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
+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
BCS icon
1276
Barclays
BCS
$93.7B
$604K 0.01%
28,550
– –
BAY
1277
DELISTED
BAYER AG SPONS ADR
BAY
$603K 0.01%
53,190
– –
PRDO icon
1278
Perdoceo Education
PRDO
$1.95B
$600K 0.01%
16,134
-308
-2% -$10.2K
TAK icon
1279
Takeda Pharmaceutical
TAK
$55.8B
$600K 0.01%
32,394
– –
KSS icon
1280
Kohl's
KSS
$2.1B
$599K 0.01%
46,472
-1,422
-3% -$24K
BANF icon
1281
BancFirst
BANF
$3.82B
$597K 0.01%
5,504
-62
-1% -$6.89K
ARCB icon
1282
ArcBest
ARCB
$3.03B
$597K 0.01%
6,069
-64
-1% -$6.07K
NSIT icon
1283
Insight Enterprises
NSIT
$4.43B
$595K 0.01%
8,872
+54
+0.6% +$4.41K
DNOW icon
1284
DNOW Inc
DNOW
$3.01B
$594K 0.01%
49,898
-430
-0.9% -$5.82K
SPNT icon
1285
SiriusPoint
SPNT
$2.62B
$594K 0.01%
27,557
-296
-1% -$6.1K
VSH icon
1286
Vishay Intertechnology
VSH
$5.11B
$593K 0.01%
32,926
-3,946
-11% -$71.7K
NBTB icon
1287
NBT Bancorp
NBTB
$2.75B
$591K 0.01%
13,874
-168
-1% -$7.29K
MTX icon
1288
Minerals Technologies
MTX
$2.3B
$589K 0.01%
8,303
-107
-1% -$7.36K
KNTK icon
1289
Kinetik
KNTK
$4.11B
$588K 0.01%
12,146
+55
+0.5% +$2.34K
CLSK icon
1290
CleanSpark
CLSK
$2.96B
$587K 0.01%
69,024
-6,663
-9% -$71.3K
CP icon
1291
Canadian Pacific Kansas City
CP
$80.8B
$587K 0.01%
7,464
– –
CUBI icon
1292
Customers Bancorp
CUBI
$2.8B
$587K 0.01%
8,454
-108
-1% -$7.85K
NWN icon
1293
Northwest Natural Holdings
NWN
$2.12B
$586K 0.01%
11,004
-158
-1% -$7.83K
HTO
1294
H2O America
HTO
$2.61B
$585K 0.01%
9,971
+1,053
+12% +$57.3K
ACHC icon
1295
Acadia Healthcare
ACHC
$2.9B
$584K 0.01%
24,984
-567
-2% -$10.3K
MPT
1296
Medical Properties Trust
MPT
$2.4B
$584K 0.01%
126,173
-752
-0.6% -$3.92K
ALNY icon
1297
Alnylam Pharmaceuticals
ALNY
$29.6B
$584K 0.01%
1,764
+88
+5% +$29.9K
CXT icon
1298
Crane NXT
CXT
$2.95B
$583K 0.01%
14,364
-915
-6% -$44.4K
REP
1299
DELISTED
REPSOL YPF SA ADS(RP 1 CAP SH)
REP
$582K 0.01%
20,508
– –
ADMA icon
1300
ADMA Biologics
ADMA
$2.22B
$582K 0.01%
64,563
-1,341
-2% -$21.2K
50 51
52
53 54

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 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.