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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
SWX icon
751
Southwest Gas
SWX
$6.63B
$1.7M 0.02%
19,530
-1,008
-5% -$85.9K
UBSI icon
752
United Bankshares
UBSI
$6.61B
$1.69M 0.02%
40,835
-2,425
-6% -$101K
GAP
753
The Gap Inc
GAP
$7.55B
$1.69M 0.02%
69,709
-3,362
-5% -$88.9K
RYN icon
754
Rayonier
RYN
$6.45B
$1.69M 0.02%
81,799
+35,502
+77% +$782K
BBVA icon
755
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$1.68M 0.02%
77,708
-18,358
-19% -$425K
SON icon
756
Sonoco
SON
$5.71B
$1.68M 0.02%
31,105
-1,599
-5% -$82.4K
TM icon
757
Toyota
TM
$225B
$1.68M 0.02%
8,156
– –
GBCI icon
758
Glacier Bancorp
GBCI
$6.39B
$1.68M 0.02%
37,589
-2,025
-5% -$95.9K
VSAT icon
759
Viasat
VSAT
$11.6B
$1.68M 0.02%
36,602
+114
+0.3% +$5.13K
TXNM
760
TXNM Energy Inc
TXNM
$5.91B
$1.68M 0.02%
28,674
-1,507
-5% -$88.8K
DRI icon
761
Darden Restaurants
DRI
$24.9B
$1.68M 0.02%
8,550
-529
-6% -$109K
MKTX icon
762
MarketAxess Holdings
MKTX
$5.72B
$1.67M 0.02%
10,116
-26
-0.3% -$4.55K
PTC icon
763
PTC
PTC
$16.3B
$1.67M 0.02%
11,709
-492
-4% -$77.8K
NE icon
764
Noble Corp
NE
$7.1B
$1.66M 0.02%
33,915
+164
+0.5% +$6.7K
CHE icon
765
Chemed
CHE
$7.02B
$1.66M 0.02%
4,398
-92
-2% -$39.4K
OLLI icon
766
Ollie's Bargain Outlet
OLLI
$4.76B
$1.66M 0.02%
18,004
-939
-5% -$101K
AAON icon
767
Aaon
AAON
$7.07B
$1.66M 0.02%
20,003
-1,046
-5% -$95K
AROC icon
768
Archrock
AROC
$5.78B
$1.65M 0.02%
47,384
-1,207
-2% -$38.5K
PAYC icon
769
Paycom
PAYC
$9.57B
$1.65M 0.02%
13,548
+8,032
+146% +$1.07M
NXST icon
770
Nexstar Media Group
NXST
$5.69B
$1.65M 0.02%
9,100
-473
-5% -$106K
ECG
771
Everus Construction Group
ECG
$6.87B
$1.64M 0.02%
13,930
-84
-0.6% -$8.69K
IBP icon
772
Installed Building Products
IBP
$6.63B
$1.64M 0.02%
6,187
-4
-0.1% -$1.2K
EIDO icon
773
iShares MSCI Indonesia ETF
EIDO
$484M
$1.64M 0.02%
103,803
-17,000
-14% -$297K
AN icon
774
AutoNation
AN
$6.89B
$1.64M 0.02%
8,383
-765
-8% -$154K
PBF icon
775
PBF Energy
PBF
$8.22B
$1.64M 0.02%
34,339
-1,881
-5% -$70.5K
29 30
31
32 33

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HI
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AI
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PEA
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VAS
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MU
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LCAM
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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.