We are live on ! Find out more
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
KTB icon
976
Kontoor Brands
KTB
$4.61B
$1.15M 0.01%
13,763
+27
+0.2% +$1.97K
PLNT icon
977
Planet Fitness
PLNT
$4.29B
$1.15M 0.01%
21,951
-2,393
-10% -$140K
LIF
978
Life360
LIF
$4.02B
$1.14M 0.01%
20,580
+292
+1% +$13K
DBX icon
979
Dropbox
DBX
$6.63B
$1.14M 0.01%
41,360
-9,652
-19% -$248K
EXTR icon
980
Extreme Networks
EXTR
$3.89B
$1.13M 0.01%
35,031
-502
-1% -$12.1K
UCB
981
United Community Banks
UCB
$4.18B
$1.13M 0.01%
32,263
-23
-0.1% -$768
VNT icon
982
Vontier
VNT
$4.26B
$1.13M 0.01%
39,018
-2,452
-6% -$78.3K
CDP icon
983
COPT Defense Properties
CDP
$4.25B
$1.13M 0.01%
31,056
-1,947
-6% -$63.3K
PDD icon
984
Pinduoduo
PDD
$119B
$1.13M 0.01%
14,814
-3,687
-20% -$341K
TECH icon
985
Bio-Techne
TECH
$11.2B
$1.13M 0.01%
15,993
+839
+6% +$45.3K
IBOC icon
986
International Bancshares
IBOC
$4.71B
$1.13M 0.01%
14,838
-876
-6% -$63.6K
MMSI icon
987
Merit Medical Systems
MMSI
$4.36B
$1.12M 0.01%
16,220
-42
-0.3% -$2.77K
ATMU icon
988
Atmus Filtration Technologies
ATMU
$4.34B
$1.12M 0.01%
+22,054
New +$1.2M
ANF icon
989
Abercrombie & Fitch
ANF
$4.04B
$1.12M 0.01%
12,459
-1,101
-8% -$93.4K
SLGN icon
990
Silgan Holdings
SLGN
$4.8B
$1.12M 0.01%
24,112
-1,435
-6% -$57.3K
ABG icon
991
Asbury Automotive
ABG
$4.14B
$1.12M 0.01%
5,546
-169
-3% -$33.3K
KRC icon
992
Kilroy Realty
KRC
$4.46B
$1.12M 0.01%
29,761
-2,061
-6% -$70.1K
CATY icon
993
Cathay General Bancorp
CATY
$4.18B
$1.11M 0.01%
17,924
-37
-0.2% -$2.1K
FELE icon
994
Franklin Electric
FELE
$4.66B
$1.11M 0.01%
10,332
-3
-0% -$301
EXLS icon
995
EXL Service
EXLS
$4.11B
$1.11M 0.01%
42,808
-3,647
-8% -$107K
SNOW icon
996
Snowflake
SNOW
$91.9B
$1.11M 0.01%
4,349
-9
-0.2% -$1.66K
PII icon
997
Polaris
PII
$4.13B
$1.11M 0.01%
16,162
-1,271
-7% -$81.9K
CWEN icon
998
Clearway Energy Class C
CWEN
$5.23B
$1.1M 0.01%
32,316
+9,695
+43% +$376K
HCC icon
999
Warrior Met Coal
HCC
$4.28B
$1.1M 0.01%
13,608
-31
-0.2% -$2.8K
CZR icon
1000
Caesars Entertainment
CZR
$6.09B
$1.09M 0.01%
36,257
-35
-0.1% -$987
38 39
40
41 42

Similar funds

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return
PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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.