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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
+9.34%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.37B
AUM Growth
+$90.9M
Cap. Flow
-$517M
Cap. Flow %
-5.52%
Top 10 Hldgs %
27.43%
Holding
1,942
New
25
Increased
122
Reduced
1,528
Closed
54

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$11.8M
2
HOOD icon
Robinhood
HOOD
+$7.69M
3
NTNX icon
Nutanix
NTNX
+$5.98M
4
TRU icon
TransUnion
TRU
+$5.42M
5
TWLO icon
Twilio
TWLO
+$5.25M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$25.5M
2
AAPL icon
Apple
AAPL
+$24.6M
3
MSFT icon
Microsoft
MSFT
+$24.4M
4
NVDA icon
NVIDIA
NVDA
+$22.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$14M

Sector Composition

Rank Sector Weight
1 Technology 28.4%
2 Financials 13.76%
3 Consumer Discretionary 10.13%
4 Industrials 9.85%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KHC icon
626
Kraft Heinz
KHC
$29.2B
$2.33M 0.02%
89,562
-9,429
-10% -$256K
LDOS icon
627
Leidos
LDOS
$17.7B
$2.33M 0.02%
12,318
-591
-5% -$103K
CBSH icon
628
Commerce Bancshares
CBSH
$8.47B
$2.32M 0.02%
40,827
-2,330
-5% -$137K
LNC icon
629
Lincoln National
LNC
$8.51B
$2.3M 0.02%
57,110
-11,970
-17% -$463K
AGCO icon
630
AGCO
AGCO
$7.1B
$2.29M 0.02%
21,403
-1,432
-6% -$158K
KD icon
631
Kyndryl
KD
$2.91B
$2.29M 0.02%
76,293
-7,048
-8% -$242K
PKG icon
632
Packaging Corp of America
PKG
$22.9B
$2.29M 0.02%
10,498
-771
-7% -$159K
SHEL icon
633
Shell
SHEL
$250B
$2.28M 0.02%
31,934
-6,985
-18% -$503K
STAG icon
634
STAG Industrial
STAG
$7.08B
$2.28M 0.02%
64,656
-3,752
-5% -$134K
JBTM
635
JBT Marel
JBTM
$6.32B
$2.28M 0.02%
16,239
-1,259
-7% -$172K
AVY icon
636
Avery Dennison
AVY
$13.6B
$2.28M 0.02%
14,046
-1,120
-7% -$193K
AMG icon
637
Affiliated Managers Group
AMG
$9.48B
$2.27M 0.02%
9,536
-806
-8% -$178K
FSS icon
638
Federal Signal
FSS
$7.86B
$2.27M 0.02%
19,102
-3,902
-17% -$468K
LULU icon
639
lululemon athletica
LULU
$14.3B
$2.27M 0.02%
12,753
-504
-4% -$101K
ARW icon
640
Arrow Electronics
ARW
$10.5B
$2.27M 0.02%
18,725
-1,582
-8% -$199K
PNFP icon
641
Pinnacle Financial Partners Inc
PNFP
$16B
$2.27M 0.02%
24,150
-1,776
-7% -$177K
EXLS icon
642
EXL Service
EXLS
$5.29B
$2.25M 0.02%
51,051
-4,408
-8% -$191K
PCTY icon
643
Paylocity
PCTY
$7.7B
$2.25M 0.02%
14,109
-603
-4% -$107K
SHOP icon
644
Shopify
SHOP
$196B
$2.25M 0.02%
15,114
– –
G icon
645
Genpact
G
$5.71B
$2.24M 0.02%
53,587
-3,508
-6% -$154K
RY icon
646
Royal Bank of Canada
RY
$292B
$2.24M 0.02%
15,221
– –
AL
647
DELISTED
Air Lease Corp
AL
$2.24M 0.02%
35,206
-5,798
-14% -$346K
IDA icon
648
Idacorp
IDA
$8.11B
$2.24M 0.02%
16,956
-1,138
-6% -$141K
TRMB icon
649
Trimble
TRMB
$13.5B
$2.24M 0.02%
27,375
-1,957
-7% -$160K
WING icon
650
Wingstop
WING
$3.03B
$2.22M 0.02%
8,810
-664
-7% -$206K
24 25
26
27 28

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HI
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AI
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PEA
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VAS
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MU
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SFM
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LCAM
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Yousif Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Yousif Capital Management held 1,942 positions worth $9.37B, up 0.98% from $9.28B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $517M in Q3 2025, closing 54 positions and reducing 1,528 holdings. Its most notable exit was Hess, an estimated $4.95M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Yousif Capital Management opened a new position in Talen Energy Corp worth $6.14M.

  • Yousif Capital Management's largest Q3 2025 buy was Talen Energy Corp: 14,430 shares worth $6.14M.
  • Yousif Capital Management added most to Applovin in Q3 2025, an estimated $11.8M increase.
  • Yousif Capital Management's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $25.5M.
  • Yousif Capital Management fully exited Hess in Q3 2025, selling an estimated $4.95M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.37B portfolio in Q3 2025.
  • Yousif Capital Management opened 25 new positions and closed 54 in Q3 2025.
  • Yousif Capital Management's portfolio value rose 0.98% quarter-over-quarter to $9.37B.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.