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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
ESAB icon
776
ESAB
ESAB
$5.47B
$1.63M 0.02%
16,898
-922
-5% -$107K
ESNT icon
777
Essent Group
ESNT
$6.08B
$1.63M 0.02%
27,906
-1,935
-6% -$118K
GTES icon
778
Gates Industrial Corporation Ltd.
GTES
$7.2B
$1.63M 0.02%
72,100
-1,215
-2% -$29.5K
TRMB icon
779
Trimble
TRMB
$13.5B
$1.63M 0.02%
24,944
-700
-3% -$48.6K
FCN icon
780
FTI Consulting
FCN
$4.22B
$1.62M 0.02%
9,189
-496
-5% -$84.6K
ST icon
781
Sensata Technologies
ST
$6.73B
$1.62M 0.02%
46,056
-2,449
-5% -$86.7K
CLF icon
782
Cleveland-Cliffs
CLF
$7.08B
$1.62M 0.02%
191,931
-7,974
-4% -$91.3K
WF icon
783
Woori Financial
WF
$17.1B
$1.62M 0.02%
24,346
– –
NJR icon
784
New Jersey Resources
NJR
$5.55B
$1.62M 0.02%
29,482
-1,557
-5% -$80.5K
ENS icon
785
EnerSys
ENS
$6.79B
$1.61M 0.02%
9,295
-1,554
-14% -$263K
ALKS icon
786
Alkermes
ALKS
$8.26B
$1.61M 0.02%
45,655
-356
-0.8% -$11K
SNEX icon
787
StoneX
SNEX
$7.96B
$1.61M 0.02%
30,015
+1,424
+5% +$72K
FND icon
788
Floor & Decor
FND
$6.44B
$1.61M 0.02%
31,605
-1,772
-5% -$115K
E icon
789
ENI
E
$80.3B
$1.6M 0.02%
28,181
– –
CRC icon
790
California Resources
CRC
$4.81B
$1.58M 0.02%
22,766
+1,258
+6% +$71.2K
RGEN icon
791
Repligen
RGEN
$9.3B
$1.57M 0.02%
13,331
-887
-6% -$124K
KRG icon
792
Kite Realty
KRG
$5.24B
$1.56M 0.02%
63,623
-3,518
-5% -$86.7K
SR icon
793
Spire
SR
$4.87B
$1.56M 0.02%
17,241
-973
-5% -$85.4K
RLI icon
794
RLI Corp
RLI
$5.87B
$1.56M 0.02%
27,360
-1,460
-5% -$87.7K
BTSG icon
795
BrightSpring Health Services
BTSG
$11.5B
$1.56M 0.02%
36,509
+5,162
+16% +$208K
IEX icon
796
IDEX
IEX
$17.5B
$1.55M 0.02%
8,200
-279
-3% -$55.1K
DECK icon
797
Deckers Outdoor
DECK
$12.8B
$1.55M 0.02%
15,509
-909
-6% -$97.5K
MSGS icon
798
Madison Square Garden
MSGS
$9.47B
$1.55M 0.02%
4,829
-42
-0.9% -$12.5K
LII icon
799
Lennox International
LII
$14.9B
$1.55M 0.02%
3,334
-96
-3% -$49.4K
MHK icon
800
Mohawk Industries
MHK
$9.26B
$1.55M 0.02%
15,697
-13
-0.1% -$1.51K
30 31
32
33 34

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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.