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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
STT icon
451
State Street
STT
$50.9B
$71 ﹤0.01%
178
-23
-11% -$2.94K
MTB icon
452
M&T Bank
MTB
$36.2B
$63 ﹤0.01%
97
-14
-13% -$3.01K
CBOE icon
453
Cboe Global Markets
CBOE
$29.8B
$59 ﹤0.01%
67
-8
-11% -$2.23K
WTW icon
454
Willis Towers Watson
WTW
$27.9B
$56 ﹤0.01%
61
-8
-12% -$2.46K
NTRS icon
455
Northern Trust
NTRS
$22.2B
$52 ﹤0.01%
119
-17
-13% -$2.45K
CFG icon
456
Citizens Financial Group
CFG
$30.4B
$51 ﹤0.01%
271
-39
-13% -$2.4K
RJF icon
457
Raymond James Financial
RJF
$32.5B
$51 ﹤0.01%
112
-15
-12% -$2.38K
RTX icon
458
RTX Corp
RTX
$287B
$51 ﹤0.01%
84
+13
+18% +$2.58K
CINF icon
459
Cincinnati Financial
CINF
$28.3B
$50 ﹤0.01%
100
-12
-11% -$1.95K
TMUS icon
460
T-Mobile US
TMUS
$193B
$46 ﹤0.01%
69
-49
-42% -$10.1K
WRB icon
461
W.R. Berkley
WRB
$28B
$40 ﹤0.01%
190
-26
-12% -$1.79K
BRO icon
462
Brown & Brown
BRO
$22.9B
$39 ﹤0.01%
187
-25
-12% -$1.8K
L icon
463
Loews
L
$24.3B
$36 ﹤0.01%
108
-14
-11% -$1.5K
EG icon
464
Everest Group
EG
$15.2B
$27 ﹤0.01%
26
-4
-13% -$1.32K
LILAK icon
465
Liberty Latin America Class C
LILAK
$1.5B
$26 ﹤0.01%
3
– –
ECL icon
466
Ecolab
ECL
$75.6B
$24 ﹤0.01%
9
-6
-40% -$1.69K
AIZ icon
467
Assurant
AIZ
$13.7B
$22 ﹤0.01%
32
-4
-11% -$912
GL icon
468
Globe Life
GL
$13.5B
$22 ﹤0.01%
51
-6
-11% -$847
FDS icon
469
Factset
FDS
$9.05B
$16 ﹤0.01%
24
-3
-11% -$700
PLD icon
470
Prologis
PLD
$138B
$13 ﹤0.01%
30
-71
-70% -$9.49K
LILA icon
471
Liberty Latin America Class A
LILA
$1.51B
$8 ﹤0.01%
1
– –
SHW icon
472
Sherwin-Williams
SHW
$78.3B
$8 ﹤0.01%
8
-5
-38% -$1.72K
APD icon
473
Air Products & Chemicals
APD
$66.3B
$6 ﹤0.01%
7
-5
-42% -$1.38K
ABNB icon
474
Airbnb
ABNB
$83.7B
– –
-62
Closed -$8.41K
ADBE icon
475
Adobe
ADBE
$89.5B
– –
-33
Closed -$11.6K
17 18
19
20 21

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HWA
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PCM
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GWP
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OBAM
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DCM
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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.