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
+4.18%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.12B
AUM Growth
-$247M
Cap. Flow
-$498M
Cap. Flow %
-5.46%
Top 10 Hldgs %
26.56%
Holding
1,930
New
42
Increased
114
Reduced
1,513
Closed
53

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.6M
2
CRH icon
CRH
CRH
+$6.83M
3
PINS icon
Pinterest
PINS
+$5.11M
4
CVNA icon
Carvana
CVNA
+$4.51M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.74M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$26.6M
2
AAPL icon
Apple
AAPL
+$21.7M
3
MSFT icon
Microsoft
MSFT
+$15.9M
4
AMZN icon
Amazon
AMZN
+$11.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.2M

Sector Composition

Rank Sector Weight
1 Technology 27.33%
2 Financials 13.42%
3 Industrials 10.44%
4 Consumer Discretionary 9.96%
5 Healthcare 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
51
McDonald's
MCD
$195B
$26.5M 0.29%
87,455
-4,080
-4% -$1.25M
C icon
52
Citigroup
C
$226B
$26.4M 0.29%
234,262
-23,272
-9% -$2.42M
LOW icon
53
Lowe's Companies
LOW
$125B
$26.4M 0.29%
98,194
-4,081
-4% -$980K
ISRG icon
54
Intuitive Surgical
ISRG
$134B
$25.2M 0.28%
47,740
-2,747
-5% -$1.46M
PEP icon
55
PepsiCo
PEP
$190B
$24.7M 0.27%
167,596
-12,052
-7% -$1.77M
IJR icon
56
iShares Core S&P Small-Cap ETF
IJR
$112B
$23.8M 0.26%
187,909
-20,781
-10% -$2.49M
TMO icon
57
Thermo Fisher Scientific
TMO
$220B
$23.2M 0.25%
37,549
-1,767
-4% -$999K
CRM icon
58
Salesforce
CRM
$158B
$23.1M 0.25%
105,004
-5,859
-5% -$1.46M
CB icon
59
Chubb
CB
$135B
$23.1M 0.25%
76,685
-1,394
-2% -$408K
KLAC icon
60
KLA
KLAC
$259B
$23.1M 0.25%
155,160
-4,030
-3% -$473K
DIS icon
61
Walt Disney
DIS
$181B
$22.6M 0.25%
204,994
-11,945
-6% -$1.32M
VZ icon
62
Verizon
VZ
$196B
$22.3M 0.24%
570,195
-39,780
-7% -$1.61M
AXP icon
63
American Express
AXP
$230B
$22.1M 0.24%
62,730
-5,187
-8% -$1.86M
APH icon
64
Amphenol
APH
$209B
$22.1M 0.24%
144,980
-5,079
-3% -$679K
T icon
65
AT&T
T
$163B
$21.9M 0.24%
934,827
-65,861
-7% -$1.67M
TJX icon
66
TJX Companies
TJX
$178B
$21.6M 0.24%
138,403
-8,021
-5% -$1.19M
RTX icon
67
RTX Corp
RTX
$301B
$20.5M 0.22%
104,260
-3,159
-3% -$549K
GEV icon
68
GE Vernova
GEV
$264B
$20.2M 0.22%
29,472
-2,276
-7% -$1.39M
TXN icon
69
Texas Instruments
TXN
$261B
$20.1M 0.22%
106,004
-7,004
-6% -$1.2M
EWJ icon
70
iShares MSCI Japan ETF
EWJ
$22.8B
$19.6M 0.21%
234,005
-33,725
-13% -$2.77M
ACN icon
71
Accenture
ACN
$108B
$19.6M 0.21%
71,803
-3,639
-5% -$925K
WELL icon
72
Welltower
WELL
$171B
$19.5M 0.21%
103,795
-3,264
-3% -$610K
UBER icon
73
Uber
UBER
$153B
$19.4M 0.21%
231,153
-17,594
-7% -$1.58M
QCOM icon
74
Qualcomm
QCOM
$176B
$19.3M 0.21%
125,215
-9,756
-7% -$1.67M
AMGN icon
75
Amgen
AMGN
$222B
$19M 0.21%
57,438
-2,504
-4% -$794K
1 2
3
4 5

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
A
Allianz Munich, Germany $9.02B AUM 28.63% 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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Yousif Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Yousif Capital Management held 1,930 positions worth $9.12B, down 2.6% from $9.37B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $498M in Q4 2025, closing 53 positions and reducing 1,513 holdings. Its most notable exit was Mr. Cooper, an estimated $4.23M position sold in full.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 28% a quarter earlier, followed by Financials and Industrials.

Against the trend, Yousif Capital Management opened a new position in Qnity Electronics Inc worth $2.78M.

  • Yousif Capital Management's largest Q4 2025 buy was Qnity Electronics Inc: 29,206 shares worth $2.78M.
  • Yousif Capital Management added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $12.6M increase.
  • Yousif Capital Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $26.6M.
  • Yousif Capital Management fully exited Mr. Cooper in Q4 2025, selling an estimated $4.23M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.12B portfolio in Q4 2025.
  • Yousif Capital Management opened 42 new positions and closed 53 in Q4 2025.
  • Yousif Capital Management's portfolio value fell 2.6% quarter-over-quarter to $9.12B.

Based on Yousif Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.