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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
ASTH icon
1351
Astrana Health
ASTH
$2.04B
$487K 0.01%
10,487
-6
-0.1% -$216
PSKY
1352
Paramount Skydance Corp
PSKY
$9.64B
$481K 0.01%
48,776
+8,044
+20% +$84.7K
ALG icon
1353
Alamo Group
ALG
$2B
$480K 0.01%
2,919
+20
+0.7% +$3.23K
SHEL icon
1354
Shell
SHEL
$245B
$478K 0.01%
6,170
-20,694
-77% -$1.79M
STEL
1355
DELISTED
Stellar Bancorp
STEL
$478K 0.01%
12,147
-25
-0.2% -$942
HLIT icon
1356
Harmonic Inc
HLIT
$1.25B
$475K 0.01%
29,095
-733
-2% -$9.35K
RBLX icon
1357
Roblox
RBLX
$34.1B
$475K 0.01%
8,736
+95
+1% +$4.73K
SEM
1358
DELISTED
Select Medical
SEM
$474K 0.01%
28,730
-1,188
-4% -$19.6K
STBA icon
1359
S&T Bancorp
STBA
$1.82B
$474K 0.01%
9,664
-362
-4% -$16.3K
RRR icon
1360
Red Rock Resorts
RRR
$3.65B
$472K 0.01%
7,256
-32
-0.4% -$1.82K
ADNT icon
1361
Adient
ADNT
$1.55B
$465K 0.01%
25,283
-1,227
-5% -$26.2K
FMC icon
1362
FMC
FMC
$1.44B
$465K 0.01%
40,395
+756
+2% +$10.5K
HOPE icon
1363
Hope Bancorp
HOPE
$1.69B
$464K 0.01%
33,922
-15
-0% -$188
ABB
1364
DELISTED
ABB Ltd
ABB
$463K 0.01%
4,265
-17,849
-81% -$1.94M
SRPT icon
1365
Sarepta Therapeutics
SRPT
$1.68B
$461K 0.01%
25,642
+153
+0.6% +$2.89K
EVTC icon
1366
Evertec
EVTC
$1.79B
$460K 0.01%
16,569
-427
-3% -$11.3K
TFIN icon
1367
Triumph Financial Inc
TFIN
$1.9B
$460K 0.01%
6,030
-3
-0% -$204
STRA icon
1368
Strategic Education
STRA
$1.69B
$459K 0.01%
5,995
-209
-3% -$16.5K
GNL icon
1369
Global Net Lease
GNL
$1.88B
$459K 0.01%
51,356
-1,255
-2% -$11.7K
JBLU icon
1370
JetBlue
JBLU
$1.8B
$459K 0.01%
80,097
+950
+1% +$4.84K
HCSG icon
1371
Healthcare Services Group
HCSG
$1.55B
$457K 0.01%
18,626
-250
-1% -$5.28K
UBS icon
1372
UBS Group
UBS
$170B
$455K 0.01%
9,189
-36,476
-80% -$1.66M
RVMD icon
1373
Revolution Medicines
RVMD
$40.2B
$455K 0.01%
+2,429
New +$355K
SHOP icon
1374
Shopify
SHOP
$146B
$455K 0.01%
3,983
-8,680
-69% -$991K
SNY icon
1375
Sanofi
SNY
$104B
$454K 0.01%
10,640
-46,650
-81% -$2.08M
53 54
55
56 57

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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.