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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
AGCO icon
601
AGCO
AGCO
$7.1B
$2.24M 0.03%
19,351
-1,503
-7% -$182K
ONB icon
602
Old National Bancorp
ONB
$10.3B
$2.24M 0.03%
101,425
-5,958
-6% -$139K
JAZZ icon
603
Jazz Pharmaceuticals
JAZZ
$16.1B
$2.24M 0.03%
11,829
-984
-8% -$172K
SITM icon
604
SiTime
SITM
$20.1B
$2.24M 0.03%
6,472
+535
+9% +$197K
STAG icon
605
STAG Industrial
STAG
$7.08B
$2.23M 0.03%
61,963
-1,617
-3% -$61.3K
SW
606
Smurfit Westrock
SW
$26B
$2.23M 0.03%
55,963
-2,122
-4% -$91.5K
SEIC icon
607
SEI Investments
SEIC
$12.6B
$2.21M 0.03%
28,202
-1,541
-5% -$127K
KNSL icon
608
Kinsale Capital Group
KNSL
$8.53B
$2.21M 0.03%
6,467
-379
-6% -$144K
AM icon
609
Antero Midstream
AM
$10.5B
$2.21M 0.03%
96,815
-5,957
-6% -$123K
BHP icon
610
BHP
BHP
$229B
$2.21M 0.03%
30,326
– –
ARES icon
611
Ares Management
ARES
$32.3B
$2.21M 0.03%
20,213
-200
-1% -$26.5K
SAP icon
612
SAP
SAP
$242B
$2.2M 0.03%
12,843
– –
FSLR icon
613
First Solar
FSLR
$25.9B
$2.2M 0.03%
11,131
-284
-2% -$62.8K
WAL icon
614
Western Alliance Bancorporation
WAL
$8.89B
$2.19M 0.03%
30,843
-2,020
-6% -$168K
MRNA icon
615
Moderna
MRNA
$24.2B
$2.18M 0.03%
42,981
-3,358
-7% -$157K
CNC icon
616
Centene
CNC
$32.1B
$2.17M 0.03%
66,360
+139
+0.2% +$5.7K
JXN icon
617
Jackson Financial
JXN
$8.75B
$2.17M 0.03%
20,537
+626
+3% +$70K
CPT icon
618
Camden Property Trust
CPT
$10.9B
$2.17M 0.03%
22,214
-660
-3% -$70K
NTAP icon
619
NetApp
NTAP
$38.9B
$2.17M 0.03%
21,173
-644
-3% -$65.4K
COKE icon
620
Coca-Cola Consolidated
COKE
$12.1B
$2.17M 0.03%
11,292
-865
-7% -$151K
CRUS icon
621
Cirrus Logic
CRUS
$6.11B
$2.16M 0.03%
14,939
-771
-5% -$104K
ALV icon
622
Autoliv
ALV
$8.96B
$2.15M 0.03%
20,486
-1,572
-7% -$185K
CMC icon
623
Commercial Metals
CMC
$7.97B
$2.15M 0.03%
35,001
-1,794
-5% -$130K
HQY icon
624
HealthEquity
HQY
$8.83B
$2.15M 0.03%
25,725
-1,822
-7% -$149K
SI
625
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$2.14M 0.03%
18,066
– –
23 24
25
26 27

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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.