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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
FALN icon
301
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$53.4K ﹤0.01%
+2,000
New +$54.6K
MELI icon
302
Mercado Libre
MELI
$91.3B
$52.9K ﹤0.01%
31
+6
+24% +$11.6K
HLMN icon
303
Hillman Solutions
HLMN
$1.56B
$49.6K ﹤0.01%
5,489
– –
IEUR icon
304
iShares Core MSCI Europe ETF
IEUR
$8.66B
$48.1K ﹤0.01%
684
-300
-30% -$21.9K
SHOP icon
305
Shopify
SHOP
$148B
$47.4K ﹤0.01%
400
-550
-58% -$72.3K
NLR icon
306
VanEck Uranium + Nuclear Energy ETF
NLR
$3.89B
$45K ﹤0.01%
+338
New +$48.3K
XYZ
307
Block Inc
XYZ
$45.9B
$43.9K ﹤0.01%
730
-11,477
-94% -$698K
PLTR icon
308
Palantir
PLTR
$295B
$43.6K ﹤0.01%
298
– –
HACK icon
309
Amplify Cybersecurity ETF
HACK
$2.63B
$42.6K ﹤0.01%
588
+438
+292% +$33.8K
VWO icon
310
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$40.6K ﹤0.01%
775
+685
+761% +$38.4K
TRV icon
311
Travelers Companies
TRV
$80.8B
$40.3K ﹤0.01%
138
-23
-14% -$6.74K
IAGG icon
312
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
$40K ﹤0.01%
800
– –
BSV icon
313
Vanguard Short-Term Bond ETF
BSV
$44.6B
$39.8K ﹤0.01%
508
– –
GRID
314
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.4B
$39.2K ﹤0.01%
303
+183
+153% +$30.4K
MTUM icon
315
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$38.9K ﹤0.01%
170
– –
URTH icon
316
iShares MSCI World ETF
URTH
$7.95B
$38.7K ﹤0.01%
215
– –
SHEL icon
317
Shell
SHEL
$245B
$37.2K ﹤0.01%
400
– –
QMNV
318
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$57.1M
$33.6K ﹤0.01%
1,504
– –
IPAY icon
319
Amplify Mobile Payments ETF
IPAY
$154M
$33.4K ﹤0.01%
+800
New +$37.6K
APO icon
320
Apollo Global Management
APO
$70.7B
$33.1K ﹤0.01%
297
-38
-11% -$4.71K
SHY icon
321
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$33K ﹤0.01%
400
– –
PPA icon
322
Invesco Aerospace & Defense ETF
PPA
$8.27B
$32.8K ﹤0.01%
205
– –
VTV icon
323
Vanguard Value ETF
VTV
$189B
$32.6K ﹤0.01%
166
– –
IXJ icon
324
iShares Global Healthcare ETF
IXJ
$4.11B
$32.2K ﹤0.01%
346
– –
AXON
325
Axon Enterprise
AXON
$40.5B
$31.9K ﹤0.01%
75
– –
11 12
13
14 15

Similar funds

ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
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.