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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
RVMD icon
1751
Revolution Medicines
RVMD
$44.4B
– –
-1,994
Closed -$232K
SCSC icon
1752
Scansource
SCSC
$1.1B
– –
-5,451
Closed -$215K
SMP icon
1753
Standard Motor Products
SMP
$885M
– –
-5,634
Closed -$216K
SXC icon
1754
SunCoke Energy
SXC
$799M
– –
-22,588
Closed -$176K
TEAM icon
1755
Atlassian
TEAM
$38.5B
– –
-2,133
Closed -$252K
TGNA
1756
DELISTED
TEGNA Inc
TGNA
– –
-47,929
Closed -$904K
THS
1757
DELISTED
Treehouse Foods
THS
– –
-12,084
Closed -$294K
TOST icon
1758
Toast
TOST
$20.6B
– –
-6,134
Closed -$201K
TRI icon
1759
Thomson Reuters
TRI
$45.2B
– –
-1,749
Closed -$215K
UVV icon
1760
Universal Corp
UVV
$1.18B
– –
-3,740
Closed -$204K
VITL icon
1761
Vital Farms
VITL
$483M
– –
-9,980
Closed -$274K
ZS icon
1762
Zscaler
ZS
$28.6B
– –
-1,326
Closed -$274K
DAY
1763
DELISTED
Dayforce
DAY
– –
-17,328
Closed -$1.2M
ALAB icon
1764
Astera Labs
ALAB
$55B
– –
-1,740
Closed -$320K
ONC
1765
BeOne Medicines Ltd
ONC
$40.6B
– –
-627
Closed -$210K
MBT
1766
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
$0 ﹤0.01%
15,649
– –
67 68 69 70
71

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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.