Institution

Yousif Capital Management, LLC

13F for the quarter to June 30, 2026, filed July 16, 2026 · SEC CIK 1858789

Reported value: $8.9bn
Positions we cover: 1,542
Copy, a year: +12.0%
Copy Sharpe ratio: 0.53

How copying its 13F would have done

CopyS&P 500 $10,000 copying Yousif Capital Management, LLC's filed holdings in companies we cover from February 4, 2022, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −19.3% (S&P 500 −20.5%); beta 0.97; alpha −0.8% a year (t = −0.58); last 12 months +12.8% against +12.1%.

Reported value by quarter

Yousif Capital Management, LLC: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).

View chart data

Period	Reported value
2021-12-31	$9.7B
2022-03-31	$9.2B
2022-06-30	$7.6B
2022-09-30	$7B
2022-12-31	$7.6T
2023-03-31	$7.7B
2023-06-30	$8.2B
2023-09-30	$7.9B
2023-12-31	$8.5B
2024-03-31	$9B
2024-06-30	$8.8B
2024-09-30	$9.2B
2024-12-31	$9B
2025-03-31	$8.6B
2025-06-30	$9.3B
2025-09-30	$9.4B
2025-12-31	$9.1B
2026-03-31	$8.5B
2026-06-30	$8.9B

