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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
+9.34%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.37B
AUM Growth
+$90.9M
Cap. Flow
-$517M
Cap. Flow %
-5.52%
Top 10 Hldgs %
27.43%
Holding
1,942
New
25
Increased
122
Reduced
1,528
Closed
54

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$11.8M
2
HOOD icon
Robinhood
HOOD
+$7.69M
3
NTNX icon
Nutanix
NTNX
+$5.98M
4
TRU icon
TransUnion
TRU
+$5.42M
5
TWLO icon
Twilio
TWLO
+$5.25M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$25.5M
2
AAPL icon
Apple
AAPL
+$24.6M
3
MSFT icon
Microsoft
MSFT
+$24.4M
4
NVDA icon
NVIDIA
NVDA
+$22.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$14M

Sector Composition

Rank Sector Weight
1 Technology 28.4%
2 Financials 13.76%
3 Consumer Discretionary 10.13%
4 Industrials 9.85%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WAFD icon
1226
WaFd
WAFD
$2.81B
$736K 0.01%
24,303
-5,733
-19% -$176K
PSKY
1227
Paramount Skydance Corp
PSKY
$11.2B
$729K 0.01%
+38,532
New +$609K
CWEN icon
1228
Clearway Energy Class C
CWEN
$7.02B
$728K 0.01%
25,759
-5,154
-17% -$156K
CMA
1229
DELISTED
Comerica
CMA
$727K 0.01%
10,613
-295
-3% -$19.9K
NGG icon
1230
National Grid
NGG
$81.6B
$727K 0.01%
10,143
-2,114
-17% -$148K
ABR icon
1231
Arbor Realty Trust
ABR
$981M
$726K 0.01%
59,475
-12,193
-17% -$142K
PINC
1232
DELISTED
Premier
PINC
$723K 0.01%
26,004
-5,359
-17% -$129K
PRK icon
1233
Park National Corp
PRK
$3.75B
$720K 0.01%
4,430
-965
-18% -$163K
CNXC icon
1234
Concentrix
CNXC
$1.52B
$720K 0.01%
15,593
-1,241
-7% -$66.2K
ACHC icon
1235
Acadia Healthcare
ACHC
$2.82B
$718K 0.01%
28,993
-3,113
-10% -$69.5K
HUBG icon
1236
HUB Group
HUBG
$2.55B
$717K 0.01%
20,827
-3,768
-15% -$135K
EFOR
1237
Everforth Inc
EFOR
$1.37B
$717K 0.01%
15,140
-765
-5% -$39K
EYE icon
1238
National Vision
EYE
$1.51B
$716K 0.01%
24,534
-4,991
-17% -$123K
DOCN icon
1239
DigitalOcean
DOCN
$15.6B
$715K 0.01%
20,930
-2,560
-11% -$81.2K
POWI icon
1240
Power Integrations
POWI
$3.48B
$713K 0.01%
17,722
-1,252
-7% -$60.4K
CPRX
1241
DELISTED
Catalyst Pharmaceutical
CPRX
$712K 0.01%
36,165
-7,272
-17% -$150K
PRDO icon
1242
Perdoceo Education
PRDO
$1.99B
$712K 0.01%
18,900
-4,096
-18% -$131K
SMPL icon
1243
Simply Good Foods
SMPL
$989M
$712K 0.01%
28,672
-5,501
-16% -$162K
PPLI
1244
People Inc
PPLI
$3.01B
$711K 0.01%
20,870
-3,480
-14% -$130K
FBK icon
1245
FB Financial Corp
FBK
$3.1B
$711K 0.01%
12,756
-160
-1% -$8.13K
MFG icon
1246
Mizuho Financial
MFG
$134B
$709K 0.01%
105,828
-46,205
-30% -$288K
FUN icon
1247
Cedar Fair
FUN
$1.71B
$706K 0.01%
31,081
-4,060
-12% -$108K
TRN icon
1248
Trinity Industries
TRN
$2.34B
$706K 0.01%
25,167
-5,501
-18% -$152K
CHH icon
1249
Choice Hotels
CHH
$4.71B
$701K 0.01%
6,561
-960
-13% -$117K
BANR icon
1250
Banner Corp
BANR
$2.5B
$701K 0.01%
10,707
-2,144
-17% -$141K
48 49
50
51 52

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VAS
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SFM
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Yousif Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Yousif Capital Management held 1,942 positions worth $9.37B, up 0.98% from $9.28B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $517M in Q3 2025, closing 54 positions and reducing 1,528 holdings. Its most notable exit was Hess, an estimated $4.95M position sold in full.

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

Against the trend, Yousif Capital Management opened a new position in Talen Energy Corp worth $6.14M.

  • Yousif Capital Management's largest Q3 2025 buy was Talen Energy Corp: 14,430 shares worth $6.14M.
  • Yousif Capital Management added most to Applovin in Q3 2025, an estimated $11.8M increase.
  • Yousif Capital Management's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $25.5M.
  • Yousif Capital Management fully exited Hess in Q3 2025, selling an estimated $4.95M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.37B portfolio in Q3 2025.
  • Yousif Capital Management opened 25 new positions and closed 54 in Q3 2025.
  • Yousif Capital Management's portfolio value rose 0.98% quarter-over-quarter to $9.37B.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.