Yousif Capital Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Yousif Capital Management, LLC reported 1,903 stock positions worth $8.6 billion. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by Microsoft (MSFT, 4.0%) and Nvidia (NVDA, 3.6%). Compared with Q4 2024, it opened 30 new positions, sold out of 49, added to 303 and reduced 1,323. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +0%) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001858789
- Portfolio Value
- $8.6B (Q1 2025)
- SEC Filing
- 0001858789-25-000003 ↗ filed Apr 14, 2025
Holdings Value
Holdings 1,903 stocks · $8.6B
| AAPL Apple Inc. | 4.85% | 1,880,365 | $417.7M | Add +0.1% |
| MSFT Microsoft Corp. | 3.99% | 916,446 | $344.0M | Reduce -0.5% |
| NVDA Nvidia Corp. | 3.64% | 2,889,631 | $313.2M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 2.57% | 1,165,692 | $221.8M | Reduce -0.0% |
| META Meta Platforms Inc. Class A | 1.85% | 276,932 | $159.6M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.51% | 244,766 | $130.4M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 1.30% | 722,077 | $111.7M | Reduce -0.8% |
| AVGO Broadcom Inc. | 1.11% | 569,862 | $95.4M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 1.09% | 381,982 | $93.7M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 1.07% | 587,288 | $91.8M | Reduce -1.6% |
| TSLA Tesla Inc. | 1.03% | 341,982 | $88.6M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.94% | 680,613 | $80.9M | Reduce -0.6% |
| V Visa Inc. Class A | 0.87% | 213,319 | $74.8M | Reduce -2.7% |
| LLY Eli Lilly & Co. | 0.79% | 82,232 | $67.9M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.65% | 337,020 | $55.9M | Add +0.9% |
| MA Mastercard Inc. Class A | 0.65% | 101,703 | $55.7M | Reduce -3.2% |
| COST Costco Wholesale Corp. | 0.64% | 58,705 | $55.5M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.63% | 316,916 | $54.0M | Reduce -2.4% |
| UNH Unitedhealth Group Inc. | 0.62% | 101,802 | $53.3M | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.61% | 94,052 | $52.6M | Add +25.2% |
| ABBV Abbvie Inc. | 0.59% | 243,198 | $51.0M | Reduce -1.5% |
| WMT Walmart Inc. | 0.59% | 578,664 | $50.8M | Reduce -5.0% |
| CVX Chevron Corp. | 0.57% | 294,770 | $49.3M | Add +0.6% |
| NFLX Netflix Inc. | 0.56% | 51,383 | $47.9M | Reduce -1.3% |
| HD Home Depot Inc. | 0.56% | 130,670 | $47.9M | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.46% | 157,917 | $39.3M | Reduce -6.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.45% | 935,443 | $39.0M | Reduce -2.4% |
| LIN Linde PLC | 0.44% | 81,554 | $38.0M | Reduce -2.5% |
| INDA iShares MSCI India ETF | 0.43% | 727,125 | $37.4M | Add +4.3% |
| KO The Coca-Cola Co. | 0.43% | 522,262 | $37.4M | Reduce -1.1% |
| CSCO Cisco Systems Inc. | 0.42% | 589,842 | $36.4M | Reduce 0.0% |
