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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
IGM icon
301
iShares Expanded Tech Sector ETF
IGM
$10.8B
$50.6K ﹤0.01%
450
– –
WILC icon
302
G. Willi-Food International
WILC
$403M
$50.2K ﹤0.01%
2,590
-650
-20% -$10.2K
DAL icon
303
Delta Air Lines
DAL
$60.1B
$49.2K ﹤0.01%
1,000
– –
AIG icon
304
American International
AIG
$41.3B
$49K ﹤0.01%
579
-313
-35% -$26.1K
IBB icon
305
iShares Biotechnology ETF
IBB
$9.71B
$48.7K ﹤0.01%
385
– –
TIP icon
306
iShares TIPS Bond ETF
TIP
$14.7B
$47.3K ﹤0.01%
430
– –
IWM icon
307
iShares Russell 2000 ETF
IWM
$81.9B
$43.2K ﹤0.01%
200
– –
MET icon
308
MetLife
MET
$62.1B
$42.8K ﹤0.01%
532
-286
-35% -$22.1K
MRK icon
309
Merck
MRK
$318B
$42.6K ﹤0.01%
542
-589
-52% -$46.8K
EUAD
310
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.24B
$42.4K ﹤0.01%
+1,000
New +$37.4K
MOAT icon
311
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$42.2K ﹤0.01%
450
– –
FOUR icon
312
Shift4
FOUR
$3.26B
$42.1K ﹤0.01%
429
-59
-12% -$5.14K
IAGG icon
313
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$40.9K ﹤0.01%
800
-480
-38% -$24.3K
BSV icon
314
Vanguard Short-Term Bond ETF
BSV
$45.6B
$40K ﹤0.01%
508
– –
AMT icon
315
American Tower
AMT
$80.4B
$39.5K ﹤0.01%
180
-25
-12% -$5.4K
BSCT icon
316
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.93B
$39.3K ﹤0.01%
2,100
– –
HLMN icon
317
Hillman Solutions
HLMN
$1.79B
$39.2K ﹤0.01%
5,489
– –
VTV icon
318
Vanguard Morningstar Value ETF
VTV
$192B
$39.1K ﹤0.01%
222
+28
+14% +$4.73K
XLG icon
319
Invesco S&P 500 Top 50 ETF
XLG
$11B
$37.3K ﹤0.01%
720
+72
+11% +$3.42K
XHE icon
320
State Street SPDR S&P Health Care Equipment ETF
XHE
$165M
$36.6K ﹤0.01%
454
+147
+48% +$11.7K
URTH icon
321
iShares MSCI World ETF
URTH
$8.36B
$36.4K ﹤0.01%
215
– –
BLK icon
322
Blackrock
BLK
$176B
$35.7K ﹤0.01%
34
– –
SYTAW
323
DELISTED
Siyata Mobile Warrant
SYTAW
$35.3K ﹤0.01%
201,805
– –
SHY icon
324
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$33.1K ﹤0.01%
400
– –
SCHG icon
325
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$32.8K ﹤0.01%
1,122
-298
-21% -$7.88K
11 12
13
14 15

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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.