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
+5.41%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
+$27.1M
Cap. Flow %
2.37%
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$18.6M
2
ODYS
Odysight.ai Inc
ODYS
+$10.8M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$9.27M
4
ICL icon
ICL Group
ICL
+$7.18M
5
GLBE icon
Global E Online
GLBE
+$6.68M

Top Sells

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$23.5M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.96M
3
ITRN icon
Ituran Location and Control
ITRN
+$4.78M
4
SPNS
Sapiens International
SPNS
+$4.3M
5
TATT icon
TAT Technologies
TATT
+$4.1M

Sector Composition

Rank Sector Weight
1 Technology 32.78%
2 Industrials 19.27%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ES icon
226
Eversource Energy
ES
$26.8B
$147K 0.01%
2,362
+286
+14% +$17.1K
KHC icon
227
Kraft Heinz
KHC
$29.6B
$146K 0.01%
4,806
+814
+20% +$24.4K
UPS icon
228
United Parcel Service
UPS
$89.1B
$145K 0.01%
1,321
+62
+5% +$7.41K
LMT icon
229
Lockheed Martin
LMT
$139B
$144K 0.01%
322
+286
+794% +$132K
ITA icon
230
iShares US Aerospace & Defense ETF
ITA
$15B
$143K 0.01%
936
+85
+10% +$13K
AMCR icon
231
Amcor
AMCR
$21.8B
$141K 0.01%
2,901
+208
+8% +$10.2K
VHT icon
232
Vanguard Health Care ETF
VHT
$19B
$140K 0.01%
530
– –
CAG icon
233
Conagra Brands
CAG
$7.07B
$140K 0.01%
5,258
+847
+19% +$21.9K
ICE icon
234
Intercontinental Exchange
ICE
$84.5B
$140K 0.01%
812
+99
+14% +$16.2K
D icon
235
Dominion Energy
D
$59.1B
$140K 0.01%
2,493
-309
-11% -$17K
RSP icon
236
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$139K 0.01%
805
+640
+388% +$114K
AEP icon
237
American Electric Power
AEP
$66.9B
$137K 0.01%
+1,253
New +$127K
CME icon
238
CME Group
CME
$94.8B
$134K 0.01%
504
+61
+14% +$15K
XLY icon
239
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$130K 0.01%
1,322
-2,040
-61% -$221K
WCLD
240
WisdomTree Cloud Computing Fund
WCLD
$305M
$128K 0.01%
3,951
+700
+22% +$26.1K
TGT icon
241
Target
TGT
$69B
$128K 0.01%
1,224
+224
+22% +$28K
SPG icon
242
Simon Property Group
SPG
$71.5B
$127K 0.01%
767
-137
-15% -$23.9K
KMB icon
243
Kimberly-Clark
KMB
$35.9B
$126K 0.01%
887
+782
+745% +$105K
EXC icon
244
Exelon
EXC
$45.8B
$126K 0.01%
2,731
-388
-12% -$16.2K
IPG
245
DELISTED
Interpublic Group of Companies
IPG
$124K 0.01%
4,579
+579
+14% +$15.9K
HON icon
246
Honeywell
HON
$77B
$123K 0.01%
620
-290
-32% -$58.7K
PNW icon
247
Pinnacle West Capital
PNW
$12B
$123K 0.01%
1,294
-167
-11% -$14.9K
EVRG icon
248
Evergy
EVRG
$18.9B
$122K 0.01%
1,771
-503
-22% -$32.9K
HCA icon
249
HCA Healthcare
HCA
$89.6B
$121K 0.01%
350
– –
SJM icon
250
J.M. Smucker
SJM
$12.6B
$120K 0.01%
1,017
+129
+15% +$13.9K
8 9
10
11 12

Similar funds

SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Y.D. More Investments's Q1 2025 Portfolio in Review

As of Q1 2025, Y.D. More Investments held 497 positions worth $1.14B, up 2.9% from $1.11B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Y.D. More Investments's Q1 2025 filing shows 39 new, 196 increased, 119 reduced and 30 closed positions. Its largest new stake was Odysight.ai Inc: 1,697,823 shares worth $11.9M. The largest sale was ODDITY Tech, an estimated $23.5M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 39% a quarter earlier, followed by Industrials and Utilities.

  • Y.D. More Investments's largest Q1 2025 buy was Odysight.ai Inc: 1,697,823 shares worth $11.9M.
  • Y.D. More Investments added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025, an estimated $18.6M increase.
  • Y.D. More Investments's biggest Q1 2025 reduction was ODDITY Tech, cutting an estimated $23.5M.
  • Y.D. More Investments fully exited SoFi Technologies in Q1 2025, selling an estimated $1.03M.
  • Y.D. More Investments's ten largest holdings make up 51% of its $1.14B portfolio in Q1 2025.
  • Y.D. More Investments opened 39 new positions and closed 30 in Q1 2025.
  • Y.D. More Investments's portfolio value rose 2.9% quarter-over-quarter to $1.14B.

Based on Y.D. More Investments's 13F filing for Q1 2025, filed 12 May 2025.