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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
CAVA icon
576
CAVA Group
CAVA
$7.08B
$2.39M 0.03%
29,499
-1,325
-4% -$96.6K
CF icon
577
CF Industries
CF
$17.8B
$2.39M 0.03%
18,371
-1,229
-6% -$125K
HLI icon
578
Houlihan Lokey
HLI
$8.77B
$2.38M 0.03%
16,601
-1,021
-6% -$168K
AMG icon
579
Affiliated Managers Group
AMG
$9.48B
$2.38M 0.03%
8,612
-481
-5% -$145K
LH icon
580
Labcorp
LH
$26.1B
$2.38M 0.03%
8,910
-2,454
-22% -$664K
MANH icon
581
Manhattan Associates
MANH
$11.4B
$2.37M 0.03%
17,835
-1,082
-6% -$162K
WTS icon
582
Watts Water Technologies
WTS
$12.8B
$2.37M 0.03%
8,175
-360
-4% -$110K
COLB icon
583
Columbia Banking Systems
COLB
$8.97B
$2.37M 0.03%
86,282
-6,295
-7% -$182K
UMBF icon
584
UMB Financial
UMBF
$11.2B
$2.35M 0.03%
20,872
-1,250
-6% -$150K
ZBH icon
585
Zimmer Biomet
ZBH
$18.5B
$2.35M 0.03%
25,980
-339
-1% -$31.1K
TTEK icon
586
Tetra Tech
TTEK
$9.06B
$2.35M 0.03%
77,965
-4,324
-5% -$153K
VMI icon
587
Valmont Industries
VMI
$9.52B
$2.35M 0.03%
5,872
-304
-5% -$133K
LEN icon
588
Lennar Class A
LEN
$21.1B
$2.33M 0.03%
26,795
-340
-1% -$36.7K
LYV icon
589
Live Nation Entertainment
LYV
$42.7B
$2.33M 0.03%
15,257
-791
-5% -$120K
DOC icon
590
Healthpeak Properties
DOC
$14.1B
$2.32M 0.03%
140,949
+39,285
+39% +$673K
EFX icon
591
Equifax
EFX
$21.4B
$2.31M 0.03%
12,810
-537
-4% -$107K
IDCC icon
592
InterDigital
IDCC
$8.72B
$2.28M 0.03%
7,565
+607
+9% +$206K
WSM icon
593
Williams-Sonoma
WSM
$29.5B
$2.28M 0.03%
12,487
-644
-5% -$129K
ROL icon
594
Rollins
ROL
$17.8B
$2.27M 0.03%
42,417
-2,511
-6% -$149K
SFM icon
595
Sprouts Farmers Market
SFM
$7.87B
$2.26M 0.03%
29,364
-1,322
-4% -$98.7K
LKQ icon
596
LKQ Corp
LKQ
$6.25B
$2.26M 0.03%
77,038
+536
+0.7% +$17.2K
IDA icon
597
Idacorp
IDA
$8.11B
$2.26M 0.03%
15,815
-850
-5% -$117K
HOLX
598
DELISTED
Hologic
HOLX
$2.26M 0.03%
29,868
-3,168
-10% -$238K
TXRH icon
599
Texas Roadhouse
TXRH
$13.8B
$2.25M 0.03%
13,640
-1,051
-7% -$189K
MTDR icon
600
Matador Resources
MTDR
$6.51B
$2.25M 0.03%
35,627
-1,710
-5% -$85.6K
22 23
24
25 26

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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.