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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
+14.83%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.77B
AUM Growth
+$319M
Cap. Flow
+$146M
Cap. Flow %
8.25%
Top 10 Hldgs %
59.16%
Holding
513
New
61
Increased
127
Reduced
200
Closed
23

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$58.3M
2
ENLT icon
Enlight Renewable Energy
ENLT
+$49.9M
3
TEVA icon
Teva Pharmaceuticals
TEVA
+$12M
4
CAMT icon
Camtek
CAMT
+$7.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Top Sells

Rank Stock Value
1
NYAX
Nayax
NYAX
+$16.6M
2
ESLT icon
Elbit Systems
ESLT
+$5.13M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.6M
4
CLBT icon
Cellebrite
CLBT
+$2.42M
5
TATT icon
TAT Technologies
TATT
+$2.3M

Sector Composition

Rank Sector Weight
1 Technology 33.22%
2 Industrials 20.78%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJK icon
276
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$65.2K ﹤0.01%
680
– –
KBWB icon
277
Invesco KBW Bank ETF
KBWB
$6.75B
$63.4K ﹤0.01%
810
– –
PNC icon
278
PNC Financial Services
PNC
$100B
$63.3K ﹤0.01%
315
-49
-13% -$9.69K
DIS icon
279
Walt Disney
DIS
$178B
$60.1K ﹤0.01%
524
+94
+22% +$11.1K
QTEC icon
280
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.75B
$59.7K ﹤0.01%
260
– –
MELI icon
281
Mercado Libre
MELI
$92.5B
$58.5K ﹤0.01%
39
+14
+56% +$33.6K
IYG icon
282
iShares US Financial Services ETF
IYG
$2.21B
$57.9K ﹤0.01%
650
-350
-35% -$30.8K
COIN icon
283
Coinbase
COIN
$39.2B
$57.4K ﹤0.01%
+170
New +$57.6K
IGM icon
284
iShares Expanded Tech Sector ETF
IGM
$10.8B
$56.7K ﹤0.01%
450
– –
AMAT icon
285
Applied Materials
AMAT
$415B
$55.9K ﹤0.01%
273
+213
+355% +$38.6K
IBB icon
286
iShares Biotechnology ETF
IBB
$9.82B
$55.6K ﹤0.01%
385
– –
DOX icon
287
Amdocs
DOX
$6.22B
$54.6K ﹤0.01%
665
-3,450
-84% -$299K
AXON
288
Axon Enterprise
AXON
$48.4B
$53.9K ﹤0.01%
96
+21
+28% +$15.9K
WELL icon
289
Welltower
WELL
$169B
$51.2K ﹤0.01%
288
+246
+586% +$40.4K
LMBS icon
290
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.38B
$50.6K ﹤0.01%
1,023
-573
-36% -$28.4K
TRV icon
291
Travelers Companies
TRV
$78.3B
$50.5K ﹤0.01%
181
-26
-13% -$6.96K
HLMN icon
292
Hillman Solutions
HLMN
$1.77B
$50.4K ﹤0.01%
5,489
– –
WILC icon
293
G. Willi-Food International
WILC
$391M
$49.3K ﹤0.01%
2,376
-214
-8% -$4.39K
IWM icon
294
iShares Russell 2000 ETF
IWM
$81.5B
$48.4K ﹤0.01%
200
– –
APO icon
295
Apollo Global Management
APO
$76B
$48.1K ﹤0.01%
361
-41
-10% -$5.8K
TIP icon
296
iShares TIPS Bond ETF
TIP
$14.7B
$47.8K ﹤0.01%
430
– –
EUAD
297
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.25B
$46.4K ﹤0.01%
1,000
– –
QLTA icon
298
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$46K ﹤0.01%
955
-627
-40% -$30.1K
MOAT icon
299
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$44.6K ﹤0.01%
450
– –
MTUM icon
300
iShares MSCI USA Momentum Factor ETF
MTUM
$25.4B
$43.3K ﹤0.01%
170
-326
-66% -$79.8K
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 Q3 2025 Portfolio in Review

As of Q3 2025, Y.D. More Investments held 513 positions worth $1.77B, up 22% from $1.45B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Y.D. More Investments deployed $146M of net new capital in Q3 2025, opening 61 new positions and adding to 127 existing holdings. Its largest new stake was Electronic Arts: 3,457 shares worth $697K.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 36% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Nayax, an estimated $16.6M trimmed.

  • Y.D. More Investments's largest Q3 2025 buy was Electronic Arts: 3,457 shares worth $697K.
  • Y.D. More Investments added most to Invesco QQQ Trust in Q3 2025, an estimated $58.3M increase.
  • Y.D. More Investments's biggest Q3 2025 reduction was Nayax, cutting an estimated $16.6M.
  • Y.D. More Investments fully exited Hilton Worldwide in Q3 2025, selling an estimated $400K.
  • Y.D. More Investments's ten largest holdings make up 59% of its $1.77B portfolio in Q3 2025.
  • Y.D. More Investments opened 61 new positions and closed 23 in Q3 2025.
  • Y.D. More Investments's portfolio value rose 22% quarter-over-quarter to $1.77B.

Based on Y.D. More Investments's 13F filing for Q3 2025, filed 10 Nov 2025.