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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
SXT icon
1051
Sensient Technologies
SXT
$5.61B
$979K 0.01%
11,324
-138
-1% -$12.9K
SFBS
1052
ServisFirst Bancshares
SFBS
$4.88B
$978K 0.01%
13,424
-141
-1% -$11.2K
OTTR icon
1053
Otter Tail
OTTR
$3.96B
$977K 0.01%
11,135
-123
-1% -$10.6K
ATE
1054
DELISTED
Advantest Corp
ATE
$971K 0.01%
7,597
– –
AVNT icon
1055
Avient
AVNT
$4.17B
$968K 0.01%
26,679
-1,664
-6% -$61.7K
KTB icon
1056
Kontoor Brands
KTB
$4.14B
$966K 0.01%
13,736
-161
-1% -$10.5K
UNFI icon
1057
United Natural Foods
UNFI
$2.86B
$961K 0.01%
21,322
-162
-0.8% -$6.2K
EXPO icon
1058
Exponent
EXPO
$3.25B
$960K 0.01%
14,713
-912
-6% -$64.8K
CZR icon
1059
Caesars Entertainment
CZR
$6.06B
$959K 0.01%
36,292
+687
+2% +$16.3K
RVTY icon
1060
Revvity
RVTY
$12.9B
$956K 0.01%
10,910
-56
-0.5% -$5.55K
FELE icon
1061
Franklin Electric
FELE
$4.77B
$953K 0.01%
10,335
-93
-0.9% -$9.12K
BGC icon
1062
BGC Group
BGC
$4.83B
$951K 0.01%
97,289
+280
+0.3% +$2.59K
PII icon
1063
Polaris
PII
$3.99B
$950K 0.01%
17,433
-930
-5% -$58.2K
GNW icon
1064
Genworth Financial
GNW
$3.7B
$950K 0.01%
117,005
-1,474
-1% -$12.5K
ADT icon
1065
ADT
ADT
$5.44B
$947K 0.01%
+144,106
New +$1.08M
DOCS icon
1066
Doximity
DOCS
$4.65B
$946K 0.01%
40,591
-2,890
-7% -$90.1K
SU icon
1067
Suncor Energy
SU
$74B
$945K 0.01%
14,290
– –
AGO icon
1068
Assured Guaranty
AGO
$3.31B
$944K 0.01%
11,582
-132
-1% -$11.3K
WSFS icon
1069
WSFS Financial
WSFS
$4.14B
$943K 0.01%
14,412
-410
-3% -$25.8K
OII icon
1070
Oceaneering
OII
$5.05B
$943K 0.01%
26,588
-391
-1% -$12.6K
STEP icon
1071
StepStone Group
STEP
$4.07B
$939K 0.01%
19,672
-171
-0.9% -$9.88K
KD icon
1072
Kyndryl
KD
$2.91B
$937K 0.01%
71,409
-2,601
-4% -$45.8K
TMDX icon
1073
Transmedics
TMDX
$3.1B
$937K 0.01%
9,421
-70
-0.7% -$9.13K
VIRT icon
1074
Virtu Financial
VIRT
$4.86B
$936K 0.01%
21,292
-318
-1% -$12.4K
CHDN icon
1075
Churchill Downs
CHDN
$6.18B
$930K 0.01%
10,358
-1,157
-10% -$110K
41 42
43
44 45

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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.