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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
EXPE icon
276
Expedia Group
EXPE
$33B
$102K ﹤0.01%
400
-250
-38% -$59.4K
ES icon
277
Eversource Energy
ES
$26.9B
$102K ﹤0.01%
1,415
+50
+4% +$3.46K
MTUM icon
278
iShares MSCI USA Momentum Factor ETF
MTUM
$24.9B
$98.7K ﹤0.01%
290
+120
+71% +$35.8K
COF icon
279
Capital One
COF
$131B
$98.5K ﹤0.01%
491
+1
+0.2% +$191
TMO icon
280
Thermo Fisher Scientific
TMO
$223B
$97.8K ﹤0.01%
195
– –
IGM icon
281
iShares Expanded Tech Sector ETF
IGM
$10.7B
$97.2K ﹤0.01%
594
+65
+12% +$9.74K
CLX icon
282
Clorox
CLX
$11.1B
$95.2K ﹤0.01%
998
+36
+4% +$3.46K
EVRG icon
283
Evergy
EVRG
$19B
$94.5K ﹤0.01%
1,093
+39
+4% +$3.23K
BLK icon
284
Blackrock
BLK
$170B
$93.3K ﹤0.01%
97
-17
-15% -$17.6K
GIS icon
285
General Mills
GIS
$20.2B
$93.1K ﹤0.01%
2,674
+95
+4% +$3.28K
VHT icon
286
Vanguard Health Care ETF
VHT
$19B
$92.7K ﹤0.01%
310
– –
WMB icon
287
Williams Companies
WMB
$92.8B
$90.7K ﹤0.01%
1,220
+34
+3% +$2.5K
IYG icon
288
iShares US Financial Services ETF
IYG
$2.21B
$89.9K ﹤0.01%
1,000
– –
FE icon
289
FirstEnergy
FE
$26.9B
$89.2K ﹤0.01%
1,876
+67
+4% +$3.18K
T icon
290
AT&T
T
$175B
$88.9K ﹤0.01%
4,297
+153
+4% +$3.8K
IAK icon
291
iShares US Insurance ETF
IAK
$508M
$88.6K ﹤0.01%
630
– –
DTE icon
292
DTE Energy
DTE
$28.6B
$86.4K ﹤0.01%
567
+20
+4% +$2.92K
EXC icon
293
Exelon
EXC
$45.3B
$85.9K ﹤0.01%
1,843
+65
+4% +$3.01K
VOOV icon
294
Vanguard S&P 500 Value ETF
VOOV
$6.75B
$85.1K ﹤0.01%
388
– –
WCLD
295
WisdomTree Cloud Computing Fund
WCLD
$329M
$85K ﹤0.01%
2,651
-150
-5% -$4.38K
IHF icon
296
iShares US Healthcare Providers ETF
IHF
$1.3B
$82.4K ﹤0.01%
1,490
– –
PGR icon
297
Progressive
PGR
$125B
$82.1K ﹤0.01%
376
+2
+0.5% +$403
IJK icon
298
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$79.9K ﹤0.01%
680
– –
SPGI icon
299
S&P Global
SPGI
$127B
$79.4K ﹤0.01%
195
– –
IWM icon
300
iShares Russell 2000 ETF
IWM
$80.1B
$77.8K ﹤0.01%
259
-191
-42% -$53.7K
10 11
12
13 14

Similar funds

Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
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
Tokio Marine Asset Management Tokyo, Japan $3.23B AUM 37.2% 1-Year Est. Return
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.