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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
OLLI icon
901
Ollie's Bargain Outlet
OLLI
$3.94B
$1.3M 0.01%
16,879
-1,125
-6% -$93.8K
EAT icon
902
Brinker International
EAT
$7.93B
$1.3M 0.01%
7,709
+4
+0.1% +$592
BDC icon
903
Belden
BDC
$4.01B
$1.29M 0.01%
10,795
-684
-6% -$79.8K
GDDY icon
904
GoDaddy
GDDY
$11.6B
$1.29M 0.01%
15,223
+322
+2% +$27.2K
NU icon
905
Nu Holdings
NU
$68.5B
$1.28M 0.01%
96,099
+958
+1% +$12.9K
CVCO icon
906
Cavco Industries
CVCO
$4.33B
$1.28M 0.01%
2,087
+7
+0.3% +$3.72K
VAL icon
907
Valaris
VAL
$5.48B
$1.28M 0.01%
17,655
-1,118
-6% -$104K
RUSHA icon
908
Rush Enterprises Class A
RUSHA
$5.93B
$1.28M 0.01%
17,502
-72
-0.4% -$5.08K
HSIC icon
909
Henry Schein
HSIC
$9.63B
$1.28M 0.01%
15,294
+127
+0.8% +$9.71K
LIVN icon
910
LivaNova
LIVN
$4.32B
$1.28M 0.01%
15,532
-829
-5% -$58.6K
PATH icon
911
UiPath
PATH
$5.28B
$1.27M 0.01%
117,098
-7,568
-6% -$80.8K
G icon
912
Genpact
G
$5.15B
$1.27M 0.01%
46,224
-2,796
-6% -$91.9K
AES icon
913
AES
AES
$10.6B
$1.27M 0.01%
86,689
-1,499
-2% -$21.8K
TKO icon
914
TKO Group
TKO
$13.5B
$1.27M 0.01%
6,309
-323
-5% -$63K
PCTY icon
915
Paylocity
PCTY
$6.46B
$1.27M 0.01%
12,144
-744
-6% -$79.2K
DUOL icon
916
Duolingo
DUOL
$5.62B
$1.27M 0.01%
11,034
-633
-5% -$69.3K
FCN icon
917
FTI Consulting
FCN
$4.75B
$1.27M 0.01%
8,517
-672
-7% -$110K
VCYT icon
918
Veracyte
VCYT
$4.62B
$1.27M 0.01%
21,596
+108
+0.5% +$4.53K
NE icon
919
Noble Corp
NE
$6.88B
$1.27M 0.01%
33,954
+39
+0.1% +$1.86K
SOLV icon
920
Solventum
SOLV
$13.4B
$1.26M 0.01%
16,368
-675
-4% -$49.2K
MGY icon
921
Magnolia Oil & Gas
MGY
$6.1B
$1.26M 0.01%
49,349
+524
+1% +$15K
SR icon
922
Spire
SR
$4.88B
$1.26M 0.01%
16,164
-1,077
-6% -$92.5K
EBC icon
923
Eastern Bankshares
EBC
$4.86B
$1.26M 0.01%
+56,732
New +$1.15M
TYL icon
924
Tyler Technologies
TYL
$11.9B
$1.26M 0.01%
4,305
-2
-0% -$632
LAZ icon
925
Lazard
LAZ
$4.24B
$1.26M 0.01%
+30,001
New +$1.37M
35 36
37
38 39

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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.