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YDMI

Y.D. More Investments Portfolio holdings

AUM $2.55B
1-Year Est. Return 104.35%
This Fund
S&P 500
This Quarter Est. Return
+23.65%
1 Year Est. Return
+104.35%
3 Year Est. Return
+230.61%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.55B
AUM Growth
+$465M
Cap. Flow
+$97.4M
Cap. Flow %
3.81%
Top 10 Hldgs %
64.79%
Holding
524
New
54
Increased
107
Reduced
216
Closed
50

Top Buys

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$81.6M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$53M
3
LHX icon
L3Harris
LHX
+$29.5M
4
ORA icon
Ormat Technologies
ORA
+$27.5M
5
NVMI
Nova
NVMI
+$22.1M

Top Sells

Rank Stock Value
1
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$68.8M
2
ESLT icon
Elbit Systems
ESLT
+$51.8M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$21.4M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$20.6M
5
TSEM icon
Tower Semiconductor
TSEM
+$10.6M

Sector Composition

Rank Sector Weight
1 Technology 33.98%
2 Industrials 23.81%
3 Utilities 19.03%
4 Materials 4.22%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OKE icon
226
Oneok
OKE
$58.7B
$146K 0.01%
1,611
+236
+17% +$19.4K
KHC icon
227
Kraft Heinz
KHC
$30.4B
$144K 0.01%
6,419
+1,588
+33% +$37.4K
CHRD icon
228
Chord Energy
CHRD
$7.79B
$144K 0.01%
1,012
– –
FBYDW icon
229
Falcon's Beyond Global Warrants
FBYDW
$15.2M
$142K 0.01%
75,000
– –
DOC icon
230
Healthpeak Properties
DOC
$15.4B
$141K 0.01%
8,605
+440
+5% +$7.54K
CAG icon
231
Conagra Brands
CAG
$7.07B
$140K 0.01%
8,908
+998
+13% +$17.6K
XLE icon
232
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$132K 0.01%
2,154
-16,000
-88% -$858K
VICI icon
233
VICI Properties
VICI
$29.4B
$132K 0.01%
4,822
+1,262
+35% +$36.1K
WSO icon
234
Watsco Inc
WSO
$14.9B
$127K 0.01%
350
– –
ABBV icon
235
AbbVie
ABBV
$458B
$125K ﹤0.01%
576
-449
-44% -$99.6K
O icon
236
Realty Income
O
$61.2B
$123K ﹤0.01%
2,017
-125
-6% -$7.83K
IBM icon
237
IBM
IBM
$202B
$121K ﹤0.01%
500
+100
+25% +$27.1K
T icon
238
AT&T
T
$165B
$120K ﹤0.01%
4,144
+1,006
+32% +$26.9K
KIM icon
239
Kimco Realty
KIM
$17.6B
$117K ﹤0.01%
5,191
+403
+8% +$8.88K
TAN icon
240
Invesco Solar ETF
TAN
$1.47B
$115K ﹤0.01%
2,150
– –
PRU icon
241
Prudential Financial
PRU
$41.7B
$115K ﹤0.01%
1,174
-140
-11% -$14.5K
NABL icon
242
N-able
NABL
$769M
$113K ﹤0.01%
24,283
-341
-1% -$1.91K
BMY icon
243
Bristol-Myers Squibb
BMY
$127B
$112K ﹤0.01%
1,846
-617
-25% -$36K
XLY icon
244
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$111K ﹤0.01%
1,060
-120
-10% -$14K
TLS icon
245
Telos
TLS
$337M
$111K ﹤0.01%
+26,579
New +$126K
IWM icon
246
iShares Russell 2000 ETF
IWM
$80.9B
$110K ﹤0.01%
450
– –
CCI icon
247
Crown Castle
CCI
$32.7B
$109K ﹤0.01%
1,337
+197
+17% +$17K
KMI icon
248
Kinder Morgan
KMI
$73.1B
$108K ﹤0.01%
3,232
-36
-1% -$1.13K
BLK icon
249
Blackrock
BLK
$164B
$108K ﹤0.01%
114
– –
ANET icon
250
Arista Networks
ANET
$219B
$107K ﹤0.01%
870
+70
+9% +$9.36K
8 9
10
11 12

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HWA
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LC
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PCM
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GWP
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OBAM
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KFC
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DCM
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Y.D. More Investments's Q1 2026 Portfolio in Review

As of Q1 2026, Y.D. More Investments held 524 positions worth $2.55B, up 22% from $2.09B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Y.D. More Investments deployed $97.4M of net new capital in Q1 2026, opening 54 new positions and adding to 107 existing holdings. Its largest new stake was Vertiv: 13,202 shares worth $3.31M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 31% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was ZIM Integrated Shipping Services, an estimated $68.8M trimmed.

  • Y.D. More Investments's largest Q1 2026 buy was Vertiv: 13,202 shares worth $3.31M.
  • Y.D. More Investments added most to Palo Alto Networks in Q1 2026, an estimated $81.6M increase.
  • Y.D. More Investments's biggest Q1 2026 reduction was ZIM Integrated Shipping Services, cutting an estimated $68.8M.
  • Y.D. More Investments fully exited Magic Software Enterprises in Q1 2026, selling an estimated $6.89M.
  • Y.D. More Investments's ten largest holdings make up 65% of its $2.55B portfolio in Q1 2026.
  • Y.D. More Investments opened 54 new positions and closed 50 in Q1 2026.
  • Y.D. More Investments's portfolio value rose 22% quarter-over-quarter to $2.55B.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.