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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
HAS icon
926
Hasbro
HAS
$12.4B
$1.26M 0.01%
15,204
+119
+0.8% +$10.7K
AZZ icon
927
AZZ Inc
AZZ
$4.59B
$1.25M 0.01%
8,068
-1
-0% -$142
TCBI icon
928
Texas Capital Bancshares
TCBI
$4.29B
$1.25M 0.01%
12,114
-859
-7% -$86.2K
POWI icon
929
Power Integrations
POWI
$3.95B
$1.25M 0.01%
14,910
+120
+0.8% +$8.66K
LAUR icon
930
Laureate Education
LAUR
$5.12B
$1.25M 0.01%
34,366
-2,069
-6% -$69.8K
BIO icon
931
Bio-Rad Laboratories Class A
BIO
$8.47B
$1.25M 0.01%
4,244
-342
-7% -$97K
MRP
932
Millrose Properties Inc
MRP
$4.7B
$1.24M 0.01%
41,282
-542
-1% -$15.7K
JKHY icon
933
Jack Henry & Associates
JKHY
$10.5B
$1.24M 0.01%
9,005
-3,466
-28% -$492K
FFIN icon
934
First Financial Bankshares
FFIN
$4.94B
$1.24M 0.01%
35,831
-2,085
-5% -$67.4K
SPHR icon
935
Sphere Entertainment
SPHR
$4.77B
$1.24M 0.01%
7,159
+48
+0.7% +$6.69K
CSW
936
CSW Industrials
CSW
$4.73B
$1.24M 0.01%
4,447
-54
-1% -$15K
VECO icon
937
Veeco
VECO
$3.33B
$1.23M 0.01%
16,292
+187
+1% +$10.7K
REZI icon
938
Resideo Technologies
REZI
$5.16B
$1.23M 0.01%
39,620
-550
-1% -$18.9K
FULT icon
939
Fulton Financial
FULT
$4.64B
$1.23M 0.01%
50,840
-2,187
-4% -$47.9K
FLG
940
Flagstar Bank National Association
FLG
$6.13B
$1.23M 0.01%
82,223
-4,658
-5% -$66K
RXO icon
941
RXO
RXO
$4.58B
$1.23M 0.01%
44,484
+302
+0.7% +$6.67K
NVST icon
942
Envista
NVST
$4.26B
$1.23M 0.01%
46,533
-2,736
-6% -$69K
CPB icon
943
Campbell Soup
CPB
$6.38B
$1.22M 0.01%
55,004
+27,531
+100% +$581K
BSY icon
944
Bentley Systems
BSY
$9.15B
$1.22M 0.01%
40,931
-2,717
-6% -$88.4K
SAIC icon
945
Saic
SAIC
$4.93B
$1.22M 0.01%
11,080
-1,271
-10% -$129K
EPR icon
946
EPR Properties
EPR
$4.74B
$1.22M 0.01%
21,061
-1,246
-6% -$70.8K
RVTY icon
947
Revvity
RVTY
$12.6B
$1.22M 0.01%
10,971
+61
+0.6% +$5.88K
LBRT icon
948
Liberty Energy
LBRT
$3.2B
$1.22M 0.01%
46,565
-1,062
-2% -$31.8K
DVA icon
949
DaVita
DVA
$15B
$1.22M 0.01%
5,479
-231
-4% -$42K
SKT icon
950
Tanger
SKT
$4.72B
$1.22M 0.01%
30,871
-307
-1% -$11.4K
36 37
38
39 40

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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.