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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
HOPE icon
1476
Hope Bancorp
HOPE
$1.81B
$392K ﹤0.01%
34,165
-5,089
-13% -$54.8K
HRMY icon
1477
Harmony Biosciences
HRMY
$2.29B
$391K ﹤0.01%
10,883
-1,534
-12% -$50.4K
DVAX
1478
DELISTED
Dynavax Technologies
DVAX
$386K ﹤0.01%
24,647
-1,136
-4% -$12.5K
AAMI
1479
Acadian Asset Management
AAMI
$3.27B
$386K ﹤0.01%
7,144
-1,078
-13% -$49.7K
TNDM icon
1480
Tandem Diabetes Care
TNDM
$1.6B
$385K ﹤0.01%
18,781
-2,546
-12% -$45.9K
SNDR icon
1481
Schneider National
SNDR
$6.12B
$384K ﹤0.01%
13,329
-2,085
-14% -$49.2K
DV icon
1482
DoubleVerify
DV
$2.03B
$383K ﹤0.01%
36,337
-5,698
-14% -$62.8K
ARLO icon
1483
Arlo Technologies
ARLO
$1.59B
$382K ﹤0.01%
28,533
-3,620
-11% -$57K
INVA icon
1484
Innoviva
INVA
$1.49B
$381K ﹤0.01%
19,492
+752
+4% +$14.7K
TNC icon
1485
Tennant Co
TNC
$1.15B
$380K ﹤0.01%
4,934
-818
-14% -$62.5K
FCNCA icon
1486
First Citizens BancShares
FCNCA
$25.2B
$380K ﹤0.01%
179
+3
+2% +$5.66K
DFIN icon
1487
Donnelley Financial Solutions
DFIN
$1.18B
$379K ﹤0.01%
7,135
-1,265
-15% -$61.2K
TALO icon
1488
Talos Energy
TALO
$2.63B
$376K ﹤0.01%
33,861
-5,593
-14% -$58.5K
VYX icon
1489
NCR Voyix
VYX
$1.12B
$375K ﹤0.01%
37,211
-5,541
-13% -$60.2K
CTS icon
1490
CTS Corp
CTS
$1.83B
$375K ﹤0.01%
7,873
-1,235
-14% -$51.8K
REP
1491
DELISTED
REPSOL YPF SA ADS(RP 1 CAP SH)
REP
$373K ﹤0.01%
20,508
– –
ZM icon
1492
Zoom
ZM
$31B
$373K ﹤0.01%
4,582
+30
+0.7% +$2.52K
IX icon
1493
ORIX
IX
$43.2B
$371K ﹤0.01%
12,225
– –
TWO
1494
Two Harbors Investment
TWO
$1.26B
$370K ﹤0.01%
27,835
-4,211
-13% -$42.1K
SSNC icon
1495
SS&C Technologies
SSNC
$18.8B
$368K ﹤0.01%
4,369
-223
-5% -$19K
ENOV icon
1496
Enovis
ENOV
$1.42B
$365K ﹤0.01%
15,813
-2,186
-12% -$64.6K
ACHC icon
1497
Acadia Healthcare
ACHC
$2.9B
$364K ﹤0.01%
25,551
-3,442
-12% -$65.1K
LNN icon
1498
Lindsay Corp
LNN
$1.18B
$362K ﹤0.01%
2,945
-433
-13% -$52.1K
HCSG icon
1499
Healthcare Services Group
HCSG
$1.46B
$361K ﹤0.01%
19,185
-3,331
-15% -$59.9K
SAM icon
1500
Boston Beer
SAM
$1.84B
$360K ﹤0.01%
1,653
-17
-1% -$3.5K
58 59
60
61 62

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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.