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
PAAS icon
1626
Pan American Silver
PAAS
$21.8B
$230K ﹤0.01%
4,208
– –
CFFN icon
1627
Capitol Federal Financial
CFFN
$1.08B
$230K ﹤0.01%
32,209
-413
-1% -$2.94K
TRUP icon
1628
Trupanion
TRUP
$1.27B
$230K ﹤0.01%
8,965
-226
-2% -$6.75K
STLA icon
1629
Stellantis
STLA
$21B
$228K ﹤0.01%
32,218
– –
VRTS icon
1630
Virtus Investment Partners
VRTS
$1.11B
$227K ﹤0.01%
1,686
-34
-2% -$5.02K
HTZ icon
1631
Hertz
HTZ
$756M
$226K ﹤0.01%
48,973
+155
+0.3% +$750
THRM icon
1632
Gentherm
THRM
$1.27B
$226K ﹤0.01%
8,124
-215
-3% -$7.02K
CPF icon
1633
Central Pacific Financial
CPF
$991M
$225K ﹤0.01%
7,049
-96
-1% -$3.09K
TELN
1634
DELISTED
TELENOR ASA
TELN
$225K ﹤0.01%
12,865
-9,000
-41% -$157K
VIPS icon
1635
Vipshop
VIPS
$7.4B
$225K ﹤0.01%
14,307
– –
PENG
1636
Penguin Solutions Inc
PENG
$2.83B
$225K ﹤0.01%
12,768
-278
-2% -$5.29K
NX icon
1637
Quanex
NX
$967M
$223K ﹤0.01%
12,417
+30
+0.2% +$566
NMR icon
1638
Nomura Holdings
NMR
$28.7B
$221K ﹤0.01%
28,000
– –
BPOP icon
1639
Popular Inc
BPOP
$11.1B
$221K ﹤0.01%
1,646
-40
-2% -$5.36K
XP icon
1640
XP
XP
$8.37B
$219K ﹤0.01%
11,498
– –
ALSN icon
1641
Allison Transmission
ALSN
$10.3B
$219K ﹤0.01%
+1,868
New +$212K
GRAB icon
1642
Grab
GRAB
$15B
$217K ﹤0.01%
59,332
– –
UFCS icon
1643
United Fire Group
UFCS
$1.37B
$217K ﹤0.01%
5,843
+2
+0% +$74
IHG icon
1644
InterContinental Hotels
IHG
$23B
$215K ﹤0.01%
1,612
– –
LGIH icon
1645
LGI Homes
LGIH
$1.32B
$215K ﹤0.01%
5,430
-53
-1% -$2.58K
IVV icon
1646
iShares Core S&P 500 ETF
IVV
$904B
$212K ﹤0.01%
325
– –
MATW icon
1647
Matthews International
MATW
$717M
$212K ﹤0.01%
8,219
-81
-1% -$2.12K
AZTA icon
1648
Azenta
AZTA
$1.54B
$212K ﹤0.01%
10,030
-85
-0.8% -$2.54K
COTY icon
1649
Coty
COTY
$2.51B
$212K ﹤0.01%
105,289
-7,859
-7% -$21.1K
PRSU
1650
Pursuit Attractions and Hospitality Inc
PRSU
$1.25B
$211K ﹤0.01%
+5,767
New +$206K
64 65
66
67 68

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.