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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
AX icon
826
Axos Financial
AX
$5.42B
$1.5M 0.02%
15,421
+20
+0.1% +$1.8K
DECK icon
827
Deckers Outdoor
DECK
$13.4B
$1.49M 0.02%
15,044
-465
-3% -$49K
GEN icon
828
Gen Digital
GEN
$15.1B
$1.49M 0.02%
59,777
-1,743
-3% -$38.9K
FTDR icon
829
Frontdoor
FTDR
$4.95B
$1.49M 0.02%
19,170
-450
-2% -$28.8K
BKH icon
830
Black Hills Corp
BKH
$5.72B
$1.48M 0.02%
19,954
-1,279
-6% -$94.2K
BAX icon
831
Baxter International
BAX
$11.2B
$1.48M 0.02%
69,267
+917
+1% +$17.1K
OZK icon
832
Bank OZK
OZK
$5.47B
$1.47M 0.02%
28,309
-2,161
-7% -$105K
BCPC
833
Balchem Corp
BCPC
$5.17B
$1.47M 0.02%
8,713
-56
-0.6% -$9.3K
SLM icon
834
SLM Corp
SLM
$4.56B
$1.47M 0.02%
56,620
-6,398
-10% -$144K
LPX icon
835
Louisiana-Pacific
LPX
$5.04B
$1.46M 0.02%
18,619
-847
-4% -$62.6K
PRIM icon
836
Primoris Services
PRIM
$4.92B
$1.46M 0.02%
14,769
-4
-0% -$526
AVAV icon
837
AeroVironment
AVAV
$8.03B
$1.45M 0.02%
8,809
-505
-5% -$90.4K
TREX icon
838
Trex
TREX
$4.4B
$1.45M 0.02%
29,012
-2,705
-9% -$112K
HOMB icon
839
Home BancShares
HOMB
$6.16B
$1.45M 0.02%
50,812
-2,715
-5% -$73.8K
RHP icon
840
Ryman Hospitality Properties
RHP
$8.13B
$1.44M 0.02%
11,208
+134
+1% +$14.9K
TEVA icon
841
Teva Pharmaceuticals
TEVA
$36.3B
$1.44M 0.02%
42,423
-8,301
-16% -$276K
AIZ icon
842
Assurant
AIZ
$13.6B
$1.43M 0.02%
5,307
-205
-4% -$49.9K
BLDR icon
843
Builders FirstSource
BLDR
$7.59B
$1.43M 0.02%
15,926
+878
+6% +$70.1K
PAYC icon
844
Paycom
PAYC
$6.47B
$1.42M 0.02%
11,335
-2,213
-16% -$289K
APA icon
845
APA Corp
APA
$12.9B
$1.42M 0.02%
43,690
-3,770
-8% -$142K
AVY icon
846
Avery Dennison
AVY
$11.9B
$1.42M 0.02%
8,755
+56
+0.6% +$9.12K
ZBRA icon
847
Zebra Technologies
ZBRA
$12.2B
$1.42M 0.02%
5,398
-136
-2% -$32K
PECO icon
848
Phillips Edison & Co
PECO
$5.38B
$1.42M 0.02%
34,116
-99
-0.3% -$3.96K
AN icon
849
AutoNation
AN
$6.86B
$1.42M 0.02%
7,642
-741
-9% -$145K
MARA icon
850
Marathon Digital Holdings
MARA
$4.87B
$1.42M 0.02%
102,129
+1,254
+1% +$15.7K
32 33
34
35 36

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AI
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HI
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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.