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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
+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
QNST icon
1676
QuinStreet
QNST
$1.26B
$180K ﹤0.01%
14,977
-270
-2% -$3.42K
AVNS
1677
DELISTED
Avanos Medical
AVNS
$178K ﹤0.01%
12,698
-61
-0.5% -$822
RDY icon
1678
Dr. Reddy's Laboratories
RDY
$10.1B
$177K ﹤0.01%
12,785
– –
LZ icon
1679
LegalZoom.com
LZ
$973M
$177K ﹤0.01%
+31,187
New +$237K
ABEV icon
1680
Ambev
ABEV
$45.4B
$174K ﹤0.01%
59,597
– –
SDGR icon
1681
Schrodinger
SDGR
$1.4B
$173K ﹤0.01%
15,221
-335
-2% -$4.63K
AXIA
1682
DELISTED
AXIA Energia
AXIA
$172K ﹤0.01%
15,288
– –
TAL icon
1683
TAL Education Group
TAL
$6.93B
$172K ﹤0.01%
15,097
– –
IART icon
1684
Integra LifeSciences
IART
$1.33B
$171K ﹤0.01%
18,142
-332
-2% -$3.65K
SAFE
1685
Safehold
SAFE
$1.09B
$168K ﹤0.01%
12,435
-42
-0.3% -$622
RES icon
1686
RPC Inc
RES
$1.36B
$167K ﹤0.01%
23,625
+178
+0.8% +$1.11K
ADAM
1687
Adamas Trust
ADAM
$880M
$167K ﹤0.01%
22,646
-117
-0.5% -$932
HMY icon
1688
Harmony Gold Mining
HMY
$12.4B
$158K ﹤0.01%
10,272
– –
SABR icon
1689
Sabre
SABR
$835M
$153K ﹤0.01%
105,451
-152
-0.1% -$202
NAVI icon
1690
Navient
NAVI
$796M
$146K ﹤0.01%
17,840
-5,127
-22% -$50.8K
AEG icon
1691
Aegon
AEG
$14B
$146K ﹤0.01%
20,045
– –
AGNT
1692
AGNT Inc
AGNT
$715M
$144K ﹤0.01%
24,000
-123
-0.5% -$951
EMBC icon
1693
Embecta
EMBC
$296M
$142K ﹤0.01%
16,027
-41
-0.3% -$427
LPL icon
1694
LG Display
LPL
$3.36B
$139K ﹤0.01%
35,840
+19,500
+119% +$82.4K
HTLD icon
1695
Heartland Express
HTLD
$911M
$129K ﹤0.01%
12,379
+108
+0.9% +$1.14K
NSANY
1696
DELISTED
NISSAN MOTOR CO LTD SPONS ADR
NSANY
$128K ﹤0.01%
30,666
– –
SDX
1697
DELISTED
SODEXHO ALLIANCE SA ADS (REP 1 COM SHR)
SDX
$126K ﹤0.01%
12,389
– –
SEO
1698
DELISTED
STORA ENSO OYJ, ADS(RP 1 SR R)
SEO
$124K ﹤0.01%
10,651
– –
OTE
1699
DELISTED
HELLENIC TELECOMM ORG ADS(RP1/
OTE
$123K ﹤0.01%
13,094
– –
GO icon
1700
Grocery Outlet
GO
$972M
$119K ﹤0.01%
16,818
-489
-3% -$4.25K
66 67
68
69 70

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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.