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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
UAL icon
376
United Airlines
UAL
$35.1B
$15.5K ﹤0.01%
114
-101
-47% -$10.5K
MRK icon
377
Merck
MRK
$366B
$15.5K ﹤0.01%
245
-24
-9% -$2.81K
DGRO icon
378
iShares Core Dividend Growth ETF
DGRO
$43.2B
$15.2K ﹤0.01%
200
– –
ARES icon
379
Ares Management
ARES
$31.3B
$15.1K ﹤0.01%
+136
New +$16.3K
CPAY icon
380
Corpay
CPAY
$26.7B
$14K ﹤0.01%
42
-3
-7% -$996
QUAL icon
381
iShares MSCI USA Quality Factor ETF
QUAL
$47.1B
$13.9K ﹤0.01%
64
+32
+100% +$6.71K
KEY icon
382
KeyCorp
KEY
$23.3B
$13.7K ﹤0.01%
593
-5
-0.8% -$109
RUN icon
383
Sunrun
RUN
$2.22B
$13.4K ﹤0.01%
1,000
– –
TT icon
384
Trane Technologies
TT
$98.1B
$13.3K ﹤0.01%
+8,055
New +$3.77M
UPST icon
385
Upstart Holdings
UPST
$2.63B
$13.1K ﹤0.01%
370
– –
FIS icon
386
Fidelity National Information Services
FIS
$20.3B
$12.9K ﹤0.01%
333
+2
+0.6% +$87
EWG icon
387
iShares MSCI Germany ETF
EWG
$1.74B
$12.4K ﹤0.01%
302
+151
+100% +$6.35K
CMI icon
388
Cummins
CMI
$77.3B
$12K ﹤0.01%
5,028
+260
+5% +$171K
QBTS icon
389
D-Wave Quantum Inc
QBTS
$6.58B
$12K ﹤0.01%
+500
New +$11K
CGDV icon
390
Capital Group Dividend Value ETF
CGDV
$38.8B
$11.8K ﹤0.01%
240
-146
-38% -$6.88K
VCLT icon
391
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.9B
$11.3K ﹤0.01%
150
– –
GPN icon
392
Global Payments
GPN
$23.7B
$10.9K ﹤0.01%
150
-2
-1% -$138
CSX icon
393
CSX Corp
CSX
$90.8B
$10.8K ﹤0.01%
67,709
+3,544
+6% +$160K
VEEV icon
394
Veeva Systems
VEEV
$42.9B
$10.6K ﹤0.01%
60
-10,051
-99% -$1.66M
MINT icon
395
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.5B
$9.98K ﹤0.01%
99
– –
EMR icon
396
Emerson Electric
EMR
$84.9B
$9.81K ﹤0.01%
20,410
+1,018
+5% +$143K
ITW icon
397
Illinois Tool Works
ITW
$76.5B
$9.52K ﹤0.01%
10,484
+539
+5% +$140K
GE icon
398
GE Aerospace
GE
$347B
$9.34K ﹤0.01%
25
-41
-62% -$12.8K
CCJ icon
399
Cameco
CCJ
$44.4B
$9.17K ﹤0.01%
+90
New +$10.1K
GTLB icon
400
GitLab
GTLB
$7.86B
$9.16K ﹤0.01%
+300
New +$7.61K
14 15
16
17 18

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WT
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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
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FFN
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NSLI
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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.