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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
EWY icon
26
iShares MSCI South Korea ETF
EWY
$23.1B
$47.7M 0.53%
236,159
-14,375
-6% -$2.54M
COST icon
27
Costco
COST
$415B
$45.2M 0.51%
48,367
-3,128
-6% -$3.12M
BAC icon
28
Bank of America
BAC
$430B
$42.1M 0.47%
738,216
-53,349
-7% -$2.84M
CVX icon
29
Chevron
CVX
$378B
$42M 0.47%
253,328
-18,713
-7% -$3.48M
GE icon
30
GE Aerospace
GE
$354B
$41.3M 0.46%
110,432
-8,714
-7% -$2.73M
MA icon
31
Mastercard
MA
$484B
$41.1M 0.46%
80,030
-6,616
-8% -$3.3M
KLAC icon
32
KLA
KLAC
$284B
$40M 0.45%
132,526
-13,494
-9% -$2.68M
PG icon
33
Procter & Gamble
PG
$347B
$39.7M 0.44%
270,440
-18,728
-6% -$2.73M
HD icon
34
Home Depot
HD
$332B
$37.4M 0.42%
106,171
-8,850
-8% -$2.88M
UNH icon
35
UnitedHealth
UNH
$396B
$35.2M 0.39%
84,606
-6,436
-7% -$2.39M
IBM icon
36
IBM
IBM
$198B
$34.9M 0.39%
124,172
-7,011
-5% -$1.77M
LIN icon
37
Linde
LIN
$237B
$33.6M 0.38%
64,716
-5,634
-8% -$2.85M
GS icon
38
Goldman Sachs
GS
$311B
$32.6M 0.36%
32,190
-3,081
-9% -$3M
KO icon
39
Coca-Cola
KO
$353B
$32.2M 0.36%
395,713
-36,126
-8% -$2.85M
SNDK
40
Sandisk
SNDK
$235B
$31M 0.35%
13,619
-1,389
-9% -$1.98M
GEV icon
41
GE Vernova
GEV
$290B
$30.6M 0.34%
26,059
-2,069
-7% -$2.11M
NFLX icon
42
Netflix
NFLX
$286B
$29.3M 0.33%
409,720
-30,238
-7% -$2.66M
MRK icon
43
Merck
MRK
$307B
$29M 0.33%
226,047
-19,283
-8% -$2.26M
WFC icon
44
Wells Fargo
WFC
$261B
$28.9M 0.32%
349,488
-28,124
-7% -$2.26M
TXN icon
45
Texas Instruments
TXN
$259B
$28.2M 0.32%
94,447
-7,579
-7% -$2.1M
C icon
46
Citigroup
C
$216B
$27.5M 0.31%
196,365
-22,072
-10% -$2.87M
MS icon
47
Morgan Stanley
MS
$332B
$27.3M 0.31%
130,397
-10,684
-8% -$2.12M
NEE icon
48
NextEra Energy
NEE
$184B
$26.1M 0.29%
297,562
-20,396
-6% -$1.84M
EFA icon
49
iShares MSCI EAFE ETF
EFA
$76.9B
$25.6M 0.29%
246,051
+52,769
+27% +$5.43M
ORCL icon
50
Oracle
ORCL
$366B
$25.3M 0.28%
172,605
-13,819
-7% -$2.5M
1
2
3 4 5

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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.