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
BEN icon
426
Franklin Resources
BEN
$16.9B
$359 ﹤0.01%
4,816
+4,594
+2,069% +$118K
EOG icon
427
EOG Resources
EOG
$78B
$346 ﹤0.01%
+758
New +$92K
TROW icon
428
T. Rowe Price
TROW
$25B
$330 ﹤0.01%
1,159
-95
-8% -$9.2K
CPB icon
429
Campbell Soup
CPB
$6.51B
$328 ﹤0.01%
4,656
+1,201
+35% +$30.8K
SCHW
430
Charles Schwab
SCHW
$177B
$317 ﹤0.01%
1,067
-137
-11% -$13.4K
PSA icon
431
Public Storage
PSA
$60.2B
$299 ﹤0.01%
+349
New +$100K
RF icon
432
Regions Financial
RF
$26.3B
$284 ﹤0.01%
3,445
-828
-19% -$23.1K
FITB
433
Fifth Third Bancorp
FITB
$52B
$283 ﹤0.01%
1,931
+1,454
+305% +$71.7K
PFG icon
434
Principal Financial Group
PFG
$23.6B
$274 ﹤0.01%
961
-226
-19% -$20.7K
HBAN icon
435
Huntington Bancshares
HBAN
$35.1B
$269 ﹤0.01%
5,445
+4,311
+380% +$73.6K
CB icon
436
Chubb
CB
$140B
$239 ﹤0.01%
232
-32
-12% -$10.3K
PAYX icon
437
Paychex
PAYX
$40.4B
$223 ﹤0.01%
+765
New +$75.7K
PEG icon
438
Public Service Enterprise Group
PEG
$39.8B
$221 ﹤0.01%
866
+159
+22% +$13K
MRSH
439
Marsh
MRSH
$86.3B
$169 ﹤0.01%
309
-44
-12% -$7.91K
BNY
440
Bank of New York Mellon
BNY
$108B
$165 ﹤0.01%
440
-63
-13% -$7.49K
AON icon
441
Aon
AON
$77.3B
$140 ﹤0.01%
137
-18
-12% -$5.98K
MCO icon
442
Moody's
MCO
$81.7B
$135 ﹤0.01%
98
-13
-12% -$6.15K
KKR icon
443
KKR & Co
KKR
$89.2B
$128 ﹤0.01%
438
-57
-12% -$6.01K
AJG icon
444
Arthur J. Gallagher & Co
AJG
$63.7B
$112 ﹤0.01%
164
-21
-11% -$4.85K
HOOD icon
445
Robinhood
HOOD
$85.2B
$111 ﹤0.01%
505
-62
-11% -$5.44K
ALL icon
446
Allstate
ALL
$66.9B
$109 ﹤0.01%
166
-23
-12% -$4.71K
AFL icon
447
Aflac
AFL
$63.9B
$103 ﹤0.01%
298
-42
-12% -$4.66K
AMP icon
448
Ameriprise Financial
AMP
$46.8B
$81 ﹤0.01%
58
-9
-13% -$4.34K
MSCI icon
449
MSCI
MSCI
$40B
$80 ﹤0.01%
47
-7
-13% -$3.95K
HIG icon
450
Hartford Financial Services
HIG
$38.5B
$76 ﹤0.01%
178
-23
-11% -$3.14K
16 17
18
19 20

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.