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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
KEY icon
626
KeyCorp
KEY
$24.4B
$2.22M 0.02%
96,276
-6,743
-7% -$147K
H icon
627
Hyatt Hotels
H
$17.3B
$2.21M 0.02%
11,395
-753
-6% -$132K
PKG icon
628
Packaging Corp of America
PKG
$20.8B
$2.21M 0.02%
9,265
-415
-4% -$91K
CPAY icon
629
Corpay
CPAY
$23.8B
$2.2M 0.02%
6,604
-685
-9% -$228K
ACM icon
630
Aecom
ACM
$8.69B
$2.2M 0.02%
31,510
-2,607
-8% -$200K
ULS icon
631
UL Solutions
ULS
$17.5B
$2.19M 0.02%
21,545
-453
-2% -$42.8K
ZBH icon
632
Zimmer Biomet
ZBH
$17.3B
$2.19M 0.02%
25,405
-575
-2% -$50.4K
CAVA icon
633
CAVA Group
CAVA
$7.36B
$2.18M 0.02%
27,829
-1,670
-6% -$140K
ARES icon
634
Ares Management
ARES
$27.4B
$2.18M 0.02%
19,599
-614
-3% -$73.7K
UGI icon
635
UGI
UGI
$7.92B
$2.18M 0.02%
63,135
-4,095
-6% -$145K
HQY icon
636
HealthEquity
HQY
$7.89B
$2.18M 0.02%
24,127
-1,598
-6% -$135K
QRVO icon
637
Qorvo
QRVO
$7.65B
$2.18M 0.02%
23,330
-1,451
-6% -$134K
KTOS icon
638
Kratos Defense & Security Solutions
KTOS
$9.27B
$2.17M 0.02%
43,562
-2,867
-6% -$173K
PLXS icon
639
Plexus
PLXS
$7B
$2.17M 0.02%
7,222
– –
HALO icon
640
Halozyme
HALO
$9.59B
$2.17M 0.02%
27,718
-1,943
-7% -$132K
NPO icon
641
Enpro
NPO
$7.12B
$2.17M 0.02%
5,755
– –
CBSH icon
642
Commerce Bancshares
CBSH
$8.44B
$2.16M 0.02%
37,452
-2,721
-7% -$143K
AGCO icon
643
AGCO
AGCO
$8.49B
$2.16M 0.02%
18,008
-1,343
-7% -$156K
CART icon
644
Maplebear
CART
$10B
$2.15M 0.02%
45,331
-8,312
-15% -$348K
DOC icon
645
Healthpeak Properties
DOC
$15.2B
$2.14M 0.02%
100,224
-40,725
-29% -$760K
FSS icon
646
Federal Signal
FSS
$7.19B
$2.13M 0.02%
16,610
-29
-0.2% -$3.33K
IFF icon
647
International Flavors & Fragrances
IFF
$18.8B
$2.13M 0.02%
26,856
-1,038
-4% -$77.3K
MYRG icon
648
MYR Group
MYRG
$6.34B
$2.12M 0.02%
4,239
+2
+0% +$821
HXL icon
649
Hexcel
HXL
$8.29B
$2.11M 0.02%
21,125
-1,457
-6% -$132K
LEA icon
650
Lear
LEA
$7.14B
$2.11M 0.02%
15,755
-1,412
-8% -$189K
24 25
26
27 28

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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.