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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
+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
BSX icon
126
Boston Scientific
BSX
$73.1B
$12.4M 0.15%
198,030
-9,460
-5% -$757K
ATO icon
127
Atmos Energy
ATO
$28.4B
$12.3M 0.14%
66,643
-985
-1% -$174K
DHR icon
128
Danaher
DHR
$147B
$12.2M 0.14%
64,157
-1,409
-2% -$300K
PH icon
129
Parker-Hannifin
PH
$134B
$11.9M 0.14%
13,250
-590
-4% -$558K
CI icon
130
Cigna
CI
$73.6B
$11.7M 0.14%
43,863
-681
-2% -$188K
SYY icon
131
Sysco
SYY
$40.1B
$11.7M 0.14%
163,585
+8,702
+6% +$719K
ALB icon
132
Albemarle
ALB
$15.5B
$11.6M 0.14%
64,821
-15,110
-19% -$2.58M
AMT icon
133
American Tower
AMT
$78.8B
$11.3M 0.13%
65,670
-1,106
-2% -$199K
TMUS icon
134
T-Mobile US
TMUS
$191B
$11.3M 0.13%
53,636
-2,953
-5% -$607K
NOW icon
135
ServiceNow
NOW
$132B
$11.2M 0.13%
107,416
-2,152
-2% -$253K
TSM icon
136
TSMC
TSM
$2.17T
$10.9M 0.13%
32,183
-1,441
-4% -$496K
MPC icon
137
Marathon Petroleum
MPC
$90B
$10.9M 0.13%
44,536
-2,469
-5% -$499K
VLO icon
138
Valero Energy
VLO
$90.7B
$10.9M 0.13%
44,013
-2,198
-5% -$453K
ICE icon
139
Intercontinental Exchange
ICE
$84.5B
$10.7M 0.13%
68,156
-2,051
-3% -$335K
ADBE icon
140
Adobe
ADBE
$109B
$10.7M 0.13%
43,866
-2,034
-4% -$563K
WM icon
141
Waste Management
WM
$90.6B
$10.6M 0.12%
46,171
-2,307
-5% -$530K
APP icon
142
Applovin
APP
$113B
$10.6M 0.12%
26,533
-600
-2% -$290K
CINF icon
143
Cincinnati Financial
CINF
$26.7B
$10.5M 0.12%
66,955
-2,862
-4% -$465K
VRTX icon
144
Vertex Pharmaceuticals
VRTX
$133B
$10.4M 0.12%
23,367
-937
-4% -$437K
FDX icon
145
FedEx
FDX
$76.9B
$10.2M 0.12%
28,619
-1,214
-4% -$421K
GM icon
146
General Motors
GM
$77.2B
$10.1M 0.12%
135,510
-9,633
-7% -$766K
CSX icon
147
CSX Corp
CSX
$92.8B
$10M 0.12%
243,629
+9,789
+4% +$384K
CHRW icon
148
C.H. Robinson
CHRW
$17.3B
$10M 0.12%
60,200
-11,754
-16% -$2.1M
MRSH
149
Marsh
MRSH
$91B
$9.99M 0.12%
57,570
-2,209
-4% -$397K
GLW icon
150
Corning
GLW
$136B
$9.95M 0.12%
73,191
-3,512
-5% -$424K
4 5
6
7 8

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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.