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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
+11.15%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.11B
AUM Growth
+$157M
Cap. Flow
+$69.9M
Cap. Flow %
6.29%
Top 10 Hldgs %
47.59%
Holding
482
New
35
Increased
187
Reduced
124
Closed
24

Top Buys

Rank Stock Value
1
NVMI
Nova
NVMI
+$13M
2
NYAX
Nayax
NYAX
+$9.77M
3
ESLT icon
Elbit Systems
ESLT
+$9.71M
4
ICL icon
ICL Group
ICL
+$9.67M
5
TSEM icon
Tower Semiconductor
TSEM
+$8.76M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.93M
2
ASML icon
ASML
ASML
+$3.16M
3
TATT icon
TAT Technologies
TATT
+$2.72M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.29M
5
NVDA icon
NVIDIA
NVDA
+$1.7M

Sector Composition

Rank Sector Weight
1 Technology 39.26%
2 Industrials 15.17%
3 Utilities 8.8%
4 Materials 7.41%
5 Communication Services 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IHAK icon
251
iShares Cybersecurity and Tech ETF
IHAK
$1.12B
$114K 0.01%
2,335
– –
MRK icon
252
Merck
MRK
$323B
$112K 0.01%
1,585
-157
-9% -$16.2K
IPG
253
DELISTED
Interpublic Group of Companies
IPG
$112K 0.01%
4,000
+116
+3% +$3.46K
FE icon
254
FirstEnergy
FE
$27.1B
$112K 0.01%
2,814
+1
+0% +$42
LYB icon
255
LyondellBasell Industries
LYB
$20.2B
$111K 0.01%
1,497
+194
+15% +$16.3K
LNG icon
256
Cheniere Energy
LNG
$54.9B
$107K 0.01%
500
– –
DOW icon
257
Dow Inc
DOW
$22.1B
$106K 0.01%
2,649
+394
+17% +$18.4K
ICE icon
258
Intercontinental Exchange
ICE
$84.5B
$106K 0.01%
713
+410
+135% +$64.9K
HCA icon
259
HCA Healthcare
HCA
$89.6B
$105K 0.01%
350
– –
AFRM icon
260
Affirm
AFRM
$25.3B
$103K 0.01%
1,691
-48
-3% -$2.67K
CME icon
261
CME Group
CME
$94.8B
$103K 0.01%
443
+250
+130% +$57.5K
DIS icon
262
Walt Disney
DIS
$178B
$98.5K 0.01%
885
+850
+2,429% +$89.3K
SJM icon
263
J.M. Smucker
SJM
$12.6B
$97.8K 0.01%
888
-8
-0.9% -$920
HRL icon
264
Hormel Foods
HRL
$13.6B
$97.2K 0.01%
3,097
+423
+16% +$13.3K
GIS icon
265
General Mills
GIS
$19.9B
$96.8K 0.01%
1,518
+225
+17% +$15.1K
PNC icon
266
PNC Financial Services
PNC
$100B
$94.7K 0.01%
491
+269
+121% +$52.9K
SPSB icon
267
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$91.9K 0.01%
3,080
+1,300
+73% +$39K
LULU icon
268
lululemon athletica
LULU
$14.5B
$91K 0.01%
238
– –
APO icon
269
Apollo Global Management
APO
$76B
$89.4K 0.01%
+541
New +$85.7K
CHKP icon
270
Check Point Software Technologies
CHKP
$13.4B
$89.1K 0.01%
477
– –
ANET icon
271
Arista Networks
ANET
$242B
$88.4K 0.01%
+800
New +$82.3K
COF icon
272
Capital One
COF
$134B
$84.5K 0.01%
474
+262
+124% +$45.4K
EMN icon
273
Eastman Chemical
EMN
$8.39B
$82.9K 0.01%
908
+17
+2% +$1.74K
FND icon
274
Floor & Decor
FND
$6.3B
$79.8K 0.01%
800
– –
IAK icon
275
iShares US Insurance ETF
IAK
$542M
$79.7K 0.01%
630
– –
9 10
11
12 13

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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 Q4 2024 Portfolio in Review

As of Q4 2024, Y.D. More Investments held 482 positions worth $1.11B, up 16% from $955M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Y.D. More Investments deployed $69.9M of net new capital in Q4 2024, opening 35 new positions and adding to 187 existing holdings. Its largest new stake was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, down from 40% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Apple, an estimated $3.93M trimmed.

  • Y.D. More Investments's largest Q4 2024 buy was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.
  • Y.D. More Investments added most to Nova in Q4 2024, an estimated $13M increase.
  • Y.D. More Investments's biggest Q4 2024 reduction was Apple, cutting an estimated $3.93M.
  • Y.D. More Investments fully exited Markel Group in Q4 2024, selling an estimated $690K.
  • Y.D. More Investments's ten largest holdings make up 48% of its $1.11B portfolio in Q4 2024.
  • Y.D. More Investments opened 35 new positions and closed 24 in Q4 2024.
  • Y.D. More Investments's portfolio value rose 16% quarter-over-quarter to $1.11B.

Based on Y.D. More Investments's 13F filing for Q4 2024, filed 27 Jan 2025.