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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
SPOT icon
76
Spotify
SPOT
$96.4B
$1.94M 0.08%
4,000
-1,757
-31% -$882K
ZS icon
77
Zscaler
ZS
$22.6B
$1.86M 0.07%
13,279
-381
-3% -$67.6K
TJX icon
78
TJX Companies
TJX
$170B
$1.8M 0.07%
11,275
+900
+9% +$140K
VEEV icon
79
Veeva Systems
VEEV
$29.2B
$1.78M 0.07%
10,111
-4,305
-30% -$846K
WILC icon
80
G. Willi-Food International
WILC
$412M
$1.75M 0.07%
68,750
+66,583
+3,073% +$1.86M
ULTA icon
81
Ulta Beauty
ULTA
$20.5B
$1.72M 0.07%
3,300
-968
-23% -$616K
CRED icon
82
Columbia Research Enhanced Real Estate ETF
CRED
$4.67M
$1.69M 0.07%
+1,477
New +$31K
NOW icon
83
ServiceNow
NOW
$95.1B
$1.67M 0.07%
16,000
-1,750
-10% -$206K
USHY icon
84
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.9B
$1.66M 0.06%
44,927
-13,226
-23% -$493K
EWJ icon
85
iShares MSCI Japan ETF
EWJ
$21.7B
$1.65M 0.06%
19,503
– –
XBI icon
86
State Street SPDR S&P Biotech ETF
XBI
$10.2B
$1.6M 0.06%
12,500
– –
URI icon
87
United Rentals
URI
$70.9B
$1.58M 0.06%
2,174
-76
-3% -$63.8K
XLK icon
88
State Street Technology Select Sector SPDR ETF
XLK
$116B
$1.58M 0.06%
12,222
– –
LNG icon
89
Cheniere Energy
LNG
$57B
$1.53M 0.06%
5,400
+4,900
+980% +$1.13M
CLBT icon
90
Cellebrite
CLBT
$3.51B
$1.52M 0.06%
110,151
-171,665
-61% -$2.59M
WIX icon
91
WIX.com
WIX
$2.04B
$1.49M 0.06%
16,500
-200
-1% -$16.7K
OPK icon
92
Opko Health
OPK
$883M
$1.47M 0.06%
1,299,473
-6,979
-0.5% -$8.59K
WAB icon
93
Wabtec
WAB
$50.3B
$1.47M 0.06%
5,884
-93
-2% -$22.5K
KWEB icon
94
KraneShares CSI China Internet ETF
KWEB
$5.2B
$1.42M 0.06%
50,000
– –
MCHI icon
95
iShares MSCI China ETF
MCHI
$6.04B
$1.4M 0.06%
25,000
– –
ROK icon
96
Rockwell Automation
ROK
$51.3B
$1.39M 0.05%
3,877
-49
-1% -$19.3K
MRVL icon
97
Marvell Technology
MRVL
$188B
$1.36M 0.05%
14,342
-8,623
-38% -$724K
AKAM icon
98
Akamai
AKAM
$17.1B
$1.36M 0.05%
11,853
-1,046
-8% -$105K
IGSB icon
99
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$1.35M 0.05%
25,661
+531
+2% +$28.1K
TBLA icon
100
Taboola.com
TBLA
$1.31B
$1.35M 0.05%
300,000
– –
2 3
4
5 6

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ECP
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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
Klingenstein Fields & Co New York $2.54B AUM 22.19% 1-Year Est. Return
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.