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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
+4.18%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.12B
AUM Growth
-$247M
Cap. Flow
-$498M
Cap. Flow %
-5.46%
Top 10 Hldgs %
26.56%
Holding
1,930
New
42
Increased
114
Reduced
1,513
Closed
53

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.6M
2
CRH icon
CRH
CRH
+$6.83M
3
PINS icon
Pinterest
PINS
+$5.11M
4
CVNA icon
Carvana
CVNA
+$4.51M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.74M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$26.6M
2
AAPL icon
Apple
AAPL
+$21.7M
3
MSFT icon
Microsoft
MSFT
+$15.9M
4
AMZN icon
Amazon
AMZN
+$11.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.2M

Sector Composition

Rank Sector Weight
1 Technology 27.33%
2 Financials 13.42%
3 Industrials 10.44%
4 Consumer Discretionary 9.96%
5 Healthcare 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWT icon
26
iShares MSCI Taiwan ETF
EWT
$11.1B
$42.1M 0.46%
632,518
-16,050
-2% -$1.03M
AMD icon
27
Advanced Micro Devices
AMD
$789B
$41.7M 0.46%
179,738
-7,654
-4% -$1.72M
IBM icon
28
IBM
IBM
$224B
$40.8M 0.45%
139,871
-7,105
-5% -$2.13M
PLTR icon
29
Palantir
PLTR
$413B
$40M 0.44%
237,489
-14,175
-6% -$2.57M
NFLX icon
30
Netflix
NFLX
$309B
$39.9M 0.44%
457,322
-25,828
-5% -$2.78M
GE icon
31
GE Aerospace
GE
$384B
$39.2M 0.43%
125,652
-6,318
-5% -$1.9M
CSCO icon
32
Cisco
CSCO
$479B
$37.7M 0.41%
514,333
-22,287
-4% -$1.65M
INDA icon
33
iShares MSCI India ETF
INDA
$6.63B
$36M 0.4%
696,677
-50,468
-7% -$2.72M
ORCL icon
34
Oracle
ORCL
$423B
$34.9M 0.38%
193,987
-4,096
-2% -$975K
GS icon
35
Goldman Sachs
GS
$303B
$34.8M 0.38%
36,845
-2,175
-6% -$1.77M
WFC icon
36
Wells Fargo
WFC
$264B
$34.5M 0.38%
398,578
-32,008
-7% -$2.78M
KO icon
37
Coca-Cola
KO
$375B
$32.4M 0.36%
451,365
-23,179
-5% -$1.62M
UNH icon
38
UnitedHealth
UNH
$370B
$31.4M 0.34%
92,732
-3,162
-3% -$1.07M
LIN icon
39
Linde
LIN
$226B
$31.3M 0.34%
72,223
-2,739
-4% -$1.17M
LRCX icon
40
Lam Research
LRCX
$390B
$31.2M 0.34%
140,246
-7,199
-5% -$1.12M
SPY icon
41
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$30.5M 0.33%
45,016
+18,677
+71% +$12.6M
ABT icon
42
Abbott
ABT
$187B
$29.7M 0.33%
245,079
-7,493
-3% -$955K
INTC icon
43
Intel
INTC
$513B
$29.1M 0.32%
599,497
-53,956
-8% -$2.04M
AMAT icon
44
Applied Materials
AMAT
$428B
$28.7M 0.32%
90,321
-5,121
-5% -$1.23M
MRK icon
45
Merck
MRK
$318B
$27.7M 0.3%
253,035
-12,636
-5% -$1.19M
NEE icon
46
NextEra Energy
NEE
$177B
$27.4M 0.3%
328,576
-16,373
-5% -$1.36M
SPGI icon
47
S&P Global
SPGI
$120B
$27.2M 0.3%
52,367
-346
-0.7% -$171K
MS icon
48
Morgan Stanley
MS
$340B
$27M 0.3%
148,099
-7,682
-5% -$1.28M
MDT icon
49
Medtronic
MDT
$112B
$27M 0.3%
273,347
-1,773
-0.6% -$172K
EWY icon
50
iShares MSCI South Korea ETF
EWY
$25.7B
$26.7M 0.29%
240,855
-29,692
-11% -$2.71M
1
2
3 4 5

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Yousif Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Yousif Capital Management held 1,930 positions worth $9.12B, down 2.6% from $9.37B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $498M in Q4 2025, closing 53 positions and reducing 1,513 holdings. Its most notable exit was Mr. Cooper, an estimated $4.23M position sold in full.

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

Against the trend, Yousif Capital Management opened a new position in Qnity Electronics Inc worth $2.78M.

  • Yousif Capital Management's largest Q4 2025 buy was Qnity Electronics Inc: 29,206 shares worth $2.78M.
  • Yousif Capital Management added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $12.6M increase.
  • Yousif Capital Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $26.6M.
  • Yousif Capital Management fully exited Mr. Cooper in Q4 2025, selling an estimated $4.23M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.12B portfolio in Q4 2025.
  • Yousif Capital Management opened 42 new positions and closed 53 in Q4 2025.
  • Yousif Capital Management's portfolio value fell 2.6% quarter-over-quarter to $9.12B.

Based on Yousif Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.