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
+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
EFC
1376
Ellington Financial
EFC
$1.67B
$452K 0.01%
33,212
-61
-0.2% -$808
ATE
1377
DELISTED
Advantest Corp
ATE
$451K 0.01%
2,267
-5,330
-70% -$1.06M
WOR icon
1378
Worthington Enterprises
WOR
$2.68B
$448K 0.01%
8,339
-69
-0.8% -$3.85K
FTRE icon
1379
Fortrea Holdings
FTRE
$1.83B
$442K ﹤0.01%
25,383
+314
+1% +$4.24K
LZB icon
1380
La-Z-Boy
LZB
$1.54B
$442K ﹤0.01%
11,008
-7
-0.1% -$253
DCOM icon
1381
Dime Commercial Bancshares
DCOM
$1.71B
$441K ﹤0.01%
10,849
+87
+0.8% +$3.23K
SAP icon
1382
SAP
SAP
$170B
$440K ﹤0.01%
2,856
-9,987
-78% -$1.7M
OI icon
1383
O-I Glass
OI
$1.35B
$438K ﹤0.01%
45,432
-795
-2% -$7.48K
VSTS icon
1384
Vestis
VSTS
$2.06B
$436K ﹤0.01%
30,004
+5
+0% +$56
INVA icon
1385
Innoviva
INVA
$1.58B
$435K ﹤0.01%
19,171
-112
-0.6% -$2.56K
DRH icon
1386
Diamondrock Hospitality Co
DRH
$2.58B
$435K ﹤0.01%
35,727
+577
+2% +$6.28K
SONO icon
1387
Sonos
SONO
$1.74B
$432K ﹤0.01%
31,956
-391
-1% -$5.72K
HTH icon
1388
Hilltop Holdings
HTH
$2.19B
$428K ﹤0.01%
11,037
-217
-2% -$8.15K
KMPR icon
1389
Kemper
KMPR
$1.62B
$428K ﹤0.01%
15,860
+161
+1% +$4.69K
TALO icon
1390
Talos Energy
TALO
$2.57B
$427K ﹤0.01%
33,051
-363
-1% -$5.41K
AXA
1391
DELISTED
AXA ADS (1 ORD SHS)
AXA
$423K ﹤0.01%
8,432
-37,805
-82% -$1.9M
TRIP icon
1392
TripAdvisor
TRIP
$1.56B
$422K ﹤0.01%
30,753
+1
+0% +$11
COLM icon
1393
Columbia Sportswear
COLM
$3.12B
$415K ﹤0.01%
6,706
-751
-10% -$46.5K
CRI icon
1394
Carter's
CRI
$1.37B
$409K ﹤0.01%
9,937
+93
+0.9% +$3.52K
LKFN icon
1395
Lakeland Financial Corp
LKFN
$1.51B
$408K ﹤0.01%
6,615
-123
-2% -$7.42K
TNC icon
1396
Tennant Co
TNC
$1.46B
$408K ﹤0.01%
4,660
-227
-5% -$18.8K
ANIP icon
1397
ANI Pharmaceuticals
ANIP
$1.79B
$407K ﹤0.01%
4,912
+55
+1% +$4.41K
GBX icon
1398
The Greenbrier Companies
GBX
$1.6B
$406K ﹤0.01%
8,285
-24
-0.3% -$1.18K
CRWV
1399
CoreWeave
CRWV
$45.1B
$406K ﹤0.01%
+4,077
New +$440K
ZM icon
1400
Zoom
ZM
$24.5B
$405K ﹤0.01%
4,696
-74
-2% -$7K
54 55
56
57 58

Similar funds

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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.