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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
SYF icon
476
Synchrony
SYF
$23.3B
$3.11M 0.03%
40,841
-3,482
-8% -$256K
INVH icon
477
Invitation Homes
INVH
$17.5B
$3.1M 0.03%
102,765
-5,634
-5% -$159K
MAA icon
478
Mid-America Apartment Communities
MAA
$15.5B
$3.1M 0.03%
22,326
-181
-0.8% -$23.6K
WTRG icon
479
Essential Utilities
WTRG
$11.2B
$3.09M 0.03%
80,725
-4,613
-5% -$176K
DXCM icon
480
DexCom
DXCM
$27.2B
$3.08M 0.03%
45,658
-1,176
-3% -$78.3K
CR icon
481
Crane Co
CR
$12.6B
$3.07M 0.03%
13,740
-838
-6% -$158K
AHR icon
482
American Healthcare REIT
AHR
$10.9B
$3.06M 0.03%
58,758
+1,222
+2% +$60K
VIAV icon
483
Viavi Solutions
VIAV
$10.3B
$3.06M 0.03%
64,130
+1,521
+2% +$72.9K
BIIB icon
484
Biogen
BIIB
$29.6B
$3.05M 0.03%
14,134
-1,072
-7% -$205K
NRG icon
485
NRG Energy
NRG
$30.2B
$3.04M 0.03%
20,846
-951
-4% -$137K
COIN icon
486
Coinbase
COIN
$42.5B
$3.04M 0.03%
20,812
-876
-4% -$158K
CBOE icon
487
Cboe Global Markets
CBOE
$29.8B
$3.04M 0.03%
12,515
-1,468
-10% -$449K
AGX icon
488
Argan
AGX
$8.44B
$3.03M 0.03%
3,795
+7
+0.2% +$4.66K
CFG icon
489
Citizens Financial Group
CFG
$30.3B
$3.03M 0.03%
43,240
-3,215
-7% -$207K
DCI icon
490
Donaldson
DCI
$10.6B
$3.02M 0.03%
33,680
-2,095
-6% -$180K
VLTO icon
491
Veralto
VLTO
$22.5B
$3.02M 0.03%
34,064
-915
-3% -$79.5K
SCI icon
492
Service Corp International
SCI
$10.9B
$3.02M 0.03%
39,704
-2,746
-6% -$215K
WTS icon
493
Watts Water Technologies
WTS
$11.5B
$3.01M 0.03%
7,702
-473
-6% -$148K
SF
494
Stifel
SF
$12.1B
$3.01M 0.03%
43,207
-2,618
-6% -$195K
BTSG icon
495
BrightSpring Health Services
BTSG
$13.7B
$3.01M 0.03%
43,186
+6,677
+18% +$371K
SN icon
496
SharkNinja
SN
$20.6B
$3.01M 0.03%
+19,779
New +$2.37M
NTAP icon
497
NetApp
NTAP
$32.3B
$3.01M 0.03%
19,421
-1,752
-8% -$229K
CNH
498
CNH Industrial
CNH
$13.2B
$3M 0.03%
267,584
-16,080
-6% -$171K
GEHC icon
499
GE HealthCare
GEHC
$28.2B
$3M 0.03%
46,824
-1,796
-4% -$118K
WTFC icon
500
Wintrust Financial
WTFC
$10.6B
$3M 0.03%
18,636
-1,076
-5% -$162K
18 19
20
21 22

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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.