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CIK: 0001858789
Total reported value
$8.9B
$8.9B
1987 檔
15.7%
According to the latest 13F quarterly dataset, Yousif Capital Management, LLC managed an equity portfolio of $8.9B at the end of Q1 2024, spanning 1987 distinct U.S. exchange-listed positions.
During Q1 2024, Yousif Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1987 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.56% | -0.39% | -2.03% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.63% | +0.02% | -2.57% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.20% | +0.04% | -2.18% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.45% | +0.03% | -1.51% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.66% | -0.20% | -3.74% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +0.20% | -2.36% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | -0.09% | -2.55% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | +0.15% | -2.63% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.01% | -1.05% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.13% | -3.48% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.33% | -1.07% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.11% | -4.06% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | +0.01% | -1.18% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | -0.01% | -2.21% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | -0.08% | -0.54% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.05% | -1.46% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.10% | -2.24% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.02% | -1.69% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.05% | -1.34% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | +0.02% | -1.61% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.19% | -0.78% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.13% | +194.22% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.09% | -2.10% | |
| 24 | LIN | Linde plc | Stock-Materials | 0.46% | -0.03% | -1.60% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | -0.02% | -2.32% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | +0.02% | -1.61% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.44% | -0.07% | -3.05% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | +0.63% | -2.24% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | +0.18% | -2.91% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | -0.32% | -5.65% | |
| 31 | SWTSX | Schwab Tot Stk Mrkt Indx | Stock-Other | 0.40% | +0.05% | — | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.40% | -0.07% | -0.56% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | +0.02% | -4.15% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | -0.17% | -3.27% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.39% | -0.03% | -0.91% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | -0.03% | -3.30% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.36% | -0.05% | +0.27% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.35% | +0.15% | -0.95% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.07% | -2.80% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.34% | -0.03% | -1.37% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.34% | -0.04% | -2.44% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.34% | -0.04% | -0.70% | |
| 43 | INTC | Intel CORP | Stock-Tech | 0.33% | +0.51% | -2.48% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.33% | -0.08% | -1.66% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.04% | -3.35% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.31% | -0.09% | -1.78% | |
| 47 | GE | General Electric | Stock-Industrials | 0.30% | +0.06% | -2.53% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.30% | +0.05% | +0.20% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.29% | -0.02% | -0.34% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.29% | -0.04% | +0.82% |
According to official SEC Form 13F filings, Yousif Capital Management, LLC reported a total U.S. public equity portfolio value of $8.9B across 1987 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 15.7% of total reported equity market value during Q1 2024.
During Q1 2024, Yousif Capital Management, LLC's top holdings by market value included MSFT (4.6%)、AAPL (3.6%)、NVDA (3.2%). The largest single position, MSFT, represented 4.6% of total portfolio value.
In Q1 2024, Yousif Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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