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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
SPIB icon
201
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$311K 0.01%
9,312
+4,412
+90% +$148K
ZWS icon
202
Zurn Elkay Water Solutions
ZWS
$7.89B
$307K 0.01%
6,081
+326
+6% +$15.9K
BXP icon
203
Boston Properties
BXP
$10.6B
$305K 0.01%
6,307
+61
+1% +$3.65K
MCD icon
204
McDonald's
MCD
$181B
$304K 0.01%
1,123
-1,847
-62% -$530K
C icon
205
Citigroup
C
$230B
$301K 0.01%
2,153
+109
+5% +$14.2K
FLOT icon
206
iShares Floating Rate Bond ETF
FLOT
$10.7B
$293K 0.01%
30,169
+500
+2% +$25.5K
CVS icon
207
CVS Health
CVS
$123B
$290K 0.01%
2,805
+250
+10% +$22.3K
POOL icon
208
Pool Corp
POOL
$6.49B
$285K 0.01%
1,328
+59
+5% +$11.8K
FLR icon
209
Fluor
FLR
$7.62B
$282K 0.01%
5,385
+74
+1% +$3.62K
EQT icon
210
EQT Corp
EQT
$34.8B
$276K 0.01%
+5,200
New +$292K
SPOT icon
211
Spotify
SPOT
$109B
$275K 0.01%
600
-3,400
-85% -$1.62M
TTEK icon
212
Tetra Tech
TTEK
$9.13B
$273K 0.01%
+9,457
New +$278K
PG icon
213
Procter & Gamble
PG
$339B
$272K 0.01%
1,856
-90
-5% -$13.1K
IHE icon
214
iShares US Pharmaceuticals ETF
IHE
$1.65B
$267K 0.01%
2,700
– –
CMC icon
215
Commercial Metals
CMC
$7.88B
$254K 0.01%
4,041
+214
+6% +$15K
AWI icon
216
Armstrong World Industries
AWI
$7.24B
$249K 0.01%
1,555
+77
+5% +$12.6K
XLP icon
217
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.4B
$247K 0.01%
2,990
+500
+20% +$41.8K
RSP icon
218
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
$236K 0.01%
1,116
+311
+39% +$63.6K
VG
219
Venture Global Inc
VG
$37B
$232K 0.01%
+20,800
New +$263K
VTWO icon
220
Vanguard Russell 2000 ETF
VTWO
$17.4B
$231K 0.01%
1,900
– –
GS icon
221
Goldman Sachs
GS
$301B
$224K 0.01%
221
+4
+2% +$3.9K
PWR icon
222
Quanta Services
PWR
$97.1B
$222K 0.01%
5,758
+595
+12% +$407K
FCX icon
223
Freeport-McMoran
FCX
$111B
$216K 0.01%
3,510
+185
+6% +$11.9K
BX icon
224
Blackstone
BX
$100B
$211K 0.01%
2,278
+350
+18% +$42.1K
MS icon
225
Morgan Stanley
MS
$341B
$205K 0.01%
982
+27
+3% +$5.35K
7 8
9
10 11

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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.