Holdings and moves

Company	Share of portfolio	Value	Shares	Change in shares
NVDANVIDIA Corporation	5.12%	$457.0m	2.28M	−7.8% Reduced
AAPLApple Inc.	4.77%	$426.4m	1.47M	−7.5% Reduced
MSFTMicrosoft Corporation	3.08%	$275.4m	738.4K	−7.4% Reduced
AMZNAmazon	2.58%	$230.5m	967.3K	−7.2% Reduced
GOOGLAlphabet Inc. (Class A)	2.28%	$203.7m	570.1K	−7.4% Reduced
AVGOBroadcom	1.92%	$171.5m	453.9K	−7.8% Reduced
MUMicron Technology	1.52%	$136.1m	117.9K	−8.8% Reduced
METAMeta Platforms	1.40%	$125.3m	222.5K	−6.6% Reduced
TSLATesla, Inc.	1.32%	$117.8m	280.1K	−6.7% Reduced
JPMJPMorgan Chase	1.08%	$96.1m	293.7K	−6.7% Reduced
AMDAdvanced Micro Devices	1.05%	$94.2m	162.1K	−6.9% Reduced
LLYLilly (Eli)	0.91%	$81.4m	67.9K	−8.2% Reduced
INTCIntel	0.81%	$72.1m	516.3K	−11.9% Reduced
JNJJohnson & Johnson	0.77%	$68.4m	269.3K	−9.0% Reduced
CATCaterpillar Inc.	0.74%	$66.6m	62.5K	−9.5% Reduced
VVisa Inc.	0.64%	$57.5m	167.5K	−7.9% Reduced
AMATApplied Materials	0.64%	$57.1m	79.0K	−8.3% Reduced
LRCXLam Research	0.60%	$53.6m	123.7K	−8.4% Reduced
CSCOCisco	0.58%	$52.3m	445.3K	−8.5% Reduced
ABBVAbbVie	0.57%	$50.9m	202.4K	−5.8% Reduced
WMTWalmart	0.54%	$47.9m	422.5K	−8.4% Reduced
COSTCostco	0.51%	$45.2m	48.4K	−6.1% Reduced
BACBank of America	0.47%	$42.1m	738.2K	−6.7% Reduced
CVXChevron Corporation	0.47%	$42.0m	253.3K	−6.9% Reduced
GEGE Aerospace	0.46%	$41.3m	110.4K	−7.3% Reduced
MAMastercard	0.46%	$41.1m	80.0K	−7.6% Reduced
KLACKLA Corporation	0.45%	$40.0m	132.5K	+807.6% Added
PGProcter & Gamble	0.44%	$39.7m	270.4K	−6.5% Reduced
HDThe Home Depot	0.42%	$37.4m	106.2K	−7.7% Reduced
UNHUnitedHealth Group	0.39%	$35.2m	84.6K	−7.1% Reduced
IBMIBM	0.39%	$34.9m	124.2K	−5.3% Reduced
LINLinde plc	0.38%	$33.6m	64.7K	−8.0% Reduced
GSGoldman Sachs	0.36%	$32.6m	32.2K	−8.7% Reduced
KOThe Coca-Cola Company	0.36%	$32.2m	395.7K	−8.4% Reduced
SNDKSandisk	0.35%	$31.0m	13.6K	−9.3% Reduced
GEVGE Vernova	0.34%	$30.6m	26.1K	−7.4% Reduced
NFLXNetflix	0.33%	$29.3m	409.7K	−6.9% Reduced
MRKMerck & Co.	0.33%	$29.0m	226.0K	−7.9% Reduced
WFCWells Fargo	0.32%	$28.9m	349.5K	−7.4% Reduced
TXNTexas Instruments	0.32%	$28.2m	94.4K	−7.4% Reduced
CCitigroup	0.31%	$27.5m	196.4K	−10.1% Reduced
MSMorgan Stanley	0.30%	$27.3m	130.4K	−7.6% Reduced
NEENextEra Energy	0.29%	$26.1m	297.6K	−6.4% Reduced
ORCLOracle Corporation	0.28%	$25.3m	172.6K	−7.4% Reduced
PANWPalo Alto Networks	0.28%	$25.2m	74.0K	−6.9% Reduced
PLTRPalantir Technologies Inc.	0.28%	$25.0m	214.1K	−6.5% Reduced
MRVLMarvell Technology	0.26%	$23.1m	77.4K	+421.0% Added
CBChubb Limited	0.26%	$23.0m	67.5K	−6.7% Reduced
APHAmphenol	0.25%	$22.6m	127.9K	−7.8% Reduced
