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
VMC icon
401
Vulcan Materials
VMC
$36.3B
$3.88K ﹤0.01%
4,506
-114
-2% -$33.5K
MLM icon
402
Martin Marietta Materials
MLM
$33.6B
$3.87K ﹤0.01%
2,081
-28
-1% -$17.9K
NEM icon
403
Newmont
NEM
$98.2B
$3.68K ﹤0.01%
34
-24
-41% -$2.77K
IR icon
404
Ingersoll Rand
IR
$33B
$3.42K ﹤0.01%
13,513
-302
-2% -$26.7K
OTIS icon
405
Otis Worldwide
OTIS
$27.4B
$3.27K ﹤0.01%
13,413
-213
-2% -$18.6K
XYL icon
406
Xylem
XYL
$28.5B
$3.17K ﹤0.01%
8,390
-123
-1% -$16.1K
DOV icon
407
Dover
DOV
$27.2B
$3.06K ﹤0.01%
4,654
-142
-3% -$30.4K
HUBB icon
408
Hubbell
HUBB
$25.7B
$2.84K ﹤0.01%
1,834
-24
-1% -$11.8K
STLD icon
409
Steel Dynamics
STLD
$35.6B
$2.84K ﹤0.01%
4,999
-107
-2% -$19.5K
ROL icon
410
Rollins
ROL
$18.6B
$2.8K ﹤0.01%
16,600
-223
-1% -$13.3K
AMT icon
411
American Tower
AMT
$77.7B
$2.59K ﹤0.01%
15
-114
-88% -$20.5K
AEP icon
412
American Electric Power
AEP
$73.7B
$2.23K ﹤0.01%
17
-760
-98% -$95.1K
SPG icon
413
Simon Property Group
SPG
$74.5B
$1.86K ﹤0.01%
10
-729
-99% -$139K
FTV icon
414
Fortive
FTV
$19B
$1.85K ﹤0.01%
10,623
-482
-4% -$27K
IEX icon
415
IDEX
IEX
$16.5B
$1.54K ﹤0.01%
2,565
-52
-2% -$10.3K
MAS icon
416
Masco
MAS
$16B
$1.34K ﹤0.01%
7,026
-236
-3% -$16K
AOS icon
417
A.O. Smith
AOS
$8.38B
$994 ﹤0.01%
4,770
-98
-2% -$7.06K
VMI icon
418
Valmont Industries
VMI
$9.44B
$851 ﹤0.01%
+674
New +$294K
DUK icon
419
Duke Energy
DUK
$102B
$840 ﹤0.01%
2,031
+190
+10% +$23.8K
TBLAW
420
DELISTED
Taboola.com Ltd Warrant
TBLAW
$800 ﹤0.01%
80,000
– –
SOLV icon
421
Solventum
SOLV
$13.5B
$784 ﹤0.01%
12
– –
SO icon
422
Southern Company
SO
$110B
$603 ﹤0.01%
1,978
+303
+18% +$28K
PLX icon
423
Protalix BioTherapeutics
PLX
$191M
$477 ﹤0.01%
220
– –
USB icon
424
US Bancorp
USB
$99.6B
$410 ﹤0.01%
2,495
-775
-24% -$42.6K
TFC icon
425
Truist Financial
TFC
$63.2B
$385 ﹤0.01%
2,648
-675
-20% -$33.4K
15 16
17
18 19

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.