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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
EIDO icon
676
iShares MSCI Indonesia ETF
EIDO
$484M
$2.12M 0.02%
120,803
– –
AN icon
677
AutoNation
AN
$6.89B
$2.12M 0.02%
9,676
+270
+3% +$56.9K
BBY icon
678
Best Buy
BBY
$17.6B
$2.11M 0.02%
27,927
-1,526
-5% -$109K
KEY icon
679
KeyCorp
KEY
$24.3B
$2.11M 0.02%
112,992
-14,929
-12% -$276K
CHE icon
680
Chemed
CHE
$7.02B
$2.11M 0.02%
4,708
-382
-8% -$173K
TKO icon
681
TKO Group
TKO
$14.2B
$2.11M 0.02%
10,437
-1,979
-16% -$362K
MARA icon
682
Marathon Digital Holdings
MARA
$3.74B
$2.1M 0.02%
114,905
-16,852
-13% -$284K
ROIV icon
683
Roivant Sciences
ROIV
$25.5B
$2.09M 0.02%
138,225
-6,564
-5% -$81.3K
GMED icon
684
Globus Medical
GMED
$11.4B
$2.09M 0.02%
36,479
-2,624
-7% -$151K
GNTX icon
685
Gentex
GNTX
$5.04B
$2.07M 0.02%
73,189
-6,831
-9% -$182K
ETSY icon
686
Etsy
ETSY
$7.29B
$2.07M 0.02%
31,162
-8,228
-21% -$491K
NWSA icon
687
News Corp Class A
NWSA
$15.5B
$2.06M 0.02%
67,142
+19,207
+40% +$569K
SANM icon
688
Sanmina
SANM
$10.9B
$2.06M 0.02%
17,905
-3,740
-17% -$421K
GTES icon
689
Gates Industrial Corporation Ltd.
GTES
$7.2B
$2.06M 0.02%
83,005
-6,347
-7% -$158K
LII icon
690
Lennox International
LII
$14.9B
$2.06M 0.02%
3,886
-330
-8% -$193K
AM icon
691
Antero Midstream
AM
$10.5B
$2.05M 0.02%
105,304
-7,320
-6% -$132K
ARE icon
692
Alexandria Real Estate Equities
ARE
$8.28B
$2.04M 0.02%
24,536
-981
-4% -$78.6K
SITM icon
693
SiTime
SITM
$20.1B
$2.04M 0.02%
6,783
-455
-6% -$105K
MIDD icon
694
Middleby
MIDD
$5.43B
$2.04M 0.02%
15,360
-3,444
-18% -$478K
MKTX icon
695
MarketAxess Holdings
MKTX
$5.72B
$2.04M 0.02%
11,707
+7,185
+159% +$1.41M
JKHY icon
696
Jack Henry & Associates
JKHY
$10.9B
$2.03M 0.02%
13,602
-570
-4% -$94.6K
DOC icon
697
Healthpeak Properties
DOC
$14.1B
$2.02M 0.02%
105,735
-4,402
-4% -$78.9K
ESAB icon
698
ESAB
ESAB
$5.47B
$2.02M 0.02%
18,101
-1,188
-6% -$141K
VNOM icon
699
Viper Energy
VNOM
$15.4B
$2.02M 0.02%
52,841
+8,995
+21% +$343K
CORT icon
700
Corcept Therapeutics
CORT
$12.1B
$2.02M 0.02%
24,276
-3,622
-13% -$262K
26 27
28
29 30

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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.