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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
GBCI icon
726
Glacier Bancorp
GBCI
$6.59B
$1.83M 0.02%
35,387
-2,202
-6% -$106K
BALL icon
727
Ball Corp
BALL
$16.6B
$1.82M 0.02%
29,213
-651
-2% -$38.3K
GNRC icon
728
Generac Holdings
GNRC
$12.4B
$1.82M 0.02%
6,220
-260
-4% -$65.1K
FLR icon
729
Fluor
FLR
$7.44B
$1.82M 0.02%
34,755
-7,730
-18% -$378K
STWD icon
730
Starwood Property Trust
STWD
$6.05B
$1.81M 0.02%
110,750
-5,985
-5% -$104K
IESC icon
731
IES Holdings
IESC
$13.2B
$1.81M 0.02%
+2,458
New +$1.59M
LYB icon
732
LyondellBasell Industries
LYB
$19.9B
$1.8M 0.02%
34,215
-2,047
-6% -$141K
VSXY
733
Victoria's Secret
VSXY
$6.58B
$1.8M 0.02%
21,534
+77
+0.4% +$4.62K
TSN icon
734
Tyson Foods
TSN
$20B
$1.8M 0.02%
31,391
-11,365
-27% -$711K
VSH icon
735
Vishay Intertechnology
VSH
$6.26B
$1.79M 0.02%
33,314
+388
+1% +$15.9K
BAH icon
736
Booz Allen Hamilton
BAH
$7.9B
$1.79M 0.02%
29,510
-2,194
-7% -$167K
TSCO icon
737
Tractor Supply
TSCO
$15.9B
$1.79M 0.02%
56,634
+188
+0.3% +$6.5K
IEX icon
738
IDEX
IEX
$16.4B
$1.79M 0.02%
7,870
-330
-4% -$69.8K
BR icon
739
Broadridge
BR
$16.7B
$1.78M 0.02%
13,000
-4,268
-25% -$645K
MSA icon
740
Mine Safety
MSA
$6.72B
$1.77M 0.02%
10,149
-645
-6% -$108K
FND icon
741
Floor & Decor
FND
$5.73B
$1.77M 0.02%
29,793
-1,812
-6% -$91.7K
GATX icon
742
GATX Corp
GATX
$6.51B
$1.76M 0.02%
9,940
-612
-6% -$111K
MRCY icon
743
Mercury Systems
MRCY
$6.39B
$1.76M 0.02%
14,385
+30
+0.2% +$2.86K
JHG
744
DELISTED
Janus Henderson
JHG
$1.76M 0.02%
33,869
-3,943
-10% -$204K
INCY icon
745
Incyte
INCY
$23.3B
$1.76M 0.02%
15,501
-411
-3% -$40.8K
AKAM icon
746
Akamai
AKAM
$17.1B
$1.76M 0.02%
14,864
-824
-5% -$103K
VTRS icon
747
Viatris
VTRS
$20.1B
$1.75M 0.02%
110,271
-3,910
-3% -$60.6K
VSEC icon
748
VSE Corp
VSEC
$5.54B
$1.75M 0.02%
7,661
-174
-2% -$33.4K
CROX icon
749
Crocs
CROX
$6.58B
$1.75M 0.02%
14,504
-1,065
-7% -$116K
LNC icon
750
Lincoln National
LNC
$7.81B
$1.75M 0.02%
49,493
-248
-0.5% -$8.92K
28 29
30
31 32

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AI
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HI
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AI
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PEA
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WT
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VAS
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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.