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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
CENX icon
1126
Century Aluminum
CENX
$5.18B
$834K 0.01%
14,208
-75
-0.5% -$3.76K
OPLN
1127
Openlane
OPLN
$4.48B
$834K 0.01%
28,606
-31
-0.1% -$895
YETI icon
1128
Yeti Holdings
YETI
$3.85B
$833K 0.01%
22,777
-1,386
-6% -$61K
SXI icon
1129
Standex International
SXI
$3.97B
$832K 0.01%
3,263
-39
-1% -$9.79K
VCTR icon
1130
Victory Capital Holdings
VCTR
$6.99B
$830K 0.01%
12,668
-190
-1% -$13.2K
LIF
1131
Life360
LIF
$3.96B
$828K 0.01%
+20,288
New +$1.05M
CBU icon
1132
Community Bank
CBU
$3.41B
$825K 0.01%
14,072
-154
-1% -$9.43K
MARA icon
1133
Marathon Digital Holdings
MARA
$3.74B
$823K 0.01%
100,875
-1,077
-1% -$9.75K
BMO icon
1134
Bank of Montreal
BMO
$127B
$819K 0.01%
6,051
– –
CWK icon
1135
Cushman & Wakefield Ltd
CWK
$3.23B
$818K 0.01%
66,706
-577
-0.9% -$8.28K
DB icon
1136
Deutsche Bank
DB
$71.8B
$817K 0.01%
27,446
– –
MZTI
1137
The Marzetti Company
MZTI
$3.15B
$817K 0.01%
5,907
-359
-6% -$57.1K
MITSY
1138
DELISTED
MITSUI & CO LTD ADR (US)
MITSY
$814K 0.01%
1,087
– –
BXMT icon
1139
Blackstone Mortgage Trust
BXMT
$2.47B
$814K 0.01%
42,516
-74
-0.2% -$1.43K
FHB icon
1140
First Hawaiian
FHB
$3.34B
$811K 0.01%
32,934
-529
-2% -$13.6K
ING icon
1141
ING
ING
$101B
$808K 0.01%
31,014
-4,034
-12% -$113K
ASH icon
1142
Ashland
ASH
$3.42B
$807K 0.01%
14,509
-808
-5% -$47.8K
SUPN icon
1143
Supernus Pharmaceuticals
SUPN
$2.73B
$804K 0.01%
15,552
-198
-1% -$10.1K
BYD icon
1144
Boyd Gaming
BYD
$5.98B
$802K 0.01%
9,758
-1,009
-9% -$84.7K
MTRN icon
1145
Materion
MTRN
$5.85B
$801K 0.01%
5,536
-38
-0.7% -$5.53K
CAG icon
1146
Conagra Brands
CAG
$7.14B
$799K 0.01%
50,804
-251
-0.5% -$4.43K
LCII icon
1147
LCI Industries
LCII
$2.61B
$797K 0.01%
6,483
-88
-1% -$12K
CPK icon
1148
Chesapeake Utilities
CPK
$3.22B
$797K 0.01%
6,306
-91
-1% -$11.7K
SUI icon
1149
Sun Communities
SUI
$14.5B
$796K 0.01%
6,316
+79
+1% +$10.2K
POOL icon
1150
Pool Corp
POOL
$7.32B
$793K 0.01%
3,919
+17
+0.4% +$4.01K
44 45
46
47 48

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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.