We are live on ! Find out more
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
TMUS icon
401
T-Mobile US
TMUS
$195B
$8.72K ﹤0.01%
52
-17
-25% -$3.22K
NSC icon
402
Norfolk Southern
NSC
$73.7B
$8.64K ﹤0.01%
8,184
+435
+6% +$134K
SDHY
403
PGIM Short Duration High Yield Opportunities Fund
SDHY
$393M
$8.4K ﹤0.01%
97
– –
DOCS icon
404
Doximity
DOCS
$4.35B
$8.3K ﹤0.01%
400
– –
RSG icon
405
Republic Services
RSG
$67.9B
$8.02K ﹤0.01%
11,211
+555
+5% +$116K
NDAQ icon
406
Nasdaq
NDAQ
$53.1B
$7.96K ﹤0.01%
387
– –
GWW icon
407
W.W. Grainger
GWW
$60.7B
$7.86K ﹤0.01%
1,720
+85
+5% +$105K
PCAR icon
408
PACCAR
PCAR
$64.5B
$7.74K ﹤0.01%
19,178
+1,032
+6% +$122K
SYM icon
409
Symbotic
SYM
$5.62B
$7.51K ﹤0.01%
+167
New +$8.51K
CARR icon
410
Carrier Global
CARR
$48.7B
$7.46K ﹤0.01%
30,266
+1,439
+5% +$94.1K
PM icon
411
Philip Morris
PM
$288B
$6.88K ﹤0.01%
38
-60
-61% -$10.4K
AME icon
412
Ametek
AME
$54.5B
$6.79K ﹤0.01%
8,352
+451
+6% +$104K
FAST icon
413
Fastenal
FAST
$56.7B
$6.75K ﹤0.01%
41,834
+2,210
+6% +$100K
JKHY icon
414
Jack Henry & Associates
JKHY
$11.2B
$6.34K ﹤0.01%
46
– –
NUE icon
415
Nucor
NUE
$58.2B
$6.21K ﹤0.01%
8,299
+439
+6% +$99.4K
IXC icon
416
iShares Global Energy ETF
IXC
$2.9B
$5.65K ﹤0.01%
115
– –
NEM icon
417
Newmont
NEM
$134B
$4.86K ﹤0.01%
52
+18
+53% +$1.96K
SOUN icon
418
SoundHound AI
SOUN
$2.92B
$4.85K ﹤0.01%
+750
New +$5.81K
VMC icon
419
Vulcan Materials
VMC
$33.5B
$4.68K ﹤0.01%
4,728
+222
+5% +$63.6K
MLM icon
420
Martin Marietta Materials
MLM
$36.4B
$4.24K ﹤0.01%
2,188
+107
+5% +$63.5K
BA icon
421
Boeing
BA
$167B
$4.11K ﹤0.01%
19
-30
-61% -$6.67K
STLD icon
422
Steel Dynamics
STLD
$34.4B
$4.05K ﹤0.01%
5,255
+256
+5% +$60K
IR icon
423
Ingersoll Rand
IR
$29.1B
$3.93K ﹤0.01%
14,260
+747
+6% +$57.8K
WELL icon
424
Welltower
WELL
$171B
$3.86K ﹤0.01%
17
-5
-23% -$1.06K
ERIE icon
425
Erie Indemnity
ERIE
$12.7B
$3.84K ﹤0.01%
16
– –
15 16
17
18 19

Similar funds

Members Trust
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.