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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
AWK icon
551
American Water Works
AWK
$26.2B
$2.67M 0.03%
20,283
-5,719
-22% -$735K
FLS icon
552
Flowserve
FLS
$9.16B
$2.65M 0.03%
35,758
-2,144
-6% -$163K
HSY icon
553
Hershey
HSY
$34.9B
$2.64M 0.03%
15,052
-730
-5% -$138K
ENSG icon
554
The Ensign Group
ENSG
$9.79B
$2.64M 0.03%
16,449
-1,096
-6% -$193K
FICO icon
555
Fair Isaac
FICO
$28B
$2.63M 0.03%
2,205
-138
-6% -$155K
RF icon
556
Regions Financial
RF
$26.2B
$2.63M 0.03%
87,211
-6,826
-7% -$192K
CNM icon
557
Core & Main
CNM
$8.07B
$2.62M 0.03%
54,244
-3,161
-6% -$156K
CTRE icon
558
CareTrust REIT
CTRE
$10B
$2.59M 0.03%
64,173
-1,714
-3% -$67.3K
AMG icon
559
Affiliated Managers Group
AMG
$9.19B
$2.58M 0.03%
7,627
-985
-11% -$305K
GME icon
560
GameStop
GME
$9.58B
$2.58M 0.03%
116,838
-7,024
-6% -$161K
PNW icon
561
Pinnacle West Capital
PNW
$12.8B
$2.58M 0.03%
24,094
-998
-4% -$102K
COLB icon
562
Columbia Banking Systems
COLB
$9.34B
$2.57M 0.03%
80,159
-6,123
-7% -$182K
HPQ icon
563
HP
HPQ
$22.4B
$2.56M 0.03%
116,757
-8,680
-7% -$192K
GMED icon
564
Globus Medical
GMED
$10.2B
$2.53M 0.03%
31,971
-2,025
-6% -$172K
UDR icon
565
UDR
UDR
$12.8B
$2.52M 0.03%
63,231
+264
+0.4% +$9.76K
RRC icon
566
Range Resources
RRC
$9.08B
$2.52M 0.03%
67,845
-4,643
-6% -$189K
PRI icon
567
Primerica
PRI
$9.61B
$2.52M 0.03%
8,863
-786
-8% -$215K
SW
568
Smurfit Westrock
SW
$22.9B
$2.52M 0.03%
54,450
-1,513
-3% -$62.5K
DLTR icon
569
Dollar Tree
DLTR
$22.6B
$2.52M 0.03%
20,821
-1,377
-6% -$143K
CPRT icon
570
Copart
CPRT
$25.2B
$2.52M 0.03%
89,261
-3,899
-4% -$126K
CACI icon
571
CACI
CACI
$10.6B
$2.51M 0.03%
5,426
-419
-7% -$214K
DAR icon
572
Darling Ingredients
DAR
$10.1B
$2.51M 0.03%
45,998
-3,039
-6% -$181K
CPT icon
573
Camden Property Trust
CPT
$11.2B
$2.51M 0.03%
21,939
-275
-1% -$29.3K
FR icon
574
First Industrial Realty Trust
FR
$8.79B
$2.5M 0.03%
40,766
-2,296
-5% -$142K
WY icon
575
Weyerhaeuser
WY
$17B
$2.5M 0.03%
104,262
-2,721
-3% -$66.1K
21 22
23
24 25

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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.