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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
DBD icon
1176
Diebold Nixdorf
DBD
$3.01B
$778K 0.01%
+9,149
New +$736K
PPLI
1177
People Inc
PPLI
$3.14B
$778K 0.01%
16,849
-559
-3% -$23.9K
CPK icon
1178
Chesapeake Utilities
CPK
$3.23B
$778K 0.01%
6,348
+42
+0.7% +$5.27K
ABM icon
1179
ABM Industries
ABM
$2.77B
$775K 0.01%
17,528
-43
-0.2% -$1.76K
CWT icon
1180
California Water Service
CWT
$3.05B
$775K 0.01%
15,922
+41
+0.3% +$1.85K
FRPT icon
1181
Freshpet
FRPT
$2.78B
$773K 0.01%
13,082
+79
+0.6% +$4.52K
UE icon
1182
Urban Edge Properties
UE
$2.89B
$772K 0.01%
33,726
+87
+0.3% +$1.92K
OSW icon
1183
OneSpaWorld
OSW
$2.62B
$770K 0.01%
27,283
-129
-0.5% -$3.19K
KD icon
1184
Kyndryl
KD
$2.57B
$770K 0.01%
68,072
-3,337
-5% -$41.6K
VAC icon
1185
Marriott Vacations Worldwide
VAC
$3.22B
$763K 0.01%
7,494
-24
-0.3% -$1.92K
WAFD icon
1186
WaFd
WAFD
$2.72B
$762K 0.01%
19,859
-540
-3% -$19K
HNI icon
1187
HNI Corp
HNI
$2.92B
$758K 0.01%
18,750
+118
+0.6% +$4.01K
PARR icon
1188
Par Pacific Holdings
PARR
$3.89B
$756K 0.01%
13,475
+83
+0.6% +$4.94K
MCY icon
1189
Mercury Insurance
MCY
$5.84B
$756K 0.01%
7,087
+36
+0.5% +$3.54K
NVS icon
1190
Novartis
NVS
$297B
$754K 0.01%
4,811
-15,123
-76% -$2.27M
RSI icon
1191
Rush Street Interactive
RSI
$3.22B
$753K 0.01%
+25,303
New +$667K
DGII icon
1192
Digi International
DGII
$2.48B
$752K 0.01%
10,034
+115
+1% +$7.13K
PEGA icon
1193
Pegasystems
PEGA
$4.28B
$751K 0.01%
25,051
-1,647
-6% -$58.9K
KSS icon
1194
Kohl's
KSS
$2.06B
$751K 0.01%
42,366
-4,106
-9% -$60.9K
WU icon
1195
Western Union
WU
$2.6B
$749K 0.01%
97,210
-1,537
-2% -$12.9K
TRN icon
1196
Trinity Industries
TRN
$2.92B
$748K 0.01%
21,619
+47
+0.2% +$1.59K
BYD icon
1197
Boyd Gaming
BYD
$6.43B
$745K 0.01%
8,431
-1,327
-14% -$113K
SUI icon
1198
Sun Communities
SUI
$14.8B
$745K 0.01%
6,210
-106
-2% -$13.3K
ACHC icon
1199
Acadia Healthcare
ACHC
$3.13B
$743K 0.01%
25,160
+176
+0.7% +$4.52K
AKR icon
1200
Acadia Realty Trust
AKR
$2.94B
$740K 0.01%
35,384
+391
+1% +$8.37K
46 47
48
49 50

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AI
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HI
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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.