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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
+23.65%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
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 23.82%
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
SCHG icon
326
Schwab US Large-Cap Growth ETF
SCHG
$63B
$31.8K ﹤0.01%
1,122
– –
ICLN icon
327
iShares Global Clean Energy ETF
ICLN
$2.08B
$30.5K ﹤0.01%
1,700
+1,000
+143% +$18.2K
VIG icon
328
Vanguard Dividend Appreciation ETF
VIG
$114B
$29.2K ﹤0.01%
136
– –
PYPL icon
329
PayPal
PYPL
$50.5B
$26.6K ﹤0.01%
588
-1,406
-71% -$67.9K
SKYY icon
330
First Trust Cloud Computing ETF
SKYY
$3.22B
$26.2K ﹤0.01%
240
– –
AIG icon
331
American International
AIG
$40.7B
$25.8K ﹤0.01%
343
-46
-12% -$3.52K
MET icon
332
MetLife
MET
$61.7B
$24.9K ﹤0.01%
352
-47
-12% -$3.52K
COIN icon
333
Coinbase
COIN
$39.2B
$24.8K ﹤0.01%
142
-23
-14% -$4.53K
XLG icon
334
Invesco S&P 500 Top 50 ETF
XLG
$11B
$24.5K ﹤0.01%
460
– –
MGY icon
335
Magnolia Oil & Gas
MGY
$6.16B
$23.7K ﹤0.01%
750
– –
XT icon
336
iShares Future Exponential Technologies ETF
XT
$3.99B
$23.7K ﹤0.01%
+360
New +$25.6K
XHE icon
337
State Street SPDR S&P Health Care Equipment ETF
XHE
$167M
$23.6K ﹤0.01%
307
– –
FDN icon
338
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.41B
$23.4K ﹤0.01%
100
– –
MRK icon
339
Merck
MRK
$323B
$22.7K ﹤0.01%
269
-1,285
-83% -$148K
LMBS icon
340
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.38B
$22.4K ﹤0.01%
450
– –
ACGL icon
341
Arch Capital
ACGL
$33.5B
$21.9K ﹤0.01%
228
-32
-12% -$3.06K
IWF icon
342
iShares Russell 1000 Growth ETF
IWF
$127B
$20.5K ﹤0.01%
192
– –
UAL icon
343
United Airlines
UAL
$40.2B
$19.8K ﹤0.01%
215
– –
FISV
344
Fiserv Inc
FISV
$27.8B
$19.1K ﹤0.01%
343
-7,226
-95% -$447K
IBKR icon
345
Interactive Brokers
IBKR
$41.1B
$19K ﹤0.01%
284
-37
-12% -$2.64K
GE icon
346
GE Aerospace
GE
$380B
$18.7K ﹤0.01%
66
+10
+18% +$3.14K
ITB icon
347
iShares US Home Construction ETF
ITB
$2.35B
$18.1K ﹤0.01%
200
-8,500
-98% -$870K
KNSL icon
348
Kinsale Capital Group
KNSL
$8.4B
$17.1K ﹤0.01%
50
– –
MUB icon
349
iShares National Muni Bond ETF
MUB
$45.8B
$17K ﹤0.01%
160
– –
PM icon
350
Philip Morris
PM
$290B
$16.2K ﹤0.01%
98
+16
+20% +$2.78K
12 13
14
15 16

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EWA
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
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SC
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HCM
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BIG
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DCM
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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.