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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
SPGI icon
276
S&P Global
SPGI
$126B
$82.9K ﹤0.01%
195
-29
-13% -$13.5K
IAK icon
277
iShares US Insurance ETF
IAK
$511M
$80.8K ﹤0.01%
630
– –
IYG icon
278
iShares US Financial Services ETF
IYG
$2.13B
$80.5K ﹤0.01%
1,000
+350
+54% +$30.7K
DTE icon
279
DTE Energy
DTE
$31.1B
$80K ﹤0.01%
+547
New +$76.9K
VOOV icon
280
Vanguard S&P 500 Value ETF
VOOV
$6.58B
$79.1K ﹤0.01%
388
– –
CSCO icon
281
Cisco
CSCO
$450B
$78.4K ﹤0.01%
1,010
-637
-39% -$49.9K
WCLD
282
WisdomTree Cloud Computing Fund
WCLD
$240M
$76.4K ﹤0.01%
2,801
-400
-12% -$11.8K
IHAK icon
283
iShares Cybersecurity and Tech ETF
IHAK
$994M
$75.8K ﹤0.01%
1,745
-500
-22% -$22.8K
OMC icon
284
Omnicom Group
OMC
$22.7B
$75K ﹤0.01%
996
-165
-14% -$12.8K
PGR icon
285
Progressive
PGR
$124B
$74.1K ﹤0.01%
374
-49
-12% -$10.1K
GTO icon
286
Invesco Total Return Bond ETF
GTO
$2.4B
$70K ﹤0.01%
+1,500
New +$71.2K
MOAT icon
287
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$69.7K ﹤0.01%
730
+280
+62% +$29K
IJK icon
288
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$68.4K ﹤0.01%
680
– –
TIP icon
289
iShares TIPS Bond ETF
TIP
$14.5B
$67.3K ﹤0.01%
610
+180
+42% +$19.9K
IBB icon
290
iShares Biotechnology ETF
IBB
$9.31B
$65K ﹤0.01%
385
– –
KBWB icon
291
Invesco KBW Bank ETF
KBWB
$7.08B
$64.1K ﹤0.01%
810
– –
EIS icon
292
iShares MSCI Israel ETF
EIS
$879M
$63.9K ﹤0.01%
612
– –
LPLA icon
293
LPL Financial
LPLA
$26.3B
$63.1K ﹤0.01%
210
+150
+250% +$50.3K
IHF icon
294
iShares US Healthcare Providers ETF
IHF
$1.18B
$62.4K ﹤0.01%
1,490
– –
HON icon
295
Honeywell
HON
$77B
$62K ﹤0.01%
275
-117
-30% -$26.7K
FEZ icon
296
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.28B
$61.8K ﹤0.01%
1,000
+400
+67% +$26.2K
IGM icon
297
iShares Expanded Tech Sector ETF
IGM
$9.94B
$60.3K ﹤0.01%
529
– –
ICE icon
298
Intercontinental Exchange
ICE
$82.4B
$57.1K ﹤0.01%
363
-48
-12% -$7.83K
GPC icon
299
Genuine Parts
GPC
$17.1B
$56.7K ﹤0.01%
+536
New +$66.3K
PNC icon
300
PNC Financial Services
PNC
$100B
$53.7K ﹤0.01%
258
-25
-9% -$5.44K
10 11
12
13 14

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ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
HWA
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LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
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
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
KFC
Klingenstein Fields & Co New York $2.54B AUM 22.19% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

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.