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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
BG icon
551
Bunge Global
BG
$21.4B
$2.54M 0.03%
19,935
-1,643
-8% -$191K
PNW icon
552
Pinnacle West Capital
PNW
$12.1B
$2.53M 0.03%
25,092
-458
-2% -$44.2K
BABA icon
553
Alibaba
BABA
$306B
$2.51M 0.03%
20,031
+55
+0.3% +$8.27K
FICO icon
554
Fair Isaac
FICO
$22.4B
$2.5M 0.03%
2,343
-102
-4% -$140K
SHEL icon
555
Shell
SHEL
$250B
$2.5M 0.03%
26,864
-3,000
-10% -$242K
CR icon
556
Crane Co
CR
$12.7B
$2.49M 0.03%
14,578
-764
-5% -$147K
FR icon
557
First Industrial Realty Trust
FR
$8.35B
$2.49M 0.03%
43,062
-1,830
-4% -$109K
LFUS icon
558
Littelfuse
LFUS
$11.5B
$2.49M 0.03%
7,329
-347
-5% -$113K
BAH icon
559
Booz Allen Hamilton
BAH
$9.45B
$2.47M 0.03%
31,704
-2,031
-6% -$171K
SBAC icon
560
SBA Communications
SBAC
$19.3B
$2.47M 0.03%
14,361
-337
-2% -$63.2K
ATR icon
561
AptarGroup
ATR
$8.57B
$2.47M 0.03%
19,577
-1,316
-6% -$171K
MASI
562
DELISTED
Masimo
MASI
$2.47M 0.03%
13,868
-660
-5% -$104K
REXR icon
563
Rexford Industrial Realty
REXR
$8.07B
$2.46M 0.03%
75,192
-4,271
-5% -$160K
RF icon
564
Regions Financial
RF
$26.9B
$2.46M 0.03%
94,037
-3,703
-4% -$103K
UGI icon
565
UGI
UGI
$7.54B
$2.45M 0.03%
67,230
-4,069
-6% -$153K
ARW icon
566
Arrow Electronics
ARW
$10.5B
$2.45M 0.03%
17,064
-1,041
-6% -$143K
CYTK icon
567
Cytokinetics
CYTK
$10.6B
$2.43M 0.03%
36,919
-1,745
-5% -$111K
DLTR icon
568
Dollar Tree
DLTR
$24.6B
$2.43M 0.03%
22,198
-1,621
-7% -$198K
SHG icon
569
Shinhan Financial Group
SHG
$34.3B
$2.42M 0.03%
39,451
– –
PRI icon
570
Primerica
PRI
$9.63B
$2.42M 0.03%
9,649
-516
-5% -$133K
CTRE icon
571
CareTrust REIT
CTRE
$9.14B
$2.41M 0.03%
65,887
+5,359
+9% +$206K
ULTA icon
572
Ulta Beauty
ULTA
$23.3B
$2.41M 0.03%
4,618
-248
-5% -$158K
LUMN icon
573
Lumen
LUMN
$6.58B
$2.41M 0.03%
347,290
-15,234
-4% -$115K
HPQ icon
574
HP
HPQ
$26.6B
$2.41M 0.03%
125,437
-544
-0.4% -$10.6K
CGNX icon
575
Cognex
CGNX
$10.6B
$2.39M 0.03%
48,767
-2,777
-5% -$130K
21 22
23
24 25

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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.