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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
+0.2%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.52B
AUM Growth
-$605M
Cap. Flow
-$308M
Cap. Flow %
-3.61%
Top 10 Hldgs %
25.48%
Holding
1,910
New
33
Increased
213
Reduced
1,339
Closed
52

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$19.2M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.58M
3
VRT icon
Vertiv
VRT
+$7.15M
4
AMCR icon
Amcor
AMCR
+$7.06M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$2.56M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$18.8M
2
AAPL icon
Apple
AAPL
+$18M
3
MSFT icon
Microsoft
MSFT
+$12.8M
4
CIEN icon
Ciena
CIEN
+$9.36M
5
LITE icon
Lumentum
LITE
+$8.39M

Sector Composition

Rank Sector Weight
1 Technology 26.39%
2 Financials 12.82%
3 Industrials 10.73%
4 Consumer Discretionary 9.39%
5 Healthcare 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CNM icon
501
Core & Main
CNM
$8.75B
$2.84M 0.03%
57,405
-3,514
-6% -$189K
KIM icon
502
Kimco Realty
KIM
$16.1B
$2.83M 0.03%
125,996
+129
+0.1% +$2.84K
TTC icon
503
Toro Company
TTC
$9.45B
$2.82M 0.03%
30,172
-1,446
-5% -$136K
GTLS
504
DELISTED
Chart Industries
GTLS
$2.81M 0.03%
13,576
-280
-2% -$58K
DOCU
505
DocuSign
DOCU
$11.4B
$2.81M 0.03%
59,195
-3,495
-6% -$179K
BR icon
506
Broadridge
BR
$19.7B
$2.81M 0.03%
17,268
+780
+5% +$148K
CHTR icon
507
Charter Communications
CHTR
$18.7B
$2.8M 0.03%
12,965
+55
+0.4% +$11.9K
SAIA icon
508
Saia
SAIA
$9.53B
$2.79M 0.03%
7,955
-404
-5% -$147K
BIIB icon
509
Biogen
BIIB
$30.3B
$2.79M 0.03%
15,206
-714
-4% -$132K
FLS icon
510
Flowserve
FLS
$10.2B
$2.79M 0.03%
37,902
-1,921
-5% -$152K
CFG icon
511
Citizens Financial Group
CFG
$30.8B
$2.79M 0.03%
46,455
-2,375
-5% -$146K
WAT icon
512
Waters Corp
WAT
$40.6B
$2.78M 0.03%
9,346
+3,432
+58% +$1.17M
TDY icon
513
Teledyne Technologies
TDY
$31.4B
$2.78M 0.03%
4,599
-1,433
-24% -$894K
EXE
514
Expand Energy Corp
EXE
$22.8B
$2.77M 0.03%
25,207
-901
-3% -$96.2K
TTE icon
515
TotalEnergies
TTE
$195B
$2.77M 0.03%
30,411
– –
EXPE icon
516
Expedia Group
EXPE
$38.8B
$2.77M 0.03%
11,979
-418
-3% -$103K
AFG icon
517
American Financial Group
AFG
$12B
$2.76M 0.03%
21,617
-1,104
-5% -$143K
SNY icon
518
Sanofi
SNY
$104B
$2.76M 0.03%
57,290
– –
WDAY icon
519
Workday
WDAY
$44.9B
$2.75M 0.03%
21,162
-884
-4% -$140K
MAA icon
520
Mid-America Apartment Communities
MAA
$15.3B
$2.75M 0.03%
22,507
-201
-0.9% -$26.5K
NTRS icon
521
Northern Trust
NTRS
$34.5B
$2.75M 0.03%
19,673
-1,091
-5% -$157K
REG icon
522
Regency Centers
REG
$13.9B
$2.74M 0.03%
36,273
-1,487
-4% -$111K
TSN icon
523
Tyson Foods
TSN
$19.9B
$2.74M 0.03%
42,756
-4,025
-9% -$250K
WTFC icon
524
Wintrust Financial
WTFC
$10.9B
$2.74M 0.03%
19,712
-1,050
-5% -$152K
CUBE icon
525
CubeSmart
CUBE
$9.22B
$2.73M 0.03%
74,525
-3,426
-4% -$131K
19 20
21
22 23

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Yousif Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Yousif Capital Management held 1,910 positions worth $8.52B, down 6.6% from $9.12B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Yousif Capital Management withdrew a net $308M in Q1 2026, closing 52 positions and reducing 1,339 holdings. Its most notable exit was Frontier Communications, an estimated $3.16M position sold in full.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

Against the trend, Yousif Capital Management opened a new position in StandardAero Inc worth $1.46M.

  • Yousif Capital Management's largest Q1 2026 buy was StandardAero Inc: 56,479 shares worth $1.46M.
  • Yousif Capital Management added most to State Street SPDR S&P 500 ETF Trust in Q1 2026, an estimated $19.2M increase.
  • Yousif Capital Management's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $18.8M.
  • Yousif Capital Management fully exited Frontier Communications in Q1 2026, selling an estimated $3.16M.
  • Yousif Capital Management's ten largest holdings make up 25% of its $8.52B portfolio in Q1 2026.
  • Yousif Capital Management opened 33 new positions and closed 52 in Q1 2026.
  • Yousif Capital Management's portfolio value fell 6.6% quarter-over-quarter to $8.52B.

Based on Yousif Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.