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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
+0.2%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.52B
AUM Growth
-$605M
Cap. Flow
-$308M
Cap. Flow %
-3.61%
Top 10 Hldgs %
25.48%
Holding
1,910
New
33
Increased
213
Reduced
1,339
Closed
52

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$19.2M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.58M
3
VRT icon
Vertiv
VRT
+$7.15M
4
AMCR icon
Amcor
AMCR
+$7.06M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$2.56M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$18.8M
2
AAPL icon
Apple
AAPL
+$18M
3
MSFT icon
Microsoft
MSFT
+$12.8M
4
CIEN icon
Ciena
CIEN
+$9.36M
5
LITE icon
Lumentum
LITE
+$8.39M

Sector Composition

Rank Sector Weight
1 Technology 26.39%
2 Financials 12.82%
3 Industrials 10.73%
4 Consumer Discretionary 9.39%
5 Healthcare 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MOS icon
951
The Mosaic Company
MOS
$7.34B
$1.17M 0.01%
45,698
-1,642
-3% -$45K
RUSHA icon
952
Rush Enterprises Class A
RUSHA
$9.52B
$1.16M 0.01%
17,574
-127
-0.7% -$8.36K
AIR icon
953
AAR Corp
AIR
$5.86B
$1.16M 0.01%
10,614
+10
+0.1% +$1.08K
YOU icon
954
Clear Secure
YOU
$4.97B
$1.16M 0.01%
23,945
+126
+0.5% +$5.01K
DBX icon
955
Dropbox
DBX
$7.41B
$1.16M 0.01%
51,012
-2,907
-5% -$73.9K
GEN icon
956
Gen Digital
GEN
$17.4B
$1.16M 0.01%
61,520
-998
-2% -$23.1K
ZBRA icon
957
Zebra Technologies
ZBRA
$18.1B
$1.16M 0.01%
5,534
-136
-2% -$31.9K
MC icon
958
Moelis & Co
MC
$4.93B
$1.16M 0.01%
20,292
-410
-2% -$26.7K
TREX icon
959
Trex
TREX
$5.07B
$1.16M 0.01%
31,717
-1,696
-5% -$68.2K
RAL
960
Ralliant Corp
RAL
$7.91B
$1.15M 0.01%
27,710
-3,299
-11% -$155K
DAN icon
961
Dana Inc
DAN
$3.27B
$1.15M 0.01%
34,196
-1,860
-5% -$58.1K
DUOL icon
962
Duolingo
DUOL
$6.34B
$1.15M 0.01%
11,667
-689
-6% -$85K
BAX icon
963
Baxter International
BAX
$14.3B
$1.15M 0.01%
68,350
-338
-0.5% -$6.54K
FLG
964
Flagstar Bank National Association
FLG
$5.89B
$1.14M 0.01%
86,881
-5,739
-6% -$75.2K
ALGM icon
965
Allegro MicroSystems
ALGM
$7.93B
$1.14M 0.01%
36,243
-2,043
-5% -$70.4K
MORN icon
966
Morningstar
MORN
$7.33B
$1.14M 0.01%
6,737
-613
-8% -$114K
WHR icon
967
Whirlpool
WHR
$2.84B
$1.14M 0.01%
21,110
+1,180
+6% +$86.6K
ARE icon
968
Alexandria Real Estate Equities
ARE
$8.28B
$1.14M 0.01%
24,517
-333
-1% -$17.6K
PEGA icon
969
Pegasystems
PEGA
$5.44B
$1.14M 0.01%
26,698
-1,551
-5% -$72K
ACIW icon
970
ACI Worldwide
ACIW
$5.27B
$1.13M 0.01%
27,672
-347
-1% -$14.6K
APLS
971
DELISTED
Apellis Pharmaceuticals
APLS
$1.13M 0.01%
+27,997
New +$603K
MMSI icon
972
Merit Medical Systems
MMSI
$5.44B
$1.12M 0.01%
16,262
-225
-1% -$17.6K
RYAN icon
973
Ryan Specialty Holdings
RYAN
$10.8B
$1.12M 0.01%
33,202
-1,501
-4% -$64.1K
CELH icon
974
Celsius Holdings
CELH
$7.11B
$1.12M 0.01%
31,556
-2,645
-8% -$125K
APPF icon
975
AppFolio
APPF
$7.19B
$1.12M 0.01%
7,091
-12
-0.2% -$2.27K
37 38
39
40 41

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HI
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AI
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PEA
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VAS
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MU
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SFM
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LCAM
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Yousif Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Yousif Capital Management held 1,910 positions worth $8.52B, down 6.6% from $9.12B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Yousif Capital Management withdrew a net $308M in Q1 2026, closing 52 positions and reducing 1,339 holdings. Its most notable exit was Frontier Communications, an estimated $3.16M position sold in full.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

Against the trend, Yousif Capital Management opened a new position in StandardAero Inc worth $1.46M.

  • Yousif Capital Management's largest Q1 2026 buy was StandardAero Inc: 56,479 shares worth $1.46M.
  • Yousif Capital Management added most to State Street SPDR S&P 500 ETF Trust in Q1 2026, an estimated $19.2M increase.
  • Yousif Capital Management's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $18.8M.
  • Yousif Capital Management fully exited Frontier Communications in Q1 2026, selling an estimated $3.16M.
  • Yousif Capital Management's ten largest holdings make up 25% of its $8.52B portfolio in Q1 2026.
  • Yousif Capital Management opened 33 new positions and closed 52 in Q1 2026.
  • Yousif Capital Management's portfolio value fell 6.6% quarter-over-quarter to $8.52B.

Based on Yousif Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.