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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
CAH icon
76
Cardinal Health
CAH
$55.4B
$19M 0.21%
90,281
-3,448
-4% -$649K
ADP icon
77
Automatic Data Processing
ADP
$108B
$19M 0.21%
74,418
-2,720
-4% -$724K
BSX icon
78
Boston Scientific
BSX
$73.3B
$18.9M 0.21%
207,490
-9,521
-4% -$933K
SCHW
79
Charles Schwab
SCHW
$189B
$18.8M 0.21%
185,816
-13,242
-7% -$1.26M
BA icon
80
Boeing
BA
$186B
$18.5M 0.2%
74,422
-382
-0.5% -$78.6K
BLK icon
81
Blackrock
BLK
$175B
$18.4M 0.2%
16,617
-880
-5% -$962K
PLD icon
82
Prologis
PLD
$131B
$18M 0.2%
137,582
-6,802
-5% -$848K
COF icon
83
Capital One
COF
$134B
$17.9M 0.2%
78,184
-5,194
-6% -$1.16M
SYK icon
84
Stryker
SYK
$131B
$17.7M 0.19%
49,193
-1,133
-2% -$413K
BKNG icon
85
Booking.com
BKNG
$159B
$17.7M 0.19%
87,900
-7,225
-8% -$1.49M
PM icon
86
Philip Morris
PM
$291B
$17.6M 0.19%
105,242
-3,722
-3% -$577K
MCHI icon
87
iShares MSCI China ETF
MCHI
$6.41B
$17.5M 0.19%
283,520
-97,435
-26% -$6.13M
ADI icon
88
Analog Devices
ADI
$189B
$17.2M 0.19%
58,137
-3,646
-6% -$916K
INTU icon
89
Intuit
INTU
$90.8B
$16.9M 0.18%
31,856
-949
-3% -$627K
GILD icon
90
Gilead Sciences
GILD
$166B
$16.7M 0.18%
134,785
-5,099
-4% -$620K
GD icon
91
General Dynamics
GD
$107B
$16.7M 0.18%
46,503
+329
+0.7% +$112K
EMR icon
92
Emerson Electric
EMR
$88.7B
$16.6M 0.18%
114,075
-6,406
-5% -$850K
UNP icon
93
Union Pacific
UNP
$174B
$16.5M 0.18%
74,643
-1,528
-2% -$349K
ECL icon
94
Ecolab
ECL
$79.6B
$16.3M 0.18%
59,616
-2,230
-4% -$594K
CVS icon
95
CVS Health
CVS
$121B
$16M 0.18%
200,030
-13,197
-6% -$1.04M
SHW icon
96
Sherwin-Williams
SHW
$88.2B
$16M 0.18%
46,168
-2,419
-5% -$809K
VTI icon
97
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
$16M 0.18%
47,650
+756
+2% +$251K
O icon
98
Realty Income
O
$58.2B
$15.8M 0.17%
257,132
-7,412
-3% -$429K
DE icon
99
Deere & Co
DE
$165B
$15.7M 0.17%
30,911
-1,949
-6% -$915K
ITW icon
100
Illinois Tool Works
ITW
$84B
$15.5M 0.17%
60,890
-2,068
-3% -$515K
2 3
4
5 6

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HI
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AI
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PEA
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MU
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MERSOM
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MOACM
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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.