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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
SF
426
Stifel
SF
$12.7B
$3.39M 0.04%
45,825
-2,390
-5% -$190K
FHN icon
427
First Horizon
FHN
$12B
$3.35M 0.04%
147,140
-9,536
-6% -$228K
XYZ
428
Block Inc
XYZ
$47.4B
$3.34M 0.04%
55,554
-1,694
-3% -$103K
MTB icon
429
M&T Bank
MTB
$36.6B
$3.34M 0.04%
16,161
-878
-5% -$189K
EIX icon
430
Edison International
EIX
$26.6B
$3.33M 0.04%
45,521
-2,430
-5% -$164K
FISV
431
Fiserv Inc
FISV
$27.8B
$3.33M 0.04%
59,672
-212
-0.4% -$13.1K
HUM icon
432
Humana
HUM
$45.5B
$3.33M 0.04%
19,184
+256
+1% +$52.5K
NI icon
433
NiSource
NI
$20B
$3.32M 0.04%
71,231
-2,135
-3% -$96.2K
OTIS icon
434
Otis Worldwide
OTIS
$27.8B
$3.31M 0.04%
42,928
-3,303
-7% -$289K
BMRN icon
435
BioMarin Pharmaceuticals
BMRN
$13.5B
$3.3M 0.04%
58,459
-3,025
-5% -$176K
DINO icon
436
HF Sinclair
DINO
$15.5B
$3.29M 0.04%
52,687
-2,320
-4% -$126K
HSY icon
437
Hershey
HSY
$36.4B
$3.28M 0.04%
15,782
-572
-3% -$121K
MTD icon
438
Mettler-Toledo International
MTD
$28.7B
$3.28M 0.04%
2,598
-46
-2% -$62.1K
RRC icon
439
Range Resources
RRC
$9.49B
$3.28M 0.04%
72,488
-3,674
-5% -$143K
KTOS icon
440
Kratos Defense & Security Solutions
KTOS
$11.8B
$3.27M 0.04%
46,429
+1,207
+3% +$116K
HBAN icon
441
Huntington Bancshares
HBAN
$35.7B
$3.27M 0.04%
209,000
+37,550
+22% +$641K
DT icon
442
Dynatrace
DT
$14.5B
$3.26M 0.04%
88,040
-5,906
-6% -$226K
EVRG icon
443
Evergy
EVRG
$19B
$3.26M 0.04%
39,735
-1,690
-4% -$134K
ARMK icon
444
Aramark
ARMK
$16.1B
$3.24M 0.04%
80,011
-3,996
-5% -$159K
YUM icon
445
Yum! Brands
YUM
$39.4B
$3.23M 0.04%
20,757
-6,668
-24% -$1.06M
EQH icon
446
Equitable Holdings
EQH
$14B
$3.23M 0.04%
86,940
-5,045
-5% -$216K
PAYX icon
447
Paychex
PAYX
$43.1B
$3.22M 0.04%
35,002
-2,104
-6% -$208K
EGP icon
448
EastGroup Properties
EGP
$10.9B
$3.22M 0.04%
17,409
-819
-4% -$153K
PINS icon
449
Pinterest
PINS
$13.5B
$3.21M 0.04%
175,040
-10,130
-5% -$211K
A icon
450
Agilent Technologies
A
$42.2B
$3.19M 0.04%
27,992
-768
-3% -$97.4K
16 17
18
19 20

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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.