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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
+23.08%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.45B
AUM Growth
+$308M
Cap. Flow
+$68.8M
Cap. Flow %
4.74%
Top 10 Hldgs %
57.09%
Holding
479
New
12
Increased
165
Reduced
164
Closed
27

Top Buys

Rank Stock Value
1
ESLT icon
Elbit Systems
ESLT
+$64.4M
2
TEVA icon
Teva Pharmaceuticals
TEVA
+$13.7M
3
CAMT icon
Camtek
CAMT
+$7.97M
4
NVMI
Nova
NVMI
+$4.09M
5
SPNS
Sapiens International
SPNS
+$3.9M

Top Sells

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$12.7M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$12.5M
3
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$10.4M
4
SHLT
SHL Telemedicine Ltd American Depositary Shares
SHLT
+$4.45M
5
SPOT icon
Spotify
SPOT
+$3.7M

Sector Composition

Rank Sector Weight
1 Technology 35.61%
2 Industrials 22.35%
3 Utilities 9.91%
4 Materials 8.42%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPGI icon
226
S&P Global
SPGI
$120B
$150K 0.01%
290
-157
-35% -$78.4K
EXC icon
227
Exelon
EXC
$47B
$147K 0.01%
3,420
+689
+25% +$30.7K
FE icon
228
FirstEnergy
FE
$27.5B
$144K 0.01%
3,617
+724
+25% +$29.9K
PNW icon
229
Pinnacle West Capital
PNW
$12.2B
$143K 0.01%
1,620
+326
+25% +$29.8K
COF icon
230
Capital One
COF
$134B
$143K 0.01%
678
+138
+26% +$25.8K
HST icon
231
Host Hotels & Resorts
HST
$16B
$143K 0.01%
9,078
+1,803
+25% +$26.7K
SPG icon
232
Simon Property Group
SPG
$72.3B
$142K 0.01%
885
+118
+15% +$18.6K
AEP icon
233
American Electric Power
AEP
$68.4B
$141K 0.01%
1,379
+126
+10% +$13.1K
PGR icon
234
Progressive
PGR
$125B
$140K 0.01%
531
-479
-47% -$131K
KMB icon
235
Kimberly-Clark
KMB
$36.5B
$138K 0.01%
1,081
+194
+22% +$26.3K
IPG
236
DELISTED
Interpublic Group of Companies
IPG
$138K 0.01%
5,687
+1,108
+24% +$26.9K
EXR icon
237
Extra Space Storage
EXR
$31.6B
$138K 0.01%
944
+191
+25% +$27.8K
PSX icon
238
Phillips 66
PSX
$81.4B
$137K 0.01%
1,147
+271
+31% +$30.4K
SPSB icon
239
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$134K 0.01%
4,460
+1,380
+45% +$41.4K
KMI icon
240
Kinder Morgan
KMI
$68.7B
$134K 0.01%
4,630
+924
+25% +$25.4K
HCA icon
241
HCA Healthcare
HCA
$89.5B
$134K 0.01%
350
– –
CAG icon
242
Conagra Brands
CAG
$7.23B
$134K 0.01%
6,572
+1,314
+25% +$30.8K
WSO icon
243
Watsco Inc
WSO
$13.6B
$132K 0.01%
300
– –
CPAY icon
244
Corpay
CPAY
$25.7B
$132K 0.01%
405
-78
-16% -$25.4K
WM icon
245
Waste Management
WM
$91B
$130K 0.01%
+570
New +$132K
KVUE icon
246
Kenvue
KVUE
$36.9B
$129K 0.01%
6,160
+1,221
+25% +$27.8K
IHAK icon
247
iShares Cybersecurity and Tech ETF
IHAK
$1.1B
$127K 0.01%
2,395
+60
+3% +$2.99K
WMB icon
248
Williams Companies
WMB
$86.1B
$127K 0.01%
2,029
+237
+13% +$14K
ENPH icon
249
Enphase Energy
ENPH
$5.53B
$123K 0.01%
3,100
-4,170
-57% -$193K
LNG icon
250
Cheniere Energy
LNG
$52.9B
$122K 0.01%
500
– –
8 9
10
11 12

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EWA
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KIM
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YCM
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SC
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BIG
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DCM
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Y.D. More Investments's Q2 2025 Portfolio in Review

As of Q2 2025, Y.D. More Investments held 479 positions worth $1.45B, up 27% from $1.14B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Y.D. More Investments deployed $68.8M of net new capital in Q2 2025, opening 12 new positions and adding to 165 existing holdings. Its largest new stake was Cameco: 17,500 shares worth $1.3M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 33% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Vanguard Intermediate-Term Corporate Bond ETF, an estimated $12.7M trimmed.

  • Y.D. More Investments's largest Q2 2025 buy was Cameco: 17,500 shares worth $1.3M.
  • Y.D. More Investments added most to Elbit Systems in Q2 2025, an estimated $64.4M increase.
  • Y.D. More Investments's biggest Q2 2025 reduction was Vanguard Intermediate-Term Corporate Bond ETF, cutting an estimated $12.7M.
  • Y.D. More Investments fully exited SHL Telemedicine Ltd American Depositary Shares in Q2 2025, selling an estimated $4.45M.
  • Y.D. More Investments's ten largest holdings make up 57% of its $1.45B portfolio in Q2 2025.
  • Y.D. More Investments opened 12 new positions and closed 27 in Q2 2025.
  • Y.D. More Investments's portfolio value rose 27% quarter-over-quarter to $1.45B.

Based on Y.D. More Investments's 13F filing for Q2 2025, filed 11 Aug 2025.