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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
SDHY
376
PGIM Short Duration High Yield Opportunities Fund
SDHY
$392M
$8.35K ﹤0.01%
+97
New +$1.59K
CSX icon
377
CSX Corp
CSX
$98.6B
$8.32K ﹤0.01%
64,165
-944
-1% -$37K
ABT icon
378
Abbott
ABT
$180B
$8.21K ﹤0.01%
80
– –
ITW icon
379
Illinois Tool Works
ITW
$81.4B
$8.18K ﹤0.01%
9,945
-198
-2% -$53.9K
CMI icon
380
Cummins
CMI
$91.7B
$8.11K ﹤0.01%
4,768
-58
-1% -$32.8K
EMR icon
381
Emerson Electric
EMR
$82.9B
$8.03K ﹤0.01%
19,392
-251
-1% -$36.1K
OHI icon
382
Omega Healthcare
OHI
$15.4B
$7.45K ﹤0.01%
170
– –
RSG icon
383
Republic Services
RSG
$66.7B
$7.37K ﹤0.01%
10,656
-168
-2% -$36.9K
JKHY icon
384
Jack Henry & Associates
JKHY
$10.7B
$7.27K ﹤0.01%
46
-6
-12% -$1.03K
NSC icon
385
Norfolk Southern
NSC
$78.8B
$7.03K ﹤0.01%
7,749
-97
-1% -$28.8K
IXC icon
386
iShares Global Energy ETF
IXC
$2.71B
$6.68K ﹤0.01%
115
– –
PCAR icon
387
PACCAR
PCAR
$69.6B
$6.62K ﹤0.01%
18,146
-218
-1% -$26.4K
MDT icon
388
Medtronic
MDT
$107B
$6.5K ﹤0.01%
75
– –
TEAM icon
389
Atlassian
TEAM
$22B
$6.14K ﹤0.01%
90
– –
SPHD icon
390
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.36B
$5.95K ﹤0.01%
120
– –
QUAL icon
391
iShares MSCI USA Quality Factor ETF
QUAL
$45.8B
$5.89K ﹤0.01%
32
– –
FAST icon
392
Fastenal
FAST
$54B
$5.81K ﹤0.01%
39,624
-517
-1% -$23.2K
EWG icon
393
iShares MSCI Germany ETF
EWG
$1.5B
$5.72K ﹤0.01%
+151
New +$6.4K
GWW icon
394
W.W. Grainger
GWW
$65.3B
$5.63K ﹤0.01%
1,635
-28
-2% -$30.6K
AME icon
395
Ametek
AME
$55.5B
$5.35K ﹤0.01%
7,901
-148
-2% -$32.9K
CARR icon
396
Carrier Global
CARR
$57.2B
$5.13K ﹤0.01%
28,827
-621
-2% -$36.8K
COP icon
397
ConocoPhillips
COP
$147B
$5.02K ﹤0.01%
38
-27
-42% -$2.99K
WELL icon
398
Welltower
WELL
$178B
$4.35K ﹤0.01%
22
-51
-70% -$10.1K
NUE icon
399
Nucor
NUE
$56.4B
$4.2K ﹤0.01%
7,860
-142
-2% -$24.7K
ERIE icon
400
Erie Indemnity
ERIE
$11.7B
$4.02K ﹤0.01%
16
-2
-11% -$537
14 15
16
17 18

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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
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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.