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
+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
IXJ icon
326
iShares Global Healthcare ETF
IXJ
$4.19B
$32.7K ﹤0.01%
380
+34
+10% +$2.93K
EPAM icon
327
EPAM Systems
EPAM
$5.03B
$31.8K ﹤0.01%
180
– –
EW icon
328
Edwards Lifesciences
EW
$51.7B
$31.3K ﹤0.01%
400
– –
ACGL icon
329
Arch Capital
ACGL
$33.6B
$31.2K ﹤0.01%
345
-470
-58% -$43.4K
SKYY icon
330
First Trust Cloud Computing ETF
SKYY
$3.12B
$29.2K ﹤0.01%
240
– –
TTD icon
331
Trade Desk
TTD
$6.49B
$28.8K ﹤0.01%
400
– –
SHEL icon
332
Shell
SHEL
$245B
$28.2K ﹤0.01%
400
– –
VIG icon
333
Vanguard Dividend Appreciation ETF
VIG
$114B
$27.8K ﹤0.01%
136
– –
FLTR icon
334
VanEck IG Floating Rate ETF
FLTR
$3.04B
$27.7K ﹤0.01%
1,086
– –
FDN icon
335
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.34B
$26.9K ﹤0.01%
100
– –
ABT icon
336
Abbott
ABT
$187B
$25.9K ﹤0.01%
192
-223
-54% -$29.4K
DOCS icon
337
Doximity
DOCS
$4.88B
$24.5K ﹤0.01%
400
– –
WEX icon
338
WEX
WEX
$6.31B
$24.4K ﹤0.01%
166
-47
-22% -$6.31K
KNSL icon
339
Kinsale Capital Group
KNSL
$8.51B
$24.2K ﹤0.01%
50
– –
UPST icon
340
Upstart Holdings
UPST
$3.03B
$23.9K ﹤0.01%
370
– –
SYF icon
341
Synchrony
SYF
$25.6B
$23.6K ﹤0.01%
356
-192
-35% -$10.7K
SEDG icon
342
SolarEdge
SEDG
$1.95B
$22.4K ﹤0.01%
1,100
– –
RTX icon
343
RTX Corp
RTX
$301B
$21.9K ﹤0.01%
236
-428
-64% -$57K
QGRO icon
344
American Century US Quality Growth ETF
QGRO
$2.01B
$21.9K ﹤0.01%
+201
New +$20.1K
QTUM icon
345
Defiance Quantum ETF
QTUM
$5.65B
$21.8K ﹤0.01%
240
+120
+100% +$9.7K
AIQ icon
346
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$21.6K ﹤0.01%
500
+250
+100% +$9.71K
EEFT icon
347
Euronet Worldwide
EEFT
$2.7B
$21.4K ﹤0.01%
210
-30
-13% -$3.1K
IWF icon
348
iShares Russell 1000 Growth ETF
IWF
$128B
$20.4K ﹤0.01%
192
– –
TAN icon
349
Invesco Solar ETF
TAN
$1.38B
$20.4K ﹤0.01%
600
+300
+100% +$9.43K
STNE icon
350
StoneCo
STNE
$2.58B
$20.2K ﹤0.01%
1,316
+542
+70% +$7.23K
12 13
14
15 16

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 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.