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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
NKE icon
201
Nike
NKE
$62.3B
$198K 0.01%
3,850
-1,970
-34% -$119K
VTWO icon
202
Vanguard Russell 2000 ETF
VTWO
$17.3B
$190K 0.01%
1,900
-5,400
-74% -$563K
FCX icon
203
Freeport-McMoran
FCX
$89.6B
$189K 0.01%
3,325
+2,899
+681% +$175K
GS icon
204
Goldman Sachs
GS
$313B
$184K 0.01%
217
-1,249
-85% -$1.11M
CVS icon
205
CVS Health
CVS
$137B
$182K 0.01%
2,555
+65
+3% +$5.01K
DFNS
206
T3 Defense Inc
DFNS
$4.5M
$176K 0.01%
+22
New +$5.96K
INDA icon
207
iShares MSCI India ETF
INDA
$6.71B
$175K 0.01%
3,740
-230
-6% -$11.8K
NOBL icon
208
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$170K 0.01%
3,200
– –
IEI icon
209
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$167K 0.01%
1,410
-414
-23% -$49.4K
MO icon
210
Altria Group
MO
$122B
$166K 0.01%
2,523
-104
-4% -$6.69K
CLF icon
211
Cleveland-Cliffs
CLF
$6.81B
$166K 0.01%
+19,682
New +$225K
HCA icon
212
HCA Healthcare
HCA
$84.9B
$166K 0.01%
350
– –
BX icon
213
Blackstone
BX
$104B
$165K 0.01%
1,928
-54
-3% -$7.03K
SPIB icon
214
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$164K 0.01%
4,900
+2,100
+75% +$71K
CME icon
215
CME Group
CME
$92.2B
$162K 0.01%
550
+290
+112% +$86.1K
UPS icon
216
United Parcel Service
UPS
$97.3B
$161K 0.01%
1,700
+263
+18% +$28.2K
SPSB icon
217
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$159K 0.01%
5,300
+1,220
+30% +$36.8K
TENB icon
218
Tenable Holdings
TENB
$3.58B
$159K 0.01%
9,399
-1,301
-12% -$27.3K
IBDV icon
219
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.25B
$159K 0.01%
7,280
+1,280
+21% +$28.2K
WFC icon
220
Wells Fargo
WFC
$262B
$157K 0.01%
1,975
-288
-13% -$24.7K
MS icon
221
Morgan Stanley
MS
$337B
$157K 0.01%
955
-296
-24% -$51.2K
BB icon
222
BlackBerry
BB
$5.01B
$157K 0.01%
48,336
-4,669
-9% -$16.5K
RSP icon
223
Invesco S&P 500 Equal Weight ETF
RSP
$96B
$152K 0.01%
805
– –
DIS icon
224
Walt Disney
DIS
$165B
$151K 0.01%
1,599
+1,161
+265% +$123K
EXPE icon
225
Expedia Group
EXPE
$31.1B
$150K 0.01%
650
– –
7 8
9
10 11

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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.