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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
WCN
151
Waste Connections
WCN
$41.1B
$640K 0.02%
3,837
– –
UBER icon
152
Uber
UBER
$149B
$606K 0.02%
8,402
+52
+0.6% +$3.81K
NEE icon
153
NextEra Energy
NEE
$176B
$594K 0.02%
6,770
+740
+12% +$66.9K
CLH icon
154
Clean Harbors
CLH
$16.8B
$575K 0.02%
1,926
+100
+5% +$29.5K
VCSH icon
155
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
$569K 0.02%
7,194
+1
+0% +$79
XLV icon
156
State Street Health Care Select Sector SPDR ETF
XLV
$43.6B
$563K 0.02%
3,553
-813
-19% -$121K
S icon
157
SentinelOne
S
$6.83B
$561K 0.02%
85,670
+2,865
+3% +$44.1K
SONY icon
158
Sony
SONY
$137B
$560K 0.02%
27,900
– –
CSL icon
159
Carlisle Companies
CSL
$13.6B
$535K 0.02%
1,475
+64
+5% +$22.4K
ESTC icon
160
Elastic
ESTC
$9.43B
$534K 0.02%
9,372
+905
+11% +$48.5K
LECO icon
161
Lincoln Electric
LECO
$15.2B
$530K 0.02%
1,996
+105
+6% +$27.5K
PERI icon
162
Perion Network
PERI
$352M
$518K 0.02%
54,055
+4,053
+8% +$38.7K
AEIS icon
163
Advanced Energy
AEIS
$11.6B
$517K 0.02%
1,386
+83
+6% +$29K
MOD icon
164
Modine Manufacturing
MOD
$10.4B
$514K 0.02%
1,925
+105
+6% +$27.7K
AISPW
165
Airship AI Holdings Warrants
AISPW
$15M
$513K 0.02%
675,000
– –
AA icon
166
Alcoa
AA
$13.7B
$501K 0.02%
9,616
+512
+6% +$34.3K
PLTR icon
167
Palantir
PLTR
$410B
$499K 0.02%
4,279
+3,981
+1,336% +$543K
DGRW icon
168
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.2B
$483K 0.02%
1,287
+1
+0.1% +$94
FSLR icon
169
First Solar
FSLR
$23B
$474K 0.01%
2,007
-63
-3% -$14.8K
CR icon
170
Crane Co
CR
$11.8B
$469K 0.01%
2,104
+114
+6% +$21.5K
GGG icon
171
Graco
GGG
$12.5B
$457K 0.01%
6,048
+343
+6% +$27.1K
AIT icon
172
Applied Industrial Technologies
AIT
$12B
$455K 0.01%
1,347
+60
+5% +$18.4K
SPUS icon
173
SP Funds S&P 500 Sharia ETF
SPUS
$3.15B
$454K 0.01%
7,900
– –
WPM icon
174
Wheaton Precious Metals
WPM
$70.5B
$449K 0.01%
4,000
– –
SPSK icon
175
SP Funds Dow Jones Global Sukuk ETF
SPSK
$660M
$448K 0.01%
24,887
+707
+3% +$12.7K
5 6
7
8 9

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WT
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ECM
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MTIM
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IA
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TMAM
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FFN
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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.