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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
+9.34%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.37B
AUM Growth
+$90.9M
Cap. Flow
-$517M
Cap. Flow %
-5.52%
Top 10 Hldgs %
27.43%
Holding
1,942
New
25
Increased
122
Reduced
1,528
Closed
54

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$11.8M
2
HOOD icon
Robinhood
HOOD
+$7.69M
3
NTNX icon
Nutanix
NTNX
+$5.98M
4
TRU icon
TransUnion
TRU
+$5.42M
5
TWLO icon
Twilio
TWLO
+$5.25M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$25.5M
2
AAPL icon
Apple
AAPL
+$24.6M
3
MSFT icon
Microsoft
MSFT
+$24.4M
4
NVDA icon
NVIDIA
NVDA
+$22.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$14M

Sector Composition

Rank Sector Weight
1 Technology 28.4%
2 Financials 13.76%
3 Consumer Discretionary 10.13%
4 Industrials 9.85%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ODFL icon
501
Old Dominion Freight Line
ODFL
$43.5B
$3.08M 0.03%
21,907
-1,334
-6% -$204K
OGE icon
502
OGE Energy
OGE
$9.58B
$3.07M 0.03%
66,449
-4,740
-7% -$212K
FANG icon
503
Diamondback Energy
FANG
$56.7B
$3.06M 0.03%
21,367
-1,205
-5% -$171K
L icon
504
Loews
L
$23.2B
$3.04M 0.03%
30,318
-4,042
-12% -$382K
DINO icon
505
HF Sinclair
DINO
$15.4B
$3.04M 0.03%
58,072
-3,996
-6% -$189K
LNT icon
506
Alliant Energy
LNT
$17.7B
$3.03M 0.03%
44,957
-5,216
-10% -$337K
BRX icon
507
Brixmor Property Group
BRX
$9.13B
$3.03M 0.03%
109,418
-6,968
-6% -$187K
NTRS icon
508
Northern Trust
NTRS
$34.6B
$3.02M 0.03%
22,425
-2,149
-9% -$277K
SI
509
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$3.01M 0.03%
22,378
-3,360
-13% -$452K
SBAC icon
510
SBA Communications
SBAC
$19.4B
$3M 0.03%
15,496
-537
-3% -$116K
EIX icon
511
Edison International
EIX
$26.6B
$2.99M 0.03%
54,107
-2,642
-5% -$143K
EXE
512
Expand Energy Corp
EXE
$22.9B
$2.98M 0.03%
28,029
+388
+1% +$38.9K
KNSL icon
513
Kinsale Capital Group
KNSL
$8.55B
$2.97M 0.03%
6,975
-503
-7% -$228K
IP icon
514
International Paper
IP
$22.1B
$2.96M 0.03%
63,880
-5,137
-7% -$251K
SMCI icon
515
Super Micro Computer
SMCI
$20.4B
$2.95M 0.03%
61,604
-7,363
-11% -$352K
NYT icon
516
New York Times
NYT
$10.2B
$2.94M 0.03%
51,162
-3,692
-7% -$211K
HBAN icon
517
Huntington Bancshares
HBAN
$35.8B
$2.94M 0.03%
169,953
-10,530
-6% -$180K
RRC icon
518
Range Resources
RRC
$9.53B
$2.93M 0.03%
77,822
-5,408
-6% -$193K
PRI icon
519
Primerica
PRI
$9.7B
$2.92M 0.03%
10,512
-951
-8% -$255K
WAL icon
520
Western Alliance Bancorporation
WAL
$8.87B
$2.91M 0.03%
33,573
-4,084
-11% -$346K
WSM icon
521
Williams-Sonoma
WSM
$29.8B
$2.91M 0.03%
14,881
-1,385
-9% -$265K
DVN icon
522
Devon Energy
DVN
$50B
$2.89M 0.03%
82,510
-4,762
-5% -$162K
SPXC icon
523
SPX Corp
SPXC
$11B
$2.89M 0.03%
15,484
-2,127
-12% -$393K
AA icon
524
Alcoa
AA
$14.1B
$2.88M 0.03%
87,529
-5,896
-6% -$183K
HUBB icon
525
Hubbell
HUBB
$27.5B
$2.88M 0.03%
6,686
-669
-9% -$288K
19 20
21
22 23

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Yousif Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Yousif Capital Management held 1,942 positions worth $9.37B, up 0.98% from $9.28B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $517M in Q3 2025, closing 54 positions and reducing 1,528 holdings. Its most notable exit was Hess, an estimated $4.95M position sold in full.

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

Against the trend, Yousif Capital Management opened a new position in Talen Energy Corp worth $6.14M.

  • Yousif Capital Management's largest Q3 2025 buy was Talen Energy Corp: 14,430 shares worth $6.14M.
  • Yousif Capital Management added most to Applovin in Q3 2025, an estimated $11.8M increase.
  • Yousif Capital Management's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $25.5M.
  • Yousif Capital Management fully exited Hess in Q3 2025, selling an estimated $4.95M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.37B portfolio in Q3 2025.
  • Yousif Capital Management opened 25 new positions and closed 54 in Q3 2025.
  • Yousif Capital Management's portfolio value rose 0.98% quarter-over-quarter to $9.37B.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.