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
MWA icon
1001
Mueller Water Products
MWA
$3.89B
$1.09M 0.01%
42,301
-285
-0.7% -$7.63K
INDB icon
1002
Independent Bank
INDB
$4.04B
$1.09M 0.01%
13,009
-202
-2% -$16K
BCO icon
1003
Brink's
BCO
$4.99B
$1.09M 0.01%
11,519
-755
-6% -$78.7K
PVH icon
1004
PVH
PVH
$3.59B
$1.09M 0.01%
14,643
-912
-6% -$78.1K
IRT icon
1005
Independence Realty Trust
IRT
$3.87B
$1.09M 0.01%
65,042
-4,199
-6% -$68K
MKTX icon
1006
MarketAxess Holdings
MKTX
$4.06B
$1.08M 0.01%
9,557
-559
-6% -$79.6K
NCLH icon
1007
Norwegian Cruise Line
NCLH
$8.59B
$1.08M 0.01%
51,330
+3,299
+7% +$61.6K
KBR icon
1008
KBR
KBR
$4.61B
$1.08M 0.01%
31,334
-2,172
-6% -$75.7K
TXT icon
1009
Textron
TXT
$16.2B
$1.08M 0.01%
11,768
-468
-4% -$42.5K
FBP icon
1010
First Bancorp
FBP
$4.4B
$1.08M 0.01%
41,399
-275
-0.7% -$6.62K
OII icon
1011
Oceaneering
OII
$4.79B
$1.08M 0.01%
26,621
+33
+0.1% +$1.24K
WSFS icon
1012
WSFS Financial
WSFS
$4.11B
$1.08M 0.01%
14,042
-370
-3% -$26.5K
SKYW icon
1013
Skywest
SKYW
$3.82B
$1.08M 0.01%
10,829
+13
+0.1% +$1.16K
CE icon
1014
Celanese
CE
$5.19B
$1.07M 0.01%
23,187
-100
-0.4% -$5.79K
ALHC icon
1015
Alignment Healthcare
ALHC
$4.13B
$1.07M 0.01%
+44,743
New +$859K
NSIT icon
1016
Insight Enterprises
NSIT
$3.49B
$1.06M 0.01%
8,737
-135
-2% -$12.3K
SPCX
1017
SpaceX
SPCX
$1.56T
$1.06M 0.01%
+6,220
New +$1.06M
GNW icon
1018
Genworth Financial
GNW
$3.8B
$1.06M 0.01%
111,857
-5,148
-4% -$45.8K
APPF icon
1019
AppFolio
APPF
$5.8B
$1.06M 0.01%
6,599
-492
-7% -$78.6K
GHC icon
1020
Graham Holdings Company
GHC
$4.92B
$1.06M 0.01%
927
-68
-7% -$76.5K
BNL icon
1021
Broadstone Net Lease
BNL
$4.29B
$1.06M 0.01%
+51,156
New +$1.03M
FHI icon
1022
Federated Hermes
FHI
$4.35B
$1.06M 0.01%
19,123
-1,567
-8% -$88.6K
RNST icon
1023
Renasant Corp
RNST
$3.97B
$1.06M 0.01%
24,816
-441
-2% -$17.8K
MOS icon
1024
The Mosaic Company
MOS
$7.08B
$1.05M 0.01%
49,734
+4,036
+9% +$93.3K
GEO icon
1025
The GEO Group
GEO
$4.15B
$1.05M 0.01%
35,638
-1,152
-3% -$26.1K
39 40
41
42 43

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.