WELLWelltower	0.25%	$22.3m	98.2K	−4.1% Reduced
MCDMcDonald's	0.23%	$21.0m	77.8K	−7.8% Reduced
ADIAnalog Devices	0.23%	$20.9m	52.7K	−5.1% Reduced
QCOMQualcomm	0.23%	$20.9m	113.0K	−7.3% Reduced
VZVerizon	0.23%	$20.8m	492.0K	−8.1% Reduced
WDCWestern Digital	0.23%	$20.7m	32.4K	−7.5% Reduced
PEPPepsiCo	0.23%	$20.5m	151.7K	−8.0% Reduced
ABTAbbott Laboratories	0.23%	$20.2m	222.3K	−5.4% Reduced
STXSeagate Technology	0.22%	$19.8m	20.6K	−6.7% Reduced
MDTMedtronic	0.22%	$19.7m	251.7K	−3.4% Reduced
LOWLowe's	0.22%	$19.3m	87.7K	−6.3% Reduced
CVSCVS Health	0.21%	$18.8m	181.7K	−7.1% Reduced
AXPAmerican Express	0.21%	$18.8m	55.6K	−7.2% Reduced
TJXTJX Companies	0.21%	$18.6m	123.0K	−7.1% Reduced
AMGNAmgen	0.21%	$18.6m	51.2K	−7.7% Reduced
ISRGIntuitive Surgical	0.20%	$18.3m	45.9K	−2.8% Reduced
UNPUnion Pacific Corporation	0.20%	$18.1m	66.7K	−7.0% Reduced
SPGIS&P Global	0.20%	$18.0m	44.3K	−6.4% Reduced
PLDPrologis	0.20%	$18.0m	132.9K	−1.7% Reduced
CAHCardinal Health	0.20%	$18.0m	75.7K	−4.7% Reduced
CRWDCrowdStrike	0.20%	$17.9m	23.5K	−6.4% Reduced
TAT&T	0.19%	$17.4m	838.3K	−6.8% Reduced
DISThe Walt Disney Company	0.19%	$17.3m	180.0K	−8.1% Reduced
DEDeere & Company	0.19%	$17.2m	27.2K	−6.9% Reduced
GLWCorning Inc.	0.19%	$17.0m	66.7K	−8.9% Reduced
RTXRTX Corporation	0.19%	$16.9m	89.0K	−9.4% Reduced
TMOThermo Fisher Scientific	0.19%	$16.8m	33.5K	−8.0% Reduced
ANETArista Networks	0.19%	$16.6m	97.9K	−7.1% Reduced
PMPhilip Morris International	0.18%	$16.2m	89.8K	−10.5% Reduced
NUENucor	0.18%	$16.0m	71.8K	−5.1% Reduced
ADPAutomatic Data Processing	0.18%	$15.9m	71.2K	−4.3% Reduced
CLColgate-Palmolive	0.17%	$15.4m	167.8K	−4.7% Reduced
ETNEaton Corporation	0.17%	$15.4m	36.1K	−6.4% Reduced
GWWW. W. Grainger	0.17%	$15.4m	11.3K	−7.7% Reduced
SCHWCharles Schwab Corporation	0.17%	$15.2m	164.9K	−8.3% Reduced
GILDGilead Sciences	0.17%	$15.2m	120.1K	−7.7% Reduced
ECLEcolab	0.17%	$15.1m	54.1K	−4.9% Reduced
ITWIllinois Tool Works	0.17%	$15.1m	55.6K	−5.6% Reduced
SYKStryker Corporation	0.17%	$15.0m	47.7K	−1.8% Reduced
ORealty Income	0.17%	$14.9m	240.9K	−4.3% Reduced
AFLAflac	0.17%	$14.9m	126.9K	−10.8% Reduced
GDGeneral Dynamics	0.17%	$14.8m	41.7K	−4.2% Reduced
UBERUber	0.16%	$14.6m	202.7K	−8.2% Reduced
EMREmerson Electric	0.16%	$14.6m	101.7K	−8.6% Reduced
TGTTarget Corporation	0.16%	$14.5m	111.1K	−7.4% Reduced
SHWSherwin-Williams	0.16%	$14.4m	41.9K	−5.7% Reduced
BABoeing	0.16%	$14.4m	66.6K	−7.2% Reduced
BLKBlackRock	0.16%	$14.3m	14.9K	−6.9% Reduced
COPConocoPhillips	0.15%	$13.8m	133.1K	−8.5% Reduced
COFCapital One	0.15%	$13.8m	68.6K	−7.9% Reduced
BKNGBooking Holdings	0.15%	$13.7m	77.1K	+2165.8% Added
