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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
CWST icon
776
Casella Waste Systems
CWST
$5.73B
$1.65M 0.02%
17,026
-57
-0.3% -$4.87K
HR icon
777
Healthcare Realty
HR
$7.33B
$1.64M 0.02%
81,457
-6,018
-7% -$117K
SON icon
778
Sonoco
SON
$5.57B
$1.64M 0.02%
29,148
-1,957
-6% -$100K
RYN icon
779
Rayonier
RYN
$6.41B
$1.64M 0.02%
77,023
-4,776
-6% -$100K
AUB icon
780
Atlantic Union Bankshares
AUB
$5.98B
$1.64M 0.02%
38,704
+245
+0.6% +$9.35K
BC icon
781
Brunswick
BC
$5.17B
$1.64M 0.02%
19,436
-1,500
-7% -$120K
SWX icon
782
Southwest Gas
SWX
$6.73B
$1.64M 0.02%
18,440
-1,090
-6% -$97.5K
ESNT icon
783
Essent Group
ESNT
$5.94B
$1.63M 0.02%
25,423
-2,483
-9% -$150K
ALK icon
784
Alaska Air
ALK
$4.99B
$1.63M 0.02%
31,134
-2,795
-8% -$119K
FITB
785
Fifth Third Bancorp
FITB
$51.8B
$1.62M 0.02%
28,807
+22
+0.1% +$1.11K
SWKS icon
786
Skyworks Solutions
SWKS
$9.1B
$1.62M 0.02%
23,919
-708
-3% -$48.2K
VYMI icon
787
Vanguard International High Dividend Yield ETF
VYMI
$20.1B
$1.62M 0.02%
16,497
-3,500
-18% -$346K
CVLT icon
788
Commault Systems
CVLT
$5.85B
$1.62M 0.02%
11,420
-1,413
-11% -$152K
RL icon
789
Ralph Lauren
RL
$22.1B
$1.62M 0.02%
4,029
-146
-3% -$54.3K
ENVA icon
790
Enova International
ENVA
$5.42B
$1.62M 0.02%
6,716
+119
+2% +$20.5K
TFX icon
791
Teleflex
TFX
$5.81B
$1.62M 0.02%
12,753
-53
-0.4% -$6.79K
WFRD icon
792
Weatherford International
WFRD
$6.14B
$1.61M 0.02%
19,747
-1,213
-6% -$123K
MSM icon
793
MSC Industrial Direct
MSM
$7.03B
$1.6M 0.02%
13,445
-859
-6% -$91.2K
SIGI icon
794
Selective Insurance
SIGI
$5.85B
$1.6M 0.02%
16,483
-1,043
-6% -$90.1K
KRG icon
795
Kite Realty
KRG
$5.87B
$1.6M 0.02%
56,261
-7,362
-12% -$198K
NOVT icon
796
Novanta
NOVT
$5.1B
$1.6M 0.02%
9,836
-617
-6% -$89.2K
J icon
797
Jacobs Solutions
J
$15.6B
$1.59M 0.02%
12,647
-689
-5% -$84.8K
SARO
798
StandardAero Inc
SARO
$9.4B
$1.59M 0.02%
53,275
-3,204
-6% -$84.3K
MATX icon
799
Matsons
MATX
$6.46B
$1.59M 0.02%
8,259
-236
-3% -$43K
STZ icon
800
Constellation Brands
STZ
$22.1B
$1.58M 0.02%
11,386
-490
-4% -$72.8K
30 31
32
33 34

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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.