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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
KBWB icon
301
Invesco KBW Bank ETF
KBWB
$6.84B
$75.3K ﹤0.01%
810
– –
OMC icon
302
Omnicom Group
OMC
$22.3B
$75.2K ﹤0.01%
1,033
+37
+4% +$2.79K
IBB icon
303
iShares Biotechnology ETF
IBB
$10.5B
$73.2K ﹤0.01%
385
– –
ELLO icon
304
Ellomay Capital Ltd
ELLO
$284M
$69.2K ﹤0.01%
+3,651
New +$84.7K
TIP icon
305
iShares TIPS Bond ETF
TIP
$14.9B
$66.8K ﹤0.01%
610
– –
GPC icon
306
Genuine Parts
GPC
$18.5B
$65.6K ﹤0.01%
556
+20
+4% +$2.09K
FEZ icon
307
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.46B
$64.4K ﹤0.01%
940
-60
-6% -$4.01K
WDC icon
308
Western Digital
WDC
$172B
$63.9K ﹤0.01%
+100
New +$48.6K
PNC icon
309
PNC Financial Services
PNC
$96.9B
$63.5K ﹤0.01%
258
– –
MSTR icon
310
Strategy Inc
MSTR
$54.2B
$63.5K ﹤0.01%
+730
New +$106K
MOAT icon
311
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$61.3K ﹤0.01%
590
-140
-19% -$14.2K
ROKU icon
312
Roku
ROKU
$23.1B
$59.6K ﹤0.01%
750
-7,259
-91% -$885K
LPLA icon
313
LPL Financial
LPLA
$27.6B
$59.2K ﹤0.01%
210
– –
EIS icon
314
iShares MSCI Israel ETF
EIS
$915M
$56.8K ﹤0.01%
532
-80
-13% -$10.2K
IBDV icon
315
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.29B
$55.3K ﹤0.01%
2,560
-4,720
-65% -$103K
XYZ
316
Block Inc
XYZ
$48.1B
$55K ﹤0.01%
724
-6
-0.8% -$422
FALN icon
317
iShares Fallen Angels USD Bond ETF
FALN
$1.66B
$54.5K ﹤0.01%
2,000
– –
VWO icon
318
Vanguard FTSE Emerging Markets ETF
VWO
$129B
$53.4K ﹤0.01%
896
+121
+16% +$7.11K
CME icon
319
CME Group
CME
$100B
$51.5K ﹤0.01%
233
-317
-58% -$87.7K
IEUR icon
320
iShares Core MSCI Europe ETF
IEUR
$9.31B
$51.4K ﹤0.01%
684
– –
ABBV icon
321
AbbVie
ABBV
$440B
$48.6K ﹤0.01%
193
-383
-66% -$82.4K
TEAM icon
322
Atlassian
TEAM
$44.7B
$48.1K ﹤0.01%
618
+528
+587% +$43.2K
VRSN icon
323
VeriSign
VRSN
$25.5B
$47.8K ﹤0.01%
+190
New +$52.8K
VTV icon
324
Vanguard Morningstar Value ETF
VTV
$192B
$47.1K ﹤0.01%
216
+50
+30% +$10.4K
HLMN icon
325
Hillman Solutions
HLMN
$1.47B
$46.3K ﹤0.01%
5,489
– –
11 12
13
14 15

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WT
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ECM
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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
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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.