APDAir Products	0.15%	$13.6m	46.3K	−7.1% Reduced
EQIXEquinix	0.15%	$13.5m	13.0K	−4.9% Reduced
CRMSalesforce	0.15%	$13.2m	84.4K	−15.8% Reduced
CTASCintas	0.15%	$13.2m	77.7K	−3.8% Reduced
MCKMcKesson	0.14%	$12.8m	17.0K	−7.6% Reduced
PGRProgressive Corporation	0.14%	$12.8m	58.7K	−6.5% Reduced
SOSouthern Company	0.14%	$12.8m	133.3K	−4.9% Reduced
APPApplovin Corp	0.14%	$12.7m	24.6K	−7.2% Reduced
FASTFastenal	0.14%	$12.7m	263.8K	−7.1% Reduced
PFEPfizer	0.14%	$12.7m	525.5K	−6.7% Reduced
EDConsolidated Edison	0.14%	$12.5m	112.8K	−5.3% Reduced
ADMArcher Daniels Midland	0.14%	$12.2m	159.7K	−7.9% Reduced
CINFCincinnati Financial	0.14%	$12.1m	65.6K	−2.0% Reduced
DUKDuke Energy	0.14%	$12.1m	95.6K	−5.5% Reduced
PHParker Hannifin	0.14%	$12.1m	12.3K	−7.0% Reduced
DELLDell Technologies	0.13%	$11.9m	27.6K	−11.5% Reduced
CICigna	0.13%	$11.7m	42.5K	−3.0% Reduced
ELVElevance Health	0.13%	$11.7m	30.2K	−5.9% Reduced
SYYSysco	0.13%	$11.6m	139.4K	−14.8% Reduced
VRTVertiv	0.13%	$11.6m	34.7K	−7.0% Reduced
PNCPNC Financial Services	0.13%	$11.5m	46.9K	−1.2% Reduced
WSTWest Pharmaceutical Services	0.13%	$11.5m	32.0K	+2.4% Added
DHRDanaher Corporation	0.13%	$11.4m	59.6K	−7.1% Reduced
BNYBNY Mellon	0.13%	$11.3m	78.2K	−6.5% Reduced
BMYBristol Myers Squibb	0.13%	$11.2m	194.1K	−6.4% Reduced
USBU.S. Bancorp	0.12%	$11.0m	182.0K	−1.0% Reduced
PWRQuanta Services	0.12%	$11.0m	15.2K	−6.8% Reduced
CHRWC.H. Robinson	0.12%	$10.9m	57.8K	−4.0% Reduced
VRTXVertex Pharmaceuticals	0.12%	$10.8m	21.7K	−7.2% Reduced
CMCSAComcast	0.12%	$10.7m	437.2K	−5.9% Reduced
TTTrane Technologies	0.12%	$10.7m	21.8K	−6.9% Reduced
EXPDExpeditors International	0.12%	$10.7m	65.8K	+3.5% Added
ATOAtmos Energy	0.12%	$10.7m	62.0K	−6.9% Reduced
CMICummins	0.12%	$10.6m	14.8K	−7.0% Reduced
BENFranklin Resources	0.12%	$10.5m	315.4K	−1.6% Reduced
MPCMarathon Petroleum	0.12%	$10.4m	40.8K	−8.3% Reduced
HWMHowmet Aerospace	0.12%	$10.4m	38.6K	−7.3% Reduced
NEMNewmont	0.12%	$10.3m	110.6K	−8.4% Reduced
VLOValero Energy	0.12%	$10.3m	39.5K	−10.3% Reduced
KVUEKenvue	0.11%	$10.2m	533.8K	−3.4% Reduced
FRTFederal Realty Investment Trust	0.11%	$10.2m	82.5K	+3.2% Added
SPGSimon Property Group	0.11%	$10.2m	45.5K	+1.7% Added
AMTAmerican Tower	0.11%	$10.2m	62.2K	−5.3% Reduced
KMBKimberly-Clark	0.11%	$10.1m	92.4K	−3.6% Reduced
CSXCSX Corporation	0.11%	$10.0m	210.5K	−13.6% Reduced
NOWServiceNow	0.11%	$9.9m	99.5K	−7.3% Reduced
DOVDover Corporation	0.11%	$9.8m	43.9K	−6.7% Reduced
NDSNNordson Corporation	0.11%	$9.8m	32.5K	+1.5% Added
CDNSCadence Design Systems Inc	0.11%	$9.8m	26.2K	−6.2% Reduced
JCIJohnson Controls	0.11%	$9.7m	66.5K	−7.2% Reduced

