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YDMI

Y.D. More Investments Portfolio holdings

AUM $3.21B
1-Year Est. Return 117.29%
This Fund
S&P 500
This Quarter Est. Return
+30.88%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.21B
AUM Growth
+$659M
Cap. Flow
+$111M
Cap. Flow %
3.45%
Top 10 Hldgs %
63.54%
Holding
536
New
62
Increased
236
Reduced
109
Closed
26

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$34.8M
2
TEVA icon
Teva Pharmaceuticals
TEVA
+$33.4M
3
SOXX icon
iShares Semiconductor ETF
SOXX
+$21.9M
4
ORA icon
Ormat Technologies
ORA
+$17.8M
5
NVMI
Nova
NVMI
+$16.5M

Top Sells

Rank Stock Value
1
ESLT icon
Elbit Systems
ESLT
+$56M
2
ENLT icon
Enlight Renewable Energy
ENLT
+$29.4M
3
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$23M
4
SEDG icon
SolarEdge
SEDG
+$18.2M
5
KEN icon
Kenon Holdings
KEN
+$10.7M

Sector Composition

Rank Sector Weight
1 Technology 38.96%
2 Utilities 18.25%
3 Industrials 16.19%
4 Miscellaneous 13.62%
5 Materials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLY icon
226
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.1B
$205K 0.01%
1,760
+700
+66% +$81.7K
FBYDW icon
227
Falcon's Beyond Global Warrants
FBYDW
$8.03M
$196K 0.01%
75,000
– –
CLF icon
228
Cleveland-Cliffs
CLF
$7.06B
$195K 0.01%
20,786
+1,104
+6% +$12.1K
SPSB icon
229
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$195K 0.01%
6,500
+1,200
+23% +$36K
DOC icon
230
Healthpeak Properties
DOC
$14.1B
$191K 0.01%
8,923
+318
+4% +$5.93K
MO icon
231
Altria Group
MO
$114B
$188K 0.01%
2,616
+93
+4% +$6.49K
ANET icon
232
Arista Networks
ANET
$247B
$184K 0.01%
1,082
+212
+24% +$33.3K
NOBL icon
233
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$180K 0.01%
3,200
– –
INDA icon
234
iShares MSCI India ETF
INDA
$6.66B
$173K 0.01%
3,500
-240
-6% -$11.7K
ADBE icon
235
Adobe
ADBE
$102B
$173K 0.01%
+842
New +$199K
VZ icon
236
Verizon
VZ
$210B
$172K 0.01%
4,052
+75
+2% +$3.52K
WFC icon
237
Wells Fargo
WFC
$267B
$163K 0.01%
1,969
-6
-0.3% -$482
KHC icon
238
Kraft Heinz
KHC
$29.5B
$157K ﹤0.01%
6,657
+238
+4% +$5.49K
DFNS
239
T3 Defense Inc
DFNS
$10.3M
$155K ﹤0.01%
22
– –
MDWD icon
240
MediWound
MDWD
$173M
$153K ﹤0.01%
+10,400
New +$165K
QTEC icon
241
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.67B
$151K ﹤0.01%
450
– –
XLC icon
242
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$148K ﹤0.01%
1,381
-619
-31% -$70.5K
IEI icon
243
iShares 3-7 Year Treasury Bond ETF
IEI
$17.5B
$147K ﹤0.01%
1,250
-160
-11% -$18.8K
WSO icon
244
Watsco Inc
WSO
$13.1B
$146K ﹤0.01%
350
– –
NABL icon
245
N-able
NABL
$724M
$145K ﹤0.01%
39,629
+15,346
+63% +$63.8K
OKE icon
246
Oneok
OKE
$61.4B
$145K ﹤0.01%
1,671
+60
+4% +$5.29K
TAN icon
247
Invesco Solar ETF
TAN
$1.06B
$145K ﹤0.01%
2,450
+300
+14% +$18.2K
RPD icon
248
Rapid7
RPD
$700M
$142K ﹤0.01%
17,497
+319
+2% +$2.12K
TLS icon
249
Telos
TLS
$350M
$141K ﹤0.01%
30,611
+4,032
+15% +$17.8K
HCA icon
250
HCA Healthcare
HCA
$87B
$136K ﹤0.01%
350
– –
8 9
10
11 12

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WT
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ECM
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MTIM
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IA
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TMAM
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FFN
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NSLI
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Y.D. More Investments's Q2 2026 Portfolio in Review

As of Q2 2026, Y.D. More Investments held 536 positions worth $3.21B, up 26% from $2.55B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Y.D. More Investments deployed $111M of net new capital in Q2 2026, opening 62 new positions and adding to 236 existing holdings. Its largest new stake was iShares MSCI Poland ETF: 127,400 shares worth $4.92M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 34% a quarter earlier, followed by Utilities and Industrials.

On the sell side, the largest reduction was Elbit Systems, an estimated $56M trimmed.

  • Y.D. More Investments's largest Q2 2026 buy was iShares MSCI Poland ETF: 127,400 shares worth $4.92M.
  • Y.D. More Investments added most to Invesco QQQ Trust in Q2 2026, an estimated $34.8M increase.
  • Y.D. More Investments's biggest Q2 2026 reduction was Elbit Systems, cutting an estimated $56M.
  • Y.D. More Investments fully exited Lam Research in Q2 2026, selling an estimated $3M.
  • Y.D. More Investments's ten largest holdings make up 64% of its $3.21B portfolio in Q2 2026.
  • Y.D. More Investments opened 62 new positions and closed 26 in Q2 2026.
  • Y.D. More Investments's portfolio value rose 26% quarter-over-quarter to $3.21B.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.