We are live on ! Find out more
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
STE icon
176
Steris
STE
$21.4B
$442K 0.01%
+2,100
New +$450K
QLYS icon
177
Qualys
QLYS
$5.86B
$433K 0.01%
3,151
+232
+8% +$22.8K
ORCL icon
178
Oracle
ORCL
$466B
$432K 0.01%
+2,951
New +$535K
VRNS icon
179
Varonis Systems
VRNS
$5.2B
$431K 0.01%
10,272
-486
-5% -$14.2K
IGIB icon
180
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.7B
$406K 0.01%
7,660
+2,780
+57% +$148K
NTSK
181
Netskope Inc
NTSK
$5.83B
$395K 0.01%
36,139
+3,967
+12% +$40.4K
AAON icon
182
Aaon
AAON
$6.64B
$379K 0.01%
2,985
+173
+6% +$20.3K
IHI icon
183
iShares US Medical Devices ETF
IHI
$3.25B
$375K 0.01%
7,584
-984
-11% -$50K
UMMA icon
184
Wahed Dow Jones Islamic World ETF
UMMA
$297M
$373K 0.01%
9,450
– –
LIN icon
185
Linde
LIN
$216B
$373K 0.01%
718
+81
+13% +$41K
MAR icon
186
Marriott International
MAR
$85.9B
$371K 0.01%
1,000
– –
TENB icon
187
Tenable Holdings
TENB
$3.67B
$364K 0.01%
9,866
+467
+5% +$11K
AIQ icon
188
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$361K 0.01%
5,500
-150
-3% -$8.95K
SHOP icon
189
Shopify
SHOP
$173B
$356K 0.01%
3,117
+2,717
+679% +$310K
BLDR icon
190
Builders FirstSource
BLDR
$6.8B
$351K 0.01%
3,919
+102
+3% +$8.15K
OSK icon
191
Oshkosh
OSK
$9.6B
$349K 0.01%
2,272
+114
+5% +$16.1K
AXP icon
192
American Express
AXP
$221B
$346K 0.01%
1,026
-460
-31% -$147K
FLS icon
193
Flowserve
FLS
$9.82B
$345K 0.01%
4,657
+266
+6% +$20.2K
CNM icon
194
Core & Main
CNM
$8.24B
$342K 0.01%
7,087
+341
+5% +$16.9K
ITA icon
195
iShares US Aerospace & Defense ETF
ITA
$13.3B
$332K 0.01%
1,376
+227
+20% +$51.7K
HD icon
196
Home Depot
HD
$314B
$327K 0.01%
927
-747
-45% -$243K
ENPH icon
197
Enphase Energy
ENPH
$5.12B
$318K 0.01%
6,460
– –
FICO icon
198
Fair Isaac
FICO
$20.1B
$317K 0.01%
313
+48
+18% +$53.8K
AGCO icon
199
AGCO
AGCO
$9B
$316K 0.01%
+2,639
New +$307K
SSD icon
200
Simpson Manufacturing
SSD
$7.39B
$314K 0.01%
1,499
+70
+5% +$13.1K
6 7
8
9 10

Similar funds

Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
ECM
Element Capital Management New York $3.2B AUM 29.54% 1-Year Est. Return
MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.23B AUM 31.02% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
TMAM
Tokio Marine Asset Management Tokyo, Japan $3.23B AUM 37.2% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

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.