| ABT Abbott Laboratories | 0.41% | 264,236 | $35.1M | Reduce -2.5% |
| WFC Wells Fargo & Co. | 0.40% | 478,981 | $34.4M | Reduce -2.9% |
| SWTSX Schwab Tot STK MRKT Indx | 0.40% | 363,763 | $34.3M | No change |
| EWT iShares MSCI Taiwan ETF | 0.39% | 701,195 | $33.3M | Add +7.0% |
| MCD McDonald's Corp. | 0.36% | 100,624 | $31.4M | Reduce -2.4% |
| CRM Salesforce Inc. | 0.36% | 116,650 | $31.3M | Reduce -0.9% |
| T AT&T Inc. | 0.35% | 1,073,998 | $30.4M | Reduce -2.1% |
| VZ Verizon Communications Inc. | 0.34% | 651,685 | $29.6M | Add +1.9% |
| ORCL Oracle Corp. | 0.34% | 207,599 | $29.0M | Reduce -1.0% |
| PEP Pepsico Inc. | 0.34% | 193,295 | $29.0M | Add +2.6% |
| SPGI S&P Global Inc. | 0.34% | 56,800 | $28.9M | Reduce -4.0% |
| CAT Caterpillar Inc. | 0.33% | 86,180 | $28.4M | Reduce -6.8% |
| GE General Electric filed as GE AEROSPACE | 0.33% | 141,704 | $28.4M | Reduce -1.8% |
| MDT Medtronic PLC | 0.31% | 292,895 | $26.3M | Add +2.5% |
| ISRG Intuitive Surgical Inc. | 0.30% | 53,017 | $26.3M | Reduce -0.0% |
| NEE Nextera Energy Inc. | 0.30% | 362,401 | $25.7M | Reduce -0.7% |
| CB Chubb Ltd. | 0.29% | 83,959 | $25.4M | Reduce -2.0% |
| ADP Automatic Data Processing | 0.29% | 82,613 | $25.2M | Reduce -3.5% |
| LOW Lowe's Cos Inc. | 0.29% | 107,904 | $25.2M | Reduce -3.1% |
| MRK Merck & Co. Inc. | 0.29% | 280,249 | $25.2M | Reduce -2.9% |
| ACN Accenture PLC Class A | 0.29% | 80,445 | $25.1M | Reduce -1.3% |
| GS Goldman Sachs Group Inc. | 0.27% | 43,029 | $23.5M | Reduce -2.5% |
| BSX Boston Scientific Corp. | 0.27% | 228,981 | $23.1M | Reduce -1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 232,362 | $22.9M | Reduce -1.0% |
| QCOM Qualcomm Inc. | 0.26% | 148,270 | $22.8M | Reduce -1.9% |
| TXN Texas Instruments Inc. | 0.25% | 121,222 | $21.8M | Reduce -1.8% |
| INTU Intuit Inc. | 0.25% | 35,372 | $21.7M | Reduce -0.1% |
| PGR Progressive Corp. | 0.25% | 75,027 | $21.2M | Reduce -3.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 77,223 | $21.2M | Add +0.3% |
| ADBE Adobe Inc. | 0.24% | 54,068 | $20.7M | Reduce -0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 41,673 | $20.7M | Reduce -3.1% |
| C Citigroup Inc. | 0.24% | 290,686 | $20.6M | Reduce -2.4% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 243,516 | $20.6M | Add +3.2% |
| AMD Advanced Micro Devices | 0.24% | 199,703 | $20.5M | Add +0.9% |
| CMCSA Comcast Corp. Class A | 0.24% | 555,974 | $20.5M | Reduce -0.8% |
| UNP Union Pacific Corp. | 0.23% | 85,311 | $20.2M | Reduce -2.1% |
| NOW ServiceNow Inc. | 0.23% | 25,213 | $20.1M | Reduce -1.0% |
| AXP American Express Co. | 0.23% | 74,258 | $20.0M | Reduce -4.1% |
| MS Morgan Stanley | 0.23% | 169,627 | $19.8M | Reduce -0.7% |
| SYK Stryker Corp. | 0.23% | 52,806 | $19.7M | Add +0.5% |
