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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
+9.34%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.37B
AUM Growth
+$90.9M
Cap. Flow
-$517M
Cap. Flow %
-5.52%
Top 10 Hldgs %
27.43%
Holding
1,942
New
25
Increased
122
Reduced
1,528
Closed
54

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$11.8M
2
HOOD icon
Robinhood
HOOD
+$7.69M
3
NTNX icon
Nutanix
NTNX
+$5.98M
4
TRU icon
TransUnion
TRU
+$5.42M
5
TWLO icon
Twilio
TWLO
+$5.25M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$25.5M
2
AAPL icon
Apple
AAPL
+$24.6M
3
MSFT icon
Microsoft
MSFT
+$24.4M
4
NVDA icon
NVIDIA
NVDA
+$22.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$14M

Sector Composition

Rank Sector Weight
1 Technology 28.4%
2 Financials 13.76%
3 Consumer Discretionary 10.13%
4 Industrials 9.85%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MYGN icon
1676
Myriad Genetics
MYGN
$311M
$210K ﹤0.01%
29,009
-5,603
-16% -$33.3K
AOSL icon
1677
Alpha and Omega Semiconductor
AOSL
$1.03B
$210K ﹤0.01%
7,501
-1,410
-16% -$39.1K
ETD icon
1678
Ethan Allen Interiors
ETD
$598M
$208K ﹤0.01%
7,067
-1,389
-16% -$41K
RTO icon
1679
Rentokil
RTO
$12.2B
$205K ﹤0.01%
+8,115
New +$198K
NX icon
1680
Quanex
NX
$967M
$204K ﹤0.01%
14,338
-3,246
-18% -$60.7K
MCRI icon
1681
Monarch Casino & Resort
MCRI
$2.17B
$204K ﹤0.01%
1,926
-523
-21% -$52.5K
NMR icon
1682
Nomura Holdings
NMR
$28.7B
$204K ﹤0.01%
28,000
-22,350
-44% -$157K
AKZOY
1683
DELISTED
Akzo Nobel NV
AKZOY
$204K ﹤0.01%
+8,575
New +$204K
CBRL icon
1684
Cracker Barrel
CBRL
$1.25B
$203K ﹤0.01%
4,606
-1,394
-23% -$80.6K
UFCS icon
1685
United Fire Group
UFCS
$1.37B
$202K ﹤0.01%
6,636
-1,402
-17% -$41.3K
BE icon
1686
Bloom Energy
BE
$62B
$201K ﹤0.01%
+2,380
New +$111K
ZIM icon
1687
ZIM Integrated Shipping Services
ZIM
$3.04B
$201K ﹤0.01%
14,836
+479
+3% +$7.27K
GOGO icon
1688
Gogo Inc
GOGO
$432M
$195K ﹤0.01%
22,719
+472
+2% +$5.98K
SNCY
1689
DELISTED
Sun Country Airlines
SNCY
$192K ﹤0.01%
16,252
+1,500
+10% +$18.6K
MRTN icon
1690
Marten Transport
MRTN
$1.2B
$191K ﹤0.01%
17,957
-3,743
-17% -$45.5K
SHEN icon
1691
Shenandoah Telecom
SHEN
$737M
$190K ﹤0.01%
14,194
-2,973
-17% -$40.8K
ANGI icon
1692
Angi Inc
ANGI
$186M
$188K ﹤0.01%
11,580
-4,370
-27% -$74.9K
PRAA icon
1693
PRA Group
PRAA
$714M
$187K ﹤0.01%
12,127
-2,496
-17% -$40.4K
HMY icon
1694
Harmony Gold Mining
HMY
$12.4B
$186K ﹤0.01%
10,272
– –
RC
1695
Ready Capital
RC
$333M
$186K ﹤0.01%
48,069
-14,886
-24% -$62.8K
MTUS icon
1696
Metallus
MTUS
$900M
$185K ﹤0.01%
11,176
-3,046
-21% -$49.7K
ADAM
1697
Adamas Trust
ADAM
$880M
$184K ﹤0.01%
26,347
-7,455
-22% -$51.8K
ICHR icon
1698
Ichor Holdings
ICHR
$2.43B
$183K ﹤0.01%
10,438
-2,085
-17% -$39.6K
INN
1699
Summit Hotel Properties
INN
$670M
$181K ﹤0.01%
33,017
-7,493
-18% -$40.9K
RDY icon
1700
Dr. Reddy's Laboratories
RDY
$10.1B
$179K ﹤0.01%
12,785
– –
66 67
68
69 70

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Yousif Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Yousif Capital Management held 1,942 positions worth $9.37B, up 0.98% from $9.28B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $517M in Q3 2025, closing 54 positions and reducing 1,528 holdings. Its most notable exit was Hess, an estimated $4.95M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Yousif Capital Management opened a new position in Talen Energy Corp worth $6.14M.

  • Yousif Capital Management's largest Q3 2025 buy was Talen Energy Corp: 14,430 shares worth $6.14M.
  • Yousif Capital Management added most to Applovin in Q3 2025, an estimated $11.8M increase.
  • Yousif Capital Management's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $25.5M.
  • Yousif Capital Management fully exited Hess in Q3 2025, selling an estimated $4.95M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.37B portfolio in Q3 2025.
  • Yousif Capital Management opened 25 new positions and closed 54 in Q3 2025.
  • Yousif Capital Management's portfolio value rose 0.98% quarter-over-quarter to $9.37B.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.