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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
ASH icon
1101
Ashland
ASH
$3.05B
$901K 0.01%
13,680
-829
-6% -$48.1K
AGO icon
1102
Assured Guaranty
AGO
$3.73B
$899K 0.01%
11,220
-362
-3% -$28.6K
SEDG icon
1103
SolarEdge
SEDG
$2.75B
$899K 0.01%
15,375
+59
+0.4% +$3.09K
PLMR icon
1104
Palomar
PLMR
$3.42B
$897K 0.01%
7,095
+28
+0.4% +$3.3K
AVA icon
1105
Avista
AVA
$3.49B
$895K 0.01%
21,889
+212
+1% +$8.73K
LVS icon
1106
Las Vegas Sands
LVS
$30.5B
$895K 0.01%
19,366
-264
-1% -$13.7K
CWK icon
1107
Cushman & Wakefield Ltd
CWK
$2.92B
$894K 0.01%
66,732
+26
+0% +$349
HIW icon
1108
Highwoods Properties
HIW
$3.61B
$889K 0.01%
29,480
+83
+0.3% +$2.15K
UHS icon
1109
Universal Health Services
UHS
$9.16B
$887K 0.01%
5,963
+475
+9% +$77.2K
HLNE icon
1110
Hamilton Lane
HLNE
$3.55B
$884K 0.01%
11,220
-689
-6% -$61.3K
DAN icon
1111
Dana Inc
DAN
$2.97B
$884K 0.01%
32,504
-1,692
-5% -$57.8K
DLB icon
1112
Dolby
DLB
$4.65B
$880K 0.01%
16,738
-1,044
-6% -$59.9K
FIBK icon
1113
First Interstate BancSystem
FIBK
$3.7B
$877K 0.01%
22,754
-811
-3% -$28.7K
GOLF icon
1114
Acushnet Holdings
GOLF
$6.17B
$877K 0.01%
7,396
+35
+0.5% +$3.35K
WDFC icon
1115
WD-40
WDFC
$3.12B
$877K 0.01%
3,598
-8
-0.2% -$1.71K
BCC icon
1116
Boise Cascade
BCC
$2.69B
$876K 0.01%
11,290
-377
-3% -$27.9K
BILL icon
1117
BILL Holdings
BILL
$4.11B
$876K 0.01%
24,234
-1,435
-6% -$52.9K
SFNC icon
1118
Simmons First National
SFNC
$3.32B
$876K 0.01%
38,682
+146
+0.4% +$3.11K
CNK icon
1119
Cinemark Holdings
CNK
$3.82B
$875K 0.01%
27,566
+13
+0% +$386
NSA icon
1120
National Storage Affiliates Trust
NSA
$871K 0.01%
19,585
-1,174
-6% -$50.3K
ITGR icon
1121
Integer Holdings
ITGR
$3.31B
$871K 0.01%
9,319
-202
-2% -$17.9K
ACAD icon
1122
Acadia Pharmaceuticals
ACAD
$4.25B
$867K 0.01%
34,265
+231
+0.7% +$5.08K
ARCB icon
1123
ArcBest
ARCB
$3.5B
$867K 0.01%
6,037
-32
-0.5% -$4.17K
TDC icon
1124
Teradata
TDC
$2.6B
$866K 0.01%
24,989
+81
+0.3% +$2.46K
TTD icon
1125
Trade Desk
TTD
$7.89B
$866K 0.01%
47,891
+1,125
+2% +$23.9K
43 44
45
46 47

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AI
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HI
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PEA
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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.