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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
CRVL icon
1351
CorVel
CRVL
$3.12B
$499K 0.01%
9,127
-151
-2% -$8.69K
BAM icon
1352
Brookfield Asset Management
BAM
$88B
$499K 0.01%
11,216
+122
+1% +$5.96K
RCUS icon
1353
Arcus Biosciences
RCUS
$3.68B
$498K 0.01%
23,048
-159
-0.7% -$3.43K
STC icon
1354
Stewart Information Services
STC
$2.01B
$496K 0.01%
8,054
+524
+7% +$34.9K
EFOR
1355
Everforth Inc
EFOR
$1.33B
$496K 0.01%
12,810
-1,609
-11% -$71.7K
ARR
1356
Armour Residential REIT
ARR
$2.37B
$495K 0.01%
29,675
-304
-1% -$5.37K
BL icon
1357
BlackLine
BL
$1.66B
$493K 0.01%
13,322
-197
-1% -$8.48K
NTR icon
1358
Nutrien
NTR
$32B
$493K 0.01%
6,532
– –
GNL icon
1359
Global Net Lease
GNL
$1.94B
$492K 0.01%
52,611
-773
-1% -$7.28K
NWBI icon
1360
Northwest Bancshares
NWBI
$2.29B
$490K 0.01%
38,639
-443
-1% -$5.57K
VAC icon
1361
Marriott Vacations Worldwide
VAC
$4B
$490K 0.01%
7,518
-1,016
-12% -$63K
RBLX icon
1362
Roblox
RBLX
$26.4B
$489K 0.01%
8,641
+572
+7% +$38.4K
FUTU icon
1363
Futu Holdings
FUTU
$14.8B
$489K 0.01%
3,572
– –
SEM
1364
DELISTED
Select Medical
SEM
$487K 0.01%
29,918
-179
-0.6% -$2.8K
GEF icon
1365
Greif
GEF
$4.99B
$486K 0.01%
7,250
-784
-10% -$55.5K
OI icon
1366
O-I Glass
OI
$1.1B
$486K 0.01%
46,227
-658
-1% -$9.06K
IBN icon
1367
ICICI Bank
IBN
$108B
$485K 0.01%
18,744
-8,697
-32% -$255K
IOSP icon
1368
Innospec
IOSP
$2.31B
$483K 0.01%
6,619
-94
-1% -$7.32K
FCF icon
1369
First Commonwealth Financial
FCF
$2.19B
$483K 0.01%
27,483
-439
-2% -$7.74K
AGYS icon
1370
Agilysys
AGYS
$3.03B
$482K 0.01%
6,774
-81
-1% -$7.03K
INSM icon
1371
Insmed
INSM
$29B
$482K 0.01%
2,947
+178
+6% +$27.4K
GFI icon
1372
Gold Fields
GFI
$35.8B
$482K 0.01%
10,607
– –
FUN icon
1373
Cedar Fair
FUN
$1.64B
$480K 0.01%
27,031
-76
-0.3% -$1.28K
KMPR icon
1374
Kemper
KMPR
$1.56B
$480K 0.01%
15,699
-2,604
-14% -$89.1K
EVTC icon
1375
Evertec
EVTC
$1.77B
$480K 0.01%
16,996
-234
-1% -$6.65K
53 54
55
56 57

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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.