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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
LNT icon
526
Alliant Energy
LNT
$17.8B
$2.9M 0.03%
43,165
-1,792
-4% -$120K
LUMN icon
527
Lumen
LUMN
$6.58B
$2.9M 0.03%
362,524
-59,538
-14% -$490K
AMG icon
528
Affiliated Managers Group
AMG
$9.48B
$2.9M 0.03%
9,093
-443
-5% -$114K
STLD icon
529
Steel Dynamics
STLD
$37.8B
$2.89M 0.03%
16,798
-1,468
-8% -$233K
OMC icon
530
Omnicom Group
OMC
$23.6B
$2.88M 0.03%
36,972
+12,484
+51% +$954K
GTLS
531
DELISTED
Chart Industries
GTLS
$2.87M 0.03%
13,856
-199
-1% -$40.3K
EIX icon
532
Edison International
EIX
$26.9B
$2.87M 0.03%
47,951
-6,156
-11% -$353K
ADC icon
533
Agree Realty
ADC
$9.13B
$2.86M 0.03%
39,094
+860
+2% +$62.8K
TXRH icon
534
Texas Roadhouse
TXRH
$13.8B
$2.86M 0.03%
14,691
+130
+0.9% +$22K
WRB icon
535
W.R. Berkley
WRB
$26B
$2.85M 0.03%
42,128
-2,357
-5% -$174K
ZION icon
536
Zions Bancorporation
ZION
$10.4B
$2.85M 0.03%
48,244
-1,130
-2% -$61.5K
UAE icon
537
iShares MSCI UAE ETF
UAE
$317M
$2.85M 0.03%
141,837
– –
TSN icon
538
Tyson Foods
TSN
$19.9B
$2.85M 0.03%
46,781
-2,461
-5% -$135K
SAIA icon
539
Saia
SAIA
$9.52B
$2.85M 0.03%
8,359
-136
-2% -$41.1K
BRX icon
540
Brixmor Property Group
BRX
$9.09B
$2.84M 0.03%
106,505
-2,913
-3% -$76.9K
OGE icon
541
OGE Energy
OGE
$9.57B
$2.84M 0.03%
64,936
-1,513
-2% -$67.5K
ROL icon
542
Rollins
ROL
$17.8B
$2.84M 0.03%
44,928
-1,166
-3% -$68.5K
MP icon
543
MP Materials
MP
$9.84B
$2.83M 0.03%
41,433
-951
-2% -$60.3K
DOW icon
544
Dow Inc
DOW
$22.6B
$2.82M 0.03%
106,253
-8,068
-7% -$185K
WAL icon
545
Western Alliance Bancorporation
WAL
$8.89B
$2.82M 0.03%
32,863
-710
-2% -$57.7K
CLF icon
546
Cleveland-Cliffs
CLF
$7.08B
$2.81M 0.03%
199,905
+18,161
+10% +$229K
DVN icon
547
Devon Energy
DVN
$49.9B
$2.79M 0.03%
76,935
-5,575
-7% -$195K
SOLS
548
Solstice Advanced Materials
SOLS
$9.71B
$2.79M 0.03%
+45,321
New +$2.13M
EFX icon
549
Equifax
EFX
$21.4B
$2.78M 0.03%
13,347
-1,098
-8% -$240K
TTC icon
550
Toro Company
TTC
$9.41B
$2.78M 0.03%
31,618
-750
-2% -$55.4K
20 21
22
23 24

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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.