| UBER Uber Technologies Inc. | 0.23% | 266,779 | $19.4M | Reduce -1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 158,494 | $19.3M | Reduce -2.4% |
| BKNG Booking Holdings Inc. | 0.22% | 4,184 | $19.3M | Reduce -1.1% |
| AMGN Amgen Inc. | 0.22% | 61,813 | $19.3M | Reduce -2.8% |
| PM Philip Morris International | 0.22% | 117,934 | $18.7M | Reduce -7.5% |
| BLK BlackRock Inc. | 0.22% | 19,723 | $18.7M | Add +2.6% |
| CL Colgate-Palmolive Co. | 0.22% | 198,497 | $18.6M | Reduce -0.9% |
| CTAS Cintas Corp. | 0.22% | 90,365 | $18.6M | Reduce -9.4% |
| COP Conocophillips | 0.21% | 173,165 | $18.2M | Reduce -1.4% |
| TMUS T-Mobile US Inc. | 0.21% | 67,943 | $18.1M | Reduce -3.0% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 171,822 | $18.0M | Add +4.0% |
| EWJ iShares MSCI Japan ETF | 0.21% | 260,917 | $17.9M | Add +81.7% |
| SHW The Sherwin-Williams Co. | 0.20% | 50,481 | $17.6M | Reduce -2.9% |
| ELV Elevance Health Inc. | 0.20% | 39,447 | $17.2M | Add +1.8% |
| HON Honeywell International Inc. | 0.20% | 80,202 | $17.0M | Reduce -2.1% |
| FISV Fiserv Inc. | 0.20% | 76,830 | $17.0M | Reduce -3.1% |
| ECL Ecolab Inc. | 0.20% | 66,626 | $16.9M | Reduce -3.4% |
| AFL Aflac Inc. | 0.20% | 151,735 | $16.9M | Reduce -6.2% |
| ITW Illinois Tool Works | 0.20% | 67,954 | $16.9M | Reduce -2.3% |
| PLD Prologis Inc. | 0.20% | 150,302 | $16.8M | Reduce -0.6% |
| SCHW Schwab (charles) Corp. | 0.19% | 212,673 | $16.6M | Add +10.5% |
| MRSH Marsh & McLennan Cos | 0.19% | 68,002 | $16.6M | Reduce -0.7% |
| GILD Gilead Sciences Inc. | 0.19% | 147,738 | $16.6M | Reduce -2.1% |
| DE Deere & Co. | 0.19% | 35,128 | $16.5M | Reduce -1.4% |
| ROP Roper Technologies Inc. | 0.19% | 27,800 | $16.4M | Reduce -1.9% |
| PFE Pfizer Inc. | 0.19% | 639,552 | $16.2M | Reduce -1.6% |
| AMT American Tower Corp. | 0.19% | 74,382 | $16.2M | Reduce -1.8% |
| INTC Intel Corp. | 0.19% | 708,706 | $16.1M | Add +1.6% |
| CI The Cigna Group | 0.19% | 48,808 | $16.1M | Add +0.3% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -0.9% | 3.64% | −0.69 |
| TSLA Tesla Inc. | Reduce -0.5% | 1.03% | −0.51 |
| AVGO Broadcom Inc. | Reduce -0.5% | 1.11% | −0.36 |
| MSFT Microsoft Corp. | Reduce -0.5% | 3.99% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -0.0% | 2.57% | −0.25 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 1.30% | −0.23 |
| GOOG Alphabet Inc. Class C | Reduce -1.6% | 1.07% | −0.19 |
| NOBL Proshares S&P 500 Dividend A | Reduce -67.5% | 0.06% | −0.11 |
| EFA iShares MSCI Eafe ETF | Reduce -65.3% | 0.05% | −0.08 |
| CRM Salesforce Inc. | Reduce -0.9% | 0.36% | −0.07 |
| NOW ServiceNow Inc. | Reduce -1.0% | 0.23% | −0.07 |
| WSM Williams-Sonoma Inc. | Reduce -64.4% | 0.03% | −0.06 |
| EXE Expand Energy Corp. | Reduce -64.6% | 0.04% | −0.05 |
| ORCL Oracle Corp. | Reduce -1.0% | 0.34% | −0.05 |
| ANET Arista Networks Inc. | Reduce -0.6% | 0.12% | −0.04 |
