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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
CARG icon
1201
CarGurus
CARG
$3.22B
$737K 0.01%
21,654
-390
-2% -$12.8K
PFS icon
1202
Provident Financial Services
PFS
$3.23B
$736K 0.01%
34,768
-546
-2% -$11.7K
WDFC icon
1203
WD-40
WDFC
$3.13B
$735K 0.01%
3,606
-64
-2% -$14.3K
ARGX icon
1204
argenx
ARGX
$54.1B
$732K 0.01%
1,003
– –
LXP icon
1205
LXP Industrial Trust
LXP
$3.58B
$731K 0.01%
15,809
-196
-1% -$9.58K
VC icon
1206
Visteon
VC
$2.83B
$726K 0.01%
7,968
-530
-6% -$50.1K
BNS icon
1207
Scotiabank
BNS
$108B
$724K 0.01%
10,451
– –
CWT icon
1208
California Water Service
CWT
$3.09B
$720K 0.01%
15,881
-234
-1% -$10.5K
HAYW icon
1209
Hayward Holdings
HAYW
$3.3B
$720K 0.01%
53,783
-287
-0.5% -$4.47K
PSN icon
1210
Parsons
PSN
$5.15B
$718K 0.01%
13,254
-1,014
-7% -$64.8K
CPRI icon
1211
Capri Holdings
CPRI
$1.77B
$717K 0.01%
40,672
-2,360
-5% -$49.9K
BN icon
1212
Brookfield
BN
$110B
$713K 0.01%
17,613
– –
SLG icon
1213
SL Green Realty
SLG
$3.95B
$702K 0.01%
19,014
-223
-1% -$9.29K
PRK icon
1214
Park National Corp
PRK
$3.67B
$702K 0.01%
4,294
+426
+11% +$69.7K
ADEA icon
1215
Adeia
ADEA
$3.06B
$702K 0.01%
29,201
-107
-0.4% -$2.17K
PPLI
1216
People Inc
PPLI
$2.97B
$697K 0.01%
17,408
-254
-1% -$9.63K
WDS icon
1217
Woodside Energy
WDS
$44.3B
$697K 0.01%
29,169
– –
PHIN icon
1218
Phinia Inc
PHIN
$2.74B
$696K 0.01%
10,168
-240
-2% -$16.8K
FCPT icon
1219
Four Corners Property Trust
FCPT
$2.69B
$695K 0.01%
29,405
+849
+3% +$21K
TRN icon
1220
Trinity Industries
TRN
$2.29B
$694K 0.01%
21,572
-306
-1% -$9.39K
CON
1221
Concentra Group Holdings
CON
$4.21B
$692K 0.01%
32,284
-357
-1% -$7.94K
VCYT icon
1222
Veracyte
VCYT
$3.73B
$692K 0.01%
21,488
-223
-1% -$8.26K
EON
1223
DELISTED
E.ON AG ADS (REPTG 1/3 ORD SHS)
EON
$689K 0.01%
31,549
– –
GOLF icon
1224
Acushnet Holdings
GOLF
$5.28B
$688K 0.01%
7,361
-54
-0.7% -$5.13K
HGV icon
1225
Hilton Grand Vacations
HGV
$3.34B
$684K 0.01%
17,487
-1,154
-6% -$51.7K
47 48
49
50 51

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PEA
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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.