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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
NSC icon
176
Norfolk Southern
NSC
$74.3B
$8.8M 0.1%
27,961
-1,662
-6% -$512K
TRV icon
177
Travelers Companies
TRV
$82.1B
$8.78M 0.1%
26,606
-1,611
-6% -$488K
DLR icon
178
Digital Realty Trust
DLR
$66B
$8.76M 0.1%
48,784
+1,382
+3% +$265K
SWK icon
179
Stanley Black & Decker
SWK
$13.9B
$8.73M 0.1%
92,757
-182
-0.2% -$14.3K
TWLO icon
180
Twilio
TWLO
$27.9B
$8.71M 0.1%
42,214
-2,619
-6% -$464K
CRS icon
181
Carpenter Technology
CRS
$29.3B
$8.59M 0.1%
13,926
-916
-6% -$431K
ORLY icon
182
O'Reilly Automotive
ORLY
$71.8B
$8.44M 0.09%
91,674
-7,554
-8% -$689K
ADBE icon
183
Adobe
ADBE
$86.9B
$8.41M 0.09%
41,034
-2,832
-6% -$671K
TMUS icon
184
T-Mobile US
TMUS
$206B
$8.41M 0.09%
50,130
-3,506
-7% -$664K
ACN icon
185
Accenture
ACN
$85.3B
$8.41M 0.09%
67,567
-3,342
-5% -$580K
BX icon
186
Blackstone
BX
$150B
$8.39M 0.09%
71,315
-5,361
-7% -$644K
MRSH
187
Marsh
MRSH
$84.7B
$8.38M 0.09%
50,255
-7,315
-13% -$1.22M
FDX icon
188
FedEx
FDX
$76.8B
$8.35M 0.09%
26,674
-1,945
-7% -$707K
SBUX icon
189
Starbucks
SBUX
$118B
$8.35M 0.09%
81,666
-8,586
-10% -$865K
BSX icon
190
Boston Scientific
BSX
$63.9B
$8.3M 0.09%
194,582
-3,448
-2% -$187K
MKSI icon
191
MKS Inc
MKSI
$23.3B
$8.3M 0.09%
18,670
-1,140
-6% -$357K
ROP icon
192
Roper Technologies
ROP
$33.9B
$8.13M 0.09%
24,020
-3,265
-12% -$1.11M
AMCR icon
193
Amcor
AMCR
$20B
$8.1M 0.09%
186,914
-10,052
-5% -$399K
PSX icon
194
Phillips 66
PSX
$84.9B
$8.02M 0.09%
47,469
-4,474
-9% -$770K
MAR icon
195
Marriott International
MAR
$97.5B
$7.99M 0.09%
21,551
-1,699
-7% -$627K
SNPS icon
196
Synopsys
SNPS
$72B
$7.98M 0.09%
17,893
-1,243
-6% -$584K
MO icon
197
Altria Group
MO
$121B
$7.89M 0.09%
109,723
-13,594
-11% -$949K
NVT icon
198
nVent Electric
NVT
$25.7B
$7.8M 0.09%
46,002
-3,024
-6% -$471K
ICE icon
199
Intercontinental Exchange
ICE
$80.5B
$7.79M 0.09%
63,300
-4,856
-7% -$729K
MSI icon
200
Motorola Solutions
MSI
$67B
$7.78M 0.09%
18,729
-1,449
-7% -$607K
6 7
8
9 10

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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.