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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
JHG
676
DELISTED
Janus Henderson
JHG
$1.94M 0.02%
37,812
-2,043
-5% -$101K
CRBG icon
677
Corebridge Financial
CRBG
$14.9B
$1.93M 0.02%
80,974
-7,092
-8% -$199K
SMTC icon
678
Semtech
SMTC
$12.2B
$1.93M 0.02%
25,059
+1,487
+6% +$122K
RY icon
679
Royal Bank of Canada
RY
$292B
$1.93M 0.02%
11,906
– –
GPN icon
680
Global Payments
GPN
$22.7B
$1.92M 0.02%
28,553
-168
-0.6% -$12.4K
QRVO icon
681
Qorvo
QRVO
$8.53B
$1.92M 0.02%
24,781
-22
-0.1% -$1.78K
HALO icon
682
Halozyme
HALO
$11.6B
$1.92M 0.02%
29,661
-1,910
-6% -$135K
FAF icon
683
First American
FAF
$7.32B
$1.91M 0.02%
31,715
-1,512
-5% -$96.8K
MP icon
684
MP Materials
MP
$9.84B
$1.91M 0.02%
39,560
-1,873
-5% -$112K
MIDD icon
685
Middleby
MIDD
$5.43B
$1.89M 0.02%
14,281
-708
-5% -$107K
DT
686
DELISTED
DEUTSCHE TELEKOM AG ADS (1ORD)
DT
$1.89M 0.02%
51,413
– –
PDD icon
687
Pinduoduo
PDD
$129B
$1.89M 0.02%
18,501
– –
CHWY icon
688
Chewy
CHWY
$9.2B
$1.89M 0.02%
69,853
+528
+0.8% +$14.7K
ULS icon
689
UL Solutions
ULS
$15.6B
$1.89M 0.02%
21,998
-587
-3% -$46.3K
VYMI icon
690
Vanguard International High Dividend Yield ETF
VYMI
$21.2B
$1.88M 0.02%
19,997
– –
JBHT icon
691
JB Hunt Transport Services
JBHT
$24.9B
$1.87M 0.02%
8,802
-394
-4% -$84K
LUV icon
692
Southwest Airlines
LUV
$22.3B
$1.86M 0.02%
49,382
-4,332
-8% -$196K
DOCN icon
693
DigitalOcean
DOCN
$14.2B
$1.85M 0.02%
21,545
+3,143
+17% +$198K
KRYS icon
694
Krystal Biotech
KRYS
$9.68B
$1.84M 0.02%
7,131
-36
-0.5% -$9.58K
GXO icon
695
GXO Logistics
GXO
$5.37B
$1.84M 0.02%
35,515
-1,764
-5% -$101K
VAL icon
696
Valaris
VAL
$6.03B
$1.84M 0.02%
18,773
-1,230
-6% -$95.8K
KHC icon
697
Kraft Heinz
KHC
$29.2B
$1.84M 0.02%
81,810
-636
-0.8% -$15K
PODD icon
698
Insulet
PODD
$10B
$1.84M 0.02%
8,758
-45
-0.5% -$11.3K
HXL icon
699
Hexcel
HXL
$7.6B
$1.83M 0.02%
22,582
-2,173
-9% -$183K
G icon
700
Genpact
G
$5.71B
$1.83M 0.02%
49,020
-2,986
-6% -$123K
26 27
28
29 30

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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.