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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
FICO icon
176
Fair Isaac
FICO
$28.8B
$283K 0.01%
265
– –
PG icon
177
Procter & Gamble
PG
$341B
$282K 0.01%
1,946
-345
-15% -$52.3K
NTSK
178
Netskope Inc
NTSK
$4.67B
$273K 0.01%
+32,172
New +$399K
FLOT icon
179
iShares Floating Rate Bond ETF
FLOT
$10.1B
$267K 0.01%
29,669
+6,809
+30% +$347K
AIQ icon
180
Global X Artificial Intelligence & Technology ETF
AIQ
$9.26B
$262K 0.01%
5,650
+400
+8% +$20.1K
GLBE icon
181
Global E Online
GLBE
$6.07B
$262K 0.01%
8,500
-74,050
-90% -$2.6M
ZWS icon
182
Zurn Elkay Water Solutions
ZWS
$8.05B
$258K 0.01%
+5,755
New +$275K
IGIB icon
183
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.3B
$258K 0.01%
4,880
+580
+13% +$31.2K
POOL icon
184
Pool Corp
POOL
$6.65B
$257K 0.01%
1,269
-33
-3% -$7.78K
QLYS icon
185
Qualys
QLYS
$4.8B
$256K 0.01%
2,919
-296
-9% -$32.8K
FLR icon
186
Fluor
FLR
$7.29B
$248K 0.01%
+5,311
New +$247K
SSD icon
187
Simpson Manufacturing
SSD
$7.97B
$245K 0.01%
+1,429
New +$263K
ENPH icon
188
Enphase Energy
ENPH
$4.89B
$244K 0.01%
6,460
+4,160
+181% +$173K
AWI icon
189
Armstrong World Industries
AWI
$6.86B
$244K 0.01%
+1,478
New +$270K
ITA icon
190
iShares US Aerospace & Defense ETF
ITA
$14.2B
$243K 0.01%
1,149
+240
+26% +$56.1K
BXP icon
191
Boston Properties
BXP
$11B
$239K 0.01%
6,246
-187
-3% -$11.3K
CMC icon
192
Commercial Metals
CMC
$7.65B
$235K 0.01%
+3,827
New +$276K
IHE icon
193
iShares US Pharmaceuticals ETF
IHE
$1.47B
$234K 0.01%
2,700
– –
AAON icon
194
Aaon
AAON
$8.58B
$233K 0.01%
+2,812
New +$256K
VRNS icon
195
Varonis Systems
VRNS
$5.3B
$231K 0.01%
10,758
-963
-8% -$26.1K
C icon
196
Citigroup
C
$221B
$231K 0.01%
2,044
-174
-8% -$19.8K
ZOOZ
197
ZOOZ Strategy Ltd
ZOOZ
$41.7M
$229K 0.01%
36,100
– –
XLC icon
198
State Street Communication Services Select Sector SPDR ETF
XLC
$22B
$218K 0.01%
2,000
– –
XLP icon
199
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.1B
$203K 0.01%
2,490
-30
-1% -$2.53K
VZ icon
200
Verizon
VZ
$192B
$200K 0.01%
3,977
+721
+22% +$33.4K
6 7
8
9 10

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HWA
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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
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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.