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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
AIZ icon
501
Assurant
AIZ
$13.9B
$29 ﹤0.01%
32
– –
IVZ icon
502
Invesco
IVZ
$14.3B
$25 ﹤0.01%
+285
New +$7.55K
RTX icon
503
RTX Corp
RTX
$268B
$21 ﹤0.01%
33
-51
-61% -$9.35K
FDS icon
504
Factset
FDS
$10.3B
$18 ﹤0.01%
23
-1
-4% -$230
LILA icon
505
Liberty Latin America Class A
LILA
$1.7B
$16 ﹤0.01%
2
+1
+100% +$6
SHW icon
506
Sherwin-Williams
SHW
$79.2B
$14 ﹤0.01%
12
+4
+50% +$1.28K
APD icon
507
Air Products & Chemicals
APD
$66.3B
$11 ﹤0.01%
11
+4
+57% +$1.16K
PLD icon
508
Prologis
PLD
$132B
$10 ﹤0.01%
23
-7
-23% -$993
SLB icon
509
SLB Ltd
SLB
$84.7B
$6 ﹤0.01%
+36
New +$1.93K
ABT icon
510
Abbott
ABT
$183B
– –
-80
Closed -$8.21K
BABA icon
511
Alibaba
BABA
$280B
– –
-90
Closed -$11K
CPB icon
512
Campbell Soup
CPB
$6.49B
– –
-4,656
Closed -$328
CTRA
513
DELISTED
Coterra Energy
CTRA
– –
-2,724
Closed -$95.7K
GLBE icon
514
Global E Online
GLBE
$6.2B
– –
-8,500
Closed -$262K
GTO icon
515
Invesco Total Return Bond ETF
GTO
$2.5B
– –
-1,500
Closed -$70K
IPAY icon
516
Amplify Mobile Payments ETF
IPAY
$175M
– –
-800
Closed -$33.4K
ITB icon
517
iShares US Home Construction ETF
ITB
$2.2B
– –
-200
Closed -$18.1K
KWEB icon
518
KraneShares CSI China Internet ETF
KWEB
$4.89B
– –
-50,000
Closed -$1.42M
LILAK icon
519
Liberty Latin America Class C
LILAK
$1.7B
– –
-3
Closed -$26
LRCX icon
520
Lam Research
LRCX
$401B
– –
-14,023
Closed -$3M
MDT icon
521
Medtronic
MDT
$118B
– –
-75
Closed -$6.5K
NKE icon
522
Nike
NKE
$56.5B
– –
-3,850
Closed -$198K
NTR icon
523
Nutrien
NTR
$38.5B
– –
-17,500
Closed -$1.32M
OHI icon
524
Omega Healthcare
OHI
$14.3B
– –
-170
Closed -$7.45K
OLLI icon
525
Ollie's Bargain Outlet
OLLI
$4.57B
– –
-5,500
Closed -$506K
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.