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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
IAGG icon
301
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$41K ﹤0.01%
800
– –
BSV icon
302
Vanguard Short-Term Bond ETF
BSV
$45.6B
$40.1K ﹤0.01%
508
– –
BLK icon
303
Blackrock
BLK
$175B
$39.6K ﹤0.01%
34
– –
BSCT icon
304
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.93B
$39.5K ﹤0.01%
2,100
– –
URTH icon
305
iShares MSCI World ETF
URTH
$8.34B
$39K ﹤0.01%
215
– –
TTD icon
306
Trade Desk
TTD
$6.29B
$37.8K ﹤0.01%
769
+369
+92% +$23.4K
GILD icon
307
Gilead Sciences
GILD
$165B
$37.4K ﹤0.01%
+332
New +$37.7K
FEZ icon
308
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.54B
$37.2K ﹤0.01%
600
+400
+200% +$24K
MET icon
309
MetLife
MET
$61.7B
$37.1K ﹤0.01%
451
-81
-15% -$6.37K
AIG icon
310
American International
AIG
$40.7B
$36.4K ﹤0.01%
463
-116
-20% -$9.27K
SCHG icon
311
Schwab US Large-Cap Growth ETF
SCHG
$63B
$35.8K ﹤0.01%
1,122
– –
SHY icon
312
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$33.2K ﹤0.01%
400
– –
QMNV
313
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$58.4M
$33.2K ﹤0.01%
1,504
-1,504
-50% -$32.9K
ABT icon
314
Abbott
ABT
$188B
$31.6K ﹤0.01%
237
+45
+23% +$5.91K
ADP icon
315
Automatic Data Processing
ADP
$109B
$31.6K ﹤0.01%
+108
New +$32.5K
VTV icon
316
Vanguard Morningstar Value ETF
VTV
$192B
$31K ﹤0.01%
166
-56
-25% -$10.1K
IXJ icon
317
iShares Global Healthcare ETF
IXJ
$4.24B
$30.6K ﹤0.01%
346
-34
-9% -$2.94K
AMT icon
318
American Tower
AMT
$78.8B
$30.2K ﹤0.01%
157
-23
-13% -$4.79K
VIG icon
319
Vanguard Dividend Appreciation ETF
VIG
$114B
$29.3K ﹤0.01%
136
– –
DOCS icon
320
Doximity
DOCS
$4.57B
$29.3K ﹤0.01%
400
– –
SHEL icon
321
Shell
SHEL
$249B
$28.6K ﹤0.01%
400
– –
GE icon
322
GE Aerospace
GE
$380B
$28.2K ﹤0.01%
96
+28
+41% +$7.65K
FDN icon
323
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.41B
$28K ﹤0.01%
100
– –
MRK icon
324
Merck
MRK
$323B
$28K ﹤0.01%
1,819
+1,277
+236% +$105K
FLTR icon
325
VanEck IG Floating Rate ETF
FLTR
$3.04B
$27.8K ﹤0.01%
1,086
– –
11 12
13
14 15

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SYBT
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EWA
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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.