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CIK: 0001858789
Total reported value
$8.9B
$8.9B
1920 檔
18.7%
The Q4 2024 SEC filing reveals that Yousif Capital Management, LLC held a total portfolio value of $8.9B, covering 1920 public equity positions.
In Q4 2024, Yousif Capital Management, LLC adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 1920 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.20% | +0.02% | -2.82% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.33% | +0.04% | -4.26% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.29% | -0.39% | -2.55% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.83% | +0.03% | -3.12% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.82% | -0.20% | -3.56% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.53% | +0.01% | -5.21% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.52% | +0.20% | -3.08% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.47% | +0.13% | -3.57% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | +0.15% | -3.70% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | -0.09% | -3.04% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | -0.01% | -4.86% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -0.33% | -1.86% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | -0.01% | -0.07% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.11% | -4.09% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | -0.05% | -3.21% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.13% | -4.78% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.05% | -1.47% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.09% | -3.87% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | +0.10% | -2.38% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.02% | -2.60% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.08% | -3.81% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.51% | -0.17% | -4.76% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | -0.32% | +0.37% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.02% | -4.10% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.19% | -0.90% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | +0.02% | -3.58% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.43% | -0.07% | -6.66% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.41% | +0.02% | -3.45% | |
| 29 | INDA | Ishares Msci India ETF | ETF-Other | 0.41% | -0.10% | +30.98% | |
| 30 | SWTSX | Schwab Tot Stk Mrkt Indx | Stock-Other | 0.40% | +0.05% | +1.20% | |
| 31 | LIN | Linde plc | Stock-Materials | 0.39% | -0.03% | -2.64% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.04% | -4.93% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.15% | -5.53% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.38% | -0.03% | -4.45% | |
| 35 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 0.37% | +0.15% | +31.72% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.37% | +0.18% | -1.62% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | -0.03% | -2.45% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | -0.05% | -3.13% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.07% | -3.92% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.33% | -0.04% | -2.62% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | -0.02% | -2.40% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.32% | -0.08% | -2.64% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.32% | -0.07% | -4.43% | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.31% | -0.06% | -1.47% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.30% | -0.04% | -2.82% | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.30% | -0.02% | -7.35% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.29% | -0.06% | -4.78% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.29% | -0.03% | -2.98% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.28% | -0.09% | -0.56% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.28% | +0.01% | -2.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.5% | -5.21% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.4% | -3.12% | Trim |
| 3 | AVGO | Broadcom Inc | +0.4% | -3.57% | Trim |
| 4 | NVDA | Nvidia CORP | +0.3% | -4.26% | Trim |
| 5 | AAPL | Apple Inc | +0.3% | -2.82% | Trim |
| 6 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 7 | NOBL | Proshares S&p 500 Dividend A | +0.2% | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.08% | Trim |
| 9 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -3.70% | Trim |
| 11 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | +0.1% | -0.07% | Trim |
| 13 | APO | Apollo Global Management Inc | +0.1% | +661.01% | Add |
| 14 | PLTR | Palantir Technologies Inc-a | +0.1% | -12.68% | Trim |
| 15 | NFLX | Netflix Inc | +0.1% | -4.76% | Trim |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -4.86% | Trim |
| 17 | EWT | Ishares Msci Taiwan ETF | +0.1% | +31.72% | Add |
| 18 | EWJ | Ishares Msci Japan ETF | +0.1% | +267.25% | Add |
| 19 | DOCU | Docusign Inc | +0.1% | NEW | New buy |
| 20 | MDY | State Street Spdr S&p Midcap | +0.1% | +150.43% | Add |
| 21 | INDA | Ishares Msci India ETF | +0.1% | +30.98% | Add |
| 22 | WDAY | Workday Inc-class A | +0.1% | +805.19% | Add |
| 23 | WFC | Wells Fargo & Co | +0.1% | -4.45% | Trim |
| 24 | FLEX | Flex Ltd. | +0.1% | +1081.26% | Add |
| 25 | CRM | Salesforce Inc | +0.1% | -6.66% | Trim |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.04% | Trim |
| 27 | PEP | Pepsico Inc | 0% | -4.43% | Trim |
| 28 | MRK | Merck & Co. Inc. | 0% | -2.40% | Trim |
| 29 | LIN | Linde plc | -0.1% | -2.64% | Trim |
| 30 | ADBE | Adobe Inc | -0.1% | -5.25% | Trim |
| 31 | REGN | Regeneron Pharmaceuticals | -0.1% | -8.68% | Trim |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.40% | Trim |
| 33 | AMGN | Amgen Inc | -0.1% | -4.34% | Trim |
| 34 | LII | Lennox International Inc | -0.1% | -63.67% | Trim |
| 35 | NEE | Nextera Energy Inc | -0.1% | -4.78% | Trim |
| 36 | KO | Coca-cola Co/the | -0.1% | -2.45% | Trim |
| 37 | AMAT | Applied Materials Inc | -0.1% | -7.12% | Trim |
| 38 | UBER | Uber Technologies Inc | -0.1% | -7.22% | Trim |
| 39 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -47.78% | Trim |
| 40 | ELV | Elevance Health Inc | -0.1% | -5.26% | Trim |
| 41 | ABBV | Abbvie Inc | -0.1% | -4.10% | Trim |
| 42 | XOM | Exxon Mobil CORP | -0.1% | -1.86% | Trim |
| 43 | JNJ | Johnson & Johnson | -0.1% | -3.81% | Trim |
| 44 | UNH | Unitedhealth Group Inc | -0.1% | -2.38% | Trim |
| 45 | MSFT | Microsoft CORP | -0.1% | -2.55% | Trim |
| 46 | AMD | Advanced Micro Devices | -0.1% | -6.26% | Trim |
| 47 | LLY | Eli Lilly & Co | -0.1% | -4.09% | Trim |
| 48 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | Sold out |
| 49 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | Sold out |
| 50 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Yousif Capital Management, LLC reported a total U.S. public equity portfolio value of $8.9B across 1920 disclosed positions in Q4 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, NVDA, MSFT) accounted for 18.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $19.7M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $18.1M
During Q4 2024, Yousif Capital Management, LLC's top holdings by market value included AAPL (5.2%)、NVDA (4.3%)、MSFT (4.3%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q4 2024, Yousif Capital Management, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 7 positions, trimming 35 holdings, and fully liquidating 3 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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