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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
OSK icon
501
Oshkosh
OSK
$9.63B
$3.08M 0.03%
20,720
-665
-3% -$85.5K
PR
502
Permian Resources
PR
$18B
$3.08M 0.03%
215,526
-4,052
-2% -$54.4K
AAL icon
503
American Airlines Group
AAL
$10.2B
$3.06M 0.03%
206,929
-3,270
-2% -$44.1K
AYI icon
504
Acuity Brands
AYI
$10.7B
$3.05M 0.03%
9,862
-184
-2% -$66.5K
MAA icon
505
Mid-America Apartment Communities
MAA
$15.3B
$3.05M 0.03%
22,708
-361
-2% -$48.1K
CUBE icon
506
CubeSmart
CUBE
$9.22B
$3.03M 0.03%
77,951
-1,325
-2% -$50.4K
CNC icon
507
Centene
CNC
$32.4B
$3.03M 0.03%
66,221
-8,238
-11% -$308K
FLS icon
508
Flowserve
FLS
$10.2B
$3.02M 0.03%
39,823
-1,635
-4% -$105K
SSB icon
509
SouthState Bank Corp
SSB
$10.6B
$3.02M 0.03%
31,160
-657
-2% -$60.9K
WTFC icon
510
Wintrust Financial
WTFC
$10.9B
$3M 0.03%
20,762
-349
-2% -$46.4K
JBL icon
511
Jabil
JBL
$37.1B
$3M 0.03%
12,157
-688
-5% -$147K
AFG icon
512
American Financial Group
AFG
$12B
$2.99M 0.03%
22,721
-542
-2% -$74.4K
TSCO icon
513
Tractor Supply
TSCO
$18.6B
$2.98M 0.03%
58,527
-4,524
-7% -$244K
KNX icon
514
Knight Transportation
KNX
$11.1B
$2.98M 0.03%
54,090
-908
-2% -$42.6K
NTRS icon
515
Northern Trust
NTRS
$34.6B
$2.98M 0.03%
20,764
-1,661
-7% -$218K
TTEK icon
516
Tetra Tech
TTEK
$9.11B
$2.96M 0.03%
82,289
-1,570
-2% -$53.1K
FANG icon
517
Diamondback Energy
FANG
$56.7B
$2.96M 0.03%
19,898
-1,469
-7% -$217K
PHM icon
518
Pultegroup
PHM
$25.2B
$2.96M 0.03%
23,330
-4,012
-15% -$492K
INVH icon
519
Invitation Homes
INVH
$17.8B
$2.96M 0.03%
108,286
-2,153
-2% -$60.1K
TPR icon
520
Tapestry
TPR
$32.7B
$2.95M 0.03%
22,875
-6,498
-22% -$743K
WY icon
521
Weyerhaeuser
WY
$18.1B
$2.95M 0.03%
109,329
-4,019
-4% -$93K
HSBC icon
522
HSBC
HSBC
$355B
$2.92M 0.03%
35,401
-2,345
-6% -$168K
CFG icon
523
Citizens Financial Group
CFG
$30.7B
$2.92M 0.03%
48,830
-3,829
-7% -$206K
SAP icon
524
SAP
SAP
$241B
$2.91M 0.03%
12,843
-2,610
-17% -$665K
L icon
525
Loews
L
$23.2B
$2.91M 0.03%
28,406
-1,912
-6% -$197K
19 20
21
22 23

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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.