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CIK: 0001858789
Total reported value
$8.9B
$8.9B
1968 檔
18.1%
As reported in its official Q3 2024 Form 13F filing, Yousif Capital Management, LLC's tracked investment portfolio stood at $8.9B with 1968 total positions.
In Q3 2024, Yousif Capital Management, LLC adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 1968 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.88% | +0.02% | +3.51% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.41% | -0.39% | -0.89% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.01% | +0.04% | -1.26% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.43% | +0.03% | +0.69% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.81% | -0.20% | -1.56% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.35% | +0.20% | -1.09% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.26% | -0.09% | -0.63% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | +0.15% | -2.37% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.11% | +0.13% | +945.21% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.03% | +0.01% | -0.94% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | -0.01% | -2.27% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.33% | -1.08% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.11% | -2.10% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | +0.10% | -1.27% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.01% | +4.25% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.05% | -1.27% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.08% | -1.05% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.02% | -2.46% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.09% | -0.95% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | -0.05% | -0.15% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.13% | -3.22% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.02% | -1.69% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.19% | -0.53% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.32% | -6.88% | |
| 25 | LIN | Linde plc | Stock-Materials | 0.44% | -0.03% | -1.03% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | +0.02% | -2.27% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | -0.03% | -2.60% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | -0.17% | -1.44% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | +0.02% | -1.54% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.41% | -0.04% | -0.81% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.18% | -1.59% | |
| 32 | SWTSX | Schwab Tot Stk Mrkt Indx | Stock-Other | 0.38% | +0.05% | — | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.38% | +0.63% | -0.64% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.37% | -0.07% | -1.31% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.36% | -0.02% | -3.06% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.07% | -1.47% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.36% | +0.15% | -0.29% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.07% | -1.40% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.35% | -0.06% | -1.84% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | -0.05% | -0.70% | |
| 41 | SPGI | S&p Global Inc | Stock-Financials | 0.34% | -0.04% | -1.91% | |
| 42 | INDA | Ishares Msci India ETF | ETF-Other | 0.34% | -0.10% | +7.79% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.34% | -0.04% | -0.86% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.32% | -0.04% | -1.69% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.32% | -0.08% | -1.44% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.32% | -0.03% | -3.90% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.31% | -0.09% | -1.25% | |
| 48 | GE | General Electric | Stock-Industrials | 0.30% | +0.06% | -2.38% | |
| 49 | MDT | Medtronic plc | Stock-Healthcare | 0.30% | -0.04% | -1.82% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.30% | -0.02% | -0.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | +3.51% | Add |
| 2 | TSLA | Tesla Inc | +0.2% | -0.94% | Trim |
| 3 | META | Meta Platforms Inc-class A | +0.1% | -1.56% | Trim |
| 4 | PLTR | Palantir Technologies Inc-a | +0.1% | +982.35% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.63% | Trim |
| 6 | AVGO | Broadcom Inc | +0.1% | +945.21% | Add |
| 7 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 8 | IBM | Intl Business Machines CORP | +0.1% | -1.54% | Trim |
| 9 | UNH | Unitedhealth Group Inc | +0.1% | -1.27% | Trim |
| 10 | HD | Home Depot Inc | +0.1% | -2.46% | Trim |
| 11 | EFA | Ishares Msci Eafe ETF | +0.1% | +85.74% | Add |
| 12 | AVTR | Avantor Inc | +0.1% | +1868.65% | Add |
| 13 | WMT | Walmart Inc | +0.1% | -3.22% | Trim |
| 14 | ORCL | Oracle CORP | +0.1% | -0.81% | Trim |
| 15 | LOW | Lowe's Cos Inc | +0.1% | -0.86% | Trim |
| 16 | ABBV | Abbvie Inc | 0% | -1.69% | Trim |
| 17 | MA | Mastercard Inc - A | 0% | -0.15% | Trim |
| 18 | CAT | Caterpillar Inc | 0% | -1.59% | Trim |
| 19 | MCD | Mcdonald's CORP | 0% | -1.40% | Trim |
| 20 | NEE | Nextera Energy Inc | 0% | -1.84% | Trim |
| 21 | LUMN | Lumen Technologies Inc | 0% | -7.44% | Trim |
| 22 | DELL | Dell Technologies -c | 0% | +1094.92% | Add |
| 23 | WAL | Western Alliance Bancorp | 0% | NEW | New buy |
| 24 | JNJ | Johnson & Johnson | 0% | -1.05% | Trim |
| 25 | SHW | Sherwin-williams Co/the | 0% | -2.54% | Trim |
| 26 | ACN | Accenture plc | 0% | -1.44% | Trim |
| 27 | GE | General Electric | 0% | -2.38% | Trim |
| 28 | SPGI | S&p Global Inc | 0% | -1.91% | Trim |
| 29 | INDA | Ishares Msci India ETF | 0% | +7.79% | Add |
| 30 | CNH | CNH Industrial N.V. | 0% | +674.46% | Add |
| 31 | PGR | Progressive CORP | 0% | -0.84% | Trim |
| 32 | ADP | Automatic Data Processing | 0% | -1.12% | Trim |
| 33 | V | Visa Inc-class A Shares | 0% | +4.25% | Add |
| 34 | KO | Coca-cola Co/the | 0% | -2.60% | Trim |
| 35 | CSCO | Cisco Systems Inc | 0% | -0.29% | Trim |
| 36 | AFL | Aflac Inc | 0% | -4.36% | Trim |
| 37 | CRWD | Crowdstrike Holdings Inc - A | 0% | -0.92% | Trim |
| 38 | LRCXEUR | Lam Research CORP | -0.1% | -1.02% | Trim |
| 39 | INTC | Intel CORP | -0.1% | +2.77% | Add |
| 40 | MU | Micron Technology Inc | -0.1% | -1.00% | Trim |
| 41 | AMAT | Applied Materials Inc | -0.1% | -1.76% | Trim |
| 42 | QCOM | Qualcomm Inc | -0.1% | -0.83% | Trim |
| 43 | MRK | Merck & Co. Inc. | -0.1% | -3.06% | Trim |
| 44 | LLY | Eli Lilly & Co | -0.1% | -2.10% | Trim |
| 45 | TEL | TE Connectivity plc | -0.1% | EXIT | Sold out |
| 46 | AMZN | Amazon.com Inc | -0.2% | +0.69% | Add |
| 47 | GOOG | Alphabet Inc-cl C | -0.2% | -2.37% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | -0.2% | -1.09% | Trim |
| 49 | NVDA | Nvidia CORP | -0.3% | -1.26% | Trim |
| 50 | MSFT | Microsoft CORP | -0.4% | -0.89% | Trim |
According to official SEC Form 13F filings, Yousif Capital Management, LLC reported a total U.S. public equity portfolio value of $8.9B across 1968 disclosed positions in Q3 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 AAPL, MSFT, NVDA) accounted for 18.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
TEL
市值: $7.0M
Top Position Liquidated / Trimmed
TEL
前期市值: $7.0M
During Q3 2024, Yousif Capital Management, LLC's top holdings by market value included AAPL (4.9%)、MSFT (4.4%)、NVDA (4.0%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q3 2024, Yousif Capital Management, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 36 holdings, and fully liquidating 1 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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