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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
+24.93%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.94B
AUM Growth
+$417M
Cap. Flow
-$793M
Cap. Flow %
-8.87%
Top 10 Hldgs %
25.82%
Holding
1,917
New
59
Increased
348
Reduced
1,245
Closed
252

Top Buys

Rank Stock Value
1
MRVL icon
Marvell Technology
MRVL
+$12.5M
2
HONA
Honeywell Aerospace
HONA
+$7.2M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.43M
4
CDE icon
Coeur Mining
CDE
+$5.2M
5
ROKU icon
Roku
ROKU
+$4.41M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$39.8M
2
AAPL icon
Apple
AAPL
+$34.4M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$31.9M
4
MSFT icon
Microsoft
MSFT
+$23.9M
5
AMZN icon
Amazon
AMZN
+$18.7M

Sector Composition

Rank Sector Weight
1 Technology 30.69%
2 Financials 12.28%
3 Industrials 11.16%
4 Consumer Discretionary 9.05%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
51
Palo Alto Networks
PANW
$276B
$25.2M 0.28%
74,030
-5,505
-7% -$1.26M
IJR icon
52
iShares Core S&P Small-Cap ETF
IJR
$110B
$25.2M 0.28%
169,976
+17,141
+11% +$2.35M
PLTR icon
53
Palantir
PLTR
$306B
$25M 0.28%
214,070
-14,953
-7% -$2.04M
INDA icon
54
iShares MSCI India ETF
INDA
$6.76B
$23.3M 0.26%
470,872
-183,844
-28% -$8.97M
MRVL icon
55
Marvell Technology
MRVL
$187B
$23.1M 0.26%
77,415
+62,557
+421% +$12.5M
CB icon
56
Chubb
CB
$132B
$23M 0.26%
67,511
-4,875
-7% -$1.59M
APH icon
57
Amphenol
APH
$192B
$22.6M 0.25%
127,903
-10,803
-8% -$1.56M
WELL icon
58
Welltower
WELL
$174B
$22.3M 0.25%
98,192
-4,198
-4% -$888K
SPY icon
59
State Street SPDR S&P 500 ETF Trust
SPY
$788B
$21.9M 0.24%
29,287
-43,973
-60% -$31.9M
MCD icon
60
McDonald's
MCD
$188B
$21M 0.24%
77,784
-6,619
-8% -$1.9M
ADI icon
61
Analog Devices
ADI
$186B
$20.9M 0.23%
52,696
-2,830
-5% -$1.12M
QCOM icon
62
Qualcomm
QCOM
$185B
$20.9M 0.23%
113,038
-8,965
-7% -$1.68M
VZ icon
63
Verizon
VZ
$187B
$20.8M 0.23%
492,016
-43,580
-8% -$2.04M
WDC icon
64
Western Digital
WDC
$192B
$20.7M 0.23%
32,422
-2,645
-8% -$1.29M
PEP icon
65
PepsiCo
PEP
$185B
$20.5M 0.23%
151,744
-13,210
-8% -$1.98M
ABT icon
66
Abbott
ABT
$175B
$20.2M 0.23%
222,256
-12,564
-5% -$1.15M
STX icon
67
Seagate
STX
$205B
$19.8M 0.22%
20,559
-1,480
-7% -$1.13M
MDT icon
68
Medtronic
MDT
$106B
$19.7M 0.22%
251,659
-8,891
-3% -$717K
LOW icon
69
Lowe's Companies
LOW
$115B
$19.3M 0.22%
87,694
-5,866
-6% -$1.33M
CVS icon
70
CVS Health
CVS
$141B
$18.8M 0.21%
181,686
-13,902
-7% -$1.24M
AXP icon
71
American Express
AXP
$238B
$18.8M 0.21%
55,556
-4,305
-7% -$1.38M
TJX icon
72
TJX Companies
TJX
$173B
$18.6M 0.21%
123,007
-9,379
-7% -$1.48M
AMGN icon
73
Amgen
AMGN
$199B
$18.6M 0.21%
51,233
-4,298
-8% -$1.47M
ISRG icon
74
Intuitive Surgical
ISRG
$124B
$18.3M 0.2%
45,924
-1,317
-3% -$575K
UNP icon
75
Union Pacific
UNP
$174B
$18.1M 0.2%
66,654
-5,049
-7% -$1.33M
1 2
3
4 5

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Yousif Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Yousif Capital Management held 1,917 positions worth $8.94B, up 4.9% from $8.52B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Yousif Capital Management withdrew a net $793M in Q2 2026, closing 252 positions and reducing 1,245 holdings. Its most notable exit was KB Financial Group, an estimated $3.83M position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 26% a quarter earlier, followed by Financials and Industrials.

Against the trend, Yousif Capital Management opened a new position in Honeywell Aerospace worth $7.22M.

  • Yousif Capital Management's largest Q2 2026 buy was Honeywell Aerospace: 32,651 shares worth $7.22M.
  • Yousif Capital Management added most to Marvell Technology in Q2 2026, an estimated $12.5M increase.
  • Yousif Capital Management's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $39.8M.
  • Yousif Capital Management fully exited KB Financial Group in Q2 2026, selling an estimated $3.83M.
  • Yousif Capital Management's ten largest holdings make up 26% of its $8.94B portfolio in Q2 2026.
  • Yousif Capital Management opened 59 new positions and closed 252 in Q2 2026.
  • Yousif Capital Management's portfolio value rose 4.9% quarter-over-quarter to $8.94B.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.