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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
ENPH icon
751
Enphase Energy
ENPH
$5.13B
$1.74M 0.02%
35,390
+81
+0.2% +$3.69K
WH icon
752
Wyndham Hotels & Resorts
WH
$5.5B
$1.74M 0.02%
20,660
-1,529
-7% -$127K
UBSI icon
753
United Bankshares
UBSI
$6.53B
$1.74M 0.02%
37,887
-2,948
-7% -$129K
SM icon
754
SM Energy
SM
$8.03B
$1.73M 0.02%
66,375
-1,739
-3% -$52.2K
UCTT
755
Ultra Clean Holdings
UCTT
$4.51B
$1.73M 0.02%
12,103
+1
+0% +$88
EPRT icon
756
Essential Properties Realty Trust
EPRT
$6.94B
$1.72M 0.02%
57,734
+798
+1% +$24.8K
LGND icon
757
Ligand Pharmaceuticals
LGND
$6.06B
$1.72M 0.02%
5,451
+88
+2% +$20.7K
LW icon
758
Lamb Weston
LW
$6.79B
$1.72M 0.02%
39,888
-701
-2% -$30.2K
MTG icon
759
MGIC Investment
MTG
$6.12B
$1.72M 0.02%
60,963
-6,335
-9% -$169K
SIRI icon
760
SiriusXM
SIRI
$10.1B
$1.7M 0.02%
57,594
+48,812
+556% +$1.31M
RGEN icon
761
Repligen
RGEN
$7.76B
$1.7M 0.02%
12,444
-887
-7% -$109K
GXO icon
762
GXO Logistics
GXO
$6.05B
$1.69M 0.02%
33,402
-2,113
-6% -$109K
POR icon
763
Portland General Electric
POR
$6.06B
$1.69M 0.02%
32,618
-1,713
-5% -$86.8K
AVTR icon
764
Avantor
AVTR
$7.75B
$1.69M 0.02%
170,750
-10,709
-6% -$92.2K
LTH icon
765
Life Time Group Holdings
LTH
$9.33B
$1.69M 0.02%
41,381
+502
+1% +$15.9K
HWC icon
766
Hancock Whitney
HWC
$6.09B
$1.67M 0.02%
22,345
-1,763
-7% -$121K
MTDR icon
767
Matador Resources
MTDR
$6.42B
$1.67M 0.02%
33,519
-2,108
-6% -$120K
CLF icon
768
Cleveland-Cliffs
CLF
$6.25B
$1.67M 0.02%
177,586
-14,345
-7% -$158K
BROS icon
769
Dutch Bros
BROS
$8.78B
$1.67M 0.02%
23,200
-1,884
-8% -$108K
VFC icon
770
VF Corp
VFC
$6.49B
$1.66M 0.02%
99,791
-7,606
-7% -$136K
DRI icon
771
Darden Restaurants
DRI
$22.2B
$1.66M 0.02%
8,062
-488
-6% -$97.8K
MTRN icon
772
Materion
MTRN
$5.17B
$1.66M 0.02%
5,583
+47
+0.8% +$9.84K
NEU icon
773
NewMarket
NEU
$7.08B
$1.66M 0.02%
2,092
-173
-8% -$125K
MTH icon
774
Meritage Homes
MTH
$4.77B
$1.65M 0.02%
19,715
-157
-0.8% -$10.7K
HST icon
775
Host Hotels & Resorts
HST
$16.4B
$1.65M 0.02%
69,664
-4,338
-6% -$96.8K
29 30
31
32 33

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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.