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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
BKNG icon
101
Booking.com
BKNG
$160B
$14.3M 0.17%
85,100
-2,800
-3% -$515K
BA icon
102
Boeing
BA
$184B
$14.3M 0.17%
71,776
-2,646
-4% -$603K
SHW icon
103
Sherwin-Williams
SHW
$88.1B
$14.2M 0.17%
44,451
-1,717
-4% -$591K
MCHI icon
104
iShares MSCI China ETF
MCHI
$6.42B
$14.1M 0.17%
251,794
-31,726
-11% -$1.91M
ACN icon
105
Accenture
ACN
$109B
$14.1M 0.17%
70,909
-894
-1% -$208K
CVS icon
106
CVS Health
CVS
$122B
$14M 0.16%
195,588
-4,442
-2% -$342K
ETN icon
107
Eaton
ETN
$173B
$13.8M 0.16%
38,573
-2,002
-5% -$712K
CTAS icon
108
Cintas
CTAS
$81.1B
$13.7M 0.16%
80,757
+1,479
+2% +$284K
COF icon
109
Capital One
COF
$134B
$13.6M 0.16%
74,442
-3,742
-5% -$783K
SO icon
110
Southern Company
SO
$105B
$13.5M 0.16%
140,147
-3,097
-2% -$286K
ED icon
111
Consolidated Edison
ED
$39.3B
$13.5M 0.16%
119,039
-3,532
-3% -$383K
EQIX icon
112
Equinix
EQIX
$103B
$13.4M 0.16%
13,656
-369
-3% -$328K
GWW icon
113
W.W. Grainger
GWW
$61.1B
$13.3M 0.16%
12,232
-1,078
-8% -$1.18M
CMCSA icon
114
Comcast
CMCSA
$89.4B
$13.3M 0.16%
464,722
-12,538
-3% -$375K
DUK icon
115
Duke Energy
DUK
$94.5B
$13.3M 0.16%
101,209
-2,789
-3% -$349K
FAST icon
116
Fastenal
FAST
$59.8B
$13.2M 0.15%
283,775
-9,290
-3% -$417K
NEM icon
117
Newmont
NEM
$124B
$13.1M 0.15%
120,836
-5,551
-4% -$640K
INTU icon
118
Intuit
INTU
$91.5B
$13M 0.15%
30,116
-1,740
-5% -$830K
ANET icon
119
Arista Networks
ANET
$242B
$12.9M 0.15%
105,405
-4,098
-4% -$548K
NUE icon
120
Nucor
NUE
$62.5B
$12.8M 0.15%
75,659
-8,326
-10% -$1.45M
PANW icon
121
Palo Alto Networks
PANW
$314B
$12.8M 0.15%
79,535
+8,372
+12% +$1.41M
CME icon
122
CME Group
CME
$94.8B
$12.6M 0.15%
42,705
-1,753
-4% -$521K
ADM icon
123
Archer Daniels Midland
ADM
$38.8B
$12.6M 0.15%
173,472
-7,782
-4% -$526K
BMY icon
124
Bristol-Myers Squibb
BMY
$132B
$12.6M 0.15%
207,462
-5,260
-2% -$307K
PGR icon
125
Progressive
PGR
$124B
$12.4M 0.15%
62,695
-2,633
-4% -$543K
3 4
5
6 7

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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.