1y return+19.0%S&P 500 +20.9%
3y return+56.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $144 against $157 in the S&P 500.2
Yousif Capital Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANVidia Corp | $457.0M | 5.1% | −7.8% |
| AAPLApple Inc | $426.4M | 4.8% | −7.5% |
| MSFTMicrosoft Corp | $275.4M | 3.1% | −7.4% |
| AMZNAmazon.Com Inc | $230.5M | 2.6% | −7.2% |
| GOOGLAlphabet Inc Cap Stock Cl A | $203.7M | 2.3% | −7.4% |
| AVGOBroadcom Inc | $171.5M | 1.9% | −7.8% |
| GOOGAlphabet Inc Cap Stock Cl C | $163.1M | 1.8% | −7.2% |
| MUMicron Technology Inc | $136.1M | 1.5% | −8.8% |
| METAMeta Platforms Inc | $125.3M | 1.4% | −6.6% |
| TSLATesla Inc | $117.8M | 1.3% | −6.7% |
| BRK/BBerkshire Hathaway Inc Cl B | $98.7M | 1.1% | −6.7% |
| JPMJPMorgan Chase & Co | $96.1M | 1.1% | −6.7% |
| AMDAdvanced Micro Devices Inc | $94.2M | 1.1% | −6.9% |
| LLYLilly Eli & Co | $81.4M | 0.9% | −8.2% |
| INTCIntel Corp | $72.1M | 0.8% | −11.9% |
| Exxon Mobil CorpCUSIP 30231G102 | $69.5M | 0.8% | −8.5% |
| JNJJohnson & Johnson | $68.4M | 0.8% | −9.0% |
| CATCaterpillar Inc | $66.6M | 0.7% | −9.5% |
| EWTIshares Msci Taiwan Etf | $59.6M | 0.7% | −12.4% |
| VVisa Inc Cl A | $57.5M | 0.6% | −7.9% |
| AMATApplied Materials Inc | $57.1M | 0.6% | −8.3% |
| LRCXLam Research Corp New | $53.6M | 0.6% | −8.4% |
| CSCOCisco Systems Inc | $52.3M | 0.6% | −8.5% |
| ABBVAbbvie Inc | $50.9M | 0.6% | −5.8% |
| WMTWal-Mart Inc | $47.9M | 0.5% | −8.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANVidia Corp | December 31, 2021 | +580.3% | $457.0M |
| LRCXLam Research Corp New | December 31, 2024 | +499.9% | $53.6M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $171.5M |
| CATCaterpillar Inc | December 31, 2021 | +415.1% | $66.6M |
| AMATApplied Materials Inc | December 31, 2021 | +359.5% | $57.1M |
| LLYLilly Eli & Co | December 31, 2021 | +334.2% | $81.4M |
| AMDAdvanced Micro Devices Inc | December 31, 2021 | +303.7% | $94.2M |
| GEGeneral Electric Company | December 31, 2021 | +295.6% | $41.3M |
| GSGoldman Sachs Group Inc | December 31, 2021 | +164.4% | $32.6M |
| EWYIshares Msci Sth Kor Etf | December 31, 2021 | +159.3% | $47.7M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $15.2M
- KBKb Finl Group Inc Sponsored Ad was $3.8M
- CTRACottera Energy Inc was $2.9M
- Carnival CorpCUSIP 143658300 was $2.9M
- Dupont De Nemours IncCUSIP 26614N102 was $2.6M
- Masimo CorpCUSIP 574795100 was $2.5M
- SHGShinhan Finl Group Co Ltd Spon was $2.4M
- Hologic IncCUSIP 436440101 was $2.3M
- Air Lease Corp Cl A Cl ACUSIP 00912X302 was $2.0M
- Sealed Air CorpCUSIP 81211K100 was $1.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.9% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +8.8% | +10.5% |
| March 31, 2025 | −4.1% | −4.6% |
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +8.7% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +6.5% | +8.3% |
| March 31, 2023 | +5.3% | +7.0% |
| December 31, 2022 | +8.3% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −15.6% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Yousif Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1858789&type=13F-HR&dateb=&owner=include&count=40CIK 1858789
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1858789/000185878926000004/Filed July 16, 2026 · accession 0001858789-26-000004