| CAT Caterpillar Inc. | Reduce -6.8% | 0.33% | −0.04 |
| WST West Pharmaceutical Services | Reduce -4.7% | 0.08% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -6.1% | 0.14% | −0.03 |
| EMR Emerson Electric Co. | Reduce -8.7% | 0.17% | −0.03 |
| ILMN Illumina Inc. | Reduce -2.7% | 0.04% | −0.03 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -51.3% | 0.02% | −0.03 |
| ADBE Adobe Inc. | Reduce -0.9% | 0.24% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -2.0% | 0.10% | −0.03 |
| AZPN Aspen Technology Inc. | Sold out | 0.00% | −0.03 |
| PNR Pentair PLC | Reduce -12.2% | 0.10% | −0.03 |
| ACN Accenture PLC Class A | Reduce -1.3% | 0.29% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -2.9% | 0.29% | −0.03 |
| ALTR Altair Engineering Inc. Class A | Sold out | 0.00% | −0.03 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.02 |
| DIS The Walt Disney Co. | Reduce -1.0% | 0.27% | −0.02 |
| MANH Manhattan Associates Inc. | Reduce -2.2% | 0.04% | −0.02 |
| SRE Sempra | Reduce -10.1% | 0.07% | −0.02 |
| AXP American Express Co. | Reduce -4.1% | 0.23% | −0.02 |
| ALTM Arcadium Lithium PLC | Sold out | 0.00% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -31.3% | 0.03% | −0.02 |
| P Everpure Inc. Class A | Reduce -2.3% | 0.06% | −0.02 |
| EIX Edison International | Reduce -12.8% | 0.04% | −0.02 |
| SRPT Sarepta Therapeutics Inc. | Reduce -2.8% | 0.02% | −0.02 |
| WMT Walmart Inc. | Reduce -5.0% | 0.59% | −0.02 |
| NKE Nike Inc. Class B | Reduce -1.2% | 0.12% | −0.02 |
| AAL American Airlines Group Inc. | Reduce -2.1% | 0.03% | −0.02 |
| TROW T Rowe Price Group Inc. | Reduce -0.8% | 0.09% | −0.02 |
| COHR Coherent Corp. | Reduce -2.0% | 0.04% | −0.02 |
| GWW WW Grainger Inc. | Reduce -7.8% | 0.16% | −0.02 |
| SONY Sony Group Corp. - SP ADR | Reduce -77.2% | 0.01% | −0.02 |
| JEF Jefferies Financial Group Inc. | Reduce -2.4% | 0.04% | −0.02 |
| DAL Delta Air Lines Inc. | Reduce -1.0% | 0.05% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -1.8% | 0.17% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.9% | 0.10% | −0.01 |
| GM General Motors Co. | Reduce -6.2% | 0.10% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 1.51% | +0.29 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +25.2% | 0.61% | +0.12 |
| JNJ Johnson & Johnson | Add +0.9% | 0.65% | +0.11 |
| CVX Chevron Corp. | Add +0.6% | 0.57% | +0.10 |
| EWJ iShares MSCI Japan ETF | Add +81.7% | 0.21% | +0.10 |
| ES Eversource Energy | Add +213.8% | 0.11% | +0.08 |
| DASH DoorDash Inc. Class A | Add +803.5% | 0.09% | +0.08 |
| ERIE Erie Indemnity Company Class A | Add +379.0% | 0.10% | +0.08 |
| CVS CVS Health Corp. | Add +2.8% | 0.18% | +0.07 |
| FDS Factset Research Systems Inc. | Add +267.9% | 0.09% | +0.07 |
| GWRE Guidewire Software Inc. | New | 0.06% | +0.06 |
| VZ Verizon Communications Inc. | Add +1.9% | 0.34% | +0.06 |
