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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
GRID
326
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$46.1K ﹤0.01%
303
– –
TRV icon
327
Travelers Companies
TRV
$76.3B
$45.2K ﹤0.01%
137
-1
-0.7% -$303
ICE icon
328
Intercontinental Exchange
ICE
$88.6B
$44.8K ﹤0.01%
364
+1
+0.3% +$150
URTH icon
329
iShares MSCI World ETF
URTH
$8.26B
$43.6K ﹤0.01%
215
– –
MELI icon
330
Mercado Libre
MELI
$97.7B
$42.4K ﹤0.01%
25
-6
-19% -$10.2K
AXON
331
Axon Enterprise
AXON
$41.1B
$42K ﹤0.01%
75
– –
IAGG icon
332
iShares Core International Aggregate Bond Fund
IAGG
$11.9B
$40.5K ﹤0.01%
800
– –
BSV icon
333
Vanguard Short-Term Bond ETF
BSV
$46.4B
$39.6K ﹤0.01%
508
– –
QTUM icon
334
Defiance Quantum ETF
QTUM
$5.59B
$39.3K ﹤0.01%
240
+120
+100% +$17.3K
NLR icon
335
VanEck Uranium + Nuclear Energy ETF
NLR
$4.31B
$39.2K ﹤0.01%
338
– –
CTSH icon
336
Cognizant
CTSH
$27B
$38.2K ﹤0.01%
+987
New +$52K
IBDT icon
337
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.08B
$38.2K ﹤0.01%
1,513
+1,013
+203% +$25.6K
XHE icon
338
State Street SPDR S&P Health Care Equipment ETF
XHE
$175M
$38K ﹤0.01%
454
+147
+48% +$11.9K
IEF icon
339
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
$37.8K ﹤0.01%
400
+300
+300% +$28.4K
PPA icon
340
Invesco Aerospace & Defense ETF
PPA
$7.85B
$36.2K ﹤0.01%
205
– –
APO icon
341
Apollo Global Management
APO
$77.8B
$35.1K ﹤0.01%
297
– –
ICLN icon
342
iShares Global Clean Energy ETF
ICLN
$2.14B
$34.8K ﹤0.01%
1,700
– –
BEP icon
343
Brookfield Renewable
BEP
$9.64B
$34.5K ﹤0.01%
+690
New +$24K
SKYY icon
344
First Trust Cloud Computing ETF
SKYY
$3.3B
$32.3K ﹤0.01%
240
– –
VIG icon
345
Vanguard Dividend Appreciation ETF
VIG
$112B
$32.2K ﹤0.01%
136
– –
SHEL icon
346
Shell
SHEL
$273B
$31K ﹤0.01%
400
– –
IXJ icon
347
iShares Global Healthcare ETF
IXJ
$4.19B
$30.7K ﹤0.01%
312
-34
-10% -$3.2K
MET icon
348
MetLife
MET
$60.7B
$29.4K ﹤0.01%
348
-4
-1% -$323
CHKP icon
349
Check Point Software Technologies
CHKP
$13.6B
$28.5K ﹤0.01%
+217
New +$28.2K
FDN icon
350
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.29B
$26.5K ﹤0.01%
100
– –
12 13
14
15 16

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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.