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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
+9.34%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.37B
AUM Growth
+$90.9M
Cap. Flow
-$517M
Cap. Flow %
-5.52%
Top 10 Hldgs %
27.43%
Holding
1,942
New
25
Increased
122
Reduced
1,528
Closed
54

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$11.8M
2
HOOD icon
Robinhood
HOOD
+$7.69M
3
NTNX icon
Nutanix
NTNX
+$5.98M
4
TRU icon
TransUnion
TRU
+$5.42M
5
TWLO icon
Twilio
TWLO
+$5.25M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$25.5M
2
AAPL icon
Apple
AAPL
+$24.6M
3
MSFT icon
Microsoft
MSFT
+$24.4M
4
NVDA icon
NVIDIA
NVDA
+$22.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$14M

Sector Composition

Rank Sector Weight
1 Technology 28.4%
2 Financials 13.76%
3 Consumer Discretionary 10.13%
4 Industrials 9.85%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRKR icon
1076
Bruker
BRKR
$8.84B
$988K 0.01%
30,406
-2,307
-7% -$82.2K
E icon
1077
ENI
E
$79.1B
$985K 0.01%
28,181
– –
RH icon
1078
RH
RH
$3.4B
$980K 0.01%
4,824
-271
-5% -$58.9K
VCTR icon
1079
Victory Capital Holdings
VCTR
$7.23B
$980K 0.01%
+15,130
New +$1.04M
CPK icon
1080
Chesapeake Utilities
CPK
$3.27B
$977K 0.01%
7,255
-1,448
-17% -$180K
CARG icon
1081
CarGurus
CARG
$3.37B
$977K 0.01%
26,236
-5,271
-17% -$180K
MATX icon
1082
Matsons
MATX
$6.42B
$976K 0.01%
9,900
-2,449
-20% -$262K
MTCH icon
1083
Match Group
MTCH
$8.56B
$973K 0.01%
27,560
-2,830
-9% -$101K
CAG icon
1084
Conagra Brands
CAG
$7.39B
$973K 0.01%
53,140
-1,544
-3% -$29.6K
DB icon
1085
Deutsche Bank
DB
$72.1B
$972K 0.01%
27,446
-5,805
-17% -$198K
ABM icon
1086
ABM Industries
ABM
$2.82B
$971K 0.01%
21,063
-3,956
-16% -$188K
CZR icon
1087
Caesars Entertainment
CZR
$6.04B
$969K 0.01%
35,874
+15,997
+80% +$433K
PBH icon
1088
Prestige Consumer Healthcare
PBH
$2.43B
$969K 0.01%
15,535
-3,293
-17% -$229K
PLMR icon
1089
Palomar
PLMR
$3.37B
$965K 0.01%
8,268
-1,793
-18% -$227K
SM icon
1090
SM Energy
SM
$7.66B
$959K 0.01%
38,426
-7,042
-15% -$190K
FOX icon
1091
Fox Class B
FOX
$24.3B
$959K 0.01%
16,738
-1,079
-6% -$56.9K
BHF icon
1092
Brighthouse Financial
BHF
$3.42B
$959K 0.01%
18,064
-1,217
-6% -$59.4K
GTM
1093
ZoomInfo Technologies
GTM
$1.25B
$958K 0.01%
87,846
-418
-0.5% -$4.48K
CBU icon
1094
Community Bank
CBU
$3.45B
$958K 0.01%
16,340
-3,325
-17% -$192K
FHB icon
1095
First Hawaiian
FHB
$3.39B
$957K 0.01%
38,539
-8,369
-18% -$211K
OPLN
1096
Openlane
OPLN
$4.34B
$953K 0.01%
33,115
-7,045
-18% -$192K
RELX icon
1097
RELX
RELX
$60.5B
$952K 0.01%
19,926
-3,725
-16% -$184K
MGEE icon
1098
MGE Energy Inc
MGEE
$3.06B
$950K 0.01%
11,291
-2,327
-17% -$199K
AVNT icon
1099
Avient
AVNT
$4.23B
$950K 0.01%
28,843
-1,802
-6% -$62.7K
AEO icon
1100
American Eagle Outfitters
AEO
$2.74B
$950K 0.01%
55,519
-8,450
-13% -$116K
42 43
44
45 46

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HI
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PEA
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VAS
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MU
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Yousif Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Yousif Capital Management held 1,942 positions worth $9.37B, up 0.98% from $9.28B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $517M in Q3 2025, closing 54 positions and reducing 1,528 holdings. Its most notable exit was Hess, an estimated $4.95M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Yousif Capital Management opened a new position in Talen Energy Corp worth $6.14M.

  • Yousif Capital Management's largest Q3 2025 buy was Talen Energy Corp: 14,430 shares worth $6.14M.
  • Yousif Capital Management added most to Applovin in Q3 2025, an estimated $11.8M increase.
  • Yousif Capital Management's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $25.5M.
  • Yousif Capital Management fully exited Hess in Q3 2025, selling an estimated $4.95M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.37B portfolio in Q3 2025.
  • Yousif Capital Management opened 25 new positions and closed 54 in Q3 2025.
  • Yousif Capital Management's portfolio value rose 0.98% quarter-over-quarter to $9.37B.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.