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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
TGB
151
Trekor Metals
TGB
$2.56B
$485K 0.02%
75,000
– –
GGG icon
152
Graco
GGG
$12.9B
$483K 0.02%
+5,705
New +$505K
AISPW
153
Airship AI Holdings Warrants
AISPW
$15.6M
$479K 0.02%
675,000
– –
RSPT icon
154
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.38B
$473K 0.02%
10,540
-1,500
-12% -$70K
LECO icon
155
Lincoln Electric
LECO
$13.8B
$471K 0.02%
+1,891
New +$506K
CSL icon
156
Carlisle Companies
CSL
$13.6B
$471K 0.02%
+1,411
New +$514K
IHI icon
157
iShares US Medical Devices ETF
IHI
$3.02B
$456K 0.02%
8,568
-1,560
-15% -$91.6K
AXP icon
158
American Express
AXP
$223B
$446K 0.02%
1,486
+340
+30% +$114K
SPSK icon
159
SP Funds Dow Jones Global Sukuk ETF
SPSK
$650M
$433K 0.02%
24,180
– –
ESTC icon
160
Elastic
ESTC
$6.1B
$423K 0.02%
8,467
-981
-10% -$60.3K
AEIS icon
161
Advanced Energy
AEIS
$12.2B
$420K 0.02%
+1,303
New +$378K
FSLR icon
162
First Solar
FSLR
$21.8B
$407K 0.02%
2,070
+602
+41% +$133K
S icon
163
SentinelOne
S
$6.23B
$399K 0.02%
82,805
+52,333
+172% +$727K
MOD icon
164
Modine Manufacturing
MOD
$12.9B
$394K 0.02%
+1,820
New +$343K
SPUS icon
165
SP Funds S&P 500 Sharia ETF
SPUS
$2.84B
$380K 0.01%
7,900
– –
DGRW icon
166
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$345K 0.01%
+1,286
New +$117K
AIT icon
167
Applied Industrial Technologies
AIT
$12.8B
$341K 0.01%
+1,287
New +$350K
CR icon
168
Crane Co
CR
$13.1B
$340K 0.01%
+1,990
New +$382K
CNM icon
169
Core & Main
CNM
$8.17B
$333K 0.01%
+6,746
New +$363K
MAR icon
170
Marriott International
MAR
$98.7B
$327K 0.01%
+1,000
New +$329K
FLS icon
171
Flowserve
FLS
$9.26B
$323K 0.01%
+4,391
New +$348K
OSK icon
172
Oshkosh
OSK
$9.67B
$318K 0.01%
+2,158
New +$336K
LIN icon
173
Linde
LIN
$237B
$316K 0.01%
637
-560
-47% -$264K
BLDR icon
174
Builders FirstSource
BLDR
$7.84B
$314K 0.01%
3,817
-49
-1% -$5.23K
UMMA icon
175
Wahed Dow Jones Islamic World ETF
UMMA
$279M
$290K 0.01%
9,450
– –
5 6
7
8 9

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ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
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.