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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
PII icon
951
Polaris
PII
$3.95B
$1.25M 0.01%
18,363
-529
-3% -$34.8K
KRC icon
952
Kilroy Realty
KRC
$4.19B
$1.25M 0.01%
33,803
-278
-0.8% -$11.4K
OSIS icon
953
OSI Systems
OSIS
$3.82B
$1.25M 0.01%
4,325
-563
-12% -$147K
PJT icon
954
PJT Partners
PJT
$4.48B
$1.24M 0.01%
6,637
-976
-13% -$167K
GL icon
955
Globe Life
GL
$14B
$1.24M 0.01%
9,062
-852
-9% -$115K
IRT icon
956
Independence Realty Trust
IRT
$3.91B
$1.24M 0.01%
73,834
+207
+0.3% +$3.43K
HIT
957
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
$1.24M 0.01%
38,470
-2,630
-6% -$84.7K
BILL icon
958
BILL Holdings
BILL
$4.79B
$1.24M 0.01%
27,452
-1,349
-5% -$69.3K
SONY icon
959
Sony
SONY
$137B
$1.23M 0.01%
52,056
-4,150
-7% -$117K
QAT icon
960
iShares MSCI Qatar ETF
QAT
$63.6M
$1.23M 0.01%
62,559
-5,600
-8% -$107K
MATX icon
961
Matsons
MATX
$6.23B
$1.23M 0.01%
8,504
-1,396
-14% -$150K
PECO icon
962
Phillips Edison & Co
PECO
$5.11B
$1.23M 0.01%
34,444
-5,027
-13% -$174K
RDN icon
963
Radian Group
RDN
$4.86B
$1.23M 0.01%
37,008
-5,564
-13% -$194K
RVTY icon
964
Revvity
RVTY
$12.8B
$1.23M 0.01%
10,966
-1,336
-11% -$128K
ENPH icon
965
Enphase Energy
ENPH
$5.56B
$1.22M 0.01%
35,428
-5,225
-13% -$169K
AEO icon
966
American Eagle Outfitters
AEO
$2.83B
$1.22M 0.01%
47,881
-7,638
-14% -$151K
SHC icon
967
Sotera Health
SHC
$5.35B
$1.21M 0.01%
64,984
+9,151
+16% +$151K
TXT icon
968
Textron
TXT
$15.1B
$1.21M 0.01%
13,036
-639
-5% -$53.5K
BTSG icon
969
BrightSpring Health Services
BTSG
$11.5B
$1.21M 0.01%
+31,347
New +$1.05M
TEX icon
970
Terex
TEX
$7.75B
$1.21M 0.01%
20,464
-414
-2% -$20.9K
ITRI icon
971
Itron
ITRI
$4.53B
$1.2M 0.01%
12,437
-1,823
-13% -$199K
LVS icon
972
Las Vegas Sands
LVS
$29.6B
$1.2M 0.01%
20,501
-1,640
-7% -$100K
DAY
973
DELISTED
Dayforce
DAY
$1.2M 0.01%
17,328
-2,604
-13% -$179K
CHDN icon
974
Churchill Downs
CHDN
$6.15B
$1.2M 0.01%
11,515
+244
+2% +$25.3K
UL icon
975
Unilever
UL
$133B
$1.19M 0.01%
18,412
-4,906
-21% -$330K
37 38
39
40 41

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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.