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
EUAD
301
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.25B
$42K ﹤0.01%
1,000
– –
IAGG icon
302
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$40.1K ﹤0.01%
800
– –
BSV icon
303
Vanguard Short-Term Bond ETF
BSV
$45.6B
$40K ﹤0.01%
508
– –
URTH icon
304
iShares MSCI World ETF
URTH
$8.34B
$39.9K ﹤0.01%
215
– –
BSCT icon
305
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.93B
$39.6K ﹤0.01%
2,100
– –
FEZ icon
306
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.54B
$38.8K ﹤0.01%
600
– –
COIN icon
307
Coinbase
COIN
$39.2B
$37.3K ﹤0.01%
165
-5
-3% -$1.49K
SCHG icon
308
Schwab US Large-Cap Growth ETF
SCHG
$63B
$36.6K ﹤0.01%
1,122
– –
QMNV
309
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$58.4M
$35.4K ﹤0.01%
1,504
– –
MRK icon
310
Merck
MRK
$323B
$33.9K ﹤0.01%
1,554
-265
-15% -$24.9K
IXJ icon
311
iShares Global Healthcare ETF
IXJ
$4.24B
$33.7K ﹤0.01%
346
– –
AIG icon
312
American International
AIG
$40.7B
$33.4K ﹤0.01%
389
-74
-16% -$5.92K
SHY icon
313
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$33.1K ﹤0.01%
400
– –
PPA icon
314
Invesco Aerospace & Defense ETF
PPA
$8.72B
$32.1K ﹤0.01%
205
+180
+720% +$27.8K
VTV icon
315
Vanguard Morningstar Value ETF
VTV
$192B
$31.7K ﹤0.01%
166
– –
MET icon
316
MetLife
MET
$61.7B
$31.5K ﹤0.01%
399
-52
-12% -$4.12K
SKYY icon
317
First Trust Cloud Computing ETF
SKYY
$3.22B
$31.2K ﹤0.01%
240
-7,390
-97% -$987K
VIG icon
318
Vanguard Dividend Appreciation ETF
VIG
$114B
$29.9K ﹤0.01%
136
– –
SHEL icon
319
Shell
SHEL
$249B
$29.4K ﹤0.01%
400
– –
PCAR icon
320
PACCAR
PCAR
$69.1B
$28.4K ﹤0.01%
18,364
+18,224
+13,017% +$1.87M
XLG icon
321
Invesco S&P 500 Top 50 ETF
XLG
$11B
$27.3K ﹤0.01%
460
– –
XHE icon
322
State Street SPDR S&P Health Care Equipment ETF
XHE
$167M
$27.1K ﹤0.01%
307
– –
FDN icon
323
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.41B
$26.9K ﹤0.01%
100
– –
ACGL icon
324
Arch Capital
ACGL
$33.5B
$24.9K ﹤0.01%
260
-39
-13% -$3.57K
UAL icon
325
United Airlines
UAL
$40.2B
$24K ﹤0.01%
+215
New +$21.7K
11 12
13
14 15

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.