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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
KFY icon
1101
Korn Ferry
KFY
$4.25B
$888K 0.01%
14,113
-158
-1% -$10.2K
NET icon
1102
Cloudflare
NET
$109B
$888K 0.01%
4,305
+194
+5% +$37K
BCC icon
1103
Boise Cascade
BCC
$2.98B
$885K 0.01%
11,667
+29
+0.2% +$2.32K
DVA icon
1104
DaVita
DVA
$11.4B
$878K 0.01%
5,710
-477
-8% -$64.7K
CRGY icon
1105
Crescent Energy
CRGY
$4.1B
$875K 0.01%
64,819
+287
+0.4% +$3.01K
AVA icon
1106
Avista
AVA
$3.22B
$870K 0.01%
21,677
-245
-1% -$9.89K
WHD icon
1107
Cactus
WHD
$5.78B
$869K 0.01%
18,336
-207
-1% -$10.9K
FOX icon
1108
Fox Class B
FOX
$23.2B
$869K 0.01%
16,356
-641
-4% -$37K
PAG icon
1109
Penske Automotive Group
PAG
$14.2B
$868K 0.01%
5,802
-326
-5% -$51.6K
ICUI icon
1110
ICU Medical
ICUI
$4.55B
$864K 0.01%
6,692
-91
-1% -$13.1K
WU icon
1111
Western Union
WU
$2.2B
$862K 0.01%
98,747
-844
-0.8% -$7.99K
EPAM icon
1112
EPAM Systems
EPAM
$5.15B
$862K 0.01%
6,363
+197
+3% +$33.7K
NATL icon
1113
NCR Atleos
NATL
$3.46B
$859K 0.01%
19,701
-245
-1% -$10.1K
FOUR icon
1114
Shift4
FOUR
$3.24B
$857K 0.01%
19,595
-1,262
-6% -$69.7K
HWKN icon
1115
Hawkins
HWKN
$2.71B
$854K 0.01%
5,562
-44
-0.8% -$6.44K
RUN icon
1116
Sunrun
RUN
$2.42B
$848K 0.01%
62,531
-857
-1% -$14.3K
NGG icon
1117
National Grid
NGG
$80.7B
$846K 0.01%
9,999
– –
PLMR icon
1118
Palomar
PLMR
$3.47B
$845K 0.01%
7,067
-71
-1% -$8.86K
IPGP icon
1119
IPG Photonics
IPGP
$3.65B
$843K 0.01%
7,360
-441
-6% -$47.9K
DIOD icon
1120
Diodes
DIOD
$4.75B
$841K 0.01%
12,315
-201
-2% -$12.7K
MFG icon
1121
Mizuho Financial
MFG
$127B
$840K 0.01%
105,828
– –
PARR icon
1122
Par Pacific Holdings
PARR
$3.78B
$839K 0.01%
13,392
-257
-2% -$11.5K
ITGR icon
1123
Integer Holdings
ITGR
$4.25B
$838K 0.01%
9,521
-122
-1% -$10.4K
SPHR icon
1124
Sphere Entertainment
SPHR
$5.83B
$835K 0.01%
+7,111
New +$744K
IFX
1125
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$834K 0.01%
19,057
– –
43 44
45
46 47

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PEA
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LCAM
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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.