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
UNIT
1401
Uniti Group
UNIT
$2.28B
$445K 0.01%
47,415
-131
-0.3% -$1.03K
ZD icon
1402
Ziff Davis
ZD
$1.97B
$443K 0.01%
10,567
-126
-1% -$4.63K
IPAR icon
1403
Interparfums
IPAR
$3.82B
$443K 0.01%
4,878
-38
-0.8% -$3.6K
KGC icon
1404
Kinross Gold
KGC
$32.3B
$443K 0.01%
14,510
– –
CENTA icon
1405
Central Garden & Pet Co Class A
CENTA
$2.38B
$442K 0.01%
13,640
-136
-1% -$4.34K
PBI icon
1406
Pitney Bowes
PBI
$2.29B
$442K 0.01%
39,994
-636
-2% -$6.67K
VCEL icon
1407
Vericel Corp
VCEL
$2.3B
$442K 0.01%
13,724
-114
-0.8% -$4.05K
HCI icon
1408
HCI Group
HCI
$2.31B
$441K 0.01%
2,850
-44
-2% -$7.2K
CRK icon
1409
Comstock Resources
CRK
$4.22B
$441K 0.01%
20,898
-380
-2% -$8.09K
ATEN icon
1410
A10 Networks
ATEN
$1.99B
$440K 0.01%
19,049
-165
-0.9% -$3.23K
WOR icon
1411
Worthington Enterprises
WOR
$2.8B
$438K 0.01%
8,408
-53
-0.6% -$2.84K
GBX icon
1412
The Greenbrier Companies
GBX
$1.43B
$437K 0.01%
8,309
-39
-0.5% -$2.06K
FFH
1413
DELISTED
FAIRFAX FINL HLDGS LTD SUB VTG
FFH
$437K 0.01%
257
– –
MD icon
1414
Pediatrix Medical
MD
$2.13B
$437K 0.01%
20,422
-364
-2% -$7.58K
CAKE icon
1415
Cheesecake Factory
CAKE
$5.65B
$434K 0.01%
7,935
-53
-0.7% -$3.16K
SONO icon
1416
Sonos
SONO
$1.81B
$433K 0.01%
32,347
-294
-0.9% -$4.44K
LEG icon
1417
Leggett & Platt
LEG
$1.32B
$433K 0.01%
43,807
-150
-0.3% -$1.71K
GTM
1418
ZoomInfo Technologies
GTM
$1.21B
$433K 0.01%
72,353
-12,684
-15% -$93.3K
SLF icon
1419
Sun Life Financial
SLF
$44.9B
$432K 0.01%
6,899
– –
DEO icon
1420
Diageo
DEO
$52.9B
$427K 0.01%
5,735
– –
ICHR icon
1421
Ichor Holdings
ICHR
$2.46B
$424K 0.01%
9,102
-13
-0.1% -$506
NVRI icon
1422
Enviri
NVRI
$593M
$423K 0.01%
21,582
-58
-0.3% -$1.08K
HTHT icon
1423
Huazhu Hotels Group
HTHT
$12.8B
$422K ﹤0.01%
8,383
– –
DEI icon
1424
Douglas Emmett
DEI
$1.92B
$420K ﹤0.01%
44,610
-625
-1% -$6.43K
STBA icon
1425
S&T Bancorp
STBA
$1.8B
$419K ﹤0.01%
10,026
-271
-3% -$11.3K
55 56
57
58 59

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
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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.