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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
APOG icon
1726
Apogee Enterprises
APOG
$887M
– –
-5,856
Closed -$218K
BLMN icon
1727
Bloomin' Brands
BLMN
$944M
– –
-13,203
Closed -$98.5K
CADE
1728
DELISTED
Cadence Bank
CADE
– –
-57,474
Closed -$2.56M
CARS icon
1729
Cars.com
CARS
$653M
– –
-15,152
Closed -$177K
CIVI
1730
DELISTED
Civitas Resources
CIVI
– –
-26,210
Closed -$694K
CMA
1731
DELISTED
Comerica
CMA
– –
-12,029
Closed -$1.12M
CRDO icon
1732
Credo Technology Group
CRDO
$44.7B
– –
-1,993
Closed -$305K
CYBR
1733
DELISTED
CyberArk
CYBR
– –
-2,010
Closed -$898K
DOX icon
1734
Amdocs
DOX
$6.22B
– –
-2,814
Closed -$231K
DVAX
1735
DELISTED
Dynavax Technologies
DVAX
– –
-24,647
Closed -$386K
ELME
1736
Elme Communities
ELME
$144M
– –
-24,142
Closed -$74.4K
EMBJ
1737
Embraer S.A. ADS
EMBJ
$13.1B
– –
-3,107
Closed -$228K
EXAS
1738
DELISTED
Exact Sciences
EXAS
– –
-2,227
Closed -$228K
FYBR
1739
DELISTED
Frontier Communications
FYBR
– –
-82,104
Closed -$3.16M
GIB icon
1740
CGI
GIB
$15.6B
– –
-2,541
Closed -$222K
HI
1741
DELISTED
Hillenbrand
HI
– –
-19,165
Closed -$610K
HUBS icon
1742
HubSpot
HUBS
$10.8B
– –
-677
Closed -$206K
INN
1743
Summit Hotel Properties
INN
$670M
– –
-28,400
Closed -$130K
IONQ icon
1744
IonQ
IONQ
$15.9B
– –
-4,293
Closed -$217K
JHX icon
1745
James Hardie Industries
JHX
$17.7B
– –
-8,890
Closed -$206K
KREF
1746
KKR Real Estate Finance Trust
KREF
$492M
– –
-14,708
Closed -$118K
MNDY icon
1747
monday.com
MNDY
$3.75B
– –
-2,076
Closed -$263K
MYGN icon
1748
Myriad Genetics
MYGN
$311M
– –
-25,523
Closed -$145K
PBA icon
1749
Pembina Pipeline
PBA
$27.8B
– –
-6,764
Closed -$262K
PCH
1750
DELISTED
PotlatchDeltic
PCH
– –
-22,118
Closed -$993K
67 68 69
70
71

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HI
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AI
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PEA
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VAS
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MU
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MOACM
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SWP
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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.