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
+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
CCJ icon
1651
Cameco
CCJ
$39.4B
– –
-5,335
Closed -$579K
CHT icon
1652
Chunghwa Telecom
CHT
$33.2B
– –
-12,229
Closed -$517K
CIG icon
1653
CEMIG Preferred Shares
CIG
$6.32B
– –
-23,272
Closed -$55.6K
CM icon
1654
Canadian Imperial Bank of Commerce
CM
$107B
– –
-7,841
Closed -$743K
CNI icon
1655
Canadian National Railway
CNI
$77.6B
– –
-6,226
Closed -$640K
CNQ icon
1656
Canadian Natural Resources
CNQ
$95.5B
– –
-24,110
Closed -$1.17M
CP icon
1657
Canadian Pacific Kansas City
CP
$81.1B
– –
-7,464
Closed -$587K
CSGS
1658
DELISTED
CSG Systems International
CSGS
– –
-7,275
Closed -$582K
CTKB icon
1659
Cytek Biosciences
CTKB
$586M
– –
-27,078
Closed -$118K
CTRA
1660
DELISTED
Coterra Energy
CTRA
– –
-82,224
Closed -$2.89M
CVE icon
1661
Cenovus Energy
CVE
$54.1B
– –
-17,539
Closed -$465K
CWEN.A
1662
DELISTED
Clearway Energy Class A
CWEN.A
– –
-9,192
Closed -$360K
CX icon
1663
Cemex
CX
$18.4B
– –
-25,159
Closed -$288K
DB icon
1664
Deutsche Bank
DB
$68.1B
– –
-27,446
Closed -$817K
DEO icon
1665
Diageo
DEO
$46.9B
– –
-5,735
Closed -$427K
AXIA
1666
AXIA Energia
AXIA
$23.3B
– –
-15,288
Closed -$172K
EMBC icon
1667
Embecta
EMBC
$193M
– –
-16,027
Closed -$142K
EQNR icon
1668
Equinor
EQNR
$95B
– –
-8,253
Closed -$348K
ESLT icon
1669
Elbit Systems
ESLT
$37.1B
– –
-358
Closed -$304K
DMC
1670
Del Monte Corp
DMC
$1.37B
– –
-8,735
Closed -$352K
FMX icon
1671
Fomento Económico Mexicano
FMX
$44.6B
– –
-3,437
Closed -$382K
FNV icon
1672
Franco-Nevada
FNV
$41.3B
– –
-2,537
Closed -$627K
GDYN icon
1673
Grid Dynamics Holdings
GDYN
$468M
– –
-17,055
Closed -$97.2K
GFI icon
1674
Gold Fields
GFI
$30.1B
– –
-10,607
Closed -$482K
GGB icon
1675
Gerdau
GGB
$9.36B
– –
-22,284
Closed -$80.4K
65 66
67
68 69

Similar funds

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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.