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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
SLVM icon
1451
Sylvamo
SLVM
$1.49B
$335K ﹤0.01%
8,866
+18
+0.2% +$730
XPEL icon
1452
XPEL
XPEL
$1.17B
$335K ﹤0.01%
6,745
+26
+0.4% +$1.18K
FTAI icon
1453
FTAI Aviation
FTAI
$22.7B
$333K ﹤0.01%
1,231
+21
+2% +$5.28K
ZIM icon
1454
ZIM Integrated Shipping Services
ZIM
$3.06B
$332K ﹤0.01%
12,785
-1,185
-8% -$30.6K
WINA icon
1455
Winmark
WINA
$1.26B
$332K ﹤0.01%
785
-3
-0.4% -$1.17K
XHR
1456
Xenia Hotels & Resorts
XHR
$1.97B
$331K ﹤0.01%
16,239
-76
-0.5% -$1.31K
PPC icon
1457
Pilgrim's Pride
PPC
$6.66B
$329K ﹤0.01%
11,711
-711
-6% -$21.9K
EPC icon
1458
Edgewell Personal Care
EPC
$1.23B
$329K ﹤0.01%
12,250
-185
-1% -$3.95K
EZPW icon
1459
Ezcorp Inc
EZPW
$1.95B
$329K ﹤0.01%
9,515
+106
+1% +$3.35K
IART icon
1460
Integra LifeSciences
IART
$1.45B
$327K ﹤0.01%
18,204
+62
+0.3% +$867
HFWA icon
1461
Heritage Financial
HFWA
$1.22B
$325K ﹤0.01%
10,965
+146
+1% +$4.02K
ENOV icon
1462
Enovis
ENOV
$1.5B
$323K ﹤0.01%
15,625
+156
+1% +$3.68K
UAA icon
1463
Under Armour
UAA
$2.93B
$323K ﹤0.01%
50,616
+34
+0.1% +$202
PZZA icon
1464
Papa John's
PZZA
$1.01B
$323K ﹤0.01%
8,777
+35
+0.4% +$1.21K
IFX
1465
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$320K ﹤0.01%
3,426
-15,631
-82% -$1.46M
HLX icon
1466
Helix Energy Solutions
HLX
$1.46B
$319K ﹤0.01%
36,506
+59
+0.2% +$567
INSP icon
1467
Inspire Medical Systems
INSP
$1.43B
$319K ﹤0.01%
7,147
+8
+0.1% +$379
SCL icon
1468
Stepan Co
SCL
$1.31B
$318K ﹤0.01%
5,711
-26
-0.5% -$1.35K
TMP icon
1469
Tompkins Financial
TMP
$1.32B
$318K ﹤0.01%
3,362
+6
+0.2% +$517
DCH
1470
Dauch Corp
DCH
$1.32B
$318K ﹤0.01%
58,622
+15,240
+35% +$92.6K
CPNG icon
1471
Coupang
CPNG
$28B
$315K ﹤0.01%
18,133
-449
-2% -$8.1K
CRK icon
1472
Comstock Resources
CRK
$4.15B
$313K ﹤0.01%
20,993
+95
+0.5% +$1.45K
AAT
1473
American Assets Trust
AAT
$1.49B
$312K ﹤0.01%
12,651
+89
+0.7% +$1.95K
AVNS icon
1474
Avanos Medical
AVNS
$1.17B
$312K ﹤0.01%
12,531
-167
-1% -$3.91K
PFBC icon
1475
Preferred Bank
PFBC
$1.21B
$312K ﹤0.01%
2,932
-100
-3% -$9.6K
57 58
59
60 61

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AI
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HI
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AI
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PEA
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WT
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VAS
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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.