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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
DOV icon
426
Dover
DOV
$26.2B
$3.7K ﹤0.01%
4,907
+253
+5% +$55.1K
XYL icon
427
Xylem
XYL
$25.4B
$3.44K ﹤0.01%
8,661
+271
+3% +$31.3K
HUBB icon
428
Hubbell
HUBB
$24.6B
$3.38K ﹤0.01%
1,926
+92
+5% +$46.5K
OTIS icon
429
Otis Worldwide
OTIS
$26.7B
$3.36K ﹤0.01%
13,982
+569
+4% +$42.5K
AMTM
430
Amentum Holdings
AMTM
$4.92B
$3.26K ﹤0.01%
158
-178
-53% -$4.3K
COP icon
431
ConocoPhillips
COP
$162B
$3.02K ﹤0.01%
29
-9
-24% -$1.07K
ROL icon
432
Rollins
ROL
$16.8B
$2.46K ﹤0.01%
17,544
+944
+6% +$48.2K
CIFR icon
433
Cipher Digital
CIFR
$7.68B
$2.45K ﹤0.01%
+100
New +$2.11K
FTV icon
434
Fortive
FTV
$17.1B
$2.28K ﹤0.01%
11,109
+486
+5% +$29.2K
IEX icon
435
IDEX
IEX
$16.6B
$2.06K ﹤0.01%
2,697
+132
+5% +$27.9K
PEP icon
436
PepsiCo
PEP
$189B
$2.03K ﹤0.01%
+15
New +$2.24K
MAS icon
437
Masco
MAS
$14B
$2.01K ﹤0.01%
7,351
+325
+5% +$22.7K
AMT icon
438
American Tower
AMT
$81.9B
$1.8K ﹤0.01%
11
-4
-27% -$720
AEP icon
439
American Electric Power
AEP
$68.3B
$1.78K ﹤0.01%
13
-4
-24% -$527
DLR icon
440
Digital Realty Trust
DLR
$70.3B
$1.62K ﹤0.01%
+9
New +$1.72K
VMI icon
441
Valmont Industries
VMI
$9.34B
$1.37K ﹤0.01%
707
+33
+5% +$16.6K
APP icon
442
Applovin
APP
$104B
$1.21K ﹤0.01%
+700
New +$338K
AOS icon
443
A.O. Smith
AOS
$7.99B
$1.06K ﹤0.01%
5,022
+252
+5% +$15.3K
DUK icon
444
Duke Energy
DUK
$94.5B
$1K ﹤0.01%
2,356
+325
+16% +$41K
SOLV icon
445
Solventum
SOLV
$15.3B
$926 ﹤0.01%
12
– –
ARQQ icon
446
Arqit Quantum
ARQQ
$393M
$886 ﹤0.01%
+8,881
New +$145K
SO icon
447
Southern Company
SO
$102B
$778 ﹤0.01%
2,420
+442
+22% +$41.6K
BBAI icon
448
BigBear.ai
BBAI
$1.4B
$734 ﹤0.01%
+200
New +$800
CDNS icon
449
Cadence Design Systems
CDNS
$78.2B
$723 ﹤0.01%
+574
New +$201K
SNPS icon
450
Synopsys
SNPS
$75.1B
$598 ﹤0.01%
+399
New +$188K
16 17
18
19 20

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ECM
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MTIM
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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.