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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
UNH icon
51
UnitedHealth
UNH
$373B
$24.6M 0.29%
91,042
-1,690
-2% -$503K
GEV icon
52
GE Vernova
GEV
$264B
$24.6M 0.29%
28,128
-1,344
-5% -$1.05M
ABT icon
53
Abbott
ABT
$188B
$24.1M 0.28%
234,820
-10,259
-4% -$1.16M
CB icon
54
Chubb
CB
$134B
$23.6M 0.28%
72,386
-4,299
-6% -$1.38M
MS icon
55
Morgan Stanley
MS
$338B
$23.2M 0.27%
141,081
-7,018
-5% -$1.22M
MDT icon
56
Medtronic
MDT
$114B
$22.6M 0.27%
260,550
-12,797
-5% -$1.23M
LOW icon
57
Lowe's Companies
LOW
$122B
$22.1M 0.26%
93,560
-4,634
-5% -$1.21M
ISRG icon
58
Intuitive Surgical
ISRG
$138B
$21.8M 0.26%
47,241
-499
-1% -$252K
KLAC icon
59
KLA
KLAC
$252B
$21.5M 0.25%
146,020
-9,140
-6% -$1.34M
TJX icon
60
TJX Companies
TJX
$177B
$21.1M 0.25%
132,386
-6,017
-4% -$937K
WELL icon
61
Welltower
WELL
$169B
$20.2M 0.24%
102,390
-1,405
-1% -$278K
SPGI icon
62
S&P Global
SPGI
$122B
$20.1M 0.24%
47,284
-5,083
-10% -$2.36M
TXN icon
63
Texas Instruments
TXN
$257B
$19.8M 0.23%
102,026
-3,978
-4% -$805K
AMGN icon
64
Amgen
AMGN
$224B
$19.5M 0.23%
55,531
-1,907
-3% -$680K
COP icon
65
ConocoPhillips
COP
$147B
$19.2M 0.23%
145,517
-4,802
-3% -$532K
IJR icon
66
iShares Core S&P Small-Cap ETF
IJR
$112B
$19M 0.22%
152,835
-35,074
-19% -$4.46M
RTX icon
67
RTX Corp
RTX
$303B
$18.9M 0.22%
98,195
-6,065
-6% -$1.21M
DIS icon
68
Walt Disney
DIS
$178B
$18.9M 0.22%
195,858
-9,136
-4% -$966K
EFA icon
69
iShares MSCI EAFE ETF
EFA
$79.8B
$18.8M 0.22%
193,282
+85,795
+80% +$8.58M
CRM icon
70
Salesforce
CRM
$162B
$18.7M 0.22%
100,202
-4,802
-5% -$995K
GILD icon
71
Gilead Sciences
GILD
$165B
$18.1M 0.21%
130,162
-4,623
-3% -$647K
AXP icon
72
American Express
AXP
$228B
$18.1M 0.21%
59,861
-2,869
-5% -$962K
TMO icon
73
Thermo Fisher Scientific
TMO
$220B
$17.9M 0.21%
36,411
-1,138
-3% -$618K
PLD icon
74
Prologis
PLD
$131B
$17.9M 0.21%
135,106
-2,476
-2% -$331K
ADI icon
75
Analog Devices
ADI
$188B
$17.7M 0.21%
55,526
-2,611
-4% -$831K
1 2
3
4 5

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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.