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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
WSR
1576
DELISTED
Whitestone REIT
WSR
$212K ﹤0.01%
11,184
-848
-7% -$15.9K
ADAM
1577
Adamas Trust
ADAM
$790M
$211K ﹤0.01%
22,446
-200
-0.9% -$1.72K
BP icon
1578
BP
BP
$112B
$210K ﹤0.01%
5,681
-20,915
-79% -$918K
JBSS icon
1579
John B. Sanfilippo & Son
JBSS
$939M
$209K ﹤0.01%
+2,436
New +$193K
NOK icon
1580
Nokia
NOK
$57.4B
$209K ﹤0.01%
15,750
-80,620
-84% -$1.04M
COTY icon
1581
Coty
COTY
$2.4B
$208K ﹤0.01%
96,372
-8,917
-8% -$19.2K
ENB icon
1582
Enbridge
ENB
$123B
$208K ﹤0.01%
3,834
-14,578
-79% -$799K
SCHL icon
1583
Scholastic
SCHL
$856M
$208K ﹤0.01%
4,514
-1,534
-25% -$63K
EGBN icon
1584
Eagle Bancorp
EGBN
$822M
$207K ﹤0.01%
+7,306
New +$196K
MDLN
1585
Medline Inc
MDLN
$31.4B
$207K ﹤0.01%
+5,257
New +$212K
RIO icon
1586
Rio Tinto
RIO
$150B
$207K ﹤0.01%
2,183
-9,636
-82% -$977K
GTM
1587
ZoomInfo Technologies
GTM
$861M
$207K ﹤0.01%
70,636
-1,717
-2% -$7.72K
LYG icon
1588
Lloyds Banking Group
LYG
$89B
$206K ﹤0.01%
35,313
-93,060
-72% -$505K
UA icon
1589
Under Armour Class C
UA
$3.02B
$206K ﹤0.01%
33,043
+556
+2% +$3.2K
MELI icon
1590
Mercado Libre
MELI
$91.2B
$205K ﹤0.01%
121
+3
+3% +$5.12K
SONY icon
1591
Sony
SONY
$123B
$205K ﹤0.01%
10,231
-41,825
-80% -$882K
STM icon
1592
STMicroelectronics
STM
$58.7B
$205K ﹤0.01%
2,740
-7,649
-74% -$460K
CBRL icon
1593
Cracker Barrel
CBRL
$1.19B
$203K ﹤0.01%
+3,811
New +$132K
SMP icon
1594
Standard Motor Products
SMP
$864M
$200K ﹤0.01%
+5,133
New +$196K
SAFE
1595
Safehold
SAFE
$1.19B
$198K ﹤0.01%
12,610
+175
+1% +$2.65K
LZ icon
1596
LegalZoom.com
LZ
$1.22B
$191K ﹤0.01%
31,078
-109
-0.3% -$668
HTLD icon
1597
Heartland Express
HTLD
$1.18B
$189K ﹤0.01%
12,432
+53
+0.4% +$718
XP icon
1598
XP
XP
$8.94B
$187K ﹤0.01%
11,515
+17
+0.1% +$303
FOXF icon
1599
Fox Factory Holding Corp
FOXF
$780M
$187K ﹤0.01%
11,012
-253
-2% -$4.4K
SHEN icon
1600
Shenandoah Telecom
SHEN
$651M
$185K ﹤0.01%
12,280
-32
-0.3% -$504
62 63
64
65 66

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AI
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HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
AI
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PEA
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WT
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A
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VAS
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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.