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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
HGV icon
1126
Hilton Grand Vacations
HGV
$3.81B
$865K 0.01%
16,520
-967
-6% -$46.6K
BOH icon
1127
Bank of Hawaii
BOH
$3.36B
$865K 0.01%
10,609
+3
+0% +$235
SBCF icon
1128
Seacoast Banking Corp of Florida
SBCF
$3.21B
$859K 0.01%
25,845
+23
+0.1% +$718
AWR icon
1129
American States Water
AWR
$3.42B
$859K 0.01%
10,394
+70
+0.7% +$5.43K
NIC icon
1130
Nicolet Bankshares
NIC
$3.59B
$858K 0.01%
+5,186
New +$765K
NATL icon
1131
NCR Atleos
NATL
$3.51B
$857K 0.01%
19,745
+44
+0.2% +$1.95K
CELH icon
1132
Celsius Holdings
CELH
$6.95B
$854K 0.01%
29,179
-2,377
-8% -$74.9K
LXP icon
1133
LXP Industrial Trust
LXP
$3.53B
$853K 0.01%
15,832
+23
+0.1% +$1.18K
VGNT
1134
Versigent PLC
VGNT
$2.91B
$853K 0.01%
+20,297
New +$809K
CAR icon
1135
Avis
CAR
$5.62B
$851K 0.01%
5,755
-434
-7% -$95.5K
RUN icon
1136
Sunrun
RUN
$2.48B
$849K 0.01%
63,453
+922
+1% +$12.4K
FUL icon
1137
H.B. Fuller
FUL
$2.96B
$849K 0.01%
14,563
+71
+0.5% +$4.37K
QAT icon
1138
iShares MSCI Qatar ETF
QAT
$64.7M
$845K 0.01%
46,924
-9,635
-17% -$181K
CHDN icon
1139
Churchill Downs
CHDN
$5.84B
$842K 0.01%
9,390
-968
-9% -$86.8K
KALU icon
1140
Kaiser Aluminum
KALU
$2.95B
$840K 0.01%
4,296
+40
+0.9% +$6.8K
MMS icon
1141
Maximus
MMS
$3.02B
$839K 0.01%
15,610
-1,445
-8% -$90.1K
NMIH icon
1142
NMI Holdings
NMIH
$3.16B
$835K 0.01%
20,316
-86
-0.4% -$3.29K
SMG icon
1143
ScottsMiracle-Gro
SMG
$3.93B
$833K 0.01%
12,235
-773
-6% -$47.9K
INSW icon
1144
International Seaways
INSW
$4.52B
$832K 0.01%
10,864
+69
+0.6% +$5.59K
TDW icon
1145
Tidewater
TDW
$3.85B
$826K 0.01%
12,396
+63
+0.5% +$5K
PFS icon
1146
Provident Financial Services
PFS
$3.1B
$824K 0.01%
34,840
+72
+0.2% +$1.62K
SHOO icon
1147
Steven Madden
SHOO
$3.08B
$823K 0.01%
19,546
+107
+0.6% +$4.33K
IPGP icon
1148
IPG Photonics
IPGP
$4.09B
$823K 0.01%
7,011
-349
-5% -$40.1K
PHIN icon
1149
Phinia Inc
PHIN
$2.9B
$822K 0.01%
9,974
-194
-2% -$14.9K
CXW icon
1150
CoreCivic
CXW
$3.13B
$818K 0.01%
26,921
-294
-1% -$6.66K
44 45
46
47 48

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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.