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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
+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
FRT icon
151
Federal Realty Investment Trust
FRT
$10.8B
$10.2M 0.11%
82,508
+2,521
+3% +$293K
SPG icon
152
Simon Property Group
SPG
$73.5B
$10.2M 0.11%
45,515
+750
+2% +$154K
AMT icon
153
American Tower
AMT
$77.4B
$10.2M 0.11%
62,173
-3,497
-5% -$629K
KMB icon
154
Kimberly-Clark
KMB
$36.3B
$10.1M 0.11%
92,371
-3,462
-4% -$343K
CSX icon
155
CSX Corp
CSX
$92.8B
$10M 0.11%
210,543
-33,086
-14% -$1.49M
NOW icon
156
ServiceNow
NOW
$98.5B
$9.88M 0.11%
99,526
-7,890
-7% -$781K
DOV icon
157
Dover
DOV
$28.9B
$9.85M 0.11%
43,902
-3,165
-7% -$690K
NDSN icon
158
Nordson
NDSN
$16.2B
$9.82M 0.11%
32,550
+473
+1% +$134K
CDNS icon
159
Cadence Design Systems
CDNS
$92.9B
$9.81M 0.11%
26,151
-1,743
-6% -$611K
JCI icon
160
Johnson Controls International
JCI
$87.3B
$9.71M 0.11%
66,473
-5,130
-7% -$724K
ESS icon
161
Essex Property Trust
ESS
$18.8B
$9.71M 0.11%
33,297
+1,096
+3% +$295K
WM icon
162
Waste Management
WM
$94.7B
$9.68M 0.11%
43,426
-2,745
-6% -$611K
GM icon
163
General Motors
GM
$74B
$9.55M 0.11%
123,952
-11,558
-9% -$908K
WMB icon
164
Williams Companies
WMB
$91.3B
$9.55M 0.11%
128,423
-1,142
-0.9% -$84K
TROW icon
165
T. Rowe Price
TROW
$24.9B
$9.4M 0.11%
82,652
-2,426
-3% -$248K
MMM icon
166
3M
MMM
$88.9B
$9.39M 0.11%
57,993
-4,568
-7% -$692K
UPS icon
167
United Parcel Service
UPS
$99B
$9.33M 0.1%
86,757
-5,770
-6% -$600K
ES icon
168
Eversource Energy
ES
$28B
$9.27M 0.1%
128,265
-4,493
-3% -$311K
FCX icon
169
Freeport-McMoran
FCX
$92.4B
$9.27M 0.1%
147,323
-11,512
-7% -$740K
AEP icon
170
American Electric Power
AEP
$72.4B
$9.18M 0.1%
67,083
-4,327
-6% -$570K
PPG icon
171
PPG Industries
PPG
$26.2B
$9.16M 0.1%
75,561
-2,928
-4% -$326K
FTNT icon
172
Fortinet
FTNT
$114B
$9.16M 0.1%
59,634
-5,753
-9% -$665K
CHD icon
173
Church & Dwight Co
CHD
$22.9B
$9.01M 0.1%
93,038
-3,815
-4% -$365K
CME icon
174
CME Group
CME
$90.5B
$8.87M 0.1%
40,188
-2,517
-6% -$696K
BDX icon
175
Becton Dickinson
BDX
$42.2B
$8.8M 0.1%
58,181
-2,621
-4% -$392K
5 6
7
8 9

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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.