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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
+9.34%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.37B
AUM Growth
+$90.9M
Cap. Flow
-$517M
Cap. Flow %
-5.52%
Top 10 Hldgs %
27.43%
Holding
1,942
New
25
Increased
122
Reduced
1,528
Closed
54

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$11.8M
2
HOOD icon
Robinhood
HOOD
+$7.69M
3
NTNX icon
Nutanix
NTNX
+$5.98M
4
TRU icon
TransUnion
TRU
+$5.42M
5
TWLO icon
Twilio
TWLO
+$5.25M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$25.5M
2
AAPL icon
Apple
AAPL
+$24.6M
3
MSFT icon
Microsoft
MSFT
+$24.4M
4
NVDA icon
NVIDIA
NVDA
+$22.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$14M

Sector Composition

Rank Sector Weight
1 Technology 28.4%
2 Financials 13.76%
3 Consumer Discretionary 10.13%
4 Industrials 9.85%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
POST icon
801
Post Holdings
POST
$3.56B
$1.68M 0.02%
15,670
-359
-2% -$38.5K
FOXA icon
802
Fox Class A
FOXA
$26.1B
$1.68M 0.02%
26,655
-2,433
-8% -$141K
TXNM
803
TXNM Energy Inc
TXNM
$5.91B
$1.67M 0.02%
29,602
-1,414
-5% -$80.2K
RDNT icon
804
RadNet
RDNT
$6B
$1.67M 0.02%
21,959
-3,233
-13% -$210K
HWC icon
805
Hancock Whitney
HWC
$6.28B
$1.66M 0.02%
26,576
-2,162
-8% -$132K
VFC icon
806
VF Corp
VFC
$5.81B
$1.66M 0.02%
115,105
-9,168
-7% -$123K
JAZZ icon
807
Jazz Pharmaceuticals
JAZZ
$16.1B
$1.66M 0.02%
12,595
+232
+2% +$27.8K
PEGA icon
808
Pegasystems
PEGA
$5.44B
$1.66M 0.02%
28,866
-1,111
-4% -$61.2K
FCN icon
809
FTI Consulting
FCN
$4.22B
$1.66M 0.02%
10,259
-1,404
-12% -$233K
UBSI icon
810
United Bankshares
UBSI
$6.61B
$1.65M 0.02%
44,402
-3,129
-7% -$117K
TM icon
811
Toyota
TM
$225B
$1.65M 0.02%
8,641
-920
-10% -$173K
AVT icon
812
Avnet
AVT
$7.87B
$1.65M 0.02%
31,538
-2,234
-7% -$120K
NOV icon
813
NOV
NOV
$7.49B
$1.65M 0.02%
124,156
-9,613
-7% -$124K
FOUR icon
814
Shift4
FOUR
$3.24B
$1.63M 0.02%
21,086
-1,564
-7% -$145K
HOMB icon
815
Home BancShares
HOMB
$6.22B
$1.63M 0.02%
57,657
-4,078
-7% -$118K
SWX icon
816
Southwest Gas
SWX
$6.63B
$1.63M 0.02%
20,827
-297
-1% -$23.1K
ABG icon
817
Asbury Automotive
ABG
$3.73B
$1.63M 0.02%
6,655
-1,245
-16% -$303K
DAR icon
818
Darling Ingredients
DAR
$9.84B
$1.62M 0.02%
52,602
-3,619
-6% -$121K
MUFG icon
819
Mitsubishi UFJ Financial
MUFG
$249B
$1.62M 0.02%
101,620
-37,355
-27% -$553K
SONY icon
820
Sony
SONY
$139B
$1.62M 0.02%
56,206
-6,375
-10% -$171K
TD icon
821
Toronto Dominion Bank
TD
$201B
$1.61M 0.02%
20,111
– –
GAP
822
The Gap Inc
GAP
$7.55B
$1.6M 0.02%
75,032
-4,455
-6% -$96.3K
WHR icon
823
Whirlpool
WHR
$2.84B
$1.6M 0.02%
20,382
-1,314
-6% -$121K
RACE icon
824
Ferrari
RACE
$72.1B
$1.6M 0.02%
3,301
– –
VLY icon
825
Valley National Bancorp
VLY
$8.16B
$1.6M 0.02%
150,767
-8,398
-5% -$83.9K
31 32
33
34 35

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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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SFM
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LCAM
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Yousif Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Yousif Capital Management held 1,942 positions worth $9.37B, up 0.98% from $9.28B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $517M in Q3 2025, closing 54 positions and reducing 1,528 holdings. Its most notable exit was Hess, an estimated $4.95M position sold in full.

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

Against the trend, Yousif Capital Management opened a new position in Talen Energy Corp worth $6.14M.

  • Yousif Capital Management's largest Q3 2025 buy was Talen Energy Corp: 14,430 shares worth $6.14M.
  • Yousif Capital Management added most to Applovin in Q3 2025, an estimated $11.8M increase.
  • Yousif Capital Management's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $25.5M.
  • Yousif Capital Management fully exited Hess in Q3 2025, selling an estimated $4.95M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.37B portfolio in Q3 2025.
  • Yousif Capital Management opened 25 new positions and closed 54 in Q3 2025.
  • Yousif Capital Management's portfolio value rose 0.98% quarter-over-quarter to $9.37B.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.