Company	Bought (value)	Shares
KLACKLA Corporation	$35.6m	117.9K
MRVLMarvell Technology	$18.6m	62.6K
BKNGBooking Holdings	$13.1m	73.7K
HONHoneywell Technologies	$7.3m	32.6K
HONAHoneywell Aerospace	$7.2m	32.7K
ROKURoku, Inc	$5.0m	36.1K
CDECoeur Mining, Inc.	$4.7m	285.5K
TOSTToast, Inc.	$3.6m	130.1K
CCLCarnival Corporation	$3.4m	118.5K
CVNACarvana	$3.4m	51.1K
SNSharkninja, Inc.	$3.0m	19.8K
NBISNebius Group N.V.	$2.9m	10.4K
VEEVVeeva Systems Inc	$2.8m	15.9K
DDDuPont	$2.4m	17.9K
FDXFFedEx Freight	$2.1m	14.0K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Sold (value)	Shares
NVDANVIDIA Corporation	−$38.7m	−193.4K
AAPLApple Inc.	−$34.8m	−120.3K
MSFTMicrosoft Corporation	−$22.0m	−59.0K
AMZNAmazon	−$17.8m	−74.7K
GOOGLAlphabet Inc. (Class A)	−$16.4m	−45.8K
AVGOBroadcom	−$14.4m	−38.2K
MUMicron Technology	−$13.1m	−11.4K
FLEXFlex Ltd.	−$12.6m	−77.8K
TSMTaiwan Semiconductor Manufacturing Co LTD	−$12.2m	−25.6K
INTCIntel	−$9.7m	−69.6K
METAMeta Platforms	−$8.9m	−15.8K
TSLATesla, Inc.	−$8.5m	−20.3K
LLYLilly (Eli)	−$7.3m	−6.1K
AMDAdvanced Micro Devices	−$7.0m	−12.1K
CATCaterpillar Inc.	−$6.9m	−6.5K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Value last quarter	Shares
CNQCanadian Natural Resources Ltd	$1.2m	24.1K
GSKGSK plc	$1.1m	19.8K
SUSuncor Energy Inc	$944,712	14.3K
AEMAgnico Eagle Mines LTD	$896,563	4.4K
WPMWheaton Precious Metals Corp.	$774,924	5.9K
BBarrick Mining Corp	$751,515	18.4K
ASXASE Technology Holding Co., Ltd.	$749,629	34.6K
TRPTC Energy Corp	$749,510	12.0K
CMCanadian Imperial Bank Of Commerce	$742,935	7.8K
ARGXArgenx SE	$732,441	1.0K
BNSBank Of Nova Scotia	$724,359	10.5K
MFCManulife Financial Corp	$666,965	19.4K
JDJd.com, Inc.	$659,707	22.3K
HDBHdfc Bank LTD	$631,952	25.4K
FNVFranco Nevada Corp	$626,766	2.5K
NWGNatwest Group plc	$612,017	41.1K
CPCanadian Pacific Kansas City LTD	$587,118	7.5K
CCJCameco Corp	$579,434	5.3K
BRBRBellring Brands, Inc.	$558,918	34.7K
TCOMTrip.com Group Ltd	$536,537	10.8K
CHTChunghwa Telecom Co LTD	$516,553	12.2K
ALCAlcon Inc	$509,743	6.8K
BIDUBaidu, Inc.	$505,735	4.5K
PBRPetrobras - Petroleo Brasileiro SA	$499,307	24.1K
NTRNutrien Ltd.	$492,905	6.5K
GFIGold Fields LTD	$481,558	10.6K
CVECenovus Energy Inc.	$465,310	17.5K
RYAAYRyanair Holdings PLC	$455,869	7.9K
HLNHaleon plc	$455,395	45.5K
SLFSUN Life Financial Inc	$431,601	6.9K

Technology32.8%
Industrials12.3%
Financials12.3%
Consumer Discretionary9.6%
Health Care9.6%
Communication Services6.0%
Consumer Staples5.0%
Real Estate3.5%
Materials3.3%
Utilities2.9%
Energy2.8%

Share of the value held in companies we cover, by sector.

Period	Copy, a year	S&P 500	Sharpe	S&P 500	Biggest drop	Beta
Whole backtestFebruary 4, 2022 to November 2, 2026	+12.0%	+13.2%	0.53	0.58	−19.3%	0.97
Last three yearsNovember 3, 2023 to November 2, 2026	+20.0%	+21.8%	1.08	1.16	−16.9%	0.95
Last yearNovember 7, 2025 to November 2, 2026	+14.5%	+14.2%	0.93	0.84	−7.8%	0.87

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.