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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
FDXF
651
FedEx Freight
FDXF
$23B
$2.11M 0.02%
+13,985
New +$2.29M
TTEK icon
652
Tetra Tech
TTEK
$7.93B
$2.1M 0.02%
72,832
-5,133
-7% -$151K
HLI icon
653
Houlihan Lokey
HLI
$9.52B
$2.1M 0.02%
15,659
-942
-6% -$139K
MIDD icon
654
Middleby
MIDD
$5.93B
$2.09M 0.02%
12,170
-2,111
-15% -$318K
LSTR icon
655
Landstar System
LSTR
$7.06B
$2.09M 0.02%
10,105
-685
-6% -$131K
MP icon
656
MP Materials
MP
$7.95B
$2.09M 0.02%
37,295
-2,265
-6% -$138K
CRUS icon
657
Cirrus Logic
CRUS
$6.74B
$2.09M 0.02%
14,056
-883
-6% -$145K
AXTA icon
658
Axalta
AXTA
$6.78B
$2.09M 0.02%
60,964
-3,716
-6% -$112K
NFG icon
659
National Fuel Gas
NFG
$7.8B
$2.08M 0.02%
26,948
-2,038
-7% -$169K
AM icon
660
Antero Midstream
AM
$10.9B
$2.08M 0.02%
91,451
-5,364
-6% -$116K
THG icon
661
Hanover Insurance
THG
$7.49B
$2.08M 0.02%
9,694
-695
-7% -$132K
CRBG icon
662
Corebridge Financial
CRBG
$13.9B
$2.07M 0.02%
72,441
-8,533
-11% -$231K
HIMS icon
663
Hims & Hers Health
HIMS
$7.58B
$2.07M 0.02%
59,798
-2,814
-4% -$75.5K
EL icon
664
Estee Lauder
EL
$28.9B
$2.07M 0.02%
26,157
-1,427
-5% -$115K
LNTH icon
665
Lantheus
LNTH
$6.75B
$2.06M 0.02%
18,586
-1,406
-7% -$131K
JBTM
666
JBT Marel
JBTM
$6.99B
$2.06M 0.02%
14,179
-15
-0.1% -$1.94K
JXN icon
667
Jackson Financial
JXN
$8.11B
$2.05M 0.02%
20,068
-469
-2% -$50.8K
ZWS icon
668
Zurn Elkay Water Solutions
ZWS
$8.05B
$2.05M 0.02%
40,494
-99
-0.2% -$4.84K
ST icon
669
Sensata Technologies
ST
$6.63B
$2.05M 0.02%
42,848
-3,208
-7% -$145K
LAD icon
670
Lithia Motors
LAD
$7.62B
$2.04M 0.02%
7,038
-812
-10% -$231K
CMC icon
671
Commercial Metals
CMC
$7.53B
$2.04M 0.02%
32,568
-2,433
-7% -$171K
KEX icon
672
Kirby Corp
KEX
$7.97B
$2.04M 0.02%
14,972
-1,106
-7% -$158K
FAF icon
673
First American
FAF
$7.03B
$2.04M 0.02%
29,673
-2,042
-6% -$136K
RAL
674
Ralliant Corp
RAL
$7.87B
$2.03M 0.02%
27,526
-184
-0.7% -$10.3K
PB icon
675
Prosperity Bancshares
PB
$8.71B
$2.02M 0.02%
27,721
-1,784
-6% -$124K
25 26
27
28 29

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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.