We are live on ! Find out more
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
FFBC icon
1176
First Financial Bancorp
FFBC
$3.57B
$772K 0.01%
27,702
+439
+2% +$12.2K
PBH icon
1177
Prestige Consumer Healthcare
PBH
$2.54B
$771K 0.01%
13,004
-264
-2% -$17.1K
ACLS icon
1178
Axcelis
ACLS
$4.18B
$768K 0.01%
8,251
-165
-2% -$14.6K
GFF icon
1179
Griffon
GFF
$4.84B
$767K 0.01%
10,551
-67
-0.6% -$5.43K
FRPT icon
1180
Freshpet
FRPT
$3.45B
$767K 0.01%
13,003
-165
-1% -$11.6K
NMIH icon
1181
NMI Holdings
NMIH
$3.34B
$765K 0.01%
20,402
-428
-2% -$16.6K
RNG icon
1182
RingCentral
RNG
$5.3B
$763K 0.01%
+20,523
New +$661K
ACAD icon
1183
Acadia Pharmaceuticals
ACAD
$5.07B
$758K 0.01%
34,034
-325
-0.9% -$7.77K
POWI icon
1184
Power Integrations
POWI
$3.54B
$757K 0.01%
14,790
-216
-1% -$9.91K
CHKP icon
1185
Check Point Software Technologies
CHKP
$13.2B
$756K 0.01%
5,290
+39
+0.7% +$6.53K
HOG icon
1186
Harley-Davidson
HOG
$2.78B
$755K 0.01%
37,331
-1,811
-5% -$35.5K
EEFT icon
1187
Euronet Worldwide
EEFT
$2.64B
$754K 0.01%
11,368
-749
-6% -$53.6K
ASO icon
1188
Academy Sports + Outdoors
ASO
$3.07B
$754K 0.01%
13,354
-101
-0.8% -$5.75K
MGEE icon
1189
MGE Energy Inc
MGEE
$3.06B
$754K 0.01%
9,749
-143
-1% -$11.3K
UCTT
1190
Ultra Clean Holdings
UCTT
$3.9B
$753K 0.01%
12,102
-88
-0.7% -$4.51K
B
1191
Barrick Mining
B
$67.2B
$752K 0.01%
18,424
– –
ASX icon
1192
ASE Group
ASX
$85B
$750K 0.01%
34,577
– –
SFNC icon
1193
Simmons First National
SFNC
$3.42B
$750K 0.01%
38,536
-455
-1% -$9.08K
TRP icon
1194
TC Energy
TRP
$66.3B
$750K 0.01%
11,973
– –
WAY
1195
Waystar Holding Corp
WAY
$4.66B
$749K 0.01%
31,053
-346
-1% -$9.18K
TAP icon
1196
Molson Coors Class B
TAP
$7.83B
$746K 0.01%
17,317
-72
-0.4% -$3.42K
CM icon
1197
Canadian Imperial Bank of Commerce
CM
$109B
$743K 0.01%
7,841
– –
KMT icon
1198
Kennametal
KMT
$2.3B
$740K 0.01%
20,473
-243
-1% -$8.86K
DXC icon
1199
DXC Technology
DXC
$1.73B
$739K 0.01%
58,811
-15
-0% -$201
PI icon
1200
Impinj
PI
$5.32B
$739K 0.01%
7,192
-55
-0.8% -$7.32K
46 47
48
49 50

Similar funds

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return
PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return

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.