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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
QQQM icon
51
Invesco NASDAQ 100 ETF
QQQM
$96.2B
$4.59M 0.18%
19,300
+13,300
+222% +$3.33M
MA icon
52
Mastercard
MA
$469B
$4.53M 0.18%
9,066
-1,957
-18% -$1.03M
CEG icon
53
Constellation Energy
CEG
$98.4B
$4.42M 0.17%
15,807
-1,111
-7% -$338K
ASML icon
54
ASML
ASML
$693B
$4.4M 0.17%
3,332
+1,123
+51% +$1.54M
CRWD icon
55
CrowdStrike
CRWD
$187B
$4.33M 0.17%
44,372
-7,488
-14% -$793K
J icon
56
Jacobs Solutions
J
$15.6B
$3.89M 0.15%
30,535
+20,235
+196% +$2.75M
UNP icon
57
Union Pacific
UNP
$181B
$3.88M 0.15%
15,996
-74
-0.5% -$18.1K
VCIT icon
58
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66B
$3.88M 0.15%
46,894
-13,927
-23% -$1.17M
PH icon
59
Parker-Hannifin
PH
$124B
$3.76M 0.15%
4,200
-123
-3% -$116K
LQD icon
60
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$3.73M 0.15%
34,250
-8,614
-20% -$950K
SOLS
61
Solstice Advanced Materials
SOLS
$9.67B
$3.62M 0.14%
47,579
+47,470
+43,550% +$3.25M
BWAY
62
Brainsway
BWAY
$663M
$3.61M 0.14%
272,004
+42,080
+18% +$513K
AAPL icon
63
Apple
AAPL
$4.72T
$3.48M 0.14%
13,770
-10,140
-42% -$2.64M
HYG icon
64
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$3.41M 0.13%
42,870
+470
+1% +$37.8K
VRT icon
65
Vertiv
VRT
$117B
$3.31M 0.13%
+13,202
New +$2.93M
FTCS icon
66
First Trust Capital Strength ETF
FTCS
$7.78B
$3.06M 0.12%
33,044
-14,325
-30% -$1.37M
LRCX icon
67
Lam Research
LRCX
$400B
$3M 0.12%
14,023
– –
ARBE icon
68
Arbe Robotics
ARBE
$87.1M
$2.96M 0.12%
2,844,422
– –
NFLX icon
69
Netflix
NFLX
$287B
$2.81M 0.11%
29,205
-5,833
-17% -$514K
XLF icon
70
State Street Financial Select Sector SPDR ETF
XLF
$55.1B
$2.47M 0.1%
50,160
+305
+0.6% +$15.9K
FTNT icon
71
Fortinet
FTNT
$111B
$2.39M 0.09%
29,203
-29,432
-50% -$2.38M
TSLA icon
72
Tesla
TSLA
$1.26T
$2.35M 0.09%
6,417
-3,291
-34% -$1.36M
DDOG icon
73
Datadog
DDOG
$87B
$2.3M 0.09%
19,468
-3,135
-14% -$387K
CVX icon
74
Chevron
CVX
$387B
$2.29M 0.09%
11,007
-130
-1% -$23.7K
ONON icon
75
On Holding
ONON
$11.6B
$2.28M 0.09%
67,050
– –
1 2
3
4 5

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ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
KFC
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DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

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.