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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
CR icon
526
Crane Co
CR
$12.8B
$2.87M 0.03%
15,565
-1,048
-6% -$198K
ATR icon
527
AptarGroup
ATR
$8.53B
$2.86M 0.03%
21,365
-1,571
-7% -$227K
SE icon
528
Sea Limited
SE
$80.1B
$2.85M 0.03%
15,942
-266
-2% -$45.6K
MP icon
529
MP Materials
MP
$9.78B
$2.84M 0.03%
42,384
-2,914
-6% -$183K
ULTA icon
530
Ulta Beauty
ULTA
$23.3B
$2.84M 0.03%
5,194
-356
-6% -$182K
CHWY icon
531
Chewy
CHWY
$9.26B
$2.84M 0.03%
70,158
-3,448
-5% -$133K
ALV icon
532
Autoliv
ALV
$8.94B
$2.83M 0.03%
22,881
-1,879
-8% -$225K
GTLS
533
DELISTED
Chart Industries
GTLS
$2.81M 0.03%
14,055
-1,158
-8% -$220K
CDW icon
534
CDW
CDW
$16.9B
$2.81M 0.03%
17,654
-1,387
-7% -$236K
PR
535
Permian Resources
PR
$18B
$2.81M 0.03%
219,578
+4,288
+2% +$58.8K
WY icon
536
Weyerhaeuser
WY
$18.1B
$2.81M 0.03%
113,348
-5,183
-4% -$133K
CFG icon
537
Citizens Financial Group
CFG
$30.7B
$2.8M 0.03%
52,659
-4,399
-8% -$219K
TTEK icon
538
Tetra Tech
TTEK
$9.1B
$2.8M 0.03%
83,859
-6,433
-7% -$234K
NNN icon
539
NNN REIT
NNN
$8.76B
$2.8M 0.03%
65,707
-3,730
-5% -$158K
WTFC icon
540
Wintrust Financial
WTFC
$10.9B
$2.8M 0.03%
21,111
-1,439
-6% -$190K
LAD icon
541
Lithia Motors
LAD
$8.36B
$2.8M 0.03%
8,848
-814
-8% -$263K
ZION icon
542
Zions Bancorporation
ZION
$10.4B
$2.79M 0.03%
49,374
-3,748
-7% -$209K
JBL icon
543
Jabil
JBL
$37.1B
$2.79M 0.03%
12,845
-1,220
-9% -$266K
REG icon
544
Regency Centers
REG
$13.9B
$2.78M 0.03%
38,201
-1,333
-3% -$95.1K
RF icon
545
Regions Financial
RF
$26.9B
$2.78M 0.03%
105,346
-8,669
-8% -$225K
IDCC icon
546
InterDigital
IDCC
$8.82B
$2.77M 0.03%
8,036
-1,696
-17% -$461K
OSK icon
547
Oshkosh
OSK
$9.63B
$2.77M 0.03%
21,385
-1,577
-7% -$209K
NTAP icon
548
NetApp
NTAP
$38.9B
$2.77M 0.03%
23,413
-1,764
-7% -$197K
PLNT icon
549
Planet Fitness
PLNT
$3.63B
$2.76M 0.03%
26,635
-1,799
-6% -$191K
SNY icon
550
Sanofi
SNY
$104B
$2.73M 0.03%
57,795
-9,185
-14% -$443K
20 21
22
23 24

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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.