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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
SPIB icon
251
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$94.7K ﹤0.01%
2,800
-2,300
-45% -$77.9K
CHRD icon
252
Chord Energy
CHRD
$7.8B
$94.5K ﹤0.01%
1,012
– –
XLU icon
253
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$94.1K ﹤0.01%
2,196
– –
KMI icon
254
Kinder Morgan
KMI
$69.9B
$89.8K ﹤0.01%
3,268
-1,111
-25% -$30K
AEP icon
255
American Electric Power
AEP
$66.9B
$89.6K ﹤0.01%
777
-326
-30% -$38.5K
VIS icon
256
Vanguard Industrials ETF
VIS
$8.44B
$89.5K ﹤0.01%
300
– –
EVRG icon
257
Evergy
EVRG
$18.9B
$89.5K ﹤0.01%
1,234
-394
-24% -$29.9K
VHT icon
258
Vanguard Health Care ETF
VHT
$19B
$89.2K ﹤0.01%
310
– –
SJM icon
259
J.M. Smucker
SJM
$12.6B
$88.3K ﹤0.01%
903
-295
-25% -$30.5K
MBLY icon
260
Mobileye
MBLY
$2.21B
$87.2K ﹤0.01%
8,350
-8,900
-52% -$111K
FIS icon
261
Fidelity National Information Services
FIS
$21.9B
$86.9K ﹤0.01%
1,308
-992
-43% -$65.4K
IAK icon
262
iShares US Insurance ETF
IAK
$542M
$85.8K ﹤0.01%
630
– –
CTRA
263
DELISTED
Coterra Energy
CTRA
$84.9K ﹤0.01%
3,226
-1,080
-25% -$27.2K
PNW icon
264
Pinnacle West Capital
PNW
$12B
$83.9K ﹤0.01%
946
-308
-25% -$27.6K
VOOV icon
265
Vanguard S&P 500 Value ETF
VOOV
$6.76B
$79.5K ﹤0.01%
388
– –
EXC icon
266
Exelon
EXC
$45.8B
$79.1K ﹤0.01%
1,814
-874
-33% -$39.9K
T icon
267
AT&T
T
$165B
$77.9K ﹤0.01%
3,138
-1,062
-25% -$26.9K
HON icon
268
Honeywell
HON
$77B
$76.7K ﹤0.01%
392
-316
-45% -$61.8K
ENPH icon
269
Enphase Energy
ENPH
$5.41B
$73.7K ﹤0.01%
2,300
-800
-26% -$25.9K
BBEU icon
270
JPMorgan BetaBuilders Europe ETF
BBEU
$9.53B
$73.5K ﹤0.01%
1,000
– –
IHF icon
271
iShares US Healthcare Providers ETF
IHF
$1.27B
$71.4K ﹤0.01%
1,490
– –
CME icon
272
CME Group
CME
$94.8B
$71K ﹤0.01%
260
-28
-10% -$7.61K
CLX icon
273
Clorox
CLX
$13B
$70.9K ﹤0.01%
703
-236
-25% -$25.6K
IEUR icon
274
iShares Core MSCI Europe ETF
IEUR
$9.14B
$70K ﹤0.01%
984
– –
IGM icon
275
iShares Expanded Tech Sector ETF
IGM
$10.8B
$68.4K ﹤0.01%
529
+79
+18% +$10.2K
9 10
11
12 13

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EWA
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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 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.