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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
CLF icon
651
Cleveland-Cliffs
CLF
$7.08B
$2.22M 0.02%
181,744
-7,160
-4% -$75.3K
SNV
652
DELISTED
Synovus
SNV
$2.21M 0.02%
45,112
-3,354
-7% -$172K
AXA
653
DELISTED
AXA ADS (1 ORD SHS)
AXA
$2.21M 0.02%
46,237
-8,725
-16% -$417K
SSD icon
654
Simpson Manufacturing
SSD
$8.19B
$2.2M 0.02%
13,162
-1,058
-7% -$189K
FLS icon
655
Flowserve
FLS
$10.3B
$2.2M 0.02%
41,458
-2,875
-6% -$156K
TMHC
656
DELISTED
Taylor Morrison
TMHC
$2.2M 0.02%
33,364
-2,805
-8% -$185K
ZWS icon
657
Zurn Elkay Water Solutions
ZWS
$8.6B
$2.2M 0.02%
46,746
-6,908
-13% -$298K
MASI
658
DELISTED
Masimo
MASI
$2.2M 0.02%
14,884
-757
-5% -$115K
CADE
659
DELISTED
Cadence Bank
CADE
$2.2M 0.02%
58,493
-3,861
-6% -$139K
FAF icon
660
First American
FAF
$7.32B
$2.19M 0.02%
34,141
-2,985
-8% -$188K
SNA icon
661
Snap-on
SNA
$21.3B
$2.19M 0.02%
6,311
-406
-6% -$133K
KIM icon
662
Kimco Realty
KIM
$16.1B
$2.19M 0.02%
100,003
-4,629
-4% -$101K
CMC icon
663
Commercial Metals
CMC
$7.97B
$2.18M 0.02%
37,995
-3,001
-7% -$166K
KNX icon
664
Knight Transportation
KNX
$11.2B
$2.17M 0.02%
54,998
-3,464
-6% -$150K
FFIV icon
665
F5
FFIV
$23.4B
$2.17M 0.02%
6,704
-453
-6% -$142K
NVO
666
Novo Nordisk
NVO
$207B
$2.16M 0.02%
38,849
– –
PFG icon
667
Principal Financial Group
PFG
$24.2B
$2.15M 0.02%
25,930
-2,311
-8% -$185K
BHP icon
668
BHP
BHP
$229B
$2.15M 0.02%
38,551
-3,745
-9% -$199K
MTG icon
669
MGIC Investment
MTG
$6.23B
$2.15M 0.02%
75,674
-7,924
-9% -$216K
FBIN icon
670
Fortune Brands Innovations
FBIN
$5.97B
$2.14M 0.02%
40,134
-2,808
-7% -$158K
HRB icon
671
H&R Block
HRB
$5.92B
$2.13M 0.02%
42,210
-3,218
-7% -$170K
CTRA
672
DELISTED
Coterra Energy
CTRA
$2.13M 0.02%
90,182
-3,799
-4% -$91.6K
CART icon
673
Maplebear
CART
$11.4B
$2.13M 0.02%
57,898
+2,702
+5% +$124K
THG icon
674
Hanover Insurance
THG
$7.73B
$2.13M 0.02%
11,704
-926
-7% -$159K
CYTK icon
675
Cytokinetics
CYTK
$10.6B
$2.12M 0.02%
38,639
-2,538
-6% -$105K
25 26
27
28 29

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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.