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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
RMBS icon
526
Rambus
RMBS
$10.5B
$2.73M 0.03%
31,695
-1,622
-5% -$162K
NFG icon
527
National Fuel Gas
NFG
$7.82B
$2.72M 0.03%
28,986
+210
+0.7% +$18.3K
AHR icon
528
American Healthcare REIT
AHR
$10.2B
$2.71M 0.03%
57,536
+50,398
+706% +$2.5M
WRB icon
529
W.R. Berkley
WRB
$26B
$2.71M 0.03%
40,927
-1,201
-3% -$82.7K
HUBB icon
530
Hubbell
HUBB
$27.5B
$2.71M 0.03%
5,522
-224
-4% -$110K
SSB icon
531
SouthState Bank Corp
SSB
$10.7B
$2.7M 0.03%
29,203
-1,957
-6% -$192K
INVH icon
532
Invitation Homes
INVH
$17.7B
$2.69M 0.03%
108,399
+113
+0.1% +$2.96K
TPL icon
533
Texas Pacific Land
TPL
$25.2B
$2.68M 0.03%
5,655
-337
-6% -$145K
RJF icon
534
Raymond James Financial
RJF
$34.6B
$2.67M 0.03%
18,473
-623
-3% -$98.8K
ARWR icon
535
Arrowhead Research
ARWR
$12.6B
$2.67M 0.03%
42,590
+4,465
+12% +$283K
AYI icon
536
Acuity Brands
AYI
$10.7B
$2.64M 0.03%
9,416
-446
-5% -$136K
OMC icon
537
Omnicom Group
OMC
$23.6B
$2.64M 0.03%
34,999
-1,973
-5% -$153K
PHM icon
538
Pultegroup
PHM
$25.2B
$2.63M 0.03%
22,390
-940
-4% -$120K
ZION icon
539
Zions Bancorporation
ZION
$10.4B
$2.63M 0.03%
45,668
-2,576
-5% -$152K
R icon
540
Ryder
R
$9.92B
$2.63M 0.03%
12,838
-888
-6% -$180K
ON icon
541
ON Semiconductor
ON
$31.6B
$2.62M 0.03%
42,310
-2,576
-6% -$162K
WY icon
542
Weyerhaeuser
WY
$18B
$2.61M 0.03%
106,983
-2,346
-2% -$59K
AZN icon
543
AstraZeneca
AZN
$246B
$2.61M 0.03%
13,239
-618
-4% -$119K
NNN icon
544
NNN REIT
NNN
$8.71B
$2.61M 0.03%
62,008
-2,586
-4% -$111K
HSBC icon
545
HSBC
HSBC
$355B
$2.59M 0.03%
31,401
-4,000
-11% -$339K
DD icon
546
DuPont de Nemours
DD
$19.5B
$2.58M 0.03%
18,797
-1,237
-6% -$171K
VNOM icon
547
Viper Energy
VNOM
$15.4B
$2.56M 0.03%
54,535
+2,704
+5% +$116K
TSCO icon
548
Tractor Supply
TSCO
$18.4B
$2.56M 0.03%
56,446
-2,081
-4% -$106K
CFR icon
549
Cullen/Frost Bankers
CFR
$10.3B
$2.55M 0.03%
18,575
-1,195
-6% -$165K
CHRD icon
550
Chord Energy
CHRD
$7.62B
$2.54M 0.03%
17,844
-726
-4% -$79.2K
20 21
22
23 24

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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.