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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
KEN icon
51
Kenon Holdings
KEN
$3.61B
$5.46M 0.17%
80,706
-130,647
-62% -$10.7M
NET icon
52
Cloudflare
NET
$102B
$5.32M 0.17%
21,697
-1,042
-5% -$228K
VST icon
53
Vistra
VST
$51.6B
$5.01M 0.16%
31,600
+28,360
+875% +$4.4M
EPOL icon
54
iShares MSCI Poland ETF
EPOL
$877M
$4.92M 0.15%
+127,400
New +$5M
ETN icon
55
Eaton
ETN
$166B
$4.75M 0.15%
+11,137
New +$4.49M
VRT icon
56
Vertiv
VRT
$113B
$4.69M 0.15%
13,997
+795
+6% +$252K
UNP icon
57
Union Pacific
UNP
$173B
$4.62M 0.14%
16,987
+991
+6% +$260K
PH icon
58
Parker-Hannifin
PH
$121B
$4.5M 0.14%
4,601
+401
+10% +$367K
GLW icon
59
Corning
GLW
$145B
$4.3M 0.13%
+16,842
New +$3.06M
AAPL icon
60
Apple
AAPL
$4.61T
$4.09M 0.13%
14,131
+361
+3% +$103K
FTNT icon
61
Fortinet
FTNT
$115B
$3.96M 0.12%
25,757
-3,446
-12% -$398K
GEV icon
62
GE Vernova
GEV
$259B
$3.92M 0.12%
8,504
+3,167
+59% +$3.23M
J icon
63
Jacobs Solutions
J
$16.9B
$3.9M 0.12%
30,929
+394
+1% +$48.5K
SN icon
64
SharkNinja
SN
$25.3B
$3.84M 0.12%
+25,190
New +$3.02M
MGM icon
65
MGM Resorts International
MGM
$10.3B
$3.72M 0.12%
+77,800
New +$3.23M
BWAY
66
Brainsway
BWAY
$580M
$3.68M 0.11%
237,433
-34,571
-13% -$523K
VCIT icon
67
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$69.5B
$3.67M 0.11%
44,414
-2,480
-5% -$205K
DDOG icon
68
Datadog
DDOG
$75B
$3.53M 0.11%
13,545
-5,923
-30% -$1.1M
CEG icon
69
Constellation Energy
CEG
$107B
$3.48M 0.11%
14,022
-1,785
-11% -$503K
HYG icon
70
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.4B
$3.48M 0.11%
43,470
+600
+1% +$48K
LQD icon
71
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.3B
$3.46M 0.11%
31,737
-2,513
-7% -$274K
DELL icon
72
Dell
DELL
$344B
$3.42M 0.11%
+7,920
New +$2.29M
NOW icon
73
ServiceNow
NOW
$138B
$3.31M 0.1%
33,348
+17,348
+108% +$1.72M
ZIM icon
74
ZIM Integrated Shipping Services
ZIM
$3.61B
$3.31M 0.1%
127,030
-892,843
-88% -$23M
CRM icon
75
Salesforce
CRM
$204B
$3.3M 0.1%
21,039
+16,706
+386% +$2.94M
1 2
3
4 5

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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.