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
RRR icon
1451
Red Rock Resorts
RRR
$3.7B
$389K ﹤0.01%
7,288
-110
-1% -$6.71K
LKFN icon
1452
Lakeland Financial Corp
LKFN
$1.54B
$387K ﹤0.01%
6,738
-111
-2% -$6.51K
YELP icon
1453
Yelp
YELP
$1.33B
$386K ﹤0.01%
15,598
-219
-1% -$5.55K
BE icon
1454
Bloom Energy
BE
$62.4B
$385K ﹤0.01%
2,838
+103
+4% +$15.1K
ZM icon
1455
Zoom
ZM
$31.2B
$383K ﹤0.01%
4,770
+188
+4% +$15.7K
UPWK icon
1456
Upwork
UPWK
$1.06B
$383K ﹤0.01%
34,974
-363
-1% -$5.72K
AAMI
1457
Acadian Asset Management
AAMI
$3.24B
$383K ﹤0.01%
7,037
-107
-1% -$5.63K
RKLB icon
1458
Rocket Lab Corp
RKLB
$49.1B
$383K ﹤0.01%
5,963
+1,036
+21% +$78.1K
FMX icon
1459
Fomento Económico Mexicano
FMX
$40.3B
$382K ﹤0.01%
3,437
– –
COHU icon
1460
Cohu
COHU
$2.45B
$380K ﹤0.01%
12,408
-163
-1% -$4.79K
HOPE icon
1461
Hope Bancorp
HOPE
$1.8B
$379K ﹤0.01%
33,937
-228
-0.7% -$2.63K
MXL icon
1462
MaxLinear
MXL
$6.28B
$376K ﹤0.01%
21,643
-220
-1% -$3.95K
NSSC icon
1463
Napco Security Technologies
NSSC
$1.41B
$376K ﹤0.01%
+9,555
New +$401K
MT icon
1464
ArcelorMittal
MT
$55.9B
$375K ﹤0.01%
7,223
-6,550
-48% -$363K
SLVM icon
1465
Sylvamo
SLVM
$1.62B
$374K ﹤0.01%
8,848
-128
-1% -$5.99K
ANIP icon
1466
ANI Pharmaceuticals
ANIP
$1.71B
$374K ﹤0.01%
4,857
-70
-1% -$5.46K
TLK icon
1467
Telkom Indonesia
TLK
$14.5B
$371K ﹤0.01%
19,864
– –
EDP
1468
DELISTED
EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD)
EDP
$370K ﹤0.01%
7,088
– –
PAYO icon
1469
Payoneer
PAYO
$2.41B
$369K ﹤0.01%
76,493
-894
-1% -$4.71K
ARI
1470
Apollo Commercial Real Estate
ARI
$880M
$369K ﹤0.01%
34,941
-75
-0.2% -$781
INSP icon
1471
Inspire Medical Systems
INSP
$1.75B
$368K ﹤0.01%
7,139
-190
-3% -$13.3K
ZIM icon
1472
ZIM Integrated Shipping Services
ZIM
$2.98B
$368K ﹤0.01%
13,970
+733
+6% +$18.3K
PGNY icon
1473
Progyny
PGNY
$2.07B
$367K ﹤0.01%
21,639
-345
-2% -$7.4K
PSKY
1474
Paramount Skydance Corp
PSKY
$10.4B
$367K ﹤0.01%
40,732
+3,139
+8% +$34.3K
CTS icon
1475
CTS Corp
CTS
$1.85B
$367K ﹤0.01%
7,678
-195
-2% -$9.78K
57 58
59
60 61

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.