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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
ALLE icon
826
Allegion
ALLE
$14.3B
$1.6M 0.02%
9,793
-464
-5% -$77.3K
CVLT icon
827
Commault Systems
CVLT
$5.78B
$1.59M 0.02%
13,622
-427
-3% -$60.1K
ETSY icon
828
Etsy
ETSY
$7.29B
$1.59M 0.02%
26,994
-4,168
-13% -$254K
KRG icon
829
Kite Realty
KRG
$5.24B
$1.58M 0.02%
67,141
-1,744
-3% -$39.6K
OLED icon
830
Universal Display
OLED
$4.32B
$1.58M 0.02%
13,611
-278
-2% -$36K
HRB icon
831
H&R Block
HRB
$5.92B
$1.58M 0.02%
39,210
-3,000
-7% -$140K
GEN icon
832
Gen Digital
GEN
$17.4B
$1.57M 0.02%
62,518
-2,999
-5% -$80.7K
ESE icon
833
ESCO Technologies
ESE
$7.65B
$1.57M 0.02%
7,098
-1,032
-13% -$218K
OZK icon
834
Bank OZK
OZK
$5.66B
$1.56M 0.02%
32,693
-599
-2% -$28K
SON icon
835
Sonoco
SON
$5.71B
$1.56M 0.02%
32,704
-706
-2% -$29.2K
MTH icon
836
Meritage Homes
MTH
$4.81B
$1.55M 0.02%
20,793
-3,282
-14% -$227K
RL icon
837
Ralph Lauren
RL
$23.7B
$1.55M 0.02%
4,308
-1,566
-27% -$534K
MC icon
838
Moelis & Co
MC
$4.93B
$1.55M 0.02%
20,702
-3,033
-13% -$202K
KBR icon
839
KBR
KBR
$4.74B
$1.54M 0.02%
35,482
-1,097
-3% -$47K
EG icon
840
Everest Group
EG
$14B
$1.54M 0.02%
4,806
-270
-5% -$89.2K
EMN icon
841
Eastman Chemical
EMN
$8.55B
$1.53M 0.02%
23,169
+10,428
+82% +$643K
VSAT icon
842
Viasat
VSAT
$11.6B
$1.53M 0.02%
36,488
-4,790
-12% -$169K
BIO icon
843
Bio-Rad Laboratories Class A
BIO
$9.53B
$1.53M 0.02%
4,888
-116
-2% -$36.2K
GDDY icon
844
GoDaddy
GDDY
$11.5B
$1.53M 0.02%
14,770
-2,787
-16% -$361K
LOPE icon
845
Grand Canyon Education
LOPE
$3.76B
$1.53M 0.02%
8,571
-174
-2% -$31.5K
SR icon
846
Spire
SR
$4.87B
$1.52M 0.02%
18,214
-305
-2% -$26K
COO icon
847
Cooper Companies
COO
$15B
$1.52M 0.02%
18,881
-1,304
-6% -$97.6K
MORN icon
848
Morningstar
MORN
$7.33B
$1.52M 0.02%
7,350
-301
-4% -$65.2K
ACA icon
849
Arcosa
ACA
$7.12B
$1.52M 0.02%
13,468
-1,864
-12% -$188K
SIGI icon
850
Selective Insurance
SIGI
$5.6B
$1.52M 0.02%
18,684
-449
-2% -$36K
32 33
34
35 36

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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.