We are live on ! Find out more
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
KBWB icon
276
Invesco KBW Bank ETF
KBWB
$6.75B
$68.3K ﹤0.01%
810
– –
ICE icon
277
Intercontinental Exchange
ICE
$84.5B
$66.6K ﹤0.01%
411
-45
-10% -$7.05K
IJK icon
278
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$65.9K ﹤0.01%
680
– –
IBB icon
279
iShares Biotechnology ETF
IBB
$9.82B
$65K ﹤0.01%
385
– –
WILC icon
280
G. Willi-Food International
WILC
$391M
$63.3K ﹤0.01%
2,167
-209
-9% -$4.95K
EIS icon
281
iShares MSCI Israel ETF
EIS
$888M
$60.6K ﹤0.01%
612
-220
-26% -$23K
IYG icon
282
iShares US Financial Services ETF
IYG
$2.21B
$60K ﹤0.01%
650
– –
QTEC icon
283
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.75B
$59.9K ﹤0.01%
260
– –
PNC icon
284
PNC Financial Services
PNC
$100B
$59.1K ﹤0.01%
283
-32
-10% -$6.18K
ETR icon
285
Entergy
ETR
$49.3B
$58.4K ﹤0.01%
+632
New +$59.9K
PLTR icon
286
Palantir
PLTR
$421B
$53K ﹤0.01%
298
-310
-51% -$56.1K
CPAY icon
287
Corpay
CPAY
$26.2B
$53K ﹤0.01%
176
-136
-44% -$39.5K
MELI icon
288
Mercado Libre
MELI
$92.5B
$50.5K ﹤0.01%
25
-14
-36% -$29.4K
DIS icon
289
Walt Disney
DIS
$178B
$50K ﹤0.01%
438
-86
-16% -$9.47K
HLMN icon
290
Hillman Solutions
HLMN
$1.77B
$49.9K ﹤0.01%
5,489
– –
APO icon
291
Apollo Global Management
APO
$76B
$48.5K ﹤0.01%
335
-26
-7% -$3.45K
TIP icon
292
iShares TIPS Bond ETF
TIP
$14.7B
$47.3K ﹤0.01%
430
– –
TRV icon
293
Travelers Companies
TRV
$78.3B
$46.7K ﹤0.01%
161
-20
-11% -$5.63K
MOAT icon
294
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$46.6K ﹤0.01%
450
– –
GPN icon
295
Global Payments
GPN
$22.8B
$46.3K ﹤0.01%
598
-472
-44% -$38K
QLTA icon
296
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$45.9K ﹤0.01%
955
– –
AFRM icon
297
Affirm
AFRM
$25.3B
$44.4K ﹤0.01%
596
-578
-49% -$41.6K
DOX icon
298
Amdocs
DOX
$6.22B
$44.3K ﹤0.01%
550
-115
-17% -$9.24K
AXON
299
Axon Enterprise
AXON
$48.4B
$42.9K ﹤0.01%
75
-21
-22% -$13K
MTUM icon
300
iShares MSCI USA Momentum Factor ETF
MTUM
$25.4B
$42.5K ﹤0.01%
170
– –
10 11
12
13 14

Similar funds

SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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.