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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
+4.18%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.12B
AUM Growth
-$247M
Cap. Flow
-$498M
Cap. Flow %
-5.46%
Top 10 Hldgs %
26.56%
Holding
1,930
New
42
Increased
114
Reduced
1,513
Closed
53

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.6M
2
CRH icon
CRH
CRH
+$6.83M
3
PINS icon
Pinterest
PINS
+$5.11M
4
CVNA icon
Carvana
CVNA
+$4.51M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.74M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$26.6M
2
AAPL icon
Apple
AAPL
+$21.7M
3
MSFT icon
Microsoft
MSFT
+$15.9M
4
AMZN icon
Amazon
AMZN
+$11.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.2M

Sector Composition

Rank Sector Weight
1 Technology 27.33%
2 Financials 13.42%
3 Industrials 10.44%
4 Consumer Discretionary 9.96%
5 Healthcare 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FFIN icon
926
First Financial Bankshares
FFIN
$4.99B
$1.31M 0.01%
40,367
-529
-1% -$16.7K
EPR icon
927
EPR Properties
EPR
$4.58B
$1.3M 0.01%
23,563
-519
-2% -$27K
KWT icon
928
iShares MSCI Kuwait ETF
KWT
$69M
$1.3M 0.01%
34,352
– –
TD icon
929
Toronto Dominion Bank
TD
$201B
$1.3M 0.01%
13,966
-6,145
-31% -$519K
WMG icon
930
Warner Music
WMG
$13.1B
$1.3M 0.01%
43,413
-794
-2% -$24.3K
FOUR icon
931
Shift4
FOUR
$3.24B
$1.29M 0.01%
20,857
-229
-1% -$16.2K
KBH icon
932
KB Home
KBH
$3.54B
$1.29M 0.01%
21,479
-1,511
-7% -$92.9K
MAC icon
933
Macerich
MAC
$6.96B
$1.29M 0.01%
69,882
-9,386
-12% -$165K
PLXS icon
934
Plexus
PLXS
$7.2B
$1.29M 0.01%
7,315
-1,032
-12% -$151K
NWE icon
935
NorthWestern Energy
NWE
$4.35B
$1.29M 0.01%
18,952
-377
-2% -$23.9K
ECG
936
Everus Construction Group
ECG
$6.87B
$1.29M 0.01%
14,014
-2,016
-13% -$180K
MRP
937
Millrose Properties Inc
MRP
$4.94B
$1.29M 0.01%
42,022
+4,113
+11% +$129K
TFX icon
938
Teleflex
TFX
$5.91B
$1.28M 0.01%
12,804
-1,878
-13% -$228K
MSM icon
939
MSC Industrial Direct
MSM
$6.7B
$1.28M 0.01%
15,003
-256
-2% -$22.2K
MOS icon
940
The Mosaic Company
MOS
$7.34B
$1.28M 0.01%
47,340
-1,552
-3% -$41.8K
VVV icon
941
Valvoline
VVV
$4.21B
$1.28M 0.01%
40,814
-725
-2% -$23.3K
CNO icon
942
CNO Financial Group
CNO
$5.05B
$1.28M 0.01%
31,559
-1,256
-4% -$51.2K
NVST icon
943
Envista
NVST
$4.58B
$1.27M 0.01%
52,309
-1,262
-2% -$25.9K
EPAM icon
944
EPAM Systems
EPAM
$5.15B
$1.27M 0.01%
6,166
-673
-10% -$120K
MRVL icon
945
Marvell Technology
MRVL
$191B
$1.26M 0.01%
15,850
+7
+0% +$613
ALGM icon
946
Allegro MicroSystems
ALGM
$7.93B
$1.26M 0.01%
38,286
-463
-1% -$12.7K
EAT icon
947
Brinker International
EAT
$9.49B
$1.26M 0.01%
7,889
-1,429
-15% -$187K
APA icon
948
APA Corp
APA
$14.2B
$1.26M 0.01%
49,667
-3,970
-7% -$96K
AES icon
949
AES
AES
$10.5B
$1.26M 0.01%
91,424
-4,088
-4% -$57.6K
TDS icon
950
Telephone and Data Systems
TDS
$3.84B
$1.26M 0.01%
29,040
-4,357
-13% -$170K
36 37
38
39 40

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PEA
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VAS
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LCAM
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Yousif Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Yousif Capital Management held 1,930 positions worth $9.12B, down 2.6% from $9.37B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $498M in Q4 2025, closing 53 positions and reducing 1,513 holdings. Its most notable exit was Mr. Cooper, an estimated $4.23M position sold in full.

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

Against the trend, Yousif Capital Management opened a new position in Qnity Electronics Inc worth $2.78M.

  • Yousif Capital Management's largest Q4 2025 buy was Qnity Electronics Inc: 29,206 shares worth $2.78M.
  • Yousif Capital Management added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $12.6M increase.
  • Yousif Capital Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $26.6M.
  • Yousif Capital Management fully exited Mr. Cooper in Q4 2025, selling an estimated $4.23M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.12B portfolio in Q4 2025.
  • Yousif Capital Management opened 42 new positions and closed 53 in Q4 2025.
  • Yousif Capital Management's portfolio value fell 2.6% quarter-over-quarter to $9.12B.

Based on Yousif Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.