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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
GNTX icon
801
Gentex
GNTX
$5.07B
$1.58M 0.02%
62,367
-5,356
-8% -$127K
ESAB icon
802
ESAB
ESAB
$5.2B
$1.57M 0.02%
15,910
-988
-6% -$95.5K
ACLS icon
803
Axcelis
ACLS
$4.35B
$1.57M 0.02%
8,282
+31
+0.4% +$4.6K
EG icon
804
Everest Group
EG
$14.9B
$1.57M 0.02%
4,392
-174
-4% -$59.6K
BRKR icon
805
Bruker
BRKR
$9.46B
$1.57M 0.02%
26,066
-1,596
-6% -$74.5K
ASML icon
806
ASML
ASML
$693B
$1.57M 0.02%
787
-2,817
-78% -$4.48M
UFPI icon
807
UFP Industries
UFPI
$4.87B
$1.56M 0.02%
17,182
-1,463
-8% -$127K
ABCB icon
808
Ameris Bancorp
ABCB
$6B
$1.56M 0.02%
17,243
-254
-1% -$21.6K
NJR icon
809
New Jersey Resources
NJR
$6B
$1.56M 0.02%
27,750
-1,732
-6% -$96.9K
EMN icon
810
Eastman Chemical
EMN
$7.77B
$1.56M 0.02%
23,217
+74
+0.3% +$5.41K
IRDM icon
811
Iridium Communications
IRDM
$5.05B
$1.55M 0.02%
28,222
+367
+1% +$15.7K
TXNM
812
TXNM Energy Inc
TXNM
$6.45B
$1.54M 0.02%
27,161
-1,513
-5% -$88.7K
ACI icon
813
Albertsons Companies
ACI
$5.6B
$1.54M 0.02%
113,831
-9,956
-8% -$159K
ALGN icon
814
Align Technology
ALGN
$12B
$1.53M 0.02%
9,091
+151
+2% +$26.2K
NXST icon
815
Nexstar Media Group
NXST
$5.53B
$1.53M 0.02%
8,579
-521
-6% -$97.6K
LQDA icon
816
Liquidia Corp
LQDA
$7.92B
$1.53M 0.02%
+19,214
New +$1.03M
FCFS icon
817
FirstCash
FCFS
$8.65B
$1.53M 0.02%
7,078
-557
-7% -$121K
RLI icon
818
RLI Corp
RLI
$5.61B
$1.53M 0.02%
25,874
-1,486
-5% -$79.8K
AIR icon
819
AAR Corp
AIR
$5.16B
$1.52M 0.02%
10,623
+9
+0.1% +$1.06K
APTV icon
820
Aptiv
APTV
$11.9B
$1.52M 0.02%
24,701
-96
-0.4% -$5.87K
LYFT icon
821
Lyft
LYFT
$5.32B
$1.51M 0.02%
103,651
-4,707
-4% -$65.8K
BXP icon
822
Boston Properties
BXP
$10.8B
$1.51M 0.02%
22,828
-250
-1% -$15K
SMCI icon
823
Super Micro Computer
SMCI
$20.2B
$1.51M 0.02%
51,599
+253
+0.5% +$8.06K
RITM icon
824
Rithm Capital
RITM
$5.01B
$1.51M 0.02%
161,043
-66
-0% -$629
WSC icon
825
WillScot Mobile Mini Holdings
WSC
$4.87B
$1.51M 0.02%
52,316
+389
+0.7% +$9.41K
31 32
33
34 35

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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.