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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
SJM icon
251
J.M. Smucker
SJM
$12.8B
$121K 0.01%
1,268
+251
+25% +$27.6K
MTUM icon
252
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$118K 0.01%
496
+223
+82% +$48.7K
MDT icon
253
Medtronic
MDT
$112B
$118K 0.01%
1,370
+59
+5% +$5K
IBM icon
254
IBM
IBM
$224B
$118K 0.01%
400
– –
IJH icon
255
iShares Core S&P Mid-Cap ETF
IJH
$127B
$114K 0.01%
1,845
– –
EIX icon
256
Edison International
EIX
$26.4B
$114K 0.01%
2,242
+451
+25% +$24.7K
GPN icon
257
Global Payments
GPN
$22.8B
$111K 0.01%
1,415
-301
-18% -$23.8K
LEN icon
258
Lennar Class A
LEN
$21.2B
$111K 0.01%
1,000
– –
EXPE icon
259
Expedia Group
EXPE
$37.3B
$110K 0.01%
+650
New +$105K
UNH icon
260
UnitedHealth
UNH
$370B
$107K 0.01%
345
-397
-54% -$152K
XLU icon
261
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$107K 0.01%
2,636
+1,684
+177% +$67.1K
AFRM icon
262
Affirm
AFRM
$25.2B
$106K 0.01%
1,563
-191
-11% -$9.9K
GIS icon
263
General Mills
GIS
$19.7B
$104K 0.01%
2,061
+413
+25% +$22.8K
OKE icon
264
Oneok
OKE
$54.5B
$102K 0.01%
1,260
+252
+25% +$21K
EMN icon
265
Eastman Chemical
EMN
$8.42B
$99.3K 0.01%
1,303
+259
+25% +$20.4K
CHRD icon
266
Chord Energy
CHRD
$7.39B
$98K 0.01%
1,012
– –
CHKP icon
267
Check Point Software Technologies
CHKP
$13.1B
$96.2K 0.01%
435
– –
ICE icon
268
Intercontinental Exchange
ICE
$84.4B
$96K 0.01%
528
-284
-35% -$48.8K
CME icon
269
CME Group
CME
$94.8B
$89.8K 0.01%
327
-177
-35% -$48.1K
IYG icon
270
iShares US Financial Services ETF
IYG
$2.2B
$85K 0.01%
1,000
+350
+54% +$27.8K
IAK icon
271
iShares US Insurance ETF
IAK
$548M
$84.7K 0.01%
630
– –
CGDV icon
272
Capital Group Dividend Value ETF
CGDV
$38.9B
$84.3K 0.01%
2,150
+1,910
+796% +$69.2K
VIS icon
273
Vanguard Industrials ETF
VIS
$8.48B
$84K 0.01%
300
– –
ANET icon
274
Arista Networks
ANET
$238B
$81.8K 0.01%
800
– –
CRWV
275
CoreWeave
CRWV
$49.5B
$81.5K 0.01%
+500
New +$46.1K
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 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.