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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
+4.18%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.12B
AUM Growth
-$247M
Cap. Flow
-$498M
Cap. Flow %
-5.46%
Top 10 Hldgs %
26.56%
Holding
1,930
New
42
Increased
114
Reduced
1,513
Closed
53

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.6M
2
CRH icon
CRH
CRH
+$6.83M
3
PINS icon
Pinterest
PINS
+$5.11M
4
CVNA icon
Carvana
CVNA
+$4.51M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.74M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$26.6M
2
AAPL icon
Apple
AAPL
+$21.7M
3
MSFT icon
Microsoft
MSFT
+$15.9M
4
AMZN icon
Amazon
AMZN
+$11.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.2M

Sector Composition

Rank Sector Weight
1 Technology 27.33%
2 Financials 13.42%
3 Industrials 10.44%
4 Consumer Discretionary 9.96%
5 Healthcare 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DKNG icon
1751
DraftKings
DKNG
$12B
– –
-6,154
Closed -$230K
ETD icon
1752
Ethan Allen Interiors
ETD
$598M
– –
-7,067
Closed -$208K
EZPW icon
1753
Ezcorp Inc
EZPW
$1.67B
– –
-11,112
Closed -$212K
FNDX icon
1754
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
– –
-9,056
Closed -$238K
HBI
1755
DELISTED
Hanesbrands
HBI
– –
-123,060
Closed -$811K
HSII
1756
DELISTED
Heidrick & Struggles
HSII
– –
-6,397
Closed -$318K
HSTM icon
1757
HealthStream
HSTM
$859M
– –
-7,541
Closed -$213K
IIIN icon
1758
Insteel Industries
IIIN
$626M
– –
-6,078
Closed -$233K
IPG
1759
DELISTED
Interpublic Group of Companies
IPG
– –
-48,144
Closed -$1.34M
K
1760
DELISTED
Kellanova
K
– –
-31,915
Closed -$2.62M
LNW
1761
DELISTED
Light & Wonder
LNW
– –
-14,182
Closed -$1.19M
LOGI icon
1762
Logitech
LOGI
$15B
– –
-2,081
Closed -$228K
MCRI icon
1763
Monarch Casino & Resort
MCRI
$2.17B
– –
-1,926
Closed -$204K
MMI icon
1764
Marcus & Millichap
MMI
$1.16B
– –
-7,415
Closed -$218K
NXRT
1765
NexPoint Residential Trust
NXRT
$641M
– –
-6,790
Closed -$219K
PINC
1766
DELISTED
Premier
PINC
– –
-26,004
Closed -$723K
RC
1767
Ready Capital
RC
$333M
– –
-48,069
Closed -$186K
RTO icon
1768
Rentokil
RTO
$12.2B
– –
-8,115
Closed -$205K
SIRI icon
1769
SiriusXM
SIRI
$9.7B
– –
-10,275
Closed -$239K
SITC icon
1770
SITE Centers
SITC
$158M
– –
-16,001
Closed -$144K
SNV
1771
DELISTED
Synovus
SNV
– –
-45,112
Closed -$2.21M
THRY icon
1772
Thryv Holdings
THRY
$95.5M
– –
-12,429
Closed -$150K
TR icon
1773
Tootsie Roll Industries
TR
$2.97B
– –
-6,086
Closed -$248K
VBTX
1774
DELISTED
Veritex Holdings
VBTX
– –
-16,818
Closed -$564K
WIX icon
1775
WIX.com
WIX
$2.61B
– –
-1,833
Closed -$326K
68 69 70
71
72

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PEA
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VAS
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MOACM
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SWP
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Yousif Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Yousif Capital Management held 1,930 positions worth $9.12B, down 2.6% from $9.37B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $498M in Q4 2025, closing 53 positions and reducing 1,513 holdings. Its most notable exit was Mr. Cooper, an estimated $4.23M position sold in full.

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

Against the trend, Yousif Capital Management opened a new position in Qnity Electronics Inc worth $2.78M.

  • Yousif Capital Management's largest Q4 2025 buy was Qnity Electronics Inc: 29,206 shares worth $2.78M.
  • Yousif Capital Management added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $12.6M increase.
  • Yousif Capital Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $26.6M.
  • Yousif Capital Management fully exited Mr. Cooper in Q4 2025, selling an estimated $4.23M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.12B portfolio in Q4 2025.
  • Yousif Capital Management opened 42 new positions and closed 53 in Q4 2025.
  • Yousif Capital Management's portfolio value fell 2.6% quarter-over-quarter to $9.12B.

Based on Yousif Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.