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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
+4.18%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.12B
AUM Growth
-$247M
Cap. Flow
-$498M
Cap. Flow %
-5.46%
Top 10 Hldgs %
26.56%
Holding
1,930
New
42
Increased
114
Reduced
1,513
Closed
53

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.6M
2
CRH icon
CRH
CRH
+$6.83M
3
PINS icon
Pinterest
PINS
+$5.11M
4
CVNA icon
Carvana
CVNA
+$4.51M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.74M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$26.6M
2
AAPL icon
Apple
AAPL
+$21.7M
3
MSFT icon
Microsoft
MSFT
+$15.9M
4
AMZN icon
Amazon
AMZN
+$11.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.2M

Sector Composition

Rank Sector Weight
1 Technology 27.33%
2 Financials 13.42%
3 Industrials 10.44%
4 Consumer Discretionary 9.96%
5 Healthcare 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAR icon
1176
Avis
CAR
$4.97B
$791K 0.01%
6,514
-310
-5% -$43.2K
TBBK icon
1177
The Bancorp
TBBK
$2.83B
$791K 0.01%
11,893
-2,322
-16% -$160K
HOG icon
1178
Harley-Davidson
HOG
$2.78B
$787K 0.01%
39,142
-1,616
-4% -$39.7K
NMIH icon
1179
NMI Holdings
NMIH
$3.34B
$787K 0.01%
20,830
-3,177
-13% -$120K
SUI icon
1180
Sun Communities
SUI
$14.5B
$786K 0.01%
6,237
-402
-6% -$50.3K
MGEE icon
1181
MGE Energy Inc
MGEE
$3.06B
$785K 0.01%
9,892
-1,399
-12% -$115K
SUPN icon
1182
Supernus Pharmaceuticals
SUPN
$2.73B
$785K 0.01%
15,750
-1,821
-10% -$88.5K
ORAN
1183
DELISTED
Orange
ORAN
$785K 0.01%
45,566
– –
AWR icon
1184
American States Water
AWR
$3.47B
$784K 0.01%
10,477
-1,425
-12% -$105K
CXT icon
1185
Crane NXT
CXT
$2.95B
$780K 0.01%
15,279
-259
-2% -$15.3K
VC icon
1186
Visteon
VC
$2.83B
$779K 0.01%
8,498
-119
-1% -$12.6K
AMR icon
1187
Alpha Metallurgical Resources
AMR
$1.95B
$769K 0.01%
3,301
-478
-13% -$82.6K
BNS icon
1188
Scotiabank
BNS
$108B
$766K 0.01%
10,451
-3,760
-26% -$256K
WPM icon
1189
Wheaton Precious Metals
WPM
$61B
$764K 0.01%
5,390
– –
FLO icon
1190
Flowers Foods
FLO
$1.52B
$761K 0.01%
68,961
-826
-1% -$9.59K
WDFC icon
1191
WD-40
WDFC
$3.13B
$758K 0.01%
3,670
-507
-12% -$99.9K
ASO icon
1192
Academy Sports + Outdoors
ASO
$3.07B
$757K 0.01%
13,455
-2,311
-15% -$115K
BOH icon
1193
Bank of Hawaii
BOH
$3.13B
$753K 0.01%
10,733
-1,555
-13% -$102K
SFNC icon
1194
Simmons First National
SFNC
$3.42B
$752K 0.01%
38,991
-5,194
-12% -$96.2K
LW icon
1195
Lamb Weston
LW
$7.23B
$749K 0.01%
17,218
-1,042
-6% -$61.3K
CPRX
1196
DELISTED
Catalyst Pharmaceutical
CPRX
$747K 0.01%
31,969
-4,196
-12% -$93.5K
GTM
1197
ZoomInfo Technologies
GTM
$1.19B
$747K 0.01%
85,037
-2,809
-3% -$28.9K
TDC icon
1198
Teradata
TDC
$2.5B
$744K 0.01%
25,278
-3,951
-14% -$103K
ACLS icon
1199
Axcelis
ACLS
$4.18B
$742K 0.01%
8,416
-1,311
-13% -$110K
NATL icon
1200
NCR Atleos
NATL
$3.46B
$742K 0.01%
19,946
-2,751
-12% -$103K
46 47
48
49 50

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Yousif Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Yousif Capital Management held 1,930 positions worth $9.12B, down 2.6% from $9.37B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $498M in Q4 2025, closing 53 positions and reducing 1,513 holdings. Its most notable exit was Mr. Cooper, an estimated $4.23M position sold in full.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 28% a quarter earlier, followed by Financials and Industrials.

Against the trend, Yousif Capital Management opened a new position in Qnity Electronics Inc worth $2.78M.

  • Yousif Capital Management's largest Q4 2025 buy was Qnity Electronics Inc: 29,206 shares worth $2.78M.
  • Yousif Capital Management added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $12.6M increase.
  • Yousif Capital Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $26.6M.
  • Yousif Capital Management fully exited Mr. Cooper in Q4 2025, selling an estimated $4.23M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.12B portfolio in Q4 2025.
  • Yousif Capital Management opened 42 new positions and closed 53 in Q4 2025.
  • Yousif Capital Management's portfolio value fell 2.6% quarter-over-quarter to $9.12B.

Based on Yousif Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.