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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
PINS icon
526
Pinterest
PINS
$12.3B
$2.85M 0.03%
135,712
-39,328
-22% -$790K
AFG icon
527
American Financial Group
AFG
$11.7B
$2.83M 0.03%
20,216
-1,401
-6% -$186K
UMBF icon
528
UMB Financial
UMBF
$10.6B
$2.83M 0.03%
19,789
-1,083
-5% -$139K
MOG.A icon
529
Moog Inc Class A
MOG.A
$13B
$2.82M 0.03%
6,659
-499
-7% -$170K
ADC icon
530
Agree Realty
ADC
$9.59B
$2.8M 0.03%
37,030
-1,801
-5% -$136K
CUBE icon
531
CubeSmart
CUBE
$9.29B
$2.8M 0.03%
70,311
-4,214
-6% -$168K
OSK icon
532
Oshkosh
OSK
$9.48B
$2.77M 0.03%
18,070
-1,616
-8% -$228K
FIVE icon
533
Five Below
FIVE
$11.1B
$2.77M 0.03%
15,405
-943
-6% -$203K
HUBB icon
534
Hubbell
HUBB
$25.8B
$2.75M 0.03%
5,254
-268
-5% -$135K
STE icon
535
Steris
STE
$20.5B
$2.74M 0.03%
13,017
-2,754
-17% -$590K
WTW icon
536
Willis Towers Watson
WTW
$27.2B
$2.74M 0.03%
10,469
-3,018
-22% -$807K
TTC icon
537
Toro Company
TTC
$8.72B
$2.73M 0.03%
28,041
-2,131
-7% -$198K
AMKR icon
538
Amkor Technology
AMKR
$16.2B
$2.72M 0.03%
31,564
-1,820
-5% -$130K
WSM icon
539
Williams-Sonoma
WSM
$25.7B
$2.72M 0.03%
11,674
-813
-7% -$161K
NNN icon
540
NNN REIT
NNN
$9.25B
$2.72M 0.03%
58,470
-3,538
-6% -$158K
SSB icon
541
SouthState Bank Corp
SSB
$9.89B
$2.71M 0.03%
27,152
-2,051
-7% -$198K
CFR icon
542
Cullen/Frost Bankers
CFR
$10.1B
$2.69M 0.03%
17,422
-1,153
-6% -$164K
ORI icon
543
Old Republic International
ORI
$10.1B
$2.68M 0.03%
65,591
-5,727
-8% -$227K
DOW icon
544
Dow Inc
DOW
$22.3B
$2.68M 0.03%
98,078
-7,261
-7% -$264K
TKR icon
545
Timken Company
TKR
$9.79B
$2.68M 0.03%
18,453
-1,239
-6% -$149K
GTLS
546
DELISTED
Chart Industries
GTLS
$2.67M 0.03%
12,801
-775
-6% -$161K
KRYS icon
547
Krystal Biotech
KRYS
$9.65B
$2.67M 0.03%
7,192
+61
+0.9% +$18.2K
JAZZ icon
548
Jazz Pharmaceuticals
JAZZ
$16B
$2.67M 0.03%
11,090
-739
-6% -$162K
LYV icon
549
Live Nation Entertainment
LYV
$41B
$2.67M 0.03%
14,594
-663
-4% -$109K
RJF icon
550
Raymond James Financial
RJF
$32.4B
$2.67M 0.03%
17,560
-913
-5% -$139K
20 21
22
23 24

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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.