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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
+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
KVUE icon
251
Kenvue
KVUE
$36.5B
$118K 0.01%
4,939
-1,574
-24% -$34.9K
MDT icon
252
Medtronic
MDT
$114B
$118K 0.01%
1,311
-138
-10% -$12.3K
FE icon
253
FirstEnergy
FE
$27.1B
$117K 0.01%
2,893
+79
+3% +$3.15K
LNG icon
254
Cheniere Energy
LNG
$54.9B
$116K 0.01%
500
– –
LEN icon
255
Lennar Class A
LEN
$20.6B
$115K 0.01%
+1,000
New +$125K
CHRD icon
256
Chord Energy
CHRD
$7.8B
$114K 0.01%
1,012
– –
EXR icon
257
Extra Space Storage
EXR
$31B
$112K 0.01%
+753
New +$114K
IHAK icon
258
iShares Cybersecurity and Tech ETF
IHAK
$1.12B
$110K 0.01%
2,335
– –
AFRM icon
259
Affirm
AFRM
$25.3B
$108K 0.01%
1,754
+63
+4% +$3.73K
PSX icon
260
Phillips 66
PSX
$86B
$108K 0.01%
+876
New +$108K
IJH icon
261
iShares Core S&P Mid-Cap ETF
IJH
$127B
$108K 0.01%
1,845
– –
WMB icon
262
Williams Companies
WMB
$87.9B
$107K 0.01%
1,792
-912
-34% -$52.2K
KMI icon
263
Kinder Morgan
KMI
$69.9B
$106K 0.01%
3,706
-3,505
-49% -$97K
EIX icon
264
Edison International
EIX
$26.1B
$106K 0.01%
1,791
+313
+21% +$18K
HST icon
265
Host Hotels & Resorts
HST
$15.5B
$103K 0.01%
7,275
+580
+9% +$9.41K
MRK icon
266
Merck
MRK
$323B
$101K 0.01%
1,131
-454
-29% -$42.4K
OKE icon
267
Oneok
OKE
$56.9B
$100K 0.01%
1,008
-526
-34% -$52.2K
IBM icon
268
IBM
IBM
$223B
$99.5K 0.01%
400
-553
-58% -$135K
CHKP icon
269
Check Point Software Technologies
CHKP
$13.4B
$99.1K 0.01%
435
-42
-9% -$8.9K
GIS icon
270
General Mills
GIS
$19.9B
$98.5K 0.01%
1,648
+130
+9% +$7.81K
PNC icon
271
PNC Financial Services
PNC
$100B
$98.3K 0.01%
559
+68
+14% +$12.8K
COF icon
272
Capital One
COF
$134B
$96.8K 0.01%
540
+66
+14% +$12.5K
CSCO icon
273
Cisco
CSCO
$483B
$93.6K 0.01%
1,517
-1,858
-55% -$114K
SPSB icon
274
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$92.6K 0.01%
3,080
– –
EMN icon
275
Eastman Chemical
EMN
$8.39B
$92K 0.01%
1,044
+136
+15% +$12.8K
9 10
11
12 13

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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.