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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
FMC icon
1226
FMC
FMC
$1.3B
$683K 0.01%
39,639
+1,137
+3% +$17K
NGVT icon
1227
Ingevity
NGVT
$2.67B
$682K 0.01%
9,571
-126
-1% -$8.62K
HE icon
1228
Hawaiian Electric Industries
HE
$2.05B
$680K 0.01%
45,852
-405
-0.9% -$6.12K
APAM icon
1229
Artisan Partners
APAM
$3.08B
$680K 0.01%
18,674
-245
-1% -$10K
APLE icon
1230
Apple Hospitality REIT
APLE
$3.68B
$678K 0.01%
58,894
-929
-2% -$11.2K
ABM icon
1231
ABM Industries
ABM
$2.83B
$677K 0.01%
17,571
-706
-4% -$30.5K
UE icon
1232
Urban Edge Properties
UE
$2.73B
$672K 0.01%
33,639
-415
-1% -$8.34K
AMR icon
1233
Alpha Metallurgical Resources
AMR
$1.95B
$670K 0.01%
3,263
-38
-1% -$7.7K
AKR icon
1234
Acadia Realty Trust
AKR
$2.83B
$669K 0.01%
34,993
-405
-1% -$8.26K
BBT
1235
Beacon Financial Corp
BBT
$2.66B
$669K 0.01%
22,297
-184
-0.8% -$5.37K
CURB
1236
Curbline Properties
CURB
$3.4B
$668K 0.01%
25,908
-288
-1% -$7.38K
GT icon
1237
Goodyear
GT
$1.75B
$668K 0.01%
100,750
-4,614
-4% -$38.9K
JOE icon
1238
St. Joe Company
JOE
$3.89B
$668K 0.01%
10,635
-83
-0.8% -$5.55K
MFC icon
1239
Manulife Financial
MFC
$72.7B
$667K 0.01%
19,366
– –
TRMK icon
1240
Trustmark
TRMK
$2.78B
$665K 0.01%
15,788
-348
-2% -$14.7K
RELX icon
1241
RELX
RELX
$61.7B
$661K 0.01%
19,926
– –
CVBF icon
1242
CVB Financial
CVBF
$4.02B
$660K 0.01%
34,056
-694
-2% -$13.6K
JD icon
1243
JD.com
JD
$43.1B
$660K 0.01%
22,310
– –
SHOO icon
1244
Steven Madden
SHOO
$3.53B
$659K 0.01%
19,439
-213
-1% -$8.25K
SNOW icon
1245
Snowflake
SNOW
$116B
$657K 0.01%
4,358
+177
+4% +$32.8K
MGM icon
1246
MGM Resorts International
MGM
$11.1B
$657K 0.01%
17,755
-955
-5% -$34K
HUBG icon
1247
HUB Group
HUBG
$2.32B
$655K 0.01%
18,164
-144
-0.8% -$6.08K
PRVA icon
1248
Privia Health
PRVA
$2.81B
$646K 0.01%
31,409
-381
-1% -$8.59K
RXO icon
1249
RXO
RXO
$3.54B
$646K 0.01%
44,182
-398
-0.9% -$5.84K
LYG icon
1250
Lloyds Banking Group
LYG
$88.5B
$646K 0.01%
128,373
– –
48 49
50
51 52

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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.