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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
DIS icon
51
Walt Disney
DIS
$179B
$24.8M 0.27%
216,939
-11,991
-5% -$1.41M
IJR icon
52
iShares Core S&P Small-Cap ETF
IJR
$112B
$24.8M 0.26%
208,690
+31,456
+18% +$3.62M
MS icon
53
Morgan Stanley
MS
$341B
$24.8M 0.26%
155,781
-11,119
-7% -$1.64M
UBER icon
54
Uber
UBER
$157B
$24.4M 0.26%
248,747
-14,578
-6% -$1.36M
MU icon
55
Micron Technology
MU
$994B
$23.7M 0.25%
141,742
-9,333
-6% -$1.19M
ADP icon
56
Automatic Data Processing
ADP
$107B
$22.6M 0.24%
77,138
-3,238
-4% -$975K
ISRG icon
57
Intuitive Surgical
ISRG
$135B
$22.6M 0.24%
50,487
-1,665
-3% -$799K
AXP icon
58
American Express
AXP
$229B
$22.6M 0.24%
67,917
-5,131
-7% -$1.63M
QCOM icon
59
Qualcomm
QCOM
$175B
$22.5M 0.24%
134,971
-11,273
-8% -$1.79M
INTU icon
60
Intuit
INTU
$89.3B
$22.4M 0.24%
32,805
-1,503
-4% -$1.08M
MRK icon
61
Merck
MRK
$317B
$22.3M 0.24%
265,671
-11,974
-4% -$986K
CB icon
62
Chubb
CB
$135B
$22M 0.24%
78,079
-2,745
-3% -$755K
NOW icon
63
ServiceNow
NOW
$128B
$22M 0.23%
119,545
-5,985
-5% -$1.12M
INTC icon
64
Intel
INTC
$491B
$21.9M 0.23%
653,453
-64,223
-9% -$1.56M
EWY icon
65
iShares MSCI South Korea ETF
EWY
$25.3B
$21.7M 0.23%
270,547
– –
EWJ icon
66
iShares MSCI Japan ETF
EWJ
$22.7B
$21.5M 0.23%
267,730
-62,862
-19% -$4.86M
BSX icon
67
Boston Scientific
BSX
$72.6B
$21.2M 0.23%
217,011
-7,610
-3% -$788K
TJX icon
68
TJX Companies
TJX
$176B
$21.2M 0.23%
146,424
-8,700
-6% -$1.16M
TXN icon
69
Texas Instruments
TXN
$260B
$20.8M 0.22%
113,008
-6,314
-5% -$1.23M
APP icon
70
Applovin
APP
$116B
$20.7M 0.22%
28,774
+25,579
+801% +$11.8M
BKNG icon
71
Booking.com
BKNG
$158B
$20.5M 0.22%
95,125
-5,975
-6% -$1.33M
BLK icon
72
Blackrock
BLK
$176B
$20.4M 0.22%
17,497
-1,252
-7% -$1.4M
LRCX icon
73
Lam Research
LRCX
$390B
$19.7M 0.21%
147,445
-11,371
-7% -$1.2M
AMAT icon
74
Applied Materials
AMAT
$432B
$19.5M 0.21%
95,442
-6,653
-7% -$1.21M
GEV icon
75
GE Vernova
GEV
$264B
$19.5M 0.21%
31,748
-1,881
-6% -$1.14M
1 2
3
4 5

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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.