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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
LH icon
601
Labcorp
LH
$23.9B
$2.36M 0.03%
8,429
-481
-5% -$126K
JBHT icon
602
JB Hunt Transport Services
JBHT
$27.2B
$2.36M 0.03%
8,140
-662
-8% -$170K
FFIV icon
603
F5
FFIV
$21.9B
$2.35M 0.03%
5,655
-395
-7% -$140K
LEN icon
604
Lennar Class A
LEN
$19.8B
$2.35M 0.03%
25,963
-832
-3% -$74.4K
GIS icon
605
General Mills
GIS
$19B
$2.34M 0.03%
67,219
-14,200
-17% -$490K
AVT icon
606
Avnet
AVT
$7.38B
$2.33M 0.03%
26,287
-2,238
-8% -$183K
REXR icon
607
Rexford Industrial Realty
REXR
$8.12B
$2.31M 0.03%
69,034
-6,158
-8% -$215K
ECG
608
Everus Construction Group
ECG
$7.04B
$2.31M 0.03%
13,903
-27
-0.2% -$3.96K
MANH icon
609
Manhattan Associates
MANH
$8.72B
$2.31M 0.03%
16,563
-1,272
-7% -$175K
SEIC icon
610
SEI Investments
SEIC
$11.6B
$2.3M 0.03%
26,241
-1,961
-7% -$171K
CTSH icon
611
Cognizant
CTSH
$20.3B
$2.3M 0.03%
59,309
-1,689
-3% -$88.9K
TEX icon
612
Terex
TEX
$7.83B
$2.3M 0.03%
31,705
-1,897
-6% -$119K
ATR icon
613
AptarGroup
ATR
$8.23B
$2.28M 0.03%
18,218
-1,359
-7% -$165K
IDA icon
614
Idacorp
IDA
$8.28B
$2.28M 0.03%
15,057
-758
-5% -$109K
SFM icon
615
Sprouts Farmers Market
SFM
$6.91B
$2.27M 0.03%
26,835
-2,529
-9% -$205K
IP icon
616
International Paper
IP
$20.1B
$2.26M 0.03%
59,379
-349
-0.6% -$12K
GL icon
617
Globe Life
GL
$13.3B
$2.25M 0.03%
12,567
+3,797
+43% +$594K
EXE
618
Expand Energy Corp
EXE
$21.9B
$2.24M 0.03%
24,594
-613
-2% -$58.2K
GKOS icon
619
Glaukos
GKOS
$8.94B
$2.24M 0.03%
16,042
+201
+1% +$25.4K
OMC icon
620
Omnicom Group
OMC
$22.2B
$2.24M 0.03%
30,740
-4,259
-12% -$321K
STAG icon
621
STAG Industrial
STAG
$7.74B
$2.24M 0.03%
58,746
-3,217
-5% -$123K
KMX icon
622
CarMax
KMX
$8.29B
$2.23M 0.03%
42,180
-89
-0.2% -$3.87K
VNOM icon
623
Viper Energy
VNOM
$8.81B
$2.23M 0.03%
52,614
-1,921
-4% -$88.7K
ALV icon
624
Autoliv
ALV
$8.44B
$2.23M 0.02%
19,173
-1,313
-6% -$156K
POWL icon
625
Powell Industries
POWL
$8.83B
$2.22M 0.02%
7,751
-40
-0.5% -$10.9K
23 24
25
26 27

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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.