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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
MCO icon
476
Moody's
MCO
$83.3B
$148 ﹤0.01%
97
-1
-1% -$449
KKR icon
477
KKR & Co
KKR
$94.9B
$137 ﹤0.01%
445
+7
+2% +$679
ALL icon
478
Allstate
ALL
$64.1B
$133 ﹤0.01%
166
– –
AJG icon
479
Arthur J. Gallagher & Co
AJG
$64.5B
$127 ﹤0.01%
165
+1
+0.6% +$212
AFL icon
480
Aflac
AFL
$57.7B
$116 ﹤0.01%
295
-3
-1% -$345
STT icon
481
State Street
STT
$52.7B
$101 ﹤0.01%
178
– –
PTC icon
482
PTC
PTC
$14.5B
$92 ﹤0.01%
+241
New +$32.5K
AMP icon
483
Ameriprise Financial
AMP
$49.2B
$89 ﹤0.01%
58
– –
MSCI icon
484
MSCI
MSCI
$40.1B
$88 ﹤0.01%
47
– –
TYL icon
485
Tyler Technologies
TYL
$14.2B
$86 ﹤0.01%
+88
New +$27.8K
GDDY icon
486
GoDaddy
GDDY
$11.8B
$79 ﹤0.01%
+276
New +$23.3K
HIG icon
487
Hartford Financial Services
HIG
$36.7B
$78 ﹤0.01%
176
-2
-1% -$267
MTB icon
488
M&T Bank
MTB
$34.4B
$75 ﹤0.01%
94
-3
-3% -$656
NTRS icon
489
Northern Trust
NTRS
$33.8B
$69 ﹤0.01%
119
– –
CFG icon
490
Citizens Financial Group
CFG
$29.5B
$64 ﹤0.01%
272
+1
+0.4% +$64
CINF icon
491
Cincinnati Financial
CINF
$26B
$62 ﹤0.01%
100
– –
RJF icon
492
Raymond James Financial
RJF
$34B
$57 ﹤0.01%
112
– –
CBOE icon
493
Cboe Global Markets
CBOE
$30.6B
$55 ﹤0.01%
67
– –
WTW icon
494
Willis Towers Watson
WTW
$30.2B
$54 ﹤0.01%
61
– –
WRB icon
495
W.R. Berkley
WRB
$25.9B
$45 ﹤0.01%
189
-1
-0.5% -$67
L icon
496
Loews
L
$22.1B
$41 ﹤0.01%
109
+1
+0.9% +$108
BRO icon
497
Brown & Brown
BRO
$22.8B
$40 ﹤0.01%
188
+1
+0.5% +$61
ECL icon
498
Ecolab
ECL
$78B
$39 ﹤0.01%
14
+5
+56% +$1.32K
EG icon
499
Everest Group
EG
$14.2B
$30 ﹤0.01%
25
-1
-4% -$342
GL icon
500
Globe Life
GL
$13.1B
$30 ﹤0.01%
50
-1
-2% -$157
18 19
20
21 22

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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.