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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
+9.34%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.37B
AUM Growth
+$90.9M
Cap. Flow
-$517M
Cap. Flow %
-5.52%
Top 10 Hldgs %
27.43%
Holding
1,942
New
25
Increased
122
Reduced
1,528
Closed
54

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$11.8M
2
HOOD icon
Robinhood
HOOD
+$7.69M
3
NTNX icon
Nutanix
NTNX
+$5.98M
4
TRU icon
TransUnion
TRU
+$5.42M
5
TWLO icon
Twilio
TWLO
+$5.25M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$25.5M
2
AAPL icon
Apple
AAPL
+$24.6M
3
MSFT icon
Microsoft
MSFT
+$24.4M
4
NVDA icon
NVIDIA
NVDA
+$22.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$14M

Sector Composition

Rank Sector Weight
1 Technology 28.4%
2 Financials 13.76%
3 Consumer Discretionary 10.13%
4 Industrials 9.85%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WT icon
1376
WisdomTree
WT
$3.33B
$511K 0.01%
36,780
-6,380
-15% -$85.2K
WLY icon
1377
John Wiley & Sons Class A
WLY
$2.52B
$510K 0.01%
12,594
-2,473
-16% -$99.8K
CRGY icon
1378
Crescent Energy
CRGY
$4.1B
$509K 0.01%
57,088
-10,813
-16% -$98.2K
ARR
1379
Armour Residential REIT
ARR
$2.36B
$509K 0.01%
34,057
+3,783
+12% +$59.4K
CCS icon
1380
Century Communities
CCS
$2.01B
$508K 0.01%
8,024
-2,063
-20% -$130K
DNOW icon
1381
DNOW Inc
DNOW
$3.01B
$507K 0.01%
33,229
-5,998
-15% -$90.5K
LKFN icon
1382
Lakeland Financial Corp
LKFN
$1.54B
$506K 0.01%
7,879
-1,666
-17% -$108K
ALC icon
1383
Alcon
ALC
$36.7B
$504K 0.01%
6,765
-1,520
-18% -$127K
DV icon
1384
DoubleVerify
DV
$2.03B
$504K 0.01%
42,035
-8,304
-16% -$123K
ANDE icon
1385
Andersons Inc
ANDE
$2.18B
$500K 0.01%
12,562
-1,438
-10% -$55.4K
SBH icon
1386
Sally Beauty Holdings
SBH
$1.58B
$500K 0.01%
30,697
-7,198
-19% -$90.5K
GNL icon
1387
Global Net Lease
GNL
$1.91B
$499K 0.01%
61,396
-10,600
-15% -$80.9K
VCEL icon
1388
Vericel Corp
VCEL
$2.27B
$498K 0.01%
15,837
-3,207
-17% -$115K
MT icon
1389
ArcelorMittal
MT
$55.6B
$498K 0.01%
13,773
– –
ANIP icon
1390
ANI Pharmaceuticals
ANIP
$1.71B
$496K 0.01%
5,420
-957
-15% -$78K
ARCB icon
1391
ArcBest
ARCB
$3.03B
$496K 0.01%
7,095
-1,551
-18% -$117K
PRG icon
1392
PROG Holdings
PRG
$1.66B
$495K 0.01%
15,298
-2,376
-13% -$77.9K
KMT icon
1393
Kennametal
KMT
$2.3B
$494K 0.01%
23,626
-5,039
-18% -$113K
PENN icon
1394
PENN Entertainment
PENN
$2.57B
$494K 0.01%
25,632
-5,787
-18% -$109K
AIN icon
1395
Albany International
AIN
$1.79B
$492K 0.01%
9,235
-2,131
-19% -$135K
PZZA icon
1396
Papa John's
PZZA
$801M
$490K 0.01%
10,171
-2,099
-17% -$97.2K
GEF icon
1397
Greif
GEF
$4.98B
$489K 0.01%
8,180
-542
-6% -$35K
HTO
1398
H2O America
HTO
$2.61B
$489K 0.01%
10,037
-1,545
-13% -$77.1K
SRPT icon
1399
Sarepta Therapeutics
SRPT
$1.92B
$486K 0.01%
25,223
-4,018
-14% -$71.6K
ZD icon
1400
Ziff Davis
ZD
$1.97B
$485K 0.01%
12,726
-3,077
-19% -$108K
54 55
56
57 58

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Yousif Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Yousif Capital Management held 1,942 positions worth $9.37B, up 0.98% from $9.28B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $517M in Q3 2025, closing 54 positions and reducing 1,528 holdings. Its most notable exit was Hess, an estimated $4.95M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Yousif Capital Management opened a new position in Talen Energy Corp worth $6.14M.

  • Yousif Capital Management's largest Q3 2025 buy was Talen Energy Corp: 14,430 shares worth $6.14M.
  • Yousif Capital Management added most to Applovin in Q3 2025, an estimated $11.8M increase.
  • Yousif Capital Management's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $25.5M.
  • Yousif Capital Management fully exited Hess in Q3 2025, selling an estimated $4.95M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.37B portfolio in Q3 2025.
  • Yousif Capital Management opened 25 new positions and closed 54 in Q3 2025.
  • Yousif Capital Management's portfolio value rose 0.98% quarter-over-quarter to $9.37B.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.