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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
+16.92%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.09B
AUM Growth
+$317M
Cap. Flow
+$141M
Cap. Flow %
6.76%
Top 10 Hldgs %
61.8%
Holding
538
New
48
Increased
78
Reduced
234
Closed
68

Top Buys

Rank Stock Value
1
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$63.4M
2
SEDG icon
SolarEdge
SEDG
+$12.4M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$9.43M
4
ESLT icon
Elbit Systems
ESLT
+$9.17M
5
ORA icon
Ormat Technologies
ORA
+$8.16M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$16M
2
SPNS
Sapiens International
SPNS
+$9.52M
3
CAMT icon
Camtek
CAMT
+$9.45M
4
WIX icon
WIX.com
WIX
+$7.62M
5
META icon
Meta Platforms (Facebook)
META
+$2.72M

Sector Composition

Rank Sector Weight
1 Technology 30.52%
2 Industrials 24.6%
3 Utilities 17.09%
4 Materials 5.22%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
226
IBM
IBM
$223B
$121K 0.01%
400
– –
WSO icon
227
Watsco Inc
WSO
$13.5B
$118K 0.01%
350
– –
KHC icon
228
Kraft Heinz
KHC
$29.6B
$117K 0.01%
4,831
-1,819
-27% -$45.3K
SPGI icon
229
S&P Global
SPGI
$121B
$117K 0.01%
224
-108
-33% -$53.4K
PYPL icon
230
PayPal
PYPL
$50.5B
$116K 0.01%
1,994
-1,525
-43% -$99K
TMO icon
231
Thermo Fisher Scientific
TMO
$222B
$113K 0.01%
195
– –
NICE icon
232
Nice
NICE
$6.01B
$113K 0.01%
1,000
-144
-13% -$17.4K
WCLD
233
WisdomTree Cloud Computing Fund
WCLD
$305M
$113K 0.01%
3,201
-2,500
-44% -$87.5K
IWM icon
234
iShares Russell 2000 ETF
IWM
$81.5B
$111K 0.01%
450
+250
+125% +$61.5K
FRT icon
235
Federal Realty Investment Trust
FRT
$10.2B
$109K 0.01%
1,082
-361
-25% -$35.5K
IHAK icon
236
iShares Cybersecurity and Tech ETF
IHAK
$1.12B
$108K 0.01%
2,245
– –
AMCR icon
237
Amcor
AMCR
$21.8B
$107K 0.01%
2,557
-853
-25% -$35.2K
D icon
238
Dominion Energy
D
$59.1B
$106K 0.01%
1,812
-602
-25% -$36.3K
ANET icon
239
Arista Networks
ANET
$242B
$106K 0.01%
800
– –
TAN icon
240
Invesco Solar ETF
TAN
$1.36B
$106K 0.01%
2,150
+1,850
+617% +$89.1K
ES icon
241
Eversource Energy
ES
$26.8B
$105K 0.01%
1,554
-512
-25% -$35.9K
FE icon
242
FirstEnergy
FE
$27.1B
$103K ﹤0.01%
2,305
-756
-25% -$34.7K
CCI icon
243
Crown Castle
CCI
$31.3B
$101K ﹤0.01%
1,140
-392
-26% -$36.1K
VICI icon
244
VICI Properties
VICI
$28.7B
$101K ﹤0.01%
3,560
-1,122
-24% -$33.3K
OKE icon
245
Oneok
OKE
$56.9B
$101K ﹤0.01%
1,375
-460
-25% -$32.6K
LNG icon
246
Cheniere Energy
LNG
$54.9B
$97.2K ﹤0.01%
500
– –
KIM icon
247
Kimco Realty
KIM
$16.2B
$97.1K ﹤0.01%
4,788
-1,569
-25% -$32.6K
PGR icon
248
Progressive
PGR
$124B
$96.3K ﹤0.01%
423
-45
-10% -$10.2K
OMC icon
249
Omnicom Group
OMC
$23.2B
$95.4K ﹤0.01%
1,161
-383
-25% -$29.3K
GIS icon
250
General Mills
GIS
$19.9B
$94.9K ﹤0.01%
2,040
-707
-26% -$33.6K
8 9
10
11 12

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Y.D. More Investments's Q4 2025 Portfolio in Review

As of Q4 2025, Y.D. More Investments held 538 positions worth $2.09B, up 18% from $1.77B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Y.D. More Investments deployed $141M of net new capital in Q4 2025, opening 48 new positions and adding to 78 existing holdings. Its largest new stake was GE Vernova: 6,609 shares worth $13.5K.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $16M trimmed.

  • Y.D. More Investments's largest Q4 2025 buy was GE Vernova: 6,609 shares worth $13.5K.
  • Y.D. More Investments added most to ZIM Integrated Shipping Services in Q4 2025, an estimated $63.4M increase.
  • Y.D. More Investments's biggest Q4 2025 reduction was Invesco QQQ Trust, cutting an estimated $16M.
  • Y.D. More Investments fully exited Sapiens International in Q4 2025, selling an estimated $9.52M.
  • Y.D. More Investments's ten largest holdings make up 62% of its $2.09B portfolio in Q4 2025.
  • Y.D. More Investments opened 48 new positions and closed 68 in Q4 2025.
  • Y.D. More Investments's portfolio value rose 18% quarter-over-quarter to $2.09B.

Based on Y.D. More Investments's 13F filing for Q4 2025, filed 21 Jan 2026.