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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
JEF icon
476
Jefferies Financial Group
JEF
$12.7B
$3.25M 0.04%
53,152
-1,070
-2% -$61.3K
ARMK icon
477
Aramark
ARMK
$15.9B
$3.25M 0.04%
84,007
-1,993
-2% -$76K
BABA icon
478
Alibaba
BABA
$306B
$3.24M 0.04%
19,976
-1,715
-8% -$279K
EHC icon
479
Encompass Health
EHC
$12.4B
$3.24M 0.04%
32,812
-614
-2% -$71.2K
ORI icon
480
Old Republic International
ORI
$10.2B
$3.22M 0.04%
74,805
-1,934
-3% -$83.9K
ROIV icon
481
Roivant Sciences
ROIV
$25.5B
$3.21M 0.04%
139,552
+1,327
+1% +$26.2K
RJF icon
482
Raymond James Financial
RJF
$34.6B
$3.2M 0.04%
19,096
-1,219
-6% -$197K
IBKR icon
483
Interactive Brokers
IBKR
$40.7B
$3.2M 0.04%
44,793
-8,449
-16% -$566K
DLTR icon
484
Dollar Tree
DLTR
$24.6B
$3.19M 0.04%
23,819
-2,751
-10% -$295K
NI icon
485
NiSource
NI
$20.1B
$3.18M 0.03%
73,366
-4,357
-6% -$186K
CCL icon
486
Carnival Corporation Ltd
CCL
$38B
$3.18M 0.03%
113,344
-29,384
-21% -$819K
HAL icon
487
Halliburton
HAL
$28.2B
$3.17M 0.03%
98,926
-7,297
-7% -$193K
FYBR
488
DELISTED
Frontier Communications
FYBR
$3.16M 0.03%
82,104
-1,328
-2% -$50.2K
CR icon
489
Crane Co
CR
$12.7B
$3.16M 0.03%
15,342
-223
-1% -$41.4K
EVRG icon
490
Evergy
EVRG
$18.9B
$3.15M 0.03%
41,425
-2,250
-5% -$171K
BAH icon
491
Booz Allen Hamilton
BAH
$9.45B
$3.15M 0.03%
33,735
+31,239
+1,252% +$2.8M
EQR icon
492
Equity Residential
EQR
$24.4B
$3.15M 0.03%
51,665
-2,189
-4% -$134K
REXR icon
493
Rexford Industrial Realty
REXR
$8.07B
$3.15M 0.03%
79,463
-2,554
-3% -$105K
CNH
494
CNH Industrial
CNH
$17.1B
$3.14M 0.03%
295,778
-7,048
-2% -$70.4K
MANH icon
495
Manhattan Associates
MANH
$11.4B
$3.14M 0.03%
18,917
-367
-2% -$67.1K
LEN icon
496
Lennar Class A
LEN
$21.1B
$3.12M 0.03%
27,135
-2,417
-8% -$292K
AR icon
497
Antero Resources
AR
$11.6B
$3.11M 0.03%
94,727
-2,191
-2% -$74.2K
HBAN icon
498
Huntington Bancshares
HBAN
$35.9B
$3.08M 0.03%
171,450
+1,497
+0.9% +$24.6K
NRG icon
499
NRG Energy
NRG
$25.2B
$3.08M 0.03%
20,706
-5,459
-21% -$903K
LH icon
500
Labcorp
LH
$26.1B
$3.08M 0.03%
11,364
+2,022
+22% +$537K
18 19
20
21 22

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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.