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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
+14.83%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.77B
AUM Growth
+$319M
Cap. Flow
+$146M
Cap. Flow %
8.25%
Top 10 Hldgs %
59.16%
Holding
513
New
61
Increased
127
Reduced
200
Closed
23

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$58.3M
2
ENLT icon
Enlight Renewable Energy
ENLT
+$49.9M
3
TEVA icon
Teva Pharmaceuticals
TEVA
+$12M
4
CAMT icon
Camtek
CAMT
+$7.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Top Sells

Rank Stock Value
1
NYAX
Nayax
NYAX
+$16.6M
2
ESLT icon
Elbit Systems
ESLT
+$5.13M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.6M
4
CLBT icon
Cellebrite
CLBT
+$2.42M
5
TATT icon
TAT Technologies
TATT
+$2.3M

Sector Composition

Rank Sector Weight
1 Technology 33.22%
2 Industrials 20.78%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
D icon
226
Dominion Energy
D
$59.1B
$148K 0.01%
2,414
-701
-23% -$41.7K
ES icon
227
Eversource Energy
ES
$26.8B
$147K 0.01%
2,066
-890
-30% -$58.4K
FRT icon
228
Federal Realty Investment Trust
FRT
$10.2B
$146K 0.01%
+1,443
New +$139K
BMY icon
229
Bristol-Myers Squibb
BMY
$132B
$146K 0.01%
+3,234
New +$151K
WSO icon
230
Watsco Inc
WSO
$13.5B
$142K 0.01%
350
+50
+17% +$21.4K
FE icon
231
FirstEnergy
FE
$27.1B
$140K 0.01%
3,061
-556
-15% -$23.7K
HON icon
232
Honeywell
HON
$77B
$140K 0.01%
708
+14
+2% +$2.92K
AMCR icon
233
Amcor
AMCR
$21.8B
$139K 0.01%
3,410
-226
-6% -$10.1K
EXPE icon
234
Expedia Group
EXPE
$37.7B
$139K 0.01%
650
– –
KIM icon
235
Kimco Realty
KIM
$16.2B
$139K 0.01%
6,357
-12,168
-66% -$264K
GIS icon
236
General Mills
GIS
$19.9B
$139K 0.01%
2,747
+686
+33% +$34.4K
OKE icon
237
Oneok
OKE
$56.9B
$134K 0.01%
1,835
+575
+46% +$44K
SJM icon
238
J.M. Smucker
SJM
$12.6B
$130K 0.01%
1,198
-70
-6% -$7.6K
FBYDW icon
239
Falcon's Beyond Global Warrants
FBYDW
$10.9M
$126K 0.01%
75,000
– –
OMC icon
240
Omnicom Group
OMC
$23.2B
$126K 0.01%
+1,544
New +$117K
COF icon
241
Capital One
COF
$134B
$125K 0.01%
588
-90
-13% -$19.7K
AEP icon
242
American Electric Power
AEP
$66.9B
$124K 0.01%
1,103
-276
-20% -$30.2K
KMI icon
243
Kinder Morgan
KMI
$69.9B
$124K 0.01%
4,379
-251
-5% -$6.87K
EVRG icon
244
Evergy
EVRG
$18.9B
$124K 0.01%
1,628
-589
-27% -$42K
SPSB icon
245
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$123K 0.01%
4,080
-380
-9% -$11.5K
EXC icon
246
Exelon
EXC
$45.8B
$121K 0.01%
2,688
-732
-21% -$32.1K
IJH icon
247
iShares Core S&P Mid-Cap ETF
IJH
$127B
$120K 0.01%
1,845
– –
T icon
248
AT&T
T
$165B
$119K 0.01%
4,200
-2,975
-41% -$84.5K
LNG icon
249
Cheniere Energy
LNG
$54.9B
$117K 0.01%
500
– –
IHAK icon
250
iShares Cybersecurity and Tech ETF
IHAK
$1.12B
$117K 0.01%
2,245
-150
-6% -$7.77K
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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HCM
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BIG
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DCM
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Y.D. More Investments's Q3 2025 Portfolio in Review

As of Q3 2025, Y.D. More Investments held 513 positions worth $1.77B, up 22% from $1.45B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Y.D. More Investments deployed $146M of net new capital in Q3 2025, opening 61 new positions and adding to 127 existing holdings. Its largest new stake was Electronic Arts: 3,457 shares worth $697K.

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

On the sell side, the largest reduction was Nayax, an estimated $16.6M trimmed.

  • Y.D. More Investments's largest Q3 2025 buy was Electronic Arts: 3,457 shares worth $697K.
  • Y.D. More Investments added most to Invesco QQQ Trust in Q3 2025, an estimated $58.3M increase.
  • Y.D. More Investments's biggest Q3 2025 reduction was Nayax, cutting an estimated $16.6M.
  • Y.D. More Investments fully exited Hilton Worldwide in Q3 2025, selling an estimated $400K.
  • Y.D. More Investments's ten largest holdings make up 59% of its $1.77B portfolio in Q3 2025.
  • Y.D. More Investments opened 61 new positions and closed 23 in Q3 2025.
  • Y.D. More Investments's portfolio value rose 22% quarter-over-quarter to $1.77B.

Based on Y.D. More Investments's 13F filing for Q3 2025, filed 10 Nov 2025.