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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
KMB icon
251
Kimberly-Clark
KMB
$36.4B
$105K ﹤0.01%
+1,088
New +$111K
IJH icon
252
iShares Core S&P Mid-Cap ETF
IJH
$123B
$101K ﹤0.01%
1,500
-345
-19% -$23.9K
D icon
253
Dominion Energy
D
$62.5B
$101K ﹤0.01%
1,630
-182
-10% -$11.2K
XLU icon
254
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$101K ﹤0.01%
2,196
– –
CLX icon
255
Clorox
CLX
$11.6B
$99.7K ﹤0.01%
962
+259
+37% +$29.4K
HRL icon
256
Hormel Foods
HRL
$13.9B
$98.9K ﹤0.01%
+4,366
New +$104K
EXR icon
257
Extra Space Storage
EXR
$31.2B
$97.8K ﹤0.01%
+746
New +$105K
UNH icon
258
UnitedHealth
UNH
$382B
$97.3K ﹤0.01%
364
-3,204
-90% -$954K
QTEC icon
259
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.4B
$97.2K ﹤0.01%
450
+190
+73% +$43.5K
GIS icon
260
General Mills
GIS
$19.2B
$96K ﹤0.01%
2,579
+539
+26% +$23.4K
TMO icon
261
Thermo Fisher Scientific
TMO
$211B
$95.8K ﹤0.01%
195
– –
CTRA
262
DELISTED
Coterra Energy
CTRA
$95.7K ﹤0.01%
2,724
-502
-16% -$15.1K
PNW icon
263
Pinnacle West Capital
PNW
$12.9B
$95.2K ﹤0.01%
945
-1
-0.1% -$96
RPD icon
264
Rapid7
RPD
$634M
$94.7K ﹤0.01%
17,178
+5,871
+52% +$53.9K
ES icon
265
Eversource Energy
ES
$28.2B
$94.6K ﹤0.01%
1,365
-189
-12% -$13.4K
VIS icon
266
Vanguard Industrials ETF
VIS
$8.23B
$93.7K ﹤0.01%
300
– –
FE icon
267
FirstEnergy
FE
$28.9B
$91.6K ﹤0.01%
1,809
-496
-22% -$24.1K
UDR icon
268
UDR
UDR
$12.9B
$91.4K ﹤0.01%
+2,705
New +$99.3K
COF icon
269
Capital One
COF
$124B
$89.4K ﹤0.01%
490
-59
-11% -$12.3K
QCOM icon
270
Qualcomm
QCOM
$176B
$88.9K ﹤0.01%
690
-4,054
-85% -$592K
ETR icon
271
Entergy
ETR
$54.1B
$88.3K ﹤0.01%
786
+154
+24% +$15.5K
EXC icon
272
Exelon
EXC
$48.6B
$87.2K ﹤0.01%
1,778
-36
-2% -$1.68K
EVRG icon
273
Evergy
EVRG
$20.1B
$86.3K ﹤0.01%
1,054
-180
-15% -$14.2K
WMB icon
274
Williams Companies
WMB
$90.5B
$86.3K ﹤0.01%
1,186
+1,121
+1,725% +$77.6K
VHT icon
275
Vanguard Health Care ETF
VHT
$18.2B
$84.4K ﹤0.01%
310
– –
9 10
11
12 13

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HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
LC
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PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
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.