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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
+4.18%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.12B
AUM Growth
-$247M
Cap. Flow
-$498M
Cap. Flow %
-5.46%
Top 10 Hldgs %
26.56%
Holding
1,930
New
42
Increased
114
Reduced
1,513
Closed
53

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.6M
2
CRH icon
CRH
CRH
+$6.83M
3
PINS icon
Pinterest
PINS
+$5.11M
4
CVNA icon
Carvana
CVNA
+$4.51M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.74M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$26.6M
2
AAPL icon
Apple
AAPL
+$21.7M
3
MSFT icon
Microsoft
MSFT
+$15.9M
4
AMZN icon
Amazon
AMZN
+$11.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.2M

Sector Composition

Rank Sector Weight
1 Technology 27.33%
2 Financials 13.42%
3 Industrials 10.44%
4 Consumer Discretionary 9.96%
5 Healthcare 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CART icon
651
Maplebear
CART
$11.4B
$2.19M 0.02%
56,801
-1,097
-2% -$44.9K
LEA icon
652
Lear
LEA
$8.12B
$2.19M 0.02%
18,371
-1,149
-6% -$123K
JBTM
653
JBT Marel
JBTM
$6.32B
$2.19M 0.02%
14,250
-1,989
-12% -$280K
PKG icon
654
Packaging Corp of America
PKG
$22.9B
$2.18M 0.02%
10,060
-438
-4% -$89.1K
SHEL icon
655
Shell
SHEL
$250B
$2.18M 0.02%
29,864
-2,070
-6% -$152K
PRIM icon
656
Primoris Services
PRIM
$4.42B
$2.18M 0.02%
+14,839
New +$1.94M
MIDD icon
657
Middleby
MIDD
$5.43B
$2.18M 0.02%
14,989
-371
-2% -$48.7K
SNA icon
658
Snap-on
SNA
$21.3B
$2.16M 0.02%
5,936
-375
-6% -$128K
OLLI icon
659
Ollie's Bargain Outlet
OLLI
$4.76B
$2.16M 0.02%
18,943
-507
-3% -$61.1K
SITM icon
660
SiTime
SITM
$20.1B
$2.16M 0.02%
5,937
-846
-12% -$265K
JAZZ icon
661
Jazz Pharmaceuticals
JAZZ
$16.1B
$2.15M 0.02%
12,813
+218
+2% +$33.4K
KEX icon
662
Kirby Corp
KEX
$7B
$2.15M 0.02%
16,939
-800
-5% -$81.3K
CBSH icon
663
Commerce Bancshares
CBSH
$8.47B
$2.14M 0.02%
39,928
-899
-2% -$47K
M icon
664
Macy's
M
$6.45B
$2.13M 0.02%
100,204
-5,433
-5% -$111K
CDW icon
665
CDW
CDW
$16.9B
$2.13M 0.02%
17,076
-578
-3% -$85.2K
CAVA icon
666
CAVA Group
CAVA
$7.08B
$2.13M 0.02%
30,824
-490
-2% -$27.3K
UBS icon
667
UBS Group
UBS
$176B
$2.12M 0.02%
45,665
– –
PFG icon
668
Principal Financial Group
PFG
$24.2B
$2.11M 0.02%
23,880
-2,050
-8% -$173K
PB icon
669
Prosperity Bancshares
PB
$8.85B
$2.11M 0.02%
29,239
-587
-2% -$39.6K
ESAB icon
670
ESAB
ESAB
$5.47B
$2.1M 0.02%
17,820
-281
-2% -$32.2K
AXA
671
DELISTED
AXA ADS (1 ORD SHS)
AXA
$2.1M 0.02%
46,237
– –
NOV icon
672
NOV
NOV
$7.49B
$2.1M 0.02%
118,796
-5,360
-4% -$79.5K
VFC icon
673
VF Corp
VFC
$5.81B
$2.09M 0.02%
112,195
-2,910
-3% -$47.2K
H icon
674
Hyatt Hotels
H
$16.3B
$2.08M 0.02%
12,971
-391
-3% -$59.9K
DAR icon
675
Darling Ingredients
DAR
$9.84B
$2.07M 0.02%
51,335
-1,267
-2% -$42.9K
25 26
27
28 29

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Yousif Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Yousif Capital Management held 1,930 positions worth $9.12B, down 2.6% from $9.37B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $498M in Q4 2025, closing 53 positions and reducing 1,513 holdings. Its most notable exit was Mr. Cooper, an estimated $4.23M position sold in full.

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

Against the trend, Yousif Capital Management opened a new position in Qnity Electronics Inc worth $2.78M.

  • Yousif Capital Management's largest Q4 2025 buy was Qnity Electronics Inc: 29,206 shares worth $2.78M.
  • Yousif Capital Management added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $12.6M increase.
  • Yousif Capital Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $26.6M.
  • Yousif Capital Management fully exited Mr. Cooper in Q4 2025, selling an estimated $4.23M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.12B portfolio in Q4 2025.
  • Yousif Capital Management opened 42 new positions and closed 53 in Q4 2025.
  • Yousif Capital Management's portfolio value fell 2.6% quarter-over-quarter to $9.12B.

Based on Yousif Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.