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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
KIM icon
251
Kimco Realty
KIM
$15.9B
$136K ﹤0.01%
5,383
+192
+4% +$4.61K
VICI icon
252
VICI Properties
VICI
$27.9B
$133K ﹤0.01%
5,000
+178
+4% +$4.99K
PRU icon
253
Prudential Financial
PRU
$41.3B
$131K ﹤0.01%
1,210
+36
+3% +$3.66K
O icon
254
Realty Income
O
$57.8B
$130K ﹤0.01%
2,091
+74
+4% +$4.61K
QCOM icon
255
Qualcomm
QCOM
$185B
$128K ﹤0.01%
690
– –
CAG icon
256
Conagra Brands
CAG
$7.35B
$124K ﹤0.01%
9,238
+330
+4% +$4.61K
KMB icon
257
Kimberly-Clark
KMB
$34.3B
$124K ﹤0.01%
1,129
+41
+4% +$4.06K
CSCO icon
258
Cisco
CSCO
$430B
$119K ﹤0.01%
1,010
– –
XLU icon
259
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$118K ﹤0.01%
2,616
+420
+19% +$19K
CHRD icon
260
Chord Energy
CHRD
$8.07B
$116K ﹤0.01%
1,012
– –
IJH icon
261
iShares Core S&P Mid-Cap ETF
IJH
$125B
$116K ﹤0.01%
1,500
– –
D icon
262
Dominion Energy
D
$58.3B
$115K ﹤0.01%
1,691
+61
+4% +$3.97K
IHAK icon
263
iShares Cybersecurity and Tech ETF
IHAK
$1.05B
$115K ﹤0.01%
1,895
+150
+9% +$7.76K
XLE icon
264
State Street Energy Select Sector SPDR ETF
XLE
$42.7B
$114K ﹤0.01%
2,154
– –
CRWV
265
CoreWeave
CRWV
$55.1B
$113K ﹤0.01%
+1,136
New +$123K
HRL icon
266
Hormel Foods
HRL
$11.6B
$112K ﹤0.01%
4,528
+162
+4% +$3.6K
EXR icon
267
Extra Space Storage
EXR
$29.5B
$112K ﹤0.01%
773
+27
+4% +$3.86K
UDR icon
268
UDR
UDR
$11.6B
$112K ﹤0.01%
2,805
+100
+4% +$3.7K
ETR icon
269
Entergy
ETR
$51.9B
$112K ﹤0.01%
972
+186
+24% +$21K
BMY icon
270
Bristol-Myers Squibb
BMY
$132B
$110K ﹤0.01%
1,914
+68
+4% +$3.9K
VIS icon
271
Vanguard Industrials ETF
VIS
$8B
$108K ﹤0.01%
300
– –
UNH icon
272
UnitedHealth
UNH
$360B
$107K ﹤0.01%
258
-106
-29% -$39.3K
KMI icon
273
Kinder Morgan
KMI
$71.3B
$107K ﹤0.01%
3,351
+119
+4% +$3.83K
CCI icon
274
Crown Castle
CCI
$32.4B
$105K ﹤0.01%
1,386
+49
+4% +$4.3K
PNW icon
275
Pinnacle West Capital
PNW
$11.9B
$105K ﹤0.01%
980
+35
+4% +$3.58K
9 10
11
12 13

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WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
ECM
Element Capital Management New York $3.2B AUM 29.54% 1-Year Est. Return
MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.23B AUM 31.02% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
TMAM
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FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

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.