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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
IPG
926
DELISTED
Interpublic Group of Companies
IPG
$1.34M 0.01%
48,144
-3,375
-7% -$87.1K
MUR icon
927
Murphy Oil
MUR
$5.13B
$1.34M 0.01%
47,273
-2,417
-5% -$61K
ENS icon
928
EnerSys
ENS
$6.93B
$1.34M 0.01%
11,855
-1,491
-11% -$147K
SLG icon
929
SL Green Realty
SLG
$3.97B
$1.33M 0.01%
22,314
-4,447
-17% -$263K
MRVL icon
930
Marvell Technology
MRVL
$200B
$1.33M 0.01%
15,843
+280
+2% +$20.6K
QAT icon
931
iShares MSCI Qatar ETF
QAT
$63.6M
$1.33M 0.01%
68,159
– –
IVZ icon
932
Invesco
IVZ
$13.7B
$1.33M 0.01%
57,789
-7,671
-12% -$159K
ASB icon
933
Associated Banc-Corp
ASB
$6.02B
$1.32M 0.01%
51,367
-3,346
-6% -$85.8K
AIZ icon
934
Assurant
AIZ
$13.9B
$1.32M 0.01%
6,087
-446
-7% -$90.5K
SOLV icon
935
Solventum
SOLV
$14.1B
$1.31M 0.01%
17,954
-1,502
-8% -$110K
TDS icon
936
Telephone and Data Systems
TDS
$3.85B
$1.31M 0.01%
33,397
-7,173
-18% -$276K
CNR
937
Core Natural Resources Inc
CNR
$4.7B
$1.31M 0.01%
15,652
-2,773
-15% -$208K
WAY
938
Waystar Holding Corp
WAY
$4.64B
$1.3M 0.01%
+34,390
New +$1.27M
APA icon
939
APA Corp
APA
$14.1B
$1.3M 0.01%
53,637
-2,959
-5% -$62.5K
CNO icon
940
CNO Financial Group
CNO
$5.05B
$1.3M 0.01%
32,815
-3,527
-10% -$135K
TNL icon
941
Travel + Leisure Co
TNL
$4.53B
$1.3M 0.01%
21,802
-2,286
-9% -$137K
FCFS icon
942
FirstCash
FCFS
$9.1B
$1.29M 0.01%
8,171
-748
-8% -$105K
ANF icon
943
Abercrombie & Fitch
ANF
$5.1B
$1.29M 0.01%
15,034
-1,045
-6% -$97.5K
HDB icon
944
HDFC Bank
HDB
$119B
$1.28M 0.01%
37,592
– –
CSW
945
CSW Industrials
CSW
$5.73B
$1.28M 0.01%
5,283
-1,034
-16% -$277K
SKYW icon
946
Skywest
SKYW
$4.16B
$1.28M 0.01%
12,708
-2,536
-17% -$283K
KTB icon
947
Kontoor Brands
KTB
$4.47B
$1.28M 0.01%
16,027
-2,752
-15% -$197K
HAS icon
948
Hasbro
HAS
$13.5B
$1.27M 0.01%
16,804
-1,067
-6% -$82.8K
CRC icon
949
California Resources
CRC
$4.84B
$1.27M 0.01%
23,960
-3,073
-11% -$154K
MRP
950
Millrose Properties Inc
MRP
$4.92B
$1.27M 0.01%
37,909
-7,185
-16% -$232K
36 37
38
39 40

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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.