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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
CSR
1576
Centerspace
CSR
$926M
$288K ﹤0.01%
4,461
-688
-13% -$43.2K
TRUP icon
1577
Trupanion
TRUP
$1.27B
$287K ﹤0.01%
9,191
-1,167
-11% -$45.8K
ZIM icon
1578
ZIM Integrated Shipping Services
ZIM
$3.04B
$285K ﹤0.01%
13,237
-1,599
-11% -$26.8K
EQNR icon
1579
Equinor
EQNR
$97.4B
$284K ﹤0.01%
11,453
– –
LPG icon
1580
Dorian LPG
LPG
$1.9B
$284K ﹤0.01%
9,958
-1,332
-12% -$34.9K
ASTH icon
1581
Astrana Health
ASTH
$1.86B
$283K ﹤0.01%
10,806
-245
-2% -$6.51K
STM icon
1582
STMicroelectronics
STM
$48.5B
$282K ﹤0.01%
10,389
– –
ASTS icon
1583
AST SpaceMobile
ASTS
$20.5B
$282K ﹤0.01%
+2,505
New +$179K
VRTS icon
1584
Virtus Investment Partners
VRTS
$1.11B
$281K ﹤0.01%
1,720
-246
-13% -$41.6K
JBGS
1585
JBG SMITH
JBGS
$653M
$279K ﹤0.01%
16,173
-2,909
-15% -$55K
ICHR icon
1586
Ichor Holdings
ICHR
$2.43B
$279K ﹤0.01%
9,115
-1,323
-13% -$24.5K
PHG icon
1587
Philips
PHG
$26.3B
$277K ﹤0.01%
10,102
– –
VTOL icon
1588
Bristow Group
VTOL
$1.38B
$275K ﹤0.01%
6,835
-957
-12% -$36K
KUB
1589
DELISTED
KUBOTA CORPORATION (ONE ADS REP 5 SHS COM)
KUB
$275K ﹤0.01%
3,577
– –
NAVI icon
1590
Navient
NAVI
$796M
$275K ﹤0.01%
22,967
-3,609
-14% -$44.9K
PRKS icon
1591
United Parks & Resorts
PRKS
$2B
$274K ﹤0.01%
7,393
-1,118
-13% -$46.5K
VITL icon
1592
Vital Farms
VITL
$483M
$274K ﹤0.01%
+9,980
New +$351K
ZS icon
1593
Zscaler
ZS
$28.6B
$274K ﹤0.01%
1,326
+48
+4% +$13.5K
EIG icon
1594
Employers Holdings
EIG
$881M
$273K ﹤0.01%
6,111
-1,156
-16% -$47.1K
UPBD icon
1595
Upbound Group
UPBD
$1.12B
$270K ﹤0.01%
14,116
-1,870
-12% -$36.2K
DEA
1596
Easterly Government Properties
DEA
$1.13B
$268K ﹤0.01%
11,712
-1,491
-11% -$32.4K
GRAB icon
1597
Grab
GRAB
$15B
$268K ﹤0.01%
59,332
– –
BLFS icon
1598
BioLife Solutions
BLFS
$1.69B
$266K ﹤0.01%
10,727
-1,305
-11% -$34.1K
AMX icon
1599
America Movil
AMX
$71.7B
$265K ﹤0.01%
12,818
– –
RKT icon
1600
Rocket Companies
RKT
$39B
$264K ﹤0.01%
+11,974
New +$214K
62 63
64
65 66

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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.