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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
BEN icon
451
Franklin Templeton
BEN
$17.6B
$557 ﹤0.01%
4,988
+172
+4% +$5.15K
USB icon
452
US Bancorp
USB
$97.4B
$519 ﹤0.01%
2,557
+62
+2% +$3.47K
PLX icon
453
Protalix BioTherapeutics
PLX
$214M
$513 ﹤0.01%
220
– –
INTU icon
454
Intuit
INTU
$87.2B
$500 ﹤0.01%
+570
New +$199K
TROW icon
455
T. Rowe Price
TROW
$23.3B
$456 ﹤0.01%
1,195
+36
+3% +$3.68K
TFC icon
456
Truist Financial
TFC
$61.8B
$454 ﹤0.01%
2,712
+64
+2% +$3.15K
PSA icon
457
Public Storage
PSA
$55.5B
$387 ﹤0.01%
362
+13
+4% +$3.98K
FITB
458
Fifth Third Bancorp
FITB
$49.4B
$377 ﹤0.01%
1,990
+59
+3% +$2.99K
RF icon
459
Regions Financial
RF
$25.6B
$360 ﹤0.01%
3,547
+102
+3% +$2.86K
PFG icon
460
Principal Financial Group
PFG
$24.6B
$359 ﹤0.01%
992
+31
+3% +$3.15K
ELMT
461
The Elmet Group
ELMT
$516M
$345 ﹤0.01%
+5,200
New +$89.3K
EOG icon
462
EOG Resources
EOG
$76.2B
$342 ﹤0.01%
786
+28
+4% +$3.81K
HBAN icon
463
Huntington Bancshares
HBAN
$33.9B
$334 ﹤0.01%
5,607
+162
+3% +$2.67K
SCHW
464
Charles Schwab
SCHW
$185B
$326 ﹤0.01%
1,052
-15
-1% -$1.37K
PEG icon
465
Public Service Enterprise Group
PEG
$37B
$288 ﹤0.01%
1,058
+192
+22% +$15.3K
ADSK icon
466
Autodesk
ADSK
$44.4B
$287 ﹤0.01%
+440
New +$100K
CB icon
467
Chubb
CB
$130B
$265 ﹤0.01%
232
– –
PAYX icon
468
Paychex
PAYX
$41.6B
$262 ﹤0.01%
793
+28
+4% +$2.65K
ROP icon
469
Roper Technologies
ROP
$39.1B
$239 ﹤0.01%
+210
New +$71.6K
BNY
470
Bank of New York Mellon
BNY
$110B
$215 ﹤0.01%
442
+2
+0.5% +$273
WDAY icon
471
Workday
WDAY
$44.9B
$211 ﹤0.01%
+514
New +$65.1K
MDB icon
472
MongoDB
MDB
$28.7B
$189 ﹤0.01%
+168
New +$50.4K
MRSH
473
Marsh
MRSH
$86.1B
$173 ﹤0.01%
310
+1
+0.3% +$167
HOOD icon
474
Robinhood
HOOD
$105B
$171 ﹤0.01%
509
+4
+0.8% +$335
AON icon
475
Aon
AON
$67B
$153 ﹤0.01%
137
– –
17 18
19
20 21

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WT
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ECM
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MTIM
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IA
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TMAM
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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.