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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
WMS icon
126
Advanced Drainage Systems
WMS
$10.1B
$1.07M 0.03%
6,793
+105
+2% +$15K
HPE icon
127
Hewlett Packard
HPE
$74.3B
$1.04M 0.03%
+23,000
New +$831K
SHLD icon
128
Global X Defense Tech ETF
SHLD
$6.96B
$1M 0.03%
16,804
-1,092
-6% -$72.7K
COPX icon
129
Global X Copper Miners ETF NEW
COPX
$8.56B
$1M 0.03%
+13,000
New +$1.08M
FTCS icon
130
First Trust Capital Strength ETF
FTCS
$7.74B
$994K 0.03%
10,588
-22,456
-68% -$2.1M
ATI icon
131
ATI
ATI
$28.3B
$980K 0.03%
4,973
+248
+5% +$42K
LLY icon
132
Eli Lilly
LLY
$1T
$974K 0.03%
835
-65
-7% -$66.4K
CIBR icon
133
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.2B
$952K 0.03%
10,592
-681
-6% -$52.3K
XOM icon
134
ExxonMobil
XOM
$661B
$941K 0.03%
6,884
+11
+0.2% +$1.65K
NAVN
135
Navan Inc
NAVN
$6.67B
$938K 0.03%
+41,022
New +$751K
ALSN icon
136
Allison Transmission
ALSN
$10.9B
$807K 0.03%
5,956
+325
+6% +$39.4K
PFE icon
137
Pfizer
PFE
$159B
$793K 0.02%
32,930
+215
+0.7% +$5.62K
AGG icon
138
iShares Core US Aggregate Bond ETF
AGG
$138B
$729K 0.02%
7,375
+830
+13% +$82.1K
JNJ icon
139
Johnson & Johnson
JNJ
$651B
$708K 0.02%
2,788
-288
-9% -$67.1K
KO icon
140
Coca-Cola
KO
$380B
$707K 0.02%
8,704
+84
+1% +$6.63K
WM icon
141
Waste Management
WM
$87.3B
$702K 0.02%
17,733
+716
+4% +$159K
RSPT icon
142
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.84B
$680K 0.02%
10,540
– –
STM icon
143
STMicroelectronics
STM
$46.4B
$674K 0.02%
+9,000
New +$541K
EQIX icon
144
Equinix
EQIX
$103B
$670K 0.02%
643
-20
-3% -$21.4K
APG icon
145
APi Group
APG
$17.4B
$669K 0.02%
15,787
+899
+6% +$39.3K
XLI icon
146
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$668K 0.02%
3,613
+504
+16% +$87.6K
VIA
147
Via Transportation Inc
VIA
$2.16B
$668K 0.02%
+36,819
New +$576K
BB icon
148
BlackBerry
BB
$4.6B
$660K 0.02%
52,200
+3,864
+8% +$27K
DE icon
149
Deere & Co
DE
$185B
$652K 0.02%
9,234
+2,503
+37% +$1.45M
BAH icon
150
Booz Allen Hamilton
BAH
$8.67B
$650K 0.02%
10,714
+848
+9% +$64.7K
4 5
6
7 8

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ECM
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MTIM
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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.