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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
NVDA icon
1
NVIDIA
NVDA
$4.89T
$459M 5.04%
2,579,795
-142,764
-5% -$26.6M
AAPL icon
2
Apple
AAPL
$4.95T
$410M 4.5%
1,663,116
-80,945
-5% -$21.7M
MSFT icon
3
Microsoft
MSFT
$2.91T
$376M 4.12%
827,853
-31,710
-4% -$15.9M
AMZN icon
4
Amazon
AMZN
$2.52T
$248M 2.72%
1,075,503
-49,235
-4% -$11.3M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.01T
$207M 2.26%
641,434
-39,354
-6% -$11.2M
AVGO icon
6
Broadcom
AVGO
$1.82T
$170M 1.86%
509,938
-28,992
-5% -$10.4M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.01T
$166M 1.82%
516,719
-34,357
-6% -$9.84M
META icon
8
Meta Platforms (Facebook)
META
$1.54T
$149M 1.63%
246,147
-11,728
-5% -$7.83M
TSLA icon
9
Tesla
TSLA
$1.22T
$131M 1.44%
312,313
-11,996
-4% -$5.32M
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.07T
$106M 1.17%
219,345
-9,248
-4% -$4.6M
JPM icon
11
JPMorgan Chase
JPM
$951B
$101M 1.1%
332,771
-19,189
-5% -$5.94M
LLY icon
12
Eli Lilly
LLY
$1.07T
$80.1M 0.88%
76,903
-3,601
-4% -$3.44M
XOM icon
13
ExxonMobil
XOM
$643B
$77.1M 0.84%
590,805
-32,226
-5% -$3.74M
JNJ icon
14
Johnson & Johnson
JNJ
$639B
$67.7M 0.74%
310,460
-9,689
-3% -$1.92M
V icon
15
Visa
V
$687B
$61.7M 0.68%
189,519
-8,756
-4% -$2.98M
WMT icon
16
Walmart Inc
WMT
$882B
$57.5M 0.63%
484,630
-31,460
-6% -$3.38M
COST icon
17
Costco
COST
$420B
$51.8M 0.57%
53,746
-1,662
-3% -$1.51M
MU icon
18
Micron Technology
MU
$1.01T
$49.8M 0.55%
136,316
-5,426
-4% -$1.24M
MA icon
19
Mastercard
MA
$485B
$48.2M 0.53%
90,593
-6,021
-6% -$3.37M
ABBV icon
20
AbbVie
ABBV
$462B
$47.6M 0.52%
222,486
-8,800
-4% -$2M
CAT icon
21
Caterpillar
CAT
$402B
$47.6M 0.52%
75,613
-3,817
-5% -$2.12M
CVX icon
22
Chevron
CVX
$382B
$46.9M 0.51%
283,470
-17,975
-6% -$2.74M
HD icon
23
Home Depot
HD
$337B
$44.6M 0.49%
118,886
-6,184
-5% -$2.27M
PG icon
24
Procter & Gamble
PG
$346B
$43.4M 0.48%
295,460
-7,931
-3% -$1.17M
BAC icon
25
Bank of America
BAC
$440B
$43.1M 0.47%
827,830
-59,324
-7% -$3.14M
1
2 3 4 5

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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.