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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
WM icon
126
Waste Management
WM
$95.2B
$722K 0.03%
17,017
-169
-1% -$38.8K
CIBR icon
127
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.9B
$702K 0.03%
11,273
-12,550
-53% -$842K
ATI icon
128
ATI
ATI
$27.6B
$687K 0.03%
+4,725
New +$658K
CRS icon
129
Carpenter Technology
CRS
$30.4B
$678K 0.03%
+1,719
New +$626K
KO icon
130
Coca-Cola
KO
$352B
$657K 0.03%
8,620
-867
-9% -$65.5K
AGG icon
131
iShares Core US Aggregate Bond ETF
AGG
$138B
$649K 0.03%
6,545
+1,000
+18% +$100K
EQIX icon
132
Equinix
EQIX
$109B
$649K 0.03%
663
-28
-4% -$24.9K
RKLB icon
133
Rocket Lab Corp
RKLB
$41.2B
$642K 0.03%
+10,000
New +$754K
XLV icon
134
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$637K 0.02%
4,366
-100
-2% -$15.4K
ALSN icon
135
Allison Transmission
ALSN
$10.2B
$635K 0.02%
+5,631
New +$640K
WCN
136
Waste Connections
WCN
$42.5B
$623K 0.02%
3,837
– –
AA icon
137
Alcoa
AA
$11.9B
$604K 0.02%
9,104
+49
+0.5% +$3.01K
SNOW icon
138
Snowflake
SNOW
$93.7B
$603K 0.02%
4,000
– –
APG icon
139
APi Group
APG
$17.2B
$603K 0.02%
+14,888
New +$631K
UBER icon
140
Uber
UBER
$142B
$601K 0.02%
8,350
-29,490
-78% -$2.27M
SONY icon
141
Sony
SONY
$124B
$578K 0.02%
27,900
-50,865
-65% -$1.14M
VCSH icon
142
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$570K 0.02%
7,193
+1,070
+17% +$85.3K
NEE icon
143
NextEra Energy
NEE
$186B
$560K 0.02%
6,030
+2,185
+57% +$194K
HD icon
144
Home Depot
HD
$330B
$547K 0.02%
1,674
-167
-9% -$60.9K
WPM icon
145
Wheaton Precious Metals
WPM
$51.1B
$524K 0.02%
+4,000
New +$556K
CLH icon
146
Clean Harbors
CLH
$16.3B
$524K 0.02%
+1,826
New +$498K
OLLI icon
147
Ollie's Bargain Outlet
OLLI
$4.01B
$506K 0.02%
5,500
– –
PERI icon
148
Perion Network
PERI
$369M
$503K 0.02%
50,002
+11,435
+30% +$104K
XLI icon
149
State Street Industrial Select Sector SPDR ETF
XLI
$34.1B
$498K 0.02%
3,109
+674
+28% +$113K
VST icon
150
Vistra
VST
$57.1B
$487K 0.02%
3,240
+1,990
+159% +$322K
4 5
6
7 8

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HWA
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LC
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PCM
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GWP
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OBAM
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KFC
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DCM
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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.