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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
FANG icon
451
Diamondback Energy
FANG
$57.8B
$3.28M 0.04%
18,644
-718
-4% -$139K
ARWR icon
452
Arrowhead Research
ARWR
$12.2B
$3.28M 0.04%
40,203
-2,387
-6% -$176K
MTD icon
453
Mettler-Toledo International
MTD
$26.9B
$3.27M 0.04%
2,558
-40
-2% -$48.2K
PAYX icon
454
Paychex
PAYX
$39.4B
$3.25M 0.04%
33,078
-1,924
-5% -$182K
EVRG icon
455
Evergy
EVRG
$20B
$3.24M 0.04%
37,470
-2,265
-6% -$188K
WAT icon
456
Waters Corp
WAT
$37.5B
$3.22M 0.04%
8,596
-750
-8% -$256K
NI icon
457
NiSource
NI
$22.4B
$3.22M 0.04%
67,776
-3,455
-5% -$163K
WMS icon
458
Advanced Drainage Systems
WMS
$10.8B
$3.22M 0.04%
20,528
-1,292
-6% -$185K
BJ icon
459
BJs Wholesale Club
BJ
$11.7B
$3.21M 0.04%
36,854
-3,029
-8% -$277K
EIX icon
460
Edison International
EIX
$30.6B
$3.2M 0.04%
42,938
-2,583
-6% -$184K
DGX icon
461
Quest Diagnostics
DGX
$25.2B
$3.19M 0.04%
15,051
-3,447
-19% -$677K
L icon
462
Loews
L
$23.8B
$3.19M 0.04%
28,171
+730
+3% +$79.1K
EQT icon
463
EQT Corp
EQT
$33.4B
$3.19M 0.04%
59,939
-3,230
-5% -$181K
VEEV icon
464
Veeva Systems
VEEV
$29.2B
$3.18M 0.04%
17,893
+15,860
+780% +$2.62M
NTRS icon
465
Northern Trust
NTRS
$21.9B
$3.18M 0.04%
18,264
-1,409
-7% -$232K
TSM icon
466
TSMC
TSM
$2.16T
$3.17M 0.04%
6,630
-25,553
-79% -$10.4M
LNT icon
467
Alliant Energy
LNT
$19.2B
$3.16M 0.04%
41,469
-1,931
-4% -$141K
BMRN icon
468
BioMarin Pharmaceuticals
BMRN
$11.4B
$3.16M 0.04%
55,287
-3,172
-5% -$174K
LFUS icon
469
Littelfuse
LFUS
$10.5B
$3.16M 0.04%
6,941
-388
-5% -$168K
SAIA icon
470
Saia
SAIA
$11.3B
$3.15M 0.04%
7,490
-465
-6% -$204K
KIM icon
471
Kimco Realty
KIM
$17.4B
$3.15M 0.04%
124,392
-1,604
-1% -$38.5K
VMI icon
472
Valmont Industries
VMI
$9.49B
$3.15M 0.04%
5,449
-423
-7% -$213K
CG icon
473
Carlyle Group
CG
$16B
$3.12M 0.04%
74,205
-4,414
-6% -$207K
NYT icon
474
New York Times
NYT
$11.4B
$3.12M 0.03%
44,622
-2,971
-6% -$229K
R icon
475
Ryder
R
$10.4B
$3.11M 0.03%
11,778
-1,060
-8% -$259K
17 18
19
20 21

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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.