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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
+5.41%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
+$27.1M
Cap. Flow %
2.37%
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$18.6M
2
ODYS
Odysight.ai Inc
ODYS
+$10.8M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$9.27M
4
ICL icon
ICL Group
ICL
+$7.18M
5
GLBE icon
Global E Online
GLBE
+$6.68M

Top Sells

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$23.5M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.96M
3
ITRN icon
Ituran Location and Control
ITRN
+$4.78M
4
SPNS
Sapiens International
SPNS
+$4.3M
5
TATT icon
TAT Technologies
TATT
+$4.1M

Sector Composition

Rank Sector Weight
1 Technology 32.78%
2 Industrials 19.27%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KBWB icon
301
Invesco KBW Bank ETF
KBWB
$6.75B
$50.8K ﹤0.01%
810
– –
IYG icon
302
iShares US Financial Services ETF
IYG
$2.21B
$50.8K ﹤0.01%
650
+300
+86% +$24.2K
WILC icon
303
G. Willi-Food International
WILC
$391M
$49.3K ﹤0.01%
3,240
+235
+8% +$3.87K
IBB icon
304
iShares Biotechnology ETF
IBB
$9.82B
$49.2K ﹤0.01%
385
– –
MELI icon
305
Mercado Libre
MELI
$92.5B
$48.8K ﹤0.01%
25
– –
HLMN icon
306
Hillman Solutions
HLMN
$1.77B
$48.2K ﹤0.01%
5,489
– –
TIP icon
307
iShares TIPS Bond ETF
TIP
$14.7B
$47.8K ﹤0.01%
430
+60
+16% +$6.52K
FOUR icon
308
Shift4
FOUR
$3.41B
$47.6K ﹤0.01%
488
+3
+0.6% +$309
ABT icon
309
Abbott
ABT
$188B
$46.6K ﹤0.01%
415
+335
+419% +$42.6K
BUG icon
310
Global X Cybersecurity ETF
BUG
$1.51B
$45.3K ﹤0.01%
1,400
– –
QTEC icon
311
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.75B
$45.1K ﹤0.01%
260
– –
QLTA icon
312
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$45.1K ﹤0.01%
955
+328
+52% +$15.5K
VRSN icon
313
VeriSign
VRSN
$26.5B
$44.7K ﹤0.01%
+176
New +$40K
AMT icon
314
American Tower
AMT
$78.8B
$44.5K ﹤0.01%
205
+6
+3% +$1.18K
DAL icon
315
Delta Air Lines
DAL
$58.7B
$43.6K ﹤0.01%
1,000
– –
IGM icon
316
iShares Expanded Tech Sector ETF
IGM
$10.8B
$40.8K ﹤0.01%
450
-150
-25% -$15.1K
IWM icon
317
iShares Russell 2000 ETF
IWM
$81.5B
$39.9K ﹤0.01%
+200
New +$43.4K
BSV icon
318
Vanguard Short-Term Bond ETF
BSV
$45.6B
$39.8K ﹤0.01%
508
-222
-30% -$17.2K
MOAT icon
319
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$39.6K ﹤0.01%
450
– –
AXON
320
Axon Enterprise
AXON
$48.4B
$39.4K ﹤0.01%
75
– –
BSCT icon
321
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.93B
$38.9K ﹤0.01%
2,100
– –
XLU icon
322
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$37.4K ﹤0.01%
952
– –
CL icon
323
Colgate-Palmolive
CL
$74.3B
$36.9K ﹤0.01%
+394
New +$35.3K
SCHG icon
324
Schwab US Large-Cap Growth ETF
SCHG
$63B
$35.6K ﹤0.01%
1,420
+548
+63% +$15K
DVA icon
325
DaVita
DVA
$11.7B
$35.5K ﹤0.01%
+232
New +$36.5K
11 12
13
14 15

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KIM
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YCM
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SC
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HCM
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Y.D. More Investments's Q1 2025 Portfolio in Review

As of Q1 2025, Y.D. More Investments held 497 positions worth $1.14B, up 2.9% from $1.11B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Y.D. More Investments's Q1 2025 filing shows 39 new, 196 increased, 119 reduced and 30 closed positions. Its largest new stake was Odysight.ai Inc: 1,697,823 shares worth $11.9M. The largest sale was ODDITY Tech, an estimated $23.5M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 39% a quarter earlier, followed by Industrials and Utilities.

  • Y.D. More Investments's largest Q1 2025 buy was Odysight.ai Inc: 1,697,823 shares worth $11.9M.
  • Y.D. More Investments added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025, an estimated $18.6M increase.
  • Y.D. More Investments's biggest Q1 2025 reduction was ODDITY Tech, cutting an estimated $23.5M.
  • Y.D. More Investments fully exited SoFi Technologies in Q1 2025, selling an estimated $1.03M.
  • Y.D. More Investments's ten largest holdings make up 51% of its $1.14B portfolio in Q1 2025.
  • Y.D. More Investments opened 39 new positions and closed 30 in Q1 2025.
  • Y.D. More Investments's portfolio value rose 2.9% quarter-over-quarter to $1.14B.

Based on Y.D. More Investments's 13F filing for Q1 2025, filed 12 May 2025.