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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
BRX icon
501
Brixmor Property Group
BRX
$9.81B
$2.99M 0.03%
94,974
-5,323
-5% -$162K
AR icon
502
Antero Resources
AR
$10.9B
$2.99M 0.03%
85,190
-5,189
-6% -$191K
IR icon
503
Ingersoll Rand
IR
$33B
$2.97M 0.03%
36,250
-1,091
-3% -$84.4K
ZION icon
504
Zions Bancorporation
ZION
$10.1B
$2.97M 0.03%
42,906
-2,762
-6% -$174K
EHC icon
505
Encompass Health
EHC
$11B
$2.95M 0.03%
29,152
-2,102
-7% -$218K
ESI icon
506
Element Solutions
ESI
$9.33B
$2.95M 0.03%
61,700
+117
+0.2% +$4.86K
EXPE icon
507
Expedia Group
EXPE
$30.9B
$2.94M 0.03%
11,489
-490
-4% -$116K
DG icon
508
Dollar General
DG
$25.4B
$2.94M 0.03%
25,507
-895
-3% -$102K
PFG icon
509
Principal Financial Group
PFG
$23.2B
$2.94M 0.03%
27,233
+4,361
+19% +$443K
TPR icon
510
Tapestry
TPR
$28.1B
$2.93M 0.03%
20,035
-1,457
-7% -$209K
PHM icon
511
Pultegroup
PHM
$23.7B
$2.92M 0.03%
21,309
-1,081
-5% -$131K
REG icon
512
Regency Centers
REG
$14.9B
$2.92M 0.03%
36,610
+337
+0.9% +$26.5K
HAL icon
513
Halliburton
HAL
$27.3B
$2.91M 0.03%
85,739
-8,243
-9% -$322K
GWRE icon
514
Guidewire Software
GWRE
$10.9B
$2.9M 0.03%
23,566
-1,527
-6% -$204K
OTIS icon
515
Otis Worldwide
OTIS
$27.2B
$2.9M 0.03%
40,473
-2,455
-6% -$183K
TDY icon
516
Teledyne Technologies
TDY
$30.2B
$2.9M 0.03%
4,341
-258
-6% -$163K
SNA icon
517
Snap-on
SNA
$20.5B
$2.89M 0.03%
7,186
+1,484
+26% +$561K
OGE icon
518
OGE Energy
OGE
$10.2B
$2.88M 0.03%
59,272
-3,767
-6% -$180K
WRB icon
519
W.R. Berkley
WRB
$27.2B
$2.88M 0.03%
40,784
-143
-0.3% -$9.58K
FISV
520
Fiserv Inc
FISV
$26.6B
$2.88M 0.03%
58,625
-1,047
-2% -$58.5K
MXL icon
521
MaxLinear
MXL
$8.17B
$2.87M 0.03%
22,382
+739
+3% +$52.3K
HL icon
522
Hecla Mining
HL
$10.3B
$2.86M 0.03%
185,536
-11,557
-6% -$203K
MRNA icon
523
Moderna
MRNA
$22.6B
$2.86M 0.03%
40,868
-2,113
-5% -$109K
NBIS
524
Nebius Group N.V.
NBIS
$56.1B
$2.86M 0.03%
+10,359
New +$2.05M
XYL icon
525
Xylem
XYL
$27.8B
$2.86M 0.03%
24,191
-1,366
-5% -$158K
19 20
21
22 23

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AI
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HI
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PEA
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WT
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VAS
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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.