities
WTRG
$11.2B
$3.53M 0.04%
89,725
-801
-0.9% -$31.5K
NYT icon
435
New York Times
NYT
$10.4B
$3.52M 0.04%
50,072
-1,090
-2% -$67.6K
EME icon
436
Emcor
EME
$36.3B
$3.52M 0.04%
5,112
-1,007
-16% -$652K
GRMN
437
Garmin
GRMN
$60B
$3.5M 0.04%
17,448
-1,883
-10% -$409K
DOCU
438
DocuSign
DOCU
$11.4B
$3.5M 0.04%
62,690
-1,359
-2% -$94K
VRSK icon
439
Verisk Analytics
VRSK
$23.5B
$3.49M 0.04%
15,955
-3,438
-18% -$776K
ODFL icon
440
Old Dominion Freight Line
ODFL
$44.1B
$3.48M 0.04%
20,494
-1,413
-6% -$203K
WMS icon
441
Advanced Drainage Systems
WMS
$10.8B
$3.48M 0.04%
22,446
-339
-1% -$49.1K
CNM icon
442
Core & Main
CNM
$8.73B
$3.46M 0.04%
60,919
-725
-1% -$37.2K
BMRN icon
443
BioMarin Pharmaceuticals
BMRN
$13.5B
$3.46M 0.04%
61,484
-1,398
-2% -$76.1K
KB icon
444
KB Financial Group
KB
$41.7B
$3.46M 0.04%
38,413
– –
BR icon
445
Broadridge
BR
$19.8B
$3.45M 0.04%
16,488
-277
-2% -$63.2K
OVV icon
446
Ovintiv
OVV
$17.5B
$3.44M 0.04%
86,943
-2,842
-3% -$110K
PFGC icon
447
Performance Food Group
PFGC
$17.9B
$3.44M 0.04%
36,033
+384
+1% +$37.1K
DXCM icon
448
DexCom
DXCM
$33.4B
$3.42M 0.04%
48,401
-1,384
-3% -$89.5K
TDY icon
449
Teledyne Technologies
TDY
$32B
$3.42M 0.04%
6,032
-184
-3% -$96.9K
CMS icon
450
CMS Energy
CMS
$21.6B
$3.4M 0.04%
47,673
-1,473
-3% -$107K
16 17
18
19 20

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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.