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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
HSIC icon
976
Henry Schein
HSIC
$9.94B
$1.12M 0.01%
15,167
-64
-0.4% -$4.94K
RACE icon
977
Ferrari
RACE
$72.1B
$1.12M 0.01%
3,301
– –
ABG icon
978
Asbury Automotive
ABG
$3.73B
$1.12M 0.01%
5,715
-48
-0.8% -$10.6K
FFIN icon
979
First Financial Bankshares
FFIN
$4.99B
$1.12M 0.01%
37,916
-2,451
-6% -$77.3K
SKY icon
980
Champion Homes
SKY
$5.11B
$1.12M 0.01%
15,014
-186
-1% -$16K
PTEN icon
981
Patterson-UTI
PTEN
$4.22B
$1.12M 0.01%
102,956
-309
-0.3% -$2.65K
EPR icon
982
EPR Properties
EPR
$4.58B
$1.11M 0.01%
22,307
-1,256
-5% -$69.1K
OSIS icon
983
OSI Systems
OSIS
$3.84B
$1.11M 0.01%
4,197
-128
-3% -$35.4K
SOLV icon
984
Solventum
SOLV
$14.3B
$1.11M 0.01%
17,043
-132
-0.8% -$9.8K
ITRI icon
985
Itron
ITRI
$4.52B
$1.11M 0.01%
12,362
-75
-0.6% -$7.2K
CUZ icon
986
Cousins Properties
CUZ
$4.83B
$1.11M 0.01%
49,059
-2,968
-6% -$72K
RIO icon
987
Rio Tinto
RIO
$164B
$1.1M 0.01%
11,819
– –
LTH icon
988
Life Time Group Holdings
LTH
$9.79B
$1.1M 0.01%
+40,879
New +$1.13M
EAT icon
989
Brinker International
EAT
$9.49B
$1.1M 0.01%
7,705
-184
-2% -$28K
MMS icon
990
Maximus
MMS
$2.84B
$1.09M 0.01%
17,055
-1,345
-7% -$109K
GSK icon
991
GSK
GSK
$102B
$1.09M 0.01%
19,806
– –
PVH icon
992
PVH
PVH
$3.91B
$1.09M 0.01%
15,555
-1,259
-7% -$82.6K
VICR icon
993
Vicor
VICR
$9.72B
$1.08M 0.01%
6,717
+565
+9% +$93.4K
HIT
994
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
$1.08M 0.01%
38,470
– –
FULT icon
995
Fulton Financial
FULT
$4.65B
$1.08M 0.01%
53,027
+4,371
+9% +$90K
SONY icon
996
Sony
SONY
$138B
$1.08M 0.01%
52,056
– –
HP icon
997
Helmerich & Payne
HP
$4.25B
$1.08M 0.01%
29,900
+93
+0.3% +$3.17K
CVSA
998
Covista Inc
CVSA
$4.31B
$1.08M 0.01%
9,328
-502
-5% -$53.6K
RDNT icon
999
RadNet
RDNT
$6.01B
$1.07M 0.01%
19,203
-64
-0.3% -$4.37K
SMFG icon
1000
Sumitomo Mitsui Financial
SMFG
$160B
$1.07M 0.01%
54,329
– –
38 39
40
41 42

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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.