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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
+24.93%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.94B
AUM Growth
+$417M
Cap. Flow
-$793M
Cap. Flow %
-8.87%
Top 10 Hldgs %
25.82%
Holding
1,917
New
59
Increased
348
Reduced
1,245
Closed
252

Top Buys

Rank Stock Value
1
MRVL icon
Marvell Technology
MRVL
+$12.5M
2
HONA
Honeywell Aerospace
HONA
+$7.2M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.43M
4
CDE icon
Coeur Mining
CDE
+$5.2M
5
ROKU icon
Roku
ROKU
+$4.41M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$39.8M
2
AAPL icon
Apple
AAPL
+$34.4M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$31.9M
4
MSFT icon
Microsoft
MSFT
+$23.9M
5
AMZN icon
Amazon
AMZN
+$18.7M

Sector Composition

Rank Sector Weight
1 Technology 30.69%
2 Financials 12.28%
3 Industrials 11.16%
4 Consumer Discretionary 9.05%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WGO icon
1551
Winnebago Industries
WGO
$880M
$234K ﹤0.01%
7,488
-36
-0.5% -$1.1K
RACE icon
1552
Ferrari
RACE
$65.4B
$230K ﹤0.01%
618
-2,683
-81% -$933K
BMO icon
1553
Bank of Montreal
BMO
$125B
$230K ﹤0.01%
1,299
-4,752
-79% -$747K
WEN icon
1554
Wendy's
WEN
$1.41B
$229K ﹤0.01%
27,628
+183
+0.7% +$1.31K
HIT
1555
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
$228K ﹤0.01%
8,305
-30,165
-78% -$830K
GH icon
1556
Guardant Health
GH
$20B
$224K ﹤0.01%
+1,494
New +$162K
SABR icon
1557
Sabre
SABR
$656M
$223K ﹤0.01%
106,796
+1,345
+1% +$2.36K
TRUP icon
1558
Trupanion
TRUP
$1.07B
$222K ﹤0.01%
8,972
+7
+0.1% +$170
BJRI icon
1559
BJ's Restaurants
BJRI
$1.42B
$222K ﹤0.01%
+3,656
New +$160K
RIVN icon
1560
Rivian
RIVN
$24.9B
$221K ﹤0.01%
12,736
+556
+5% +$8.67K
QNST icon
1561
QuinStreet
QNST
$898M
$220K ﹤0.01%
15,039
+62
+0.4% +$778
MATW icon
1562
Matthews International
MATW
$865M
$220K ﹤0.01%
8,164
-55
-0.7% -$1.48K
E icon
1563
ENI
E
$74.2B
$220K ﹤0.01%
4,688
-23,493
-83% -$1.26M
CNXN icon
1564
PC Connection
CNXN
$2.04B
$220K ﹤0.01%
+3,008
New +$201K
CVI icon
1565
CVR Energy
CVI
$3.51B
$219K ﹤0.01%
7,950
-82
-1% -$2.6K
BLD
1566
DELISTED
TopBuild
BLD
$218K ﹤0.01%
616
-7,870
-93% -$3.25M
NAB
1567
DELISTED
NATL AUSTRALIA BK LTD ADS5
NAB
$218K ﹤0.01%
16,636
-54,518
-77% -$715K
VIK icon
1568
Viking Holdings
VIK
$44.8B
$218K ﹤0.01%
+2,083
New +$180K
EFOR
1569
Everforth Inc
EFOR
$836M
$218K ﹤0.01%
12,195
-615
-5% -$15K
KOP icon
1570
Koppers
KOP
$984M
$217K ﹤0.01%
4,832
-419
-8% -$17.1K
JBGS
1571
JBG SMITH
JBGS
$837M
$217K ﹤0.01%
14,758
-1,185
-7% -$17.5K
NX icon
1572
Quanex
NX
$848M
$216K ﹤0.01%
11,605
-812
-7% -$15K
MFG icon
1573
Mizuho Financial
MFG
$128B
$215K ﹤0.01%
22,422
-83,406
-79% -$749K
FUTU icon
1574
Futu Holdings
FUTU
$14.9B
$213K ﹤0.01%
2,272
-1,300
-36% -$166K
CERT icon
1575
Certara
CERT
$1.07B
$212K ﹤0.01%
32,411
+126
+0.4% +$710
61 62
63
64 65

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Yousif Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Yousif Capital Management held 1,917 positions worth $8.94B, up 4.9% from $8.52B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Yousif Capital Management withdrew a net $793M in Q2 2026, closing 252 positions and reducing 1,245 holdings. Its most notable exit was KB Financial Group, an estimated $3.83M position sold in full.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 26% a quarter earlier, followed by Financials and Industrials.

Against the trend, Yousif Capital Management opened a new position in Honeywell Aerospace worth $7.22M.

  • Yousif Capital Management's largest Q2 2026 buy was Honeywell Aerospace: 32,651 shares worth $7.22M.
  • Yousif Capital Management added most to Marvell Technology in Q2 2026, an estimated $12.5M increase.
  • Yousif Capital Management's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $39.8M.
  • Yousif Capital Management fully exited KB Financial Group in Q2 2026, selling an estimated $3.83M.
  • Yousif Capital Management's ten largest holdings make up 26% of its $8.94B portfolio in Q2 2026.
  • Yousif Capital Management opened 59 new positions and closed 252 in Q2 2026.
  • Yousif Capital Management's portfolio value rose 4.9% quarter-over-quarter to $8.94B.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.