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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
TXT icon
1001
Textron
TXT
$15.2B
$1.07M 0.01%
12,236
-800
-6% -$74.7K
LGND icon
1002
Ligand Pharmaceuticals
LGND
$5.76B
$1.07M 0.01%
5,363
-39
-0.7% -$7.72K
DLB icon
1003
Dolby
DLB
$5.75B
$1.07M 0.01%
17,782
-1,155
-6% -$73.1K
TTD icon
1004
Trade Desk
TTD
$6.37B
$1.06M 0.01%
46,766
-224
-0.5% -$6.47K
SKT icon
1005
Tanger
SKT
$4.43B
$1.06M 0.01%
31,178
+165
+0.5% +$5.67K
LVS icon
1006
Las Vegas Sands
LVS
$29.6B
$1.06M 0.01%
19,630
-871
-4% -$49.6K
IBOC icon
1007
International Bancshares
IBOC
$4.48B
$1.06M 0.01%
15,714
-986
-6% -$68.3K
WMG icon
1008
Warner Music
WMG
$13.1B
$1.05M 0.01%
41,220
-2,193
-5% -$62.2K
QAT icon
1009
iShares MSCI Qatar ETF
QAT
$63.4M
$1.05M 0.01%
56,559
-6,000
-10% -$116K
GHC icon
1010
Graham Holdings Company
GHC
$4.97B
$1.05M 0.01%
995
-53
-5% -$58.4K
NWSA icon
1011
News Corp Class A
NWSA
$15.5B
$1.05M 0.01%
42,114
-24,465
-37% -$607K
UL icon
1012
Unilever
UL
$134B
$1.05M 0.01%
18,412
– –
MRCY icon
1013
Mercury Systems
MRCY
$6.55B
$1.05M 0.01%
14,355
+42
+0.3% +$3.66K
ELF icon
1014
e.l.f. Beauty
ELF
$5.61B
$1.05M 0.01%
17,252
-1,090
-6% -$88.6K
BAP icon
1015
Credicorp
BAP
$30B
$1.04M 0.01%
3,079
-67
-2% -$22.5K
KBH icon
1016
KB Home
KBH
$3.54B
$1.04M 0.01%
20,150
-1,329
-6% -$78.2K
LIVN icon
1017
LivaNova
LIVN
$4.33B
$1.04M 0.01%
16,361
-1,011
-6% -$65.2K
FTDR icon
1018
Frontdoor
FTDR
$5.76B
$1.04M 0.01%
19,620
-86
-0.4% -$5.13K
INDV icon
1019
Indivior Pharmaceuticals
INDV
$4.54B
$1.03M 0.01%
33,882
-615
-2% -$20.3K
OUT icon
1020
Outfront Media
OUT
$5.27B
$1.03M 0.01%
38,937
-266
-0.7% -$6.93K
IRT icon
1021
Independence Realty Trust
IRT
$3.93B
$1.03M 0.01%
69,241
-4,593
-6% -$75.4K
TDW icon
1022
Tidewater
TDW
$4.54B
$1.03M 0.01%
12,333
-118
-0.9% -$8.21K
RHP icon
1023
Ryman Hospitality Properties
RHP
$7.7B
$1.02M 0.01%
11,074
-87
-0.8% -$8.35K
CC icon
1024
Chemours
CC
$2.23B
$1.02M 0.01%
46,227
-56
-0.1% -$975
UCB
1025
United Community Banks
UCB
$4.36B
$1.02M 0.01%
32,286
-509
-2% -$16.8K
39 40
41
42 43

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AI
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PEA
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LCAM
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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.