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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
+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
CALM icon
1051
Cal-Maine
CALM
$4.18B
$1.01M 0.01%
12,520
-20
-0.2% -$1.54K
BFAM icon
1052
Bright Horizons
BFAM
$3.91B
$1.01M 0.01%
+14,220
New +$1.03M
SIG icon
1053
Signet Jewelers
SIG
$3.48B
$1.01M 0.01%
11,674
-308
-3% -$26.6K
OTTR icon
1054
Otter Tail
OTTR
$3.87B
$1M 0.01%
11,162
+27
+0.2% +$2.38K
NWSA icon
1055
News Corp Class A
NWSA
$14.3B
$1M 0.01%
40,440
-1,674
-4% -$43.4K
DORM icon
1056
Dorman Products
DORM
$3.95B
$1M 0.01%
7,357
-75
-1% -$8.89K
KAI icon
1057
Kadant
KAI
$3.63B
$1M 0.01%
3,192
+16
+0.5% +$4.99K
CLSK icon
1058
CleanSpark
CLSK
$4.01B
$998K 0.01%
68,599
-425
-0.6% -$6K
KWT icon
1059
iShares MSCI Kuwait ETF
KWT
$70M
$997K 0.01%
27,352
-7,000
-20% -$265K
APLE icon
1060
Apple Hospitality REIT
APLE
$3.92B
$995K 0.01%
59,177
+283
+0.5% +$4.05K
SLG icon
1061
SL Green Realty
SLG
$3.81B
$992K 0.01%
19,154
+140
+0.7% +$6.25K
BHF icon
1062
Brighthouse Financial
BHF
$3.6B
$991K 0.01%
15,663
-942
-6% -$58.6K
BOX icon
1063
Box
BOX
$3.92B
$991K 0.01%
37,347
-999
-3% -$24.9K
HAE icon
1064
Haemonetics
HAE
$3.52B
$990K 0.01%
13,203
-832
-6% -$53.4K
ICUI icon
1065
ICU Medical
ICUI
$3.84B
$989K 0.01%
6,744
+52
+0.8% +$6.78K
URBN icon
1066
Urban Outfitters
URBN
$5.96B
$989K 0.01%
13,951
-585
-4% -$41.7K
NHI icon
1067
National Health Investors
NHI
$3.88B
$987K 0.01%
+12,940
New +$991K
CPRX
1068
DELISTED
Catalyst Pharmaceutical
CPRX
$986K 0.01%
31,371
-48
-0.2% -$1.42K
PAG icon
1069
Penske Automotive Group
PAG
$14.2B
$985K 0.01%
5,502
-300
-5% -$50.1K
ALAB icon
1070
Astera Labs
ALAB
$56B
$983K 0.01%
+2,035
New +$540K
CVBF icon
1071
CVB Financial
CVBF
$3.95B
$976K 0.01%
43,284
+9,228
+27% +$190K
LRN icon
1072
Stride
LRN
$3.66B
$971K 0.01%
11,258
-69
-0.6% -$6.34K
WSBC icon
1073
WesBanco
WSBC
$3.85B
$971K 0.01%
+24,867
New +$875K
ADEA icon
1074
Adeia
ADEA
$2.97B
$966K 0.01%
29,337
+136
+0.5% +$4.01K
CON
1075
Concentra Group Holdings
CON
$4.03B
$964K 0.01%
32,399
+115
+0.4% +$2.86K
41 42
43
44 45

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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.