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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
MSFT icon
26
Microsoft
MSFT
$3.65T
$17.2M 0.53%
46,035
-9,329
-17% -$3.77M
INTC icon
27
Intel
INTC
$555B
$16.8M 0.52%
120,218
-986
-0.8% -$99.7K
CGNT icon
28
Cognyte Software
CGNT
$602M
$16.3M 0.51%
1,854,798
– –
IGV icon
29
iShares Expanded Tech-Software Sector ETF
IGV
$13.9B
$16.1M 0.5%
178,220
+43,460
+32% +$3.86M
MU icon
30
Micron Technology
MU
$1.15T
$16.1M 0.5%
13,940
-4,380
-24% -$3.28M
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$4.14T
$13.8M 0.43%
38,665
+6,930
+22% +$2.49M
CAT icon
32
Caterpillar
CAT
$380B
$13.5M 0.42%
12,703
-504
-4% -$443K
IVV icon
33
iShares Core S&P 500 ETF
IVV
$872B
$12.2M 0.38%
16,287
– –
XAR icon
34
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.72B
$9.2M 0.29%
32,470
+3,560
+12% +$963K
SEDG icon
35
SolarEdge
SEDG
$2.27B
$9.12M 0.28%
155,979
-347,131
-69% -$18.2M
GILT icon
36
Gilat Satellite Networks
GILT
$772M
$8.99M 0.28%
677,813
-37,884
-5% -$621K
PAVE icon
37
Global X US Infrastructure Development ETF
PAVE
$13.7B
$8.82M 0.27%
149,999
+12,332
+9% +$692K
ACWI icon
38
iShares MSCI ACWI ETF
ACWI
$33.4B
$8.43M 0.26%
53,768
+11,029
+26% +$1.68M
WMT icon
39
Walmart Inc
WMT
$841B
$7.59M 0.24%
66,977
+9,962
+17% +$1.24M
LMT icon
40
Lockheed Martin
LMT
$124B
$7.47M 0.23%
14,675
+5,980
+69% +$3.23M
DAX icon
41
Global X DAX Germany ETF
DAX
$225M
$7.43M 0.23%
168,374
+18,480
+12% +$829K
V icon
42
Visa
V
$689B
$7.2M 0.22%
20,986
+5,253
+33% +$1.69M
CRWD icon
43
CrowdStrike
CRWD
$215B
$7.13M 0.22%
37,388
-6,984
-16% -$992K
SMWB icon
44
Similarweb
SMWB
$725M
$7.03M 0.22%
1,147,035
-4,263
-0.4% -$15.5K
ASML icon
45
ASML
ASML
$680B
$6.48M 0.2%
3,259
-73
-2% -$116K
DRS icon
46
Leonardo DRS
DRS
$9.91B
$6.4M 0.2%
150,000
-148,000
-50% -$6.58M
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.08T
$6.26M 0.19%
12,510
+743
+6% +$357K
MA icon
48
Mastercard
MA
$499B
$6.15M 0.19%
11,971
+2,905
+32% +$1.45M
JPM icon
49
JPMorgan Chase
JPM
$945B
$6.07M 0.19%
18,561
+882
+5% +$274K
QQQM icon
50
Invesco NASDAQ 100 ETF
QQQM
$105B
$5.85M 0.18%
19,300
– –
1
2
3 4 5

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WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
ECM
Element Capital Management New York $3.2B AUM 29.54% 1-Year Est. Return
MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.23B AUM 31.02% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
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.