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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
MSTR icon
1426
Strategy Inc
MSTR
$34.9B
$364K ﹤0.01%
4,188
+126
+3% +$18.3K
NSSC icon
1427
Napco Security Technologies
NSSC
$1.26B
$363K ﹤0.01%
9,566
+11
+0.1% +$437
WWW icon
1428
Wolverine World Wide
WWW
$1.52B
$361K ﹤0.01%
21,868
+85
+0.4% +$1.44K
ROCK icon
1429
Gibraltar Industries
ROCK
$1.31B
$360K ﹤0.01%
7,976
-2
-0% -$78
SUNB
1430
Sunbelt Rentals Holdings
SUNB
$31.5B
$360K ﹤0.01%
+4,808
New +$361K
SBH icon
1431
Sally Beauty Holdings
SBH
$1.38B
$359K ﹤0.01%
25,392
-619
-2% -$8.35K
FCNCA icon
1432
First Citizens BancShares
FCNCA
$24.8B
$356K ﹤0.01%
171
-13
-7% -$26.1K
OLN icon
1433
Olin
OLN
$2.77B
$354K ﹤0.01%
17,870
-1,591
-8% -$41.6K
QDEL icon
1434
QuidelOrtho
QDEL
$1.13B
$354K ﹤0.01%
20,202
-474
-2% -$6.26K
LNN icon
1435
Lindsay Corp
LNN
$1.18B
$351K ﹤0.01%
2,832
-24
-0.8% -$2.68K
ENR icon
1436
Energizer
ENR
$1.37B
$349K ﹤0.01%
16,299
+57
+0.4% +$1.09K
MDB icon
1437
MongoDB
MDB
$24.3B
$349K ﹤0.01%
1,040
-27
-3% -$8.1K
YELP icon
1438
Yelp
YELP
$1.34B
$349K ﹤0.01%
14,222
-1,376
-9% -$34.3K
HEI.A icon
1439
HEICO Corp Class A
HEI.A
$34.8B
$347K ﹤0.01%
1,346
+1
+0.1% +$228
TWO
1440
Two Harbors Investment
TWO
$1.27B
$345K ﹤0.01%
27,789
-51
-0.2% -$610
LGIH icon
1441
LGI Homes
LGIH
$1.32B
$344K ﹤0.01%
5,404
-26
-0.5% -$1.24K
GPOR icon
1442
Gulfport Energy Corp
GPOR
$2.91B
$343K ﹤0.01%
+2,024
New +$365K
REX icon
1443
REX American Resources
REX
$1.56B
$343K ﹤0.01%
7,586
+51
+0.7% +$2.36K
BKE icon
1444
Buckle
BKE
$2.18B
$342K ﹤0.01%
8,095
+48
+0.6% +$2.38K
LPG icon
1445
Dorian LPG
LPG
$1.95B
$341K ﹤0.01%
9,814
+33
+0.3% +$1.3K
AESI icon
1446
Atlas Energy Solutions
AESI
$1.79B
$341K ﹤0.01%
20,539
+81
+0.4% +$1.32K
ACT icon
1447
Enact Holdings
ACT
$6.34B
$341K ﹤0.01%
7,459
-217
-3% -$9.28K
QSR icon
1448
Restaurant Brands International
QSR
$25.2B
$340K ﹤0.01%
4,694
-2,941
-39% -$224K
AMN icon
1449
AMN Healthcare
AMN
$1.3B
$338K ﹤0.01%
10,438
-144
-1% -$3.71K
GIII icon
1450
G-III Apparel Group
GIII
$1.46B
$336K ﹤0.01%
9,957
+49
+0.5% +$1.55K
56 57
58
59 60

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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.