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
IX icon
1476
ORIX
IX
$43.3B
$367K ﹤0.01%
12,225
– –
DCOM icon
1477
Dime Commercial Bancshares
DCOM
$1.79B
$364K ﹤0.01%
10,762
-109
-1% -$3.58K
PRLB icon
1478
Protolabs
PRLB
$2.18B
$363K ﹤0.01%
6,359
-131
-2% -$7.6K
PENN icon
1479
PENN Entertainment
PENN
$2.56B
$361K ﹤0.01%
24,009
+151
+0.6% +$2.1K
HLX icon
1480
Helix Energy Solutions
HLX
$1.49B
$360K ﹤0.01%
36,447
-808
-2% -$6.88K
SBH icon
1481
Sally Beauty Holdings
SBH
$1.58B
$360K ﹤0.01%
26,011
-471
-2% -$7.18K
CWEN.A
1482
DELISTED
Clearway Energy Class A
CWEN.A
$360K ﹤0.01%
9,192
-140
-2% -$4.99K
TFIN icon
1483
Triumph Financial Inc
TFIN
$1.82B
$360K ﹤0.01%
6,033
-17
-0.3% -$1.06K
HMC icon
1484
Honda
HMC
$41.1B
$360K ﹤0.01%
14,794
– –
KEP icon
1485
Korea Electric Power
KEP
$15.9B
$359K ﹤0.01%
25,204
+1,250
+5% +$23.7K
STM icon
1486
STMicroelectronics
STM
$49.2B
$359K ﹤0.01%
10,389
– –
UMC icon
1487
United Microelectronic
UMC
$47.8B
$359K ﹤0.01%
39,941
– –
VEEV icon
1488
Veeva Systems
VEEV
$38.4B
$357K ﹤0.01%
2,033
+77
+4% +$15.1K
NTRA icon
1489
Natera
NTRA
$45.8B
$357K ﹤0.01%
1,784
+77
+5% +$16.6K
WWW icon
1490
Wolverine World Wide
WWW
$1.51B
$355K ﹤0.01%
21,783
-330
-1% -$5.82K
IMO icon
1491
Imperial Oil
IMO
$62.9B
$355K ﹤0.01%
2,711
– –
LZB icon
1492
La-Z-Boy
LZB
$1.67B
$354K ﹤0.01%
11,015
-73
-0.7% -$2.64K
TNDM icon
1493
Tandem Diabetes Care
TNDM
$1.63B
$354K ﹤0.01%
18,450
-331
-2% -$7.19K
SCM
1494
DELISTED
SWISSCOM AG ADS(RP 1/10 REG SH
SCM
$352K ﹤0.01%
4,243
– –
CRI icon
1495
Carter's
CRI
$1.46B
$352K ﹤0.01%
9,844
-1,757
-15% -$63.9K
ENOV icon
1496
Enovis
ENOV
$1.45B
$352K ﹤0.01%
15,469
-344
-2% -$8.13K
DASTY
1497
DELISTED
DASSAULT SYSTEMES SA ADR
DASTY
$352K ﹤0.01%
17,679
– –
DMC
1498
Del Monte Corp
DMC
$1.46B
$352K ﹤0.01%
8,735
-184
-2% -$7.34K
CPNG icon
1499
Coupang
CPNG
$29.6B
$351K ﹤0.01%
18,582
+1,091
+6% +$21.4K
SNDR icon
1500
Schneider National
SNDR
$6.09B
$350K ﹤0.01%
13,284
-45
-0.3% -$1.25K
58 59
60
61 62

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.