We are live on ! Find out more
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
ACLS icon
1101
Axcelis
ACLS
$4.43B
$950K 0.01%
9,727
-2,349
-19% -$189K
AVA icon
1102
Avista
AVA
$3.24B
$945K 0.01%
24,994
-4,954
-17% -$184K
PSMT icon
1103
Pricesmart
PSMT
$5.53B
$945K 0.01%
7,797
-1,459
-16% -$161K
APAM icon
1104
Artisan Partners
APAM
$3.01B
$943K 0.01%
21,720
-4,357
-17% -$201K
AU icon
1105
AngloGold Ashanti
AU
$48.1B
$942K 0.01%
13,399
+298
+2% +$16.7K
DAN icon
1106
Dana Inc
DAN
$3.27B
$941K 0.01%
46,968
-9,301
-17% -$173K
HAYW icon
1107
Hayward Holdings
HAYW
$3.24B
$935K 0.01%
61,866
+8,196
+15% +$126K
WSFS icon
1108
WSFS Financial
WSFS
$4.16B
$933K 0.01%
17,308
-3,886
-18% -$219K
UNFI icon
1109
United Natural Foods
UNFI
$2.92B
$933K 0.01%
24,802
-5,272
-18% -$145K
ICUI icon
1110
ICU Medical
ICUI
$4.56B
$932K 0.01%
7,767
-1,514
-16% -$192K
BYD icon
1111
Boyd Gaming
BYD
$6.01B
$931K 0.01%
10,771
-1,688
-14% -$142K
BFH icon
1112
Bread Financial
BFH
$4.5B
$931K 0.01%
16,685
-3,391
-17% -$209K
WU icon
1113
Western Union
WU
$2.33B
$929K 0.01%
116,212
-9,443
-8% -$79K
LIVN icon
1114
LivaNova
LIVN
$4.54B
$928K 0.01%
17,724
-1,065
-6% -$53.6K
GFF icon
1115
Griffon
GFF
$4.79B
$926K 0.01%
12,159
-2,550
-17% -$197K
CIVI
1116
DELISTED
Civitas Resources
CIVI
$923K 0.01%
28,400
-2,268
-7% -$72.6K
GSK icon
1117
GSK
GSK
$101B
$923K 0.01%
21,381
-4,300
-17% -$168K
NMIH icon
1118
NMI Holdings
NMIH
$3.4B
$920K 0.01%
24,007
-5,137
-18% -$201K
BNS icon
1119
Scotiabank
BNS
$110B
$919K 0.01%
14,211
-2,905
-17% -$171K
SMFG icon
1120
Sumitomo Mitsui Financial
SMFG
$167B
$919K 0.01%
54,869
-20,580
-27% -$330K
PCH
1121
DELISTED
PotlatchDeltic
PCH
$917K 0.01%
22,504
-1,652
-7% -$68.5K
PRGO icon
1122
Perrigo
PRGO
$1.76B
$916K 0.01%
41,129
-2,821
-6% -$69K
DXC icon
1123
DXC Technology
DXC
$1.77B
$916K 0.01%
67,192
-11,175
-14% -$159K
ING icon
1124
ING
ING
$102B
$914K 0.01%
35,048
-7,600
-18% -$183K
FLO icon
1125
Flowers Foods
FLO
$1.6B
$911K 0.01%
69,787
+146
+0.2% +$2.21K
43 44
45
46 47

Similar funds

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

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.