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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
KEX icon
626
Kirby Corp
KEX
$7B
$2.14M 0.03%
16,078
-861
-5% -$109K
IP icon
627
International Paper
IP
$22.1B
$2.13M 0.03%
59,728
-1,333
-2% -$55.4K
UDR icon
628
UDR
UDR
$12B
$2.13M 0.03%
62,967
-2,279
-3% -$83.7K
SM icon
629
SM Energy
SM
$7.73B
$2.12M 0.02%
68,114
+34,134
+100% +$779K
CPAY icon
630
Corpay
CPAY
$26.7B
$2.12M 0.02%
7,289
-264
-3% -$84.5K
PRIM icon
631
Primoris Services
PRIM
$4.42B
$2.11M 0.02%
14,773
-66
-0.4% -$9.66K
CDW icon
632
CDW
CDW
$16.9B
$2.11M 0.02%
17,431
+355
+2% +$44.9K
ACI icon
633
Albertsons Companies
ACI
$5.95B
$2.11M 0.02%
123,787
-12,395
-9% -$215K
SSD icon
634
Simpson Manufacturing
SSD
$8.19B
$2.11M 0.02%
12,280
-668
-5% -$123K
ESI icon
635
Element Solutions
ESI
$9.17B
$2.1M 0.02%
61,583
-298
-0.5% -$9.34K
NOV icon
636
NOV
NOV
$7.49B
$2.1M 0.02%
111,751
-7,045
-6% -$132K
AAL icon
637
American Airlines Group
AAL
$10.1B
$2.1M 0.02%
195,511
-11,418
-6% -$151K
MOG.A icon
638
Moog Inc Class A
MOG.A
$13.2B
$2.09M 0.02%
7,158
+134
+2% +$41K
AXA
639
DELISTED
AXA ADS (1 ORD SHS)
AXA
$2.09M 0.02%
46,237
– –
MOH icon
640
Molina Healthcare
MOH
$10.2B
$2.09M 0.02%
15,680
+8,544
+120% +$1.36M
VIAV icon
641
Viavi Solutions
VIAV
$9.47B
$2.08M 0.02%
62,609
+2,602
+4% +$68.8K
JEF icon
642
Jefferies Financial Group
JEF
$12.7B
$2.08M 0.02%
50,388
-2,764
-5% -$143K
LEA icon
643
Lear
LEA
$8.12B
$2.08M 0.02%
17,167
-1,204
-7% -$150K
SNA icon
644
Snap-on
SNA
$21.3B
$2.07M 0.02%
5,702
-234
-4% -$86.7K
KEY icon
645
KeyCorp
KEY
$24.3B
$2.07M 0.02%
103,019
-3,501
-3% -$73.3K
AGX icon
646
Argan
AGX
$8.11B
$2.06M 0.02%
+3,788
New +$1.54M
PFG icon
647
Principal Financial Group
PFG
$24.2B
$2.06M 0.02%
22,872
-1,008
-4% -$92.1K
EEM icon
648
iShares MSCI Emerging Markets ETF
EEM
$29.9B
$2.06M 0.02%
36,259
-11,190
-24% -$658K
PKG icon
649
Packaging Corp of America
PKG
$22.9B
$2.05M 0.02%
9,680
-380
-4% -$84.7K
VRSN icon
650
VeriSign
VRSN
$26B
$2.05M 0.02%
8,251
-1,051
-11% -$250K
24 25
26
27 28

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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.