| MDT Medtronic PLC | Add +2.5% | 0.31% | +0.05 |
| ENTG Entegris Inc. | New | 0.05% | +0.05 |
| ED Consolidated Edison Inc. | Add +2.9% | 0.18% | +0.04 |
| WELL Welltower Inc. | Add +1.1% | 0.19% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +3.2% | 0.24% | +0.04 |
| ELV Elevance Health Inc. | Add +1.8% | 0.20% | +0.04 |
| MDY State Street SPDR S&P Midcap | Add +38.3% | 0.15% | +0.04 |
| CI The Cigna Group | Add +0.3% | 0.19% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +10.5% | 0.19% | +0.04 |
| ACI Albertsons Cos Inc. Class A | Add +868.3% | 0.04% | +0.04 |
| O Realty Income Corp. | Add +8.5% | 0.18% | +0.04 |
| INTC Intel Corp. | Add +1.6% | 0.19% | +0.03 |
| AJG Arthur J Gallagher & Co. | Add +1.6% | 0.13% | +0.03 |
| EWY iShares MSCI South Korea ETF | Add +8.4% | 0.17% | +0.03 |
| INDA iShares MSCI India ETF | Add +4.3% | 0.43% | +0.03 |
| CAVA Cava Group Inc. | New | 0.03% | +0.03 |
| MCHI iShares MSCI China ETF | Add +5.7% | 0.12% | +0.03 |
| SJM The JM Smucker Co. | Add +21.9% | 0.10% | +0.03 |
| EXC Exelon Corp. | Add +11.2% | 0.09% | +0.03 |
| KVUE Kenvue Inc. | Add +1.8% | 0.16% | +0.03 |
| EXPD Expeditors Intl Wash Inc. | Add +11.7% | 0.12% | +0.03 |
| CART Maplebear Inc. | New | 0.03% | +0.03 |
| AON Aon PLC Class A | Add +5.7% | 0.14% | +0.03 |
| KMB Kimberly-Clark Corp. | Add +2.5% | 0.17% | +0.03 |
| NUE Nucor Corp. | Add +12.8% | 0.13% | +0.02 |
| WSC Willscot Holdings Corp. | New | 0.02% | +0.02 |
| BDX Becton Dickinson and Co. | Add +8.3% | 0.17% | +0.02 |
| ESI Element Solutions Inc. | New | 0.02% | +0.02 |
| AEP American Electric Power | Add +0.3% | 0.10% | +0.02 |
| BF.B Brown-Forman Corp. Class B | Add +47.3% | 0.07% | +0.02 |
| PEP Pepsico Inc. | Add +2.6% | 0.34% | +0.02 |
| SYK Stryker Corp. | Add +0.5% | 0.23% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +7.8% | 0.12% | +0.02 |
| FRPT Freshpet Inc. | New | 0.02% | +0.02 |
| BWA Borgwarner Inc. | Add +157.3% | 0.03% | +0.02 |
| GPC Genuine Parts Co. | Add +12.4% | 0.10% | +0.02 |
| MWA Mueller Water Products Inc. Class A | New | 0.02% | +0.02 |
| RHP Ryman Hospitality Properties | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,664 | $8.9B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2026 | 1,857 | $8.5B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 1,877 | $9.1B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2025 | 1,888 | $9.4B | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2025 | 1,917 | $9.3B | MSFT, NVDA, AAPL, AMZN, META |
| Q1 2025 | 1,903 | $8.6B | AAPL, MSFT, NVDA, AMZN, META |
| Q4 2024 | 1,920 | $9.0B | AAPL, NVDA, MSFT, AMZN, META |
| Q3 2024 | 1,968 | $9.2B | AAPL, MSFT, NVDA, AMZN, META |
| Q2 2024 | 1,963 | $8.8B | MSFT, AAPL, NVDA, AMZN, META |
| Q1 2024 | 1,987 | $9.0B | MSFT, AAPL, NVDA, AMZN, META |