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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
NRG icon
451
NRG Energy
NRG
$25.3B
$3.19M 0.04%
21,797
+1,091
+5% +$172K
MEDP icon
452
Medpace
MEDP
$16.9B
$3.18M 0.04%
6,632
-302
-4% -$155K
CACI icon
453
CACI
CACI
$14.6B
$3.18M 0.04%
5,845
-292
-5% -$176K
Q
454
Qnity Electronics Inc
Q
$29B
$3.15M 0.04%
27,283
-1,923
-7% -$204K
DG icon
455
Dollar General
DG
$26.7B
$3.13M 0.04%
26,402
-1,501
-5% -$214K
CNH
456
CNH Industrial
CNH
$17.3B
$3.12M 0.04%
283,664
-12,114
-4% -$136K
LNT icon
457
Alliant Energy
LNT
$17.7B
$3.11M 0.04%
43,400
+235
+0.5% +$16.2K
CPRT icon
458
Copart
CPRT
$27.4B
$3.09M 0.04%
93,160
-4,835
-5% -$182K
VLTO icon
459
Veralto
VLTO
$23.8B
$3.09M 0.04%
34,979
-1,429
-4% -$136K
XYL icon
460
Xylem
XYL
$28.7B
$3.05M 0.04%
25,557
-1,171
-4% -$154K
AMH icon
461
American Homes 4 Rent
AMH
$12.3B
$3.05M 0.04%
109,146
-3,733
-3% -$113K
NVS icon
462
Novartis
NVS
$295B
$3.04M 0.04%
19,934
-2,780
-12% -$426K
JBL icon
463
Jabil
JBL
$37.1B
$3.04M 0.04%
11,460
-697
-6% -$176K
DCI icon
464
Donaldson
DCI
$11.3B
$3.04M 0.04%
35,775
-1,898
-5% -$183K
DAR icon
465
Darling Ingredients
DAR
$9.93B
$3.03M 0.04%
49,037
-2,298
-4% -$113K
TPR icon
466
Tapestry
TPR
$32.8B
$3.03M 0.04%
21,492
-1,383
-6% -$196K
GIS icon
467
General Mills
GIS
$20.1B
$3.03M 0.04%
81,419
-1,445
-2% -$62.7K
DY icon
468
Dycom Industries
DY
$12.2B
$3.02M 0.04%
8,928
-131
-1% -$49.2K
NTNX icon
469
Nutanix
NTNX
$17.4B
$3.02M 0.04%
79,570
-4,478
-5% -$189K
OGE icon
470
OGE Energy
OGE
$9.57B
$3.02M 0.04%
63,039
-1,897
-3% -$86.8K
EHC icon
471
Encompass Health
EHC
$12.5B
$3.02M 0.04%
31,254
-1,558
-5% -$160K
SYF icon
472
Synchrony
SYF
$25.7B
$3.01M 0.04%
44,323
-2,159
-5% -$157K
AIT icon
473
Applied Industrial Technologies
AIT
$13.3B
$3.01M 0.04%
11,341
-476
-4% -$130K
ONTO icon
474
Onto Innovation
ONTO
$15.2B
$3M 0.04%
14,618
-456
-3% -$93.3K
WMS icon
475
Advanced Drainage Systems
WMS
$10.8B
$2.99M 0.04%
21,820
-626
-3% -$96.9K
17 18
19
20 21

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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.