We are live on ! Find out more
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
VFC icon
701
VF Corp
VFC
$5.81B
$1.82M 0.02%
107,397
-4,798
-4% -$90.5K
ZWS icon
702
Zurn Elkay Water Solutions
ZWS
$8.6B
$1.82M 0.02%
40,593
-319
-0.8% -$15.2K
EXP icon
703
Eagle Materials
EXP
$6.57B
$1.82M 0.02%
9,584
-654
-6% -$139K
JBTM
704
JBT Marel
JBTM
$6.32B
$1.82M 0.02%
14,194
-56
-0.4% -$8.47K
MUSA icon
705
Murphy USA
MUSA
$10B
$1.81M 0.02%
3,668
-263
-7% -$113K
POR icon
706
Portland General Electric
POR
$5.69B
$1.81M 0.02%
34,331
-1,671
-5% -$85.9K
PLNT icon
707
Planet Fitness
PLNT
$3.62B
$1.81M 0.02%
24,344
-1,524
-6% -$134K
WH icon
708
Wyndham Hotels & Resorts
WH
$5.38B
$1.8M 0.02%
22,189
-1,223
-5% -$95.8K
AKAM icon
709
Akamai
AKAM
$16.8B
$1.8M 0.02%
15,688
-1,005
-6% -$101K
TMHC
710
DELISTED
Taylor Morrison
TMHC
$1.8M 0.02%
30,935
-1,490
-5% -$93.1K
GATX icon
711
GATX Corp
GATX
$6.27B
$1.8M 0.02%
10,552
-548
-5% -$98.6K
THG icon
712
Hanover Insurance
THG
$7.73B
$1.8M 0.02%
10,389
-980
-9% -$170K
FSS icon
713
Federal Signal
FSS
$7.86B
$1.8M 0.02%
16,639
-61
-0.4% -$6.89K
AXTA icon
714
Axalta
AXTA
$7.98B
$1.79M 0.02%
64,680
-3,302
-5% -$105K
MUR icon
715
Murphy Oil
MUR
$5.12B
$1.79M 0.02%
43,401
-2,274
-5% -$77K
LULU icon
716
lululemon athletica
LULU
$14.3B
$1.79M 0.02%
11,692
-193
-2% -$34.6K
UBS icon
717
UBS Group
UBS
$176B
$1.78M 0.02%
45,665
– –
STZ icon
718
Constellation Brands
STZ
$22.9B
$1.78M 0.02%
11,876
-506
-4% -$78.2K
SAN icon
719
Banco Santander
SAN
$210B
$1.78M 0.02%
157,842
-74,094
-32% -$884K
LDOS icon
720
Leidos
LDOS
$17.7B
$1.78M 0.02%
11,415
-399
-3% -$71.6K
MSA icon
721
Mine Safety
MSA
$7.44B
$1.77M 0.02%
10,794
-658
-6% -$120K
MTG icon
722
MGIC Investment
MTG
$6.23B
$1.77M 0.02%
67,298
-4,693
-7% -$125K
EMN icon
723
Eastman Chemical
EMN
$8.55B
$1.77M 0.02%
23,143
-26
-0.1% -$1.87K
LNC icon
724
Lincoln National
LNC
$8.51B
$1.77M 0.02%
49,741
-115
-0.2% -$4.42K
BALL icon
725
Ball Corp
BALL
$16.6B
$1.77M 0.02%
29,864
-1,432
-5% -$87.1K
27 28
29
30 31

Similar funds

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return
PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return

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.