We are live on ! Find out more
YCM

Yousif Capital Management Portfolio holdings

AUM $8.94B
1-Year Est. Return 42.6%
This Fund
S&P 500
This Quarter Est. Return
+9.34%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.37B
AUM Growth
+$90.9M
Cap. Flow
-$517M
Cap. Flow %
-5.52%
Top 10 Hldgs %
27.43%
Holding
1,942
New
25
Increased
122
Reduced
1,528
Closed
54

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$11.8M
2
HOOD icon
Robinhood
HOOD
+$7.69M
3
NTNX icon
Nutanix
NTNX
+$5.98M
4
TRU icon
TransUnion
TRU
+$5.42M
5
TWLO icon
Twilio
TWLO
+$5.25M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$25.5M
2
AAPL icon
Apple
AAPL
+$24.6M
3
MSFT icon
Microsoft
MSFT
+$24.4M
4
NVDA icon
NVIDIA
NVDA
+$22.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$14M

Sector Composition

Rank Sector Weight
1 Technology 28.4%
2 Financials 13.76%
3 Consumer Discretionary 10.13%
4 Industrials 9.85%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
26
Bank of America
BAC
$442B
$45.8M 0.49%
887,154
-31,908
-3% -$1.56M
IBM icon
27
IBM
IBM
$224B
$41.5M 0.44%
146,976
-6,814
-4% -$1.78M
EWT icon
28
iShares MSCI Taiwan ETF
EWT
$11.1B
$41.3M 0.44%
648,568
-9,300
-1% -$560K
GE icon
29
GE Aerospace
GE
$384B
$39.7M 0.42%
131,970
-7,291
-5% -$1.99M
INDA icon
30
iShares MSCI India ETF
INDA
$6.63B
$38.9M 0.42%
747,145
-81,930
-10% -$4.38M
CAT icon
31
Caterpillar
CAT
$387B
$37.9M 0.4%
79,430
-5,655
-7% -$2.41M
CSCO icon
32
Cisco
CSCO
$479B
$36.7M 0.39%
536,620
-29,538
-5% -$2.01M
WFC icon
33
Wells Fargo
WFC
$264B
$36.1M 0.39%
430,586
-37,207
-8% -$3.02M
LIN icon
34
Linde
LIN
$226B
$35.6M 0.38%
74,962
-4,312
-5% -$2.04M
ABT icon
35
Abbott
ABT
$187B
$33.8M 0.36%
252,572
-5,214
-2% -$684K
UNH icon
36
UnitedHealth
UNH
$370B
$33.1M 0.35%
95,894
-4,138
-4% -$1.25M
KO icon
37
Coca-Cola
KO
$375B
$31.5M 0.34%
474,544
-30,387
-6% -$2.09M
GS icon
38
Goldman Sachs
GS
$303B
$31.1M 0.33%
39,020
-2,965
-7% -$2.2M
AMD icon
39
Advanced Micro Devices
AMD
$789B
$30.3M 0.32%
187,392
-11,742
-6% -$1.89M
T icon
40
AT&T
T
$163B
$28.3M 0.3%
1,000,688
-55,095
-5% -$1.56M
MCD icon
41
McDonald's
MCD
$195B
$27.8M 0.3%
91,535
-5,391
-6% -$1.64M
VZ icon
42
Verizon
VZ
$196B
$26.8M 0.29%
609,975
-36,994
-6% -$1.6M
CRM icon
43
Salesforce
CRM
$158B
$26.3M 0.28%
110,863
-5,467
-5% -$1.38M
MDT icon
44
Medtronic
MDT
$112B
$26.2M 0.28%
275,120
-10,883
-4% -$1M
C icon
45
Citigroup
C
$226B
$26.1M 0.28%
257,534
-25,572
-9% -$2.43M
NEE icon
46
NextEra Energy
NEE
$177B
$26M 0.28%
344,949
-11,801
-3% -$862K
LOW icon
47
Lowe's Companies
LOW
$125B
$25.7M 0.27%
102,275
-3,902
-4% -$959K
SPGI icon
48
S&P Global
SPGI
$120B
$25.7M 0.27%
52,713
-2,888
-5% -$1.55M
PEP icon
49
PepsiCo
PEP
$190B
$25.2M 0.27%
179,648
-12,438
-6% -$1.78M
MCHI icon
50
iShares MSCI China ETF
MCHI
$6.38B
$25.1M 0.27%
380,955
+24,343
+7% +$1.46M
1
2
3 4 5

Similar funds

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return
PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Yousif Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Yousif Capital Management held 1,942 positions worth $9.37B, up 0.98% from $9.28B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $517M in Q3 2025, closing 54 positions and reducing 1,528 holdings. Its most notable exit was Hess, an estimated $4.95M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Yousif Capital Management opened a new position in Talen Energy Corp worth $6.14M.

  • Yousif Capital Management's largest Q3 2025 buy was Talen Energy Corp: 14,430 shares worth $6.14M.
  • Yousif Capital Management added most to Applovin in Q3 2025, an estimated $11.8M increase.
  • Yousif Capital Management's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $25.5M.
  • Yousif Capital Management fully exited Hess in Q3 2025, selling an estimated $4.95M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.37B portfolio in Q3 2025.
  • Yousif Capital Management opened 25 new positions and closed 54 in Q3 2025.
  • Yousif Capital Management's portfolio value rose 0.98% quarter-over-quarter to $9.37B.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.