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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
RRC icon
576
Range Resources
RRC
$9.5B
$2.66M 0.03%
76,162
-1,660
-2% -$61.8K
PRI icon
577
Primerica
PRI
$9.66B
$2.65M 0.03%
10,165
-347
-3% -$90.5K
UGI icon
578
UGI
UGI
$7.5B
$2.65M 0.03%
71,299
-1,877
-3% -$66.5K
DINO icon
579
HF Sinclair
DINO
$15.3B
$2.65M 0.03%
55,007
-3,065
-5% -$158K
FR icon
580
First Industrial Realty Trust
FR
$8.37B
$2.64M 0.03%
44,892
-816
-2% -$45.5K
KIM icon
581
Kimco Realty
KIM
$16.1B
$2.64M 0.03%
125,867
+25,864
+26% +$537K
BIIB icon
582
Biogen
BIIB
$30.4B
$2.63M 0.03%
15,920
-1,156
-7% -$189K
COLB icon
583
Columbia Banking Systems
COLB
$8.99B
$2.62M 0.03%
92,577
-1,124
-1% -$30.4K
SNY icon
584
Sanofi
SNY
$104B
$2.62M 0.03%
57,290
-505
-0.9% -$25K
CRBG icon
585
Corebridge Financial
CRBG
$14.9B
$2.59M 0.03%
88,066
+79,018
+873% +$2.43M
ATR icon
586
AptarGroup
ATR
$8.57B
$2.59M 0.03%
20,893
-472
-2% -$58.3K
R icon
587
Ryder
R
$10B
$2.58M 0.03%
13,726
-510
-4% -$91.6K
AEIS icon
588
Advanced Energy
AEIS
$12.9B
$2.56M 0.03%
10,208
-1,546
-13% -$315K
CADE
589
DELISTED
Cadence Bank
CADE
$2.56M 0.03%
57,474
-1,019
-2% -$40.4K
IP icon
590
International Paper
IP
$22.1B
$2.54M 0.03%
61,061
-2,819
-4% -$116K
DD icon
591
DuPont de Nemours
DD
$19.5B
$2.54M 0.03%
20,034
-32,023
-62% -$3.6M
PLNT icon
592
Planet Fitness
PLNT
$3.65B
$2.51M 0.03%
25,868
-767
-3% -$79K
PODD icon
593
Insulet
PODD
$10.1B
$2.5M 0.03%
8,803
-1,275
-13% -$399K
LKQ icon
594
LKQ Corp
LKQ
$6.28B
$2.5M 0.03%
76,502
+39,504
+107% +$1.19M
HPQ icon
595
HP
HPQ
$26.6B
$2.49M 0.03%
125,981
-12,212
-9% -$311K
AZN icon
596
AstraZeneca
AZN
$247B
$2.49M 0.03%
13,857
-3,032
-18% -$532K
SEIC icon
597
SEI Investments
SEIC
$12.6B
$2.49M 0.03%
29,743
-1,060
-3% -$87.1K
ARWR icon
598
Arrowhead Research
ARWR
$12.5B
$2.49M 0.03%
38,125
-5,441
-12% -$267K
HOLX
599
DELISTED
Hologic
HOLX
$2.48M 0.03%
33,036
-1,764
-5% -$129K
WTS icon
600
Watts Water Technologies
WTS
$12.8B
$2.47M 0.03%
8,535
-139
-2% -$38.3K
22 23
24
25 26

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PEA
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LCAM
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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.