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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
+24.93%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.94B
AUM Growth
+$417M
Cap. Flow
-$793M
Cap. Flow %
-8.87%
Top 10 Hldgs %
25.82%
Holding
1,917
New
59
Increased
348
Reduced
1,245
Closed
252

Top Buys

Rank Stock Value
1
MRVL icon
Marvell Technology
MRVL
+$12.5M
2
HONA
Honeywell Aerospace
HONA
+$7.2M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.43M
4
CDE icon
Coeur Mining
CDE
+$5.2M
5
ROKU icon
Roku
ROKU
+$4.41M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$39.8M
2
AAPL icon
Apple
AAPL
+$34.4M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$31.9M
4
MSFT icon
Microsoft
MSFT
+$23.9M
5
AMZN icon
Amazon
AMZN
+$18.7M

Sector Composition

Rank Sector Weight
1 Technology 30.69%
2 Financials 12.28%
3 Industrials 11.16%
4 Consumer Discretionary 9.05%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AU icon
1276
AngloGold Ashanti
AU
$39.7B
$594K 0.01%
7,346
-6,632
-47% -$630K
NWBI icon
1277
Northwest Bancshares
NWBI
$2.24B
$590K 0.01%
38,948
+309
+0.8% +$4.31K
BHP icon
1278
BHP
BHP
$212B
$588K 0.01%
7,062
-23,264
-77% -$1.93M
CALX icon
1279
Calix
CALX
$2.28B
$584K 0.01%
15,640
-422
-3% -$17.7K
KWR icon
1280
Quaker Houghton
KWR
$2.58B
$582K 0.01%
3,665
+8
+0.2% +$1.12K
UTI icon
1281
Universal Technical Institute
UTI
$2.13B
$582K 0.01%
+13,607
New +$523K
PLUS icon
1282
ePlus
PLUS
$2.27B
$582K 0.01%
6,989
+29
+0.4% +$2.41K
MAN icon
1283
ManpowerGroup
MAN
$2.32B
$580K 0.01%
17,175
+3
+0% +$92
MPT
1284
Medical Properties Trust
MPT
$2.87B
$579K 0.01%
125,383
-790
-0.6% -$3.92K
PGNY icon
1285
Progyny
PGNY
$2.4B
$578K 0.01%
20,057
-1,582
-7% -$35.3K
FUN icon
1286
Cedar Fair
FUN
$1.76B
$578K 0.01%
27,114
+83
+0.3% +$1.7K
DXPE icon
1287
DXP Enterprises
DXPE
$2.71B
$577K 0.01%
3,422
-4
-0.1% -$631
CRVL icon
1288
CorVel
CRVL
$3.01B
$573K 0.01%
9,166
+39
+0.4% +$2.27K
WYNN icon
1289
Wynn Resorts
WYNN
$10B
$572K 0.01%
5,894
+269
+5% +$27.7K
SI
1290
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$572K 0.01%
3,556
-14,510
-80% -$2.33M
AIN icon
1291
Albany International
AIN
$2.12B
$571K 0.01%
7,664
-112
-1% -$7.02K
SPSC icon
1292
SPS Commerce
SPSC
$2.17B
$565K 0.01%
9,880
-196
-2% -$10.8K
MBC icon
1293
MasterBrand
MBC
$1.08B
$563K 0.01%
54,665
+20,533
+60% +$175K
TILE icon
1294
Interface
TILE
$1.9B
$561K 0.01%
15,642
-27
-0.2% -$788
CNS icon
1295
Cohen & Steers
CNS
$4.11B
$560K 0.01%
7,349
+43
+0.6% +$3.04K
OFG icon
1296
OFG Bancorp
OFG
$2.22B
$557K 0.01%
11,348
-260
-2% -$11.8K
HMN icon
1297
Horace Mann Educators
HMN
$2.07B
$556K 0.01%
10,772
-15
-0.1% -$696
FCF icon
1298
First Commonwealth Financial
FCF
$2.11B
$554K 0.01%
27,264
-219
-0.8% -$4.14K
ARR
1299
Armour Residential REIT
ARR
$2B
$553K 0.01%
31,701
+2,026
+7% +$34.9K
UFPT icon
1300
UFP Technologies
UFPT
$1.83B
$552K 0.01%
2,083
-13
-0.6% -$2.82K
50 51
52
53 54

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Yousif Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Yousif Capital Management held 1,917 positions worth $8.94B, up 4.9% from $8.52B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Yousif Capital Management withdrew a net $793M in Q2 2026, closing 252 positions and reducing 1,245 holdings. Its most notable exit was KB Financial Group, an estimated $3.83M position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 26% a quarter earlier, followed by Financials and Industrials.

Against the trend, Yousif Capital Management opened a new position in Honeywell Aerospace worth $7.22M.

  • Yousif Capital Management's largest Q2 2026 buy was Honeywell Aerospace: 32,651 shares worth $7.22M.
  • Yousif Capital Management added most to Marvell Technology in Q2 2026, an estimated $12.5M increase.
  • Yousif Capital Management's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $39.8M.
  • Yousif Capital Management fully exited KB Financial Group in Q2 2026, selling an estimated $3.83M.
  • Yousif Capital Management's ten largest holdings make up 26% of its $8.94B portfolio in Q2 2026.
  • Yousif Capital Management opened 59 new positions and closed 252 in Q2 2026.
  • Yousif Capital Management's portfolio value rose 4.9% quarter-over-quarter to $8.94B.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.