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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
ECHO
876
EchoStar
ECHO
$26.5B
$1.34M 0.02%
13,202
+23
+0.2% +$2.81K
QLYS icon
877
Qualys
QLYS
$4.71B
$1.34M 0.02%
9,729
-729
-7% -$71.7K
WEX icon
878
WEX
WEX
$5.94B
$1.34M 0.02%
9,473
-539
-5% -$79.9K
ARE icon
879
Alexandria Real Estate Equities
ARE
$8.73B
$1.33M 0.01%
25,230
+713
+3% +$34.1K
HRB icon
880
H&R Block
HRB
$5.06B
$1.33M 0.01%
34,992
-2,204
-6% -$76.8K
OUT icon
881
Outfront Media
OUT
$5.61B
$1.33M 0.01%
40,628
+1,691
+4% +$52.5K
CAG icon
882
Conagra Brands
CAG
$6.88B
$1.33M 0.01%
98,870
+48,066
+95% +$671K
TNL icon
883
Travel + Leisure Co
TNL
$4.5B
$1.33M 0.01%
17,383
-1,584
-8% -$111K
COO icon
884
Cooper Companies
COO
$13.7B
$1.33M 0.01%
18,492
+88
+0.5% +$5.75K
SE icon
885
Sea Limited
SE
$60.9B
$1.33M 0.01%
13,837
-2,031
-13% -$179K
PSMT icon
886
Pricesmart
PSMT
$5.76B
$1.32M 0.01%
6,770
+33
+0.5% +$5.5K
BFH icon
887
Bread Financial
BFH
$4.19B
$1.32M 0.01%
12,186
-1,376
-10% -$124K
SYNA icon
888
Synaptics
SYNA
$4.59B
$1.32M 0.01%
10,607
-705
-6% -$79.6K
TRMB icon
889
Trimble
TRMB
$11.7B
$1.32M 0.01%
25,730
+786
+3% +$46.5K
MUR icon
890
Murphy Oil
MUR
$5.65B
$1.31M 0.01%
40,372
-3,029
-7% -$116K
WING icon
891
Wingstop
WING
$3.67B
$1.31M 0.01%
7,576
-564
-7% -$88.9K
SKY icon
892
Champion Homes
SKY
$4.39B
$1.31M 0.01%
14,851
-163
-1% -$12.5K
PIPR icon
893
Piper Sandler
PIPR
$5.12B
$1.31M 0.01%
18,053
+300
+2% +$24.3K
VIRT icon
894
Virtu Financial
VIRT
$5.19B
$1.31M 0.01%
21,915
+623
+3% +$32.8K
KNF icon
895
Knife River
KNF
$4.41B
$1.31M 0.01%
15,604
-964
-6% -$79.7K
IVZ icon
896
Invesco
IVZ
$13.2B
$1.3M 0.01%
49,388
-2,018
-4% -$53.5K
PTC icon
897
PTC
PTC
$13.1B
$1.3M 0.01%
11,471
-238
-2% -$32.1K
SHC icon
898
Sotera Health
SHC
$4.99B
$1.3M 0.01%
73,377
+2,990
+4% +$47.1K
OGS icon
899
ONE Gas
OGS
$5.02B
$1.3M 0.01%
16,895
-629
-4% -$52.3K
CHWY icon
900
Chewy
CHWY
$8.38B
$1.3M 0.01%
66,064
-3,789
-5% -$86K
34 35
36
37 38

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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.