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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
APH icon
76
Amphenol
APH
$207B
$17.5M 0.21%
138,706
-6,274
-4% -$883K
UNP icon
77
Union Pacific
UNP
$174B
$17.4M 0.2%
71,703
-2,940
-4% -$720K
SCHW
78
Charles Schwab
SCHW
$188B
$16.9M 0.2%
179,885
-5,931
-3% -$582K
CAH icon
79
Cardinal Health
CAH
$55.5B
$16.8M 0.2%
79,438
-10,843
-12% -$2.34M
PM icon
80
Philip Morris
PM
$290B
$16.6M 0.19%
100,345
-4,897
-5% -$851K
DE icon
81
Deere & Co
DE
$164B
$16.4M 0.19%
29,174
-1,737
-6% -$980K
SYK icon
82
Stryker
SYK
$133B
$16M 0.19%
48,563
-630
-1% -$226K
MCK icon
83
McKesson
MCK
$103B
$15.9M 0.19%
18,375
+103
+0.6% +$91.9K
UBER icon
84
Uber
UBER
$159B
$15.9M 0.19%
220,899
-10,254
-4% -$789K
PFE icon
85
Pfizer
PFE
$154B
$15.8M 0.19%
563,326
-12,770
-2% -$340K
QCOM icon
86
Qualcomm
QCOM
$170B
$15.7M 0.18%
122,003
-3,212
-3% -$469K
AFL icon
87
Aflac
AFL
$61.2B
$15.6M 0.18%
142,228
+1,564
+1% +$173K
O icon
88
Realty Income
O
$58.6B
$15.4M 0.18%
251,675
-5,457
-2% -$342K
BLK icon
89
Blackrock
BLK
$175B
$15.3M 0.18%
15,956
-661
-4% -$695K
ITW icon
90
Illinois Tool Works
ITW
$83.9B
$15.3M 0.18%
58,949
-1,941
-3% -$528K
VTI icon
91
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$15.2M 0.18%
47,455
-195
-0.4% -$65.4K
HON icon
92
Honeywell
HON
$77B
$15.2M 0.18%
67,033
-2,051
-3% -$469K
ECL icon
93
Ecolab
ECL
$79.7B
$15.1M 0.18%
56,933
-2,683
-5% -$757K
ADP icon
94
Automatic Data Processing
ADP
$109B
$15.1M 0.18%
74,378
-40
-0.1% -$9.17K
CL icon
95
Colgate-Palmolive
CL
$74.3B
$15M 0.18%
176,204
-3,421
-2% -$305K
GD icon
96
General Dynamics
GD
$107B
$14.9M 0.18%
43,509
-2,994
-6% -$1.06M
EWJ icon
97
iShares MSCI Japan ETF
EWJ
$22.6B
$14.8M 0.17%
174,754
-59,251
-25% -$5.13M
EMR icon
98
Emerson Electric
EMR
$88.5B
$14.6M 0.17%
111,317
-2,758
-2% -$397K
TGT icon
99
Target
TGT
$69B
$14.5M 0.17%
119,997
+3,911
+3% +$441K
APD icon
100
Air Products & Chemicals
APD
$68.6B
$14.5M 0.17%
49,808
+719
+1% +$198K
2 3
4
5 6

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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.