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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
SPGI icon
76
S&P Global
SPGI
$128B
$18M 0.2%
44,256
-3,028
-6% -$1.28M
PLD icon
77
Prologis
PLD
$136B
$18M 0.2%
132,865
-2,241
-2% -$318K
CAH icon
78
Cardinal Health
CAH
$53B
$18M 0.2%
75,741
-3,697
-5% -$768K
CRWD icon
79
CrowdStrike
CRWD
$190B
$17.9M 0.2%
94,028
-6,392
-6% -$908K
T icon
80
AT&T
T
$160B
$17.4M 0.19%
838,349
-61,297
-7% -$1.52M
DIS icon
81
Walt Disney
DIS
$168B
$17.3M 0.19%
179,975
-15,883
-8% -$1.62M
DE icon
82
Deere & Co
DE
$163B
$17.2M 0.19%
27,155
-2,019
-7% -$1.17M
GLW icon
83
Corning
GLW
$136B
$17M 0.19%
66,689
-6,502
-9% -$1.18M
RTX icon
84
RTX Corp
RTX
$263B
$16.9M 0.19%
88,999
-9,196
-9% -$1.69M
TMO icon
85
Thermo Fisher Scientific
TMO
$194B
$16.8M 0.19%
33,508
-2,903
-8% -$1.39M
ANET icon
86
Arista Networks
ANET
$221B
$16.6M 0.19%
97,947
-7,458
-7% -$1.17M
PM icon
87
Philip Morris
PM
$302B
$16.2M 0.18%
89,803
-10,542
-11% -$1.83M
NUE icon
88
Nucor
NUE
$53.6B
$16M 0.18%
71,773
-3,886
-5% -$880K
ADP icon
89
Automatic Data Processing
ADP
$97.4B
$15.9M 0.18%
71,197
-3,181
-4% -$680K
CL icon
90
Colgate-Palmolive
CL
$73.6B
$15.4M 0.17%
167,848
-8,356
-5% -$731K
ETN icon
91
Eaton
ETN
$158B
$15.4M 0.17%
36,100
-2,473
-6% -$997K
GWW icon
92
W.W. Grainger
GWW
$63.9B
$15.4M 0.17%
11,291
-941
-8% -$1.16M
SCHW
93
Charles Schwab
SCHW
$173B
$15.2M 0.17%
164,935
-14,950
-8% -$1.36M
GILD icon
94
Gilead Sciences
GILD
$163B
$15.2M 0.17%
120,084
-10,078
-8% -$1.33M
ECL icon
95
Ecolab
ECL
$74.3B
$15.1M 0.17%
54,122
-2,811
-5% -$740K
ITW icon
96
Illinois Tool Works
ITW
$78.9B
$15.1M 0.17%
55,650
-3,299
-6% -$856K
SYK icon
97
Stryker
SYK
$120B
$15M 0.17%
47,697
-866
-2% -$273K
O icon
98
Realty Income
O
$60.8B
$14.9M 0.17%
240,926
-10,749
-4% -$670K
AFL icon
99
Aflac
AFL
$62.9B
$14.9M 0.17%
126,908
-15,320
-11% -$1.76M
VTI icon
100
Vanguard Total Stock Market ETF
VTI
$663B
$14.8M 0.17%
39,951
-7,504
-16% -$2.68M
2 3
4
5 6

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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.