We are live on ! Find out more
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
CGDV icon
351
Capital Group Dividend Value ETF
CGDV
$36.6B
$15.8K ﹤0.01%
386
– –
QLTA icon
352
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.26B
$15.6K ﹤0.01%
328
-627
-66% -$30.1K
FIS icon
353
Fidelity National Information Services
FIS
$21.5B
$15.5K ﹤0.01%
331
-977
-75% -$52.5K
SYF icon
354
Synchrony
SYF
$23.7B
$15.1K ﹤0.01%
222
-38
-15% -$2.76K
GEV icon
355
GE Vernova
GEV
$270B
$14.7K ﹤0.01%
5,337
-1,272
-19% -$992K
FRDM icon
356
Freedom 100 Emerging Markets ETF
FRDM
$3.23B
$14.4K ﹤0.01%
+263
New +$15.1K
DGRO icon
357
iShares Core Dividend Growth ETF
DGRO
$42.6B
$14K ﹤0.01%
200
– –
RUN icon
358
Sunrun
RUN
$2.37B
$13.6K ﹤0.01%
1,000
– –
CPAY icon
359
Corpay
CPAY
$24.2B
$13.1K ﹤0.01%
45
-131
-74% -$42K
IBDT icon
360
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$12.7K ﹤0.01%
500
– –
QTUM icon
361
Defiance Quantum ETF
QTUM
$5.25B
$12.1K ﹤0.01%
120
– –
KEY icon
362
KeyCorp
KEY
$24.3B
$12K ﹤0.01%
598
-72
-11% -$1.51K
DE icon
363
Deere & Co
DE
$170B
$12K ﹤0.01%
6,731
-1,290
-16% -$728K
VCLT icon
364
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.83B
$11.1K ﹤0.01%
150
– –
BABA icon
365
Alibaba
BABA
$269B
$11K ﹤0.01%
+90
New +$13.5K
GPN icon
366
Global Payments
GPN
$22.1B
$10.2K ﹤0.01%
152
-446
-75% -$32.9K
MINT icon
367
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$9.96K ﹤0.01%
99
– –
BA icon
368
Boeing
BA
$165B
$9.75K ﹤0.01%
49
+9
+23% +$2.05K
IEF icon
369
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$9.53K ﹤0.01%
100
– –
UPST icon
370
Upstart Holdings
UPST
$2.58B
$9.49K ﹤0.01%
370
– –
DOCS icon
371
Doximity
DOCS
$3.67B
$9.32K ﹤0.01%
400
– –
TTD icon
372
Trade Desk
TTD
$8.13B
$9.08K ﹤0.01%
400
– –
PWR icon
373
Quanta Services
PWR
$93.9B
$8.96K ﹤0.01%
5,163
-51
-1% -$26.3K
AMTM
374
Amentum Holdings
AMTM
$5.51B
$8.72K ﹤0.01%
336
-2
-0.6% -$63
NDAQ icon
375
Nasdaq
NDAQ
$51.5B
$8.57K ﹤0.01%
387
-38
-9% -$3.4K
13 14
15
16 17

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.