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Yousif Capital Management, LLC
Yousif Capital Management, LLC (YCM) is an SEC-registered investment adviser headquartered in Bloomfield Hills, Michigan. Founded in January 2021 by Kevin K. Yousif, CFA, who is president and sole owner, YCM operates from a single office and manages assets for a diverse client base. The firm provides investment advisory services to corporations, municipalities, Taft-Hartley clients, faith-based organizations, ERISA plans, banks, captive insurance companies, other investment advisers, and individuals (sometimes via sub-advisory relationships). YCM currently employs around 15-16 professionals, including investment personnel, and manages over $15 billion in assets.
Investment Strategy
Yousif Capital Management employs a rule-based and model-driven investment process, utilizing a blend of equities, fixed income, and ETFs. Portfolios are constructed using proprietary models benchmarked to industry indices, customized to address each client’s investment objectives and risk tolerance. The firm emphasizes separately managed account solutions, tailoring strategies to each client via written investment policy statements. YCM is capable of accepting investment restrictions and guidelines, and also serves as a sub-adviser for other investment advisers and program sponsors. The process is inherently disciplined, focusing on risk management, and portfolios are managed on a discretionary basis, although some client trading instructions are accepted.
Latest 13F Filing Activity
Yousif Capital Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 1,764 equity positions with a total 13F market value of $9B. The fund increased holdings in Apple Inc., Nvidia Corp., Alphabet Inc. Cap Stock CL A among other positions. Yousif Capital Management, LLC reduced exposure to SPDR S&P 500 Etf TR, Ishares Msci Eafe Etf, Meta Platforms Inc. among others.
Top Holdings
Equity Positions (1,764)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVidia Corp | 5.42% | $508.0M | 2,722,559 | $29.04 | $186.58 | +$57.4M |
M MSFT | Microsoft Corp | 4.75% | $445.2M | 859,563 | $332.96 | $517.95 | -$6.2M |
A AAPL | Apple Inc | 4.74% | $444.1M | 1,744,061 | $178.66 | $254.63 | +$63.9M |
A AMZN | Amazon.Com Inc | 2.64% | $247.0M | 1,124,738 | $162.34 | $219.57 | -$7.1M |
M META | Meta Platforms Inc | 2.02% | $189.4M | 257,875 | $323.86 | $734.38 | -$11.2M |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Portfolio Manager | Bloomfield Hills, MI , United States | |
 | Senior Portfolio Manager | Bloomfield Hills, MI , United States | |
 | Portfolio Manager | Bloomfield Hills, MI , United States | |
 | Portfolio Manager | Royal Oak, MI , United States | |
 | President | Bloomfield Hills, MI , United States | |
 | Portfolio Manager | Bloomfield Hills, MI , United States | |
 | Portfolio Manager | Birmingham, MI , United States |
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