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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
+4.18%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.12B
AUM Growth
-$247M
Cap. Flow
-$498M
Cap. Flow %
-5.46%
Top 10 Hldgs %
26.56%
Holding
1,930
New
42
Increased
114
Reduced
1,513
Closed
53

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.6M
2
CRH icon
CRH
CRH
+$6.83M
3
PINS icon
Pinterest
PINS
+$5.11M
4
CVNA icon
Carvana
CVNA
+$4.51M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.74M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$26.6M
2
AAPL icon
Apple
AAPL
+$21.7M
3
MSFT icon
Microsoft
MSFT
+$15.9M
4
AMZN icon
Amazon
AMZN
+$11.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.2M

Sector Composition

Rank Sector Weight
1 Technology 27.33%
2 Financials 13.42%
3 Industrials 10.44%
4 Consumer Discretionary 9.96%
5 Healthcare 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHRW icon
126
C.H. Robinson
CHRW
$17.3B
$12.6M 0.14%
71,954
-7,359
-9% -$1.09M
FAST icon
127
Fastenal
FAST
$59.9B
$12.5M 0.14%
293,065
-2,581
-0.9% -$109K
CME icon
128
CME Group
CME
$94.8B
$12.4M 0.14%
44,458
-2,098
-5% -$570K
DUK icon
129
Duke Energy
DUK
$94.5B
$12.4M 0.14%
103,998
-4,638
-4% -$566K
CI icon
130
Cigna
CI
$73.5B
$12.1M 0.13%
44,544
-1,359
-3% -$381K
BX icon
131
Blackstone
BX
$113B
$12.1M 0.13%
78,441
-3,454
-4% -$525K
ICE icon
132
Intercontinental Exchange
ICE
$84.5B
$12M 0.13%
70,207
-3,408
-5% -$534K
ADM icon
133
Archer Daniels Midland
ADM
$38.7B
$11.9M 0.13%
181,254
-16,700
-8% -$998K
ELV icon
134
Elevance Health
ELV
$86.2B
$11.9M 0.13%
32,506
-1,925
-6% -$651K
BDX icon
135
Becton Dickinson
BDX
$48.9B
$11.9M 0.13%
58,385
-4,350
-7% -$828K
AMT icon
136
American Tower
AMT
$78.7B
$11.9M 0.13%
66,776
-4,005
-6% -$729K
SYY icon
137
Sysco
SYY
$40.2B
$11.9M 0.13%
154,883
-4,098
-3% -$312K
EXPD icon
138
Expeditors International
EXPD
$23.2B
$11.6M 0.13%
72,908
-2,357
-3% -$321K
BMY icon
139
Bristol-Myers Squibb
BMY
$132B
$11.5M 0.13%
212,722
-8,925
-4% -$429K
CRWD icon
140
CrowdStrike
CRWD
$229B
$11.5M 0.13%
103,592
-9,112
-8% -$1.16M
ATO icon
141
Atmos Energy
ATO
$28.4B
$11.4M 0.12%
67,628
-4,701
-6% -$813K
GM icon
142
General Motors
GM
$77.2B
$11.3M 0.12%
145,143
-14,295
-9% -$1.01M
CINF icon
143
Cincinnati Financial
CINF
$26.7B
$11.2M 0.12%
69,817
+1,564
+2% +$253K
TSM icon
144
TSMC
TSM
$2.17T
$11M 0.12%
33,624
-10,210
-23% -$3M
EQIX icon
145
Equinix
EQIX
$103B
$11M 0.12%
14,025
-907
-6% -$711K
CIEN icon
146
Ciena
CIEN
$54.9B
$10.8M 0.12%
44,859
-956
-2% -$185K
MRSH
147
Marsh
MRSH
$91B
$10.8M 0.12%
59,779
-3,909
-6% -$731K
VRTX icon
148
Vertex Pharmaceuticals
VRTX
$133B
$10.7M 0.12%
24,304
-1,358
-5% -$585K
PNC icon
149
PNC Financial Services
PNC
$100B
$10.7M 0.12%
48,598
-2,856
-6% -$551K
WM icon
150
Waste Management
WM
$90.6B
$10.7M 0.12%
48,478
-2,588
-5% -$552K
4 5
6
7 8

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Yousif Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Yousif Capital Management held 1,930 positions worth $9.12B, down 2.6% from $9.37B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $498M in Q4 2025, closing 53 positions and reducing 1,513 holdings. Its most notable exit was Mr. Cooper, an estimated $4.23M position sold in full.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 28% a quarter earlier, followed by Financials and Industrials.

Against the trend, Yousif Capital Management opened a new position in Qnity Electronics Inc worth $2.78M.

  • Yousif Capital Management's largest Q4 2025 buy was Qnity Electronics Inc: 29,206 shares worth $2.78M.
  • Yousif Capital Management added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $12.6M increase.
  • Yousif Capital Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $26.6M.
  • Yousif Capital Management fully exited Mr. Cooper in Q4 2025, selling an estimated $4.23M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.12B portfolio in Q4 2025.
  • Yousif Capital Management opened 42 new positions and closed 53 in Q4 2025.
  • Yousif Capital Management's portfolio value fell 2.6% quarter-over-quarter to $9.12B.

Based on Yousif Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.