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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
PRVA icon
1151
Privia Health
PRVA
$3.15B
$818K 0.01%
31,782
+373
+1% +$8.64K
STEP icon
1152
StepStone Group
STEP
$3.32B
$816K 0.01%
19,731
+59
+0.3% +$2.92K
MGM icon
1153
MGM Resorts International
MGM
$11.5B
$815K 0.01%
17,057
-698
-4% -$29K
WRBY icon
1154
Warby Parker
WRBY
$2.98B
$815K 0.01%
+26,868
New +$665K
NWL icon
1155
Newell Brands
NWL
$2.14B
$813K 0.01%
132,384
+1,148
+0.9% +$4.85K
BTU icon
1156
Peabody Energy
BTU
$2.9B
$806K 0.01%
34,877
-1,380
-4% -$36.7K
MGEE icon
1157
MGE Energy Inc
MGEE
$3.11B
$806K 0.01%
9,887
+138
+1% +$10.7K
QTWO icon
1158
Q2 Holdings
QTWO
$3.31B
$805K 0.01%
16,729
+72
+0.4% +$3.42K
EXPO icon
1159
Exponent
EXPO
$2.91B
$804K 0.01%
13,689
-1,024
-7% -$62.8K
PATK icon
1160
Patrick Industries
PATK
$2.83B
$799K 0.01%
8,894
+4
+0% +$382
WHR icon
1161
Whirlpool
WHR
$2.31B
$797K 0.01%
20,221
-889
-4% -$41.6K
AEO icon
1162
American Eagle Outfitters
AEO
$2.86B
$795K 0.01%
46,234
-948
-2% -$16.4K
NTCT icon
1163
NETSCOUT
NTCT
$2.82B
$795K 0.01%
18,256
-3
-0% -$113
HWKN icon
1164
Hawkins
HWKN
$2.91B
$794K 0.01%
5,586
+24
+0.4% +$3.79K
PRK icon
1165
Park National Corp
PRK
$3.35B
$791K 0.01%
4,321
+27
+0.6% +$4.66K
HUBG icon
1166
HUB Group
HUBG
$3.01B
$790K 0.01%
18,035
-129
-0.7% -$5.41K
DOCS icon
1167
Doximity
DOCS
$3.68B
$789K 0.01%
38,039
-2,552
-6% -$56.4K
CURB
1168
Curbline Properties
CURB
$3.56B
$789K 0.01%
25,941
+33
+0.1% +$942
FOUR icon
1169
Shift4
FOUR
$3.68B
$788K 0.01%
16,201
-3,394
-17% -$147K
HOG icon
1170
Harley-Davidson
HOG
$2.79B
$785K 0.01%
32,113
-5,218
-14% -$125K
EIDO icon
1171
iShares MSCI Indonesia ETF
EIDO
$481M
$781K 0.01%
69,053
-34,750
-33% -$485K
RNG icon
1172
RingCentral
RNG
$3.24B
$781K 0.01%
20,029
-494
-2% -$20K
COCO icon
1173
Vita Coco
COCO
$3.96B
$780K 0.01%
11,799
-151
-1% -$10.2K
AMTM
1174
Amentum Holdings
AMTM
$5.38B
$780K 0.01%
37,746
-106
-0.3% -$2.56K
SEZL
1175
Sezzle
SEZL
$5.35B
$779K 0.01%
4,536
+33
+0.7% +$3.48K
45 46
47
48 49

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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.