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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
+4.18%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.12B
AUM Growth
-$247M
Cap. Flow
-$498M
Cap. Flow %
-5.46%
Top 10 Hldgs %
26.56%
Holding
1,930
New
42
Increased
114
Reduced
1,513
Closed
53

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.6M
2
CRH icon
CRH
CRH
+$6.83M
3
PINS icon
Pinterest
PINS
+$5.11M
4
CVNA icon
Carvana
CVNA
+$4.51M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.74M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$26.6M
2
AAPL icon
Apple
AAPL
+$21.7M
3
MSFT icon
Microsoft
MSFT
+$15.9M
4
AMZN icon
Amazon
AMZN
+$11.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.2M

Sector Composition

Rank Sector Weight
1 Technology 27.33%
2 Financials 13.42%
3 Industrials 10.44%
4 Consumer Discretionary 9.96%
5 Healthcare 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SWX icon
776
Southwest Gas
SWX
$6.63B
$1.74M 0.02%
20,538
-289
-1% -$23.2K
BBY icon
777
Best Buy
BBY
$17.6B
$1.74M 0.02%
26,451
-1,476
-5% -$113K
SLM icon
778
SLM Corp
SLM
$5.11B
$1.73M 0.02%
66,703
-3,300
-5% -$90.5K
LII icon
779
Lennox International
LII
$14.9B
$1.73M 0.02%
3,430
-456
-12% -$228K
AVY icon
780
Avery Dennison
AVY
$13.6B
$1.73M 0.02%
9,514
-4,532
-32% -$784K
CF icon
781
CF Industries
CF
$17.8B
$1.73M 0.02%
19,600
-1,664
-8% -$137K
BALL icon
782
Ball Corp
BALL
$16.6B
$1.73M 0.02%
31,296
-2,287
-7% -$113K
FCN icon
783
FTI Consulting
FCN
$4.22B
$1.73M 0.02%
9,685
-574
-6% -$94.6K
ALK icon
784
Alaska Air
ALK
$5.4B
$1.72M 0.02%
36,207
-274
-0.8% -$12.7K
PKX icon
785
POSCO
PKX
$17.3B
$1.72M 0.02%
28,683
– –
NWSA icon
786
News Corp Class A
NWSA
$15.5B
$1.72M 0.02%
66,579
-563
-0.8% -$14.8K
LSTR icon
787
Landstar System
LSTR
$6.03B
$1.72M 0.02%
11,398
-333
-3% -$44.4K
RLI icon
788
RLI Corp
RLI
$5.87B
$1.72M 0.02%
28,820
-345
-1% -$21.7K
AMKR icon
789
Amkor Technology
AMKR
$13.5B
$1.72M 0.02%
35,013
-670
-2% -$23.8K
WHR icon
790
Whirlpool
WHR
$2.84B
$1.72M 0.02%
19,930
-452
-2% -$33.4K
CHRD icon
791
Chord Energy
CHRD
$7.62B
$1.71M 0.02%
18,570
-417
-2% -$38.6K
MUSA icon
792
Murphy USA
MUSA
$10B
$1.7M 0.02%
3,931
-70
-2% -$26.9K
FTV icon
793
Fortive
FTV
$18.6B
$1.69M 0.02%
32,089
-3,722
-10% -$193K
EPRT icon
794
Essential Properties Realty Trust
EPRT
$6.5B
$1.68M 0.02%
54,205
-7,980
-13% -$243K
INGR icon
795
Ingredion
INGR
$6.6B
$1.68M 0.02%
14,606
-65
-0.4% -$7.33K
PIPR icon
796
Piper Sandler
PIPR
$5.35B
$1.68M 0.02%
18,224
-2,636
-13% -$223K
GNTX icon
797
Gentex
GNTX
$5.04B
$1.67M 0.02%
71,333
-1,856
-3% -$44.7K
FORM icon
798
FormFactor
FORM
$9.46B
$1.67M 0.02%
21,060
-2,838
-12% -$143K
MAS icon
799
Masco
MAS
$15B
$1.67M 0.02%
24,487
-1,132
-4% -$73.5K
ABB
800
DELISTED
ABB Ltd
ABB
$1.66M 0.02%
22,114
+200
+0.9% +$15K
30 31
32
33 34

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Yousif Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Yousif Capital Management held 1,930 positions worth $9.12B, down 2.6% from $9.37B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $498M in Q4 2025, closing 53 positions and reducing 1,513 holdings. Its most notable exit was Mr. Cooper, an estimated $4.23M position sold in full.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 28% a quarter earlier, followed by Financials and Industrials.

Against the trend, Yousif Capital Management opened a new position in Qnity Electronics Inc worth $2.78M.

  • Yousif Capital Management's largest Q4 2025 buy was Qnity Electronics Inc: 29,206 shares worth $2.78M.
  • Yousif Capital Management added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $12.6M increase.
  • Yousif Capital Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $26.6M.
  • Yousif Capital Management fully exited Mr. Cooper in Q4 2025, selling an estimated $4.23M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.12B portfolio in Q4 2025.
  • Yousif Capital Management opened 42 new positions and closed 53 in Q4 2025.
  • Yousif Capital Management's portfolio value fell 2.6% quarter-over-quarter to $9.12B.

Based on Yousif Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.