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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
IBP icon
851
Installed Building Products
IBP
$6B
$1.41M 0.02%
6,142
-45
-0.7% -$10.9K
PODD icon
852
Insulet
PODD
$11B
$1.41M 0.02%
9,265
+507
+6% +$84.5K
SXT icon
853
Sensient Technologies
SXT
$4.98B
$1.41M 0.02%
11,429
+105
+0.9% +$11.7K
CNO icon
854
CNO Financial Group
CNO
$4.91B
$1.41M 0.02%
27,607
-2,053
-7% -$95.4K
MTN icon
855
Vail Resorts
MTN
$5.13B
$1.41M 0.02%
10,331
-589
-5% -$76.6K
VSNT
856
Versant Media Group
VSNT
$5.03B
$1.4M 0.02%
38,882
-1,362
-3% -$54.7K
BBWI icon
857
Bath & Body Works
BBWI
$3.9B
$1.4M 0.02%
60,526
-4,000
-6% -$76.5K
CNX icon
858
CNX Resources
CNX
$4.88B
$1.39M 0.02%
41,061
-3,016
-7% -$109K
VVV icon
859
Valvoline
VVV
$4.89B
$1.39M 0.02%
35,208
-2,158
-6% -$75K
PBF icon
860
PBF Energy
PBF
$7.33B
$1.39M 0.02%
30,558
-3,781
-11% -$157K
INDV icon
861
Indivior Pharmaceuticals
INDV
$4.79B
$1.38M 0.02%
33,648
-234
-0.7% -$8.49K
LULU icon
862
lululemon athletica
LULU
$12.6B
$1.38M 0.02%
12,087
+395
+3% +$52.8K
ACIW icon
863
ACI Worldwide
ACIW
$5.54B
$1.37M 0.02%
27,309
-363
-1% -$15.8K
ASB icon
864
Associated Banc-Corp
ASB
$5.72B
$1.37M 0.02%
44,591
-3,114
-7% -$87.8K
CUZ icon
865
Cousins Properties
CUZ
$5.19B
$1.37M 0.02%
45,691
-3,368
-7% -$88.4K
ALLE icon
866
Allegion
ALLE
$13.1B
$1.36M 0.02%
9,703
+147
+2% +$20K
CBT icon
867
Cabot Corp
CBT
$4.6B
$1.36M 0.02%
14,965
-1,125
-7% -$92K
SBRA icon
868
Sabra Healthcare REIT
SBRA
$5.56B
$1.35M 0.02%
69,448
-4,426
-6% -$87.8K
BOOT icon
869
Boot Barn
BOOT
$4.48B
$1.35M 0.02%
8,248
-30
-0.4% -$4.87K
HASI icon
870
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.9B
$1.35M 0.02%
34,674
-81
-0.2% -$3.24K
YOU icon
871
Clear Secure
YOU
$5.22B
$1.35M 0.02%
24,291
+346
+1% +$18.9K
DIOD icon
872
Diodes
DIOD
$4.26B
$1.35M 0.02%
12,336
+21
+0.2% +$2.13K
RDN icon
873
Radian Group
RDN
$5.07B
$1.35M 0.02%
35,790
-1,122
-3% -$39.8K
MC icon
874
Moelis & Co
MC
$4.88B
$1.35M 0.02%
20,600
+308
+2% +$20.2K
ROL icon
875
Rollins
ROL
$19B
$1.35M 0.02%
32,230
-10,187
-24% -$521K
33 34
35
36 37

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AI
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HI
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PEA
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VAS
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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.