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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
+9.34%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.37B
AUM Growth
+$90.9M
Cap. Flow
-$517M
Cap. Flow %
-5.52%
Top 10 Hldgs %
27.43%
Holding
1,942
New
25
Increased
122
Reduced
1,528
Closed
54

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$11.8M
2
HOOD icon
Robinhood
HOOD
+$7.69M
3
NTNX icon
Nutanix
NTNX
+$5.98M
4
TRU icon
TransUnion
TRU
+$5.42M
5
TWLO icon
Twilio
TWLO
+$5.25M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$25.5M
2
AAPL icon
Apple
AAPL
+$24.6M
3
MSFT icon
Microsoft
MSFT
+$24.4M
4
NVDA icon
NVIDIA
NVDA
+$22.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$14M

Sector Composition

Rank Sector Weight
1 Technology 28.4%
2 Financials 13.76%
3 Consumer Discretionary 10.13%
4 Industrials 9.85%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPR icon
901
EPR Properties
EPR
$4.58B
$1.4M 0.01%
24,082
-1,493
-6% -$83.9K
MGY icon
902
Magnolia Oil & Gas
MGY
$6.16B
$1.4M 0.01%
58,456
-12,130
-17% -$289K
DLB icon
903
Dolby
DLB
$5.75B
$1.39M 0.01%
19,258
-1,339
-7% -$98.5K
HST icon
904
Host Hotels & Resorts
HST
$15.3B
$1.39M 0.01%
81,409
-9,281
-10% -$154K
COO icon
905
Cooper Companies
COO
$15B
$1.38M 0.01%
20,185
-388
-2% -$27.5K
FFIN icon
906
First Financial Bankshares
FFIN
$4.99B
$1.38M 0.01%
40,896
-2,302
-5% -$82.7K
ECG
907
Everus Construction Group
ECG
$6.87B
$1.37M 0.01%
16,030
-3,047
-16% -$226K
DAY
908
DELISTED
Dayforce
DAY
$1.37M 0.01%
19,932
-2,092
-9% -$130K
AAP icon
909
Advance Auto Parts
AAP
$3.19B
$1.37M 0.01%
22,311
-4,159
-16% -$246K
KNF icon
910
Knife River
KNF
$3.87B
$1.37M 0.01%
17,817
-1,163
-6% -$95K
WF icon
911
Woori Financial
WF
$17.1B
$1.37M 0.01%
24,346
– –
INCY icon
912
Incyte
INCY
$24.5B
$1.37M 0.01%
16,101
-668
-4% -$52.8K
BKH icon
913
Black Hills Corp
BKH
$5.59B
$1.36M 0.01%
22,156
-1,404
-6% -$82.6K
AKAM icon
914
Akamai
AKAM
$16.8B
$1.36M 0.01%
17,982
-998
-5% -$76.9K
CALM icon
915
Cal-Maine
CALM
$3.87B
$1.36M 0.01%
14,462
-1,882
-12% -$201K
KWT icon
916
iShares MSCI Kuwait ETF
KWT
$69M
$1.36M 0.01%
34,352
– –
SAIC icon
917
Saic
SAIC
$5.3B
$1.36M 0.01%
13,642
-1,047
-7% -$117K
PECO icon
918
Phillips Edison & Co
PECO
$5.1B
$1.36M 0.01%
39,471
-7,735
-16% -$268K
NAB
919
DELISTED
NATL AUSTRALIA BK LTD ADS5
NAB
$1.35M 0.01%
92,564
-11,815
-11% -$173K
PJT icon
920
PJT Partners
PJT
$4.48B
$1.35M 0.01%
7,613
-1,584
-17% -$285K
JBHT icon
921
JB Hunt Transport Services
JBHT
$24.9B
$1.35M 0.01%
10,083
-666
-6% -$95.8K
SLAB icon
922
Silicon Laboratories
SLAB
$7.22B
$1.35M 0.01%
10,302
-600
-6% -$81.7K
DORM icon
923
Dorman Products
DORM
$3.95B
$1.35M 0.01%
8,661
-1,428
-14% -$205K
SIG icon
924
Signet Jewelers
SIG
$3.68B
$1.35M 0.01%
14,067
-3,153
-18% -$270K
SKY icon
925
Champion Homes
SKY
$5.11B
$1.34M 0.01%
17,611
-2,034
-10% -$144K
35 36
37
38 39

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Yousif Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Yousif Capital Management held 1,942 positions worth $9.37B, up 0.98% from $9.28B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $517M in Q3 2025, closing 54 positions and reducing 1,528 holdings. Its most notable exit was Hess, an estimated $4.95M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Yousif Capital Management opened a new position in Talen Energy Corp worth $6.14M.

  • Yousif Capital Management's largest Q3 2025 buy was Talen Energy Corp: 14,430 shares worth $6.14M.
  • Yousif Capital Management added most to Applovin in Q3 2025, an estimated $11.8M increase.
  • Yousif Capital Management's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $25.5M.
  • Yousif Capital Management fully exited Hess in Q3 2025, selling an estimated $4.95M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.37B portfolio in Q3 2025.
  • Yousif Capital Management opened 25 new positions and closed 54 in Q3 2025.
  • Yousif Capital Management's portfolio value rose 0.98% quarter-over-quarter to $9.37B.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.