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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
+0.2%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.52B
AUM Growth
-$605M
Cap. Flow
-$308M
Cap. Flow %
-3.61%
Top 10 Hldgs %
25.48%
Holding
1,910
New
33
Increased
213
Reduced
1,339
Closed
52

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$19.2M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.58M
3
VRT icon
Vertiv
VRT
+$7.15M
4
AMCR icon
Amcor
AMCR
+$7.06M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$2.56M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$18.8M
2
AAPL icon
Apple
AAPL
+$18M
3
MSFT icon
Microsoft
MSFT
+$12.8M
4
CIEN icon
Ciena
CIEN
+$9.36M
5
LITE icon
Lumentum
LITE
+$8.39M

Sector Composition

Rank Sector Weight
1 Technology 26.39%
2 Financials 12.82%
3 Industrials 10.73%
4 Consumer Discretionary 9.39%
5 Healthcare 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FITB
876
Fifth Third Bancorp
FITB
$52.4B
$1.34M 0.02%
28,785
-45,773
-61% -$2.26M
TKO icon
877
TKO Group
TKO
$14.2B
$1.34M 0.02%
6,632
-245
-4% -$50.1K
ENPH icon
878
Enphase Energy
ENPH
$5.48B
$1.34M 0.02%
35,309
-119
-0.3% -$4.94K
SIGI icon
879
Selective Insurance
SIGI
$5.61B
$1.32M 0.02%
17,526
-1,158
-6% -$94.8K
MSM icon
880
MSC Industrial Direct
MSM
$6.63B
$1.32M 0.02%
14,304
-699
-5% -$62.6K
SWKS icon
881
Skyworks Solutions
SWKS
$10.2B
$1.32M 0.02%
24,627
+4,719
+24% +$275K
BDC icon
882
Belden
BDC
$5.34B
$1.32M 0.02%
11,479
-657
-5% -$82.7K
COO icon
883
Cooper Companies
COO
$14.8B
$1.32M 0.02%
18,404
-477
-3% -$37.7K
MAC icon
884
Macerich
MAC
$6.96B
$1.31M 0.02%
69,546
-336
-0.5% -$6.37K
SE icon
885
Sea Limited
SE
$78.2B
$1.31M 0.02%
15,868
– –
TNL icon
886
Travel + Leisure Co
TNL
$4.54B
$1.31M 0.02%
18,967
-2,092
-10% -$151K
AX icon
887
Axos Financial
AX
$5.68B
$1.31M 0.02%
15,401
-36
-0.2% -$3.28K
POST icon
888
Post Holdings
POST
$3.58B
$1.31M 0.02%
13,222
-2,190
-14% -$223K
KGS icon
889
Kodiak Gas Services
KGS
$6.36B
$1.3M 0.02%
22,352
+15
+0.1% +$728
TD icon
890
Toronto Dominion Bank
TD
$203B
$1.3M 0.02%
13,966
– –
HIMS icon
891
Hims & Hers Health
HIMS
$6.95B
$1.3M 0.02%
62,612
-3,449
-5% -$81.5K
IT icon
892
Gartner
IT
$11.4B
$1.3M 0.02%
8,188
-41
-0.5% -$7.54K
CROX icon
893
Crocs
CROX
$6.22B
$1.29M 0.02%
15,569
-1,149
-7% -$98.4K
OPCH icon
894
Option Care Health
OPCH
$3.55B
$1.29M 0.02%
47,903
-2,789
-6% -$90.5K
PECO icon
895
Phillips Edison & Co
PECO
$5.15B
$1.28M 0.02%
34,215
-229
-0.7% -$8.51K
BIO icon
896
Bio-Rad Laboratories Class A
BIO
$9.42B
$1.28M 0.02%
4,586
-302
-6% -$87K
HASI icon
897
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.31B
$1.28M 0.02%
34,755
+430
+1% +$15.3K
BCO icon
898
Brink's
BCO
$4.69B
$1.27M 0.01%
12,274
-688
-5% -$82.5K
BROS icon
899
Dutch Bros
BROS
$8.91B
$1.27M 0.01%
+25,084
New +$1.37M
HCC icon
900
Warrior Met Coal
HCC
$5.12B
$1.27M 0.01%
13,639
-79
-0.6% -$7.12K
34 35
36
37 38

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Yousif Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Yousif Capital Management held 1,910 positions worth $8.52B, down 6.6% from $9.12B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Yousif Capital Management withdrew a net $308M in Q1 2026, closing 52 positions and reducing 1,339 holdings. Its most notable exit was Frontier Communications, an estimated $3.16M position sold in full.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

Against the trend, Yousif Capital Management opened a new position in StandardAero Inc worth $1.46M.

  • Yousif Capital Management's largest Q1 2026 buy was StandardAero Inc: 56,479 shares worth $1.46M.
  • Yousif Capital Management added most to State Street SPDR S&P 500 ETF Trust in Q1 2026, an estimated $19.2M increase.
  • Yousif Capital Management's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $18.8M.
  • Yousif Capital Management fully exited Frontier Communications in Q1 2026, selling an estimated $3.16M.
  • Yousif Capital Management's ten largest holdings make up 25% of its $8.52B portfolio in Q1 2026.
  • Yousif Capital Management opened 33 new positions and closed 52 in Q1 2026.
  • Yousif Capital Management's portfolio value fell 6.6% quarter-over-quarter to $8.52B.

Based on Yousif Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.