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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
PG icon
26
Procter & Gamble
PG
$339B
$41.8M 0.49%
289,168
-6,292
-2% -$954K
BAC icon
27
Bank of America
BAC
$442B
$38.6M 0.45%
791,565
-36,265
-4% -$1.87M
HD icon
28
Home Depot
HD
$355B
$37.8M 0.44%
115,021
-3,865
-3% -$1.41M
CSCO icon
29
Cisco
CSCO
$479B
$37.8M 0.44%
486,673
-27,660
-5% -$2.17M
AMD icon
30
Advanced Micro Devices
AMD
$789B
$35.4M 0.42%
174,214
-5,524
-3% -$1.18M
LIN icon
31
Linde
LIN
$226B
$34.9M 0.41%
70,350
-1,873
-3% -$884K
GE icon
32
GE Aerospace
GE
$384B
$33.8M 0.4%
119,146
-6,506
-5% -$2.04M
PLTR icon
33
Palantir
PLTR
$413B
$33.5M 0.39%
229,023
-8,466
-4% -$1.29M
KO icon
34
Coca-Cola
KO
$375B
$32.8M 0.39%
431,839
-19,526
-4% -$1.48M
IBM icon
35
IBM
IBM
$224B
$31.8M 0.37%
131,183
-8,688
-6% -$2.35M
EWY icon
36
iShares MSCI South Korea ETF
EWY
$25.7B
$30.8M 0.36%
250,534
+9,679
+4% +$1.21M
INDA icon
37
iShares MSCI India ETF
INDA
$6.63B
$30.7M 0.36%
654,716
-41,961
-6% -$2.15M
WFC icon
38
Wells Fargo
WFC
$264B
$30.1M 0.35%
377,612
-20,966
-5% -$1.8M
GS icon
39
Goldman Sachs
GS
$303B
$29.8M 0.35%
35,271
-1,574
-4% -$1.4M
NEE icon
40
NextEra Energy
NEE
$177B
$29.5M 0.35%
317,958
-10,618
-3% -$944K
MRK icon
41
Merck
MRK
$318B
$29.5M 0.35%
245,330
-7,705
-3% -$890K
AMAT icon
42
Applied Materials
AMAT
$428B
$29.5M 0.35%
86,193
-4,128
-5% -$1.39M
LRCX icon
43
Lam Research
LRCX
$390B
$28.9M 0.34%
135,065
-5,181
-4% -$1.16M
ORCL icon
44
Oracle
ORCL
$423B
$27.4M 0.32%
186,424
-7,563
-4% -$1.23M
VZ icon
45
Verizon
VZ
$196B
$26.9M 0.32%
535,596
-34,599
-6% -$1.6M
MCD icon
46
McDonald's
MCD
$195B
$26.2M 0.31%
84,403
-3,052
-3% -$972K
T icon
47
AT&T
T
$163B
$26.1M 0.31%
899,646
-35,181
-4% -$940K
INTC icon
48
Intel
INTC
$513B
$25.9M 0.3%
585,981
-13,516
-2% -$620K
PEP icon
49
PepsiCo
PEP
$190B
$25.6M 0.3%
164,954
-2,642
-2% -$412K
C icon
50
Citigroup
C
$226B
$24.8M 0.29%
218,437
-15,825
-7% -$1.8M
1
2
3 4 5

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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.