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
+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
OI icon
1251
O-I Glass
OI
$1.1B
$700K 0.01%
53,966
-10,801
-17% -$147K
GRBK icon
1252
Green Brick Partners
GRBK
$3.08B
$699K 0.01%
9,466
-1,889
-17% -$129K
LCII icon
1253
LCI Industries
LCII
$2.61B
$699K 0.01%
7,500
-1,923
-20% -$192K
MCY icon
1254
Mercury Insurance
MCY
$5.86B
$694K 0.01%
8,185
-1,688
-17% -$125K
PHIN icon
1255
Phinia Inc
PHIN
$2.74B
$692K 0.01%
12,046
-2,889
-19% -$156K
MAN icon
1256
ManpowerGroup
MAN
$2.62B
$691K 0.01%
18,243
-1,380
-7% -$56.9K
MGM icon
1257
MGM Resorts International
MGM
$11.1B
$690K 0.01%
19,921
-1,274
-6% -$46.8K
WWW icon
1258
Wolverine World Wide
WWW
$1.49B
$688K 0.01%
25,090
-4,969
-17% -$131K
EPAC icon
1259
Enerpac Tool Group
EPAC
$1.91B
$688K 0.01%
16,779
-3,501
-17% -$141K
QDEL icon
1260
QuidelOrtho
QDEL
$959M
$683K 0.01%
23,207
-3,221
-12% -$88.1K
CXW icon
1261
CoreCivic
CXW
$3.35B
$680K 0.01%
33,438
-7,563
-18% -$157K
NWL icon
1262
Newell Brands
NWL
$2.62B
$677K 0.01%
129,194
-11,366
-8% -$64.4K
FBNC icon
1263
First Bancorp
FBNC
$2.7B
$676K 0.01%
12,773
-2,575
-17% -$132K
NSA
1264
DELISTED
National Storage Affiliates Trust
NSA
$674K 0.01%
22,315
-1,365
-6% -$42.6K
ADUS icon
1265
Addus HomeCare
ADUS
$2.18B
$673K 0.01%
5,704
-1,151
-17% -$129K
NBTB icon
1266
NBT Bancorp
NBTB
$2.75B
$673K 0.01%
16,116
-3,236
-17% -$139K
BANC icon
1267
Banc of California
BANC
$3.09B
$671K 0.01%
40,556
-7,243
-15% -$113K
LBRT icon
1268
Liberty Energy
LBRT
$3.51B
$671K 0.01%
54,337
-9,411
-15% -$109K
VSXY
1269
Victoria's Secret
VSXY
$7.48B
$670K 0.01%
24,699
-5,004
-17% -$112K
CURB
1270
Curbline Properties
CURB
$3.4B
$670K 0.01%
30,053
-5,189
-15% -$117K
MPT
1271
Medical Properties Trust
MPT
$2.4B
$670K 0.01%
132,144
-48,310
-27% -$213K
HNI icon
1272
HNI Corp
HNI
$3.57B
$668K 0.01%
14,258
-3,199
-18% -$152K
EVTC icon
1273
Evertec
EVTC
$1.76B
$667K 0.01%
19,757
-3,889
-16% -$136K
GOLF icon
1274
Acushnet Holdings
GOLF
$5.28B
$666K 0.01%
8,490
-1,400
-14% -$109K
WKC icon
1275
World Kinect Corp
WKC
$1.88B
$658K 0.01%
25,368
-4,984
-16% -$134K
49 50
51
52 53

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 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.