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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
VGT icon
351
Vanguard Information Technology ETF
VGT
$148B
$25.8K ﹤0.01%
+216
New +$23.7K
AIG icon
352
American International
AIG
$39B
$25.4K ﹤0.01%
341
-2
-0.6% -$152
SCHG icon
353
Schwab US Large-Cap Growth ETF
SCHG
$62.4B
$25.4K ﹤0.01%
750
-372
-33% -$12.3K
IBKR icon
354
Interactive Brokers
IBKR
$41.2B
$25K ﹤0.01%
287
+3
+1% +$250
TTD icon
355
Trade Desk
TTD
$6.59B
$24.9K ﹤0.01%
1,379
+979
+245% +$20.8K
PYPL icon
356
PayPal
PYPL
$45.5B
$24.5K ﹤0.01%
568
-20
-3% -$910
IWF icon
357
iShares Russell 1000 Growth ETF
IWF
$126B
$23.8K ﹤0.01%
192
– –
LMBS icon
358
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.46B
$22.4K ﹤0.01%
450
– –
ACGL icon
359
Arch Capital
ACGL
$32.7B
$21.7K ﹤0.01%
224
-4
-2% -$377
DAC icon
360
Danaos Corp
DAC
$2.79B
$21.4K ﹤0.01%
+250
New +$31.2K
COIN icon
361
Coinbase
COIN
$47.2B
$20.9K ﹤0.01%
143
+1
+0.7% +$181
MGY icon
362
Magnolia Oil & Gas
MGY
$6.5B
$19.2K ﹤0.01%
750
– –
FRDM icon
363
Freedom 100 Emerging Markets ETF
FRDM
$3.62B
$19.2K ﹤0.01%
263
– –
DIS icon
364
Walt Disney
DIS
$181B
$19.2K ﹤0.01%
199
-1,400
-88% -$143K
KMDA icon
365
Kamada
KMDA
$478M
$18.1K ﹤0.01%
142
-136,296
-100% -$1.08M
DOCU
366
DocuSign
DOCU
$12.4B
$18K ﹤0.01%
+405
New +$19K
MUB icon
367
iShares National Muni Bond ETF
MUB
$45.2B
$17.2K ﹤0.01%
160
– –
VTI icon
368
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$17K ﹤0.01%
+46
New +$16.4K
FISV
369
Fiserv Inc
FISV
$27B
$16.8K ﹤0.01%
343
– –
HON icon
370
Honeywell
HON
$66B
$16.7K ﹤0.01%
75
-200
-73% -$44.6K
KNSL icon
371
Kinsale Capital Group
KNSL
$8.37B
$16.5K ﹤0.01%
50
– –
SYF icon
372
Synchrony
SYF
$25.6B
$16.4K ﹤0.01%
216
-6
-3% -$441
SHY icon
373
iShares 1-3 Year Treasury Bond ETF
SHY
$26.2B
$16.4K ﹤0.01%
200
-200
-50% -$16.4K
HACK icon
374
Amplify Cybersecurity ETF
HACK
$2.86B
$15.7K ﹤0.01%
150
-438
-74% -$38.6K
QLTA icon
375
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.2B
$15.6K ﹤0.01%
328
– –
13 14
15
16 17

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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.