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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
TJX icon
101
TJX Companies
TJX
$142B
$1.69M 0.05%
11,199
-76
-0.7% -$12K
WAB icon
102
Wabtec
WAB
$48.2B
$1.67M 0.05%
6,183
+299
+5% +$79.1K
CLBT icon
103
Cellebrite
CLBT
$2.88B
$1.61M 0.05%
110,151
– –
AMD icon
104
Advanced Micro Devices
AMD
$829B
$1.55M 0.05%
2,666
-1,074
-29% -$440K
AKAM icon
105
Akamai
AKAM
$15.1B
$1.54M 0.05%
13,007
+1,154
+10% +$144K
ULTA icon
106
Ulta Beauty
ULTA
$23.5B
$1.49M 0.05%
3,300
– –
NFLX icon
107
Netflix
NFLX
$320B
$1.48M 0.05%
20,674
-8,531
-29% -$751K
TLN
108
Talen Energy Corp
TLN
$15.7B
$1.39M 0.04%
+3,625
New +$1.33M
IGSB icon
109
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$1.38M 0.04%
26,346
+685
+3% +$35.9K
GEN icon
110
Gen Digital
GEN
$17.8B
$1.37M 0.04%
55,154
+5,605
+11% +$125K
EME icon
111
Emcor
EME
$34.2B
$1.34M 0.04%
1,619
+82
+5% +$69.4K
LNG icon
112
Cheniere Energy
LNG
$57.3B
$1.29M 0.04%
5,400
– –
USHY icon
113
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.6B
$1.29M 0.04%
34,775
-10,152
-23% -$376K
MCHI icon
114
iShares MSCI China ETF
MCHI
$6.23B
$1.28M 0.04%
25,000
– –
ONON icon
115
On Holding
ONON
$9.13B
$1.27M 0.04%
35,900
-31,150
-46% -$1.14M
BAC icon
116
Bank of America
BAC
$439B
$1.27M 0.04%
22,295
+103
+0.5% +$5.48K
TER icon
117
Teradyne
TER
$58.4B
$1.26M 0.04%
2,600
– –
NVT icon
118
nVent Electric
NVT
$26.4B
$1.25M 0.04%
+7,393
New +$1.15M
KXI icon
119
iShares Global Consumer Staples ETF
KXI
$1.09B
$1.18M 0.04%
17,500
– –
XME icon
120
State Street SPDR S&P Metals & Mining ETF
XME
$4.96B
$1.18M 0.04%
11,000
– –
DT icon
121
Dynatrace
DT
$14.7B
$1.17M 0.04%
26,685
+2,285
+9% +$89K
COST icon
122
Costco
COST
$403B
$1.15M 0.04%
1,247
-13
-1% -$13K
CRS icon
123
Carpenter Technology
CRS
$23B
$1.12M 0.03%
1,811
+92
+5% +$43.3K
VT icon
124
Vanguard Total World Stock ETF
VT
$82.3B
$1.11M 0.03%
7,085
– –
ODD icon
125
ODDITY Tech
ODD
$619M
$1.09M 0.03%
72,007
– –
3 4
5
6 7

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ECM
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MTIM
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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.