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
+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
CI icon
126
Cigna
CI
$73.6B
$13.2M 0.14%
45,903
-1,445
-3% -$428K
SYY icon
127
Sysco
SYY
$40.1B
$13.1M 0.14%
158,981
-7,052
-4% -$564K
ROP icon
128
Roper Technologies
ROP
$39.9B
$13M 0.14%
26,142
-766
-3% -$409K
MRSH
129
Marsh
MRSH
$91B
$12.8M 0.14%
63,688
-3,698
-5% -$761K
ED icon
130
Consolidated Edison
ED
$39.3B
$12.7M 0.14%
126,079
-2,575
-2% -$258K
CME icon
131
CME Group
CME
$94.8B
$12.6M 0.13%
46,556
-3,006
-6% -$818K
ICE icon
132
Intercontinental Exchange
ICE
$84.5B
$12.4M 0.13%
73,615
-4,381
-6% -$783K
KMB icon
133
Kimberly-Clark
KMB
$35.9B
$12.4M 0.13%
99,619
-2,149
-2% -$278K
ATO icon
134
Atmos Energy
ATO
$28.4B
$12.4M 0.13%
72,329
-2,433
-3% -$393K
TSM icon
135
TSMC
TSM
$2.17T
$12.2M 0.13%
43,834
-710
-2% -$174K
CEG icon
136
Constellation Energy
CEG
$95.8B
$12.1M 0.13%
36,658
-2,335
-6% -$754K
ADM icon
137
Archer Daniels Midland
ADM
$38.8B
$11.8M 0.13%
197,954
-7,446
-4% -$436K
NUE icon
138
Nucor
NUE
$62.5B
$11.8M 0.13%
86,809
-4,900
-5% -$694K
BDX icon
139
Becton Dickinson
BDX
$48.9B
$11.7M 0.13%
62,735
-3,178
-5% -$590K
EQIX icon
140
Equinix
EQIX
$103B
$11.7M 0.12%
14,932
-543
-4% -$424K
NEM icon
141
Newmont
NEM
$124B
$11.6M 0.12%
137,414
-10,787
-7% -$752K
ORLY icon
142
O'Reilly Automotive
ORLY
$75.3B
$11.6M 0.12%
107,397
-6,844
-6% -$688K
HOOD icon
143
Robinhood
HOOD
$85B
$11.5M 0.12%
80,014
+70,541
+745% +$7.69M
PH icon
144
Parker-Hannifin
PH
$134B
$11.4M 0.12%
15,064
-902
-6% -$666K
TT icon
145
Trane Technologies
TT
$105B
$11.3M 0.12%
26,874
-1,789
-6% -$764K
WM icon
146
Waste Management
WM
$90.6B
$11.3M 0.12%
51,066
-1,926
-4% -$434K
ELV icon
147
Elevance Health
ELV
$86.2B
$11.1M 0.12%
34,431
-1,051
-3% -$327K
DASH icon
148
DoorDash
DASH
$90.9B
$11M 0.12%
40,486
-307
-0.8% -$77K
MMM icon
149
3M
MMM
$93.9B
$10.9M 0.12%
70,369
-4,992
-7% -$770K
CINF icon
150
Cincinnati Financial
CINF
$26.7B
$10.8M 0.12%
68,253
-2,807
-4% -$426K
4 5
6
7 8

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 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.