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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
TMO icon
276
Thermo Fisher Scientific
TMO
$220B
$79.1K 0.01%
195
-112
-36% -$46.8K
LMBS icon
277
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
$78.1K 0.01%
1,596
+913
+134% +$44.7K
VHT icon
278
Vanguard Health Care ETF
VHT
$18.7B
$77K 0.01%
310
-220
-42% -$54.4K
SPDW icon
279
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.7B
$75.9K 0.01%
+1,875
New +$71.9K
QLTA icon
280
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.22B
$75.1K 0.01%
1,582
+627
+66% +$29.5K
VOOV icon
281
Vanguard S&P 500 Value ETF
VOOV
$6.74B
$73.2K 0.01%
388
– –
EIS icon
282
iShares MSCI Israel ETF
EIS
$903M
$73.1K 0.01%
832
+62
+8% +$5.05K
IHF icon
283
iShares US Healthcare Providers ETF
IHF
$1.27B
$72.5K 0.01%
1,490
– –
CVS icon
284
CVS Health
CVS
$122B
$71.7K ﹤0.01%
1,040
-1,510
-59% -$99K
WMS icon
285
Advanced Drainage Systems
WMS
$10.9B
$68.9K ﹤0.01%
600
– –
PNC icon
286
PNC Financial Services
PNC
$101B
$67.6K ﹤0.01%
364
-195
-35% -$33K
BBEU icon
287
JPMorgan BetaBuilders Europe ETF
BBEU
$9.54B
$67.5K ﹤0.01%
+1,000
New +$64.7K
MELI icon
288
Mercado Libre
MELI
$92.3B
$65.3K ﹤0.01%
25
– –
IEUR icon
289
iShares Core MSCI Europe ETF
IEUR
$9.17B
$65.2K ﹤0.01%
+984
New +$62.1K
QMNV
290
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$58.4M
$63.4K ﹤0.01%
+3,008
New +$60.7K
AXON
291
Axon Enterprise
AXON
$46.4B
$62.1K ﹤0.01%
75
– –
IJK icon
292
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$61.9K ﹤0.01%
680
– –
FND icon
293
Floor & Decor
FND
$6.68B
$60.8K ﹤0.01%
800
– –
FBYDW icon
294
Falcon's Beyond Global Warrants
FBYDW
$10.9M
$60.8K ﹤0.01%
75,000
– –
KBWB icon
295
Invesco KBW Bank ETF
KBWB
$6.73B
$58K ﹤0.01%
810
– –
APO icon
296
Apollo Global Management
APO
$73.4B
$57.5K ﹤0.01%
402
-217
-35% -$28.8K
QTEC icon
297
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.76B
$55.3K ﹤0.01%
260
– –
TRV icon
298
Travelers Companies
TRV
$80.2B
$54.5K ﹤0.01%
207
-112
-35% -$29.5K
DIS icon
299
Walt Disney
DIS
$181B
$52.9K ﹤0.01%
430
-118
-22% -$12.3K
BUG icon
300
Global X Cybersecurity ETF
BUG
$1.46B
$51.9K ﹤0.01%
1,400
– –
10 11
12
13 14

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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.