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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
ACGL icon
326
Arch Capital
ACGL
$33.5B
$27.1K ﹤0.01%
299
-46
-13% -$4.13K
XLG icon
327
Invesco S&P 500 Top 50 ETF
XLG
$11B
$26.3K ﹤0.01%
460
-260
-36% -$14.2K
SBUX icon
328
Starbucks
SBUX
$119B
$26K ﹤0.01%
+304
New +$27.2K
FOUR icon
329
Shift4
FOUR
$3.41B
$25.2K ﹤0.01%
319
-110
-26% -$10.2K
BUG icon
330
Global X Cybersecurity ETF
BUG
$1.51B
$24.6K ﹤0.01%
700
-700
-50% -$24.3K
IBKR icon
331
Interactive Brokers
IBKR
$41.1B
$24.2K ﹤0.01%
+351
New +$22.1K
XHE icon
332
State Street SPDR S&P Health Care Equipment ETF
XHE
$167M
$24.1K ﹤0.01%
307
-147
-32% -$11.8K
PM icon
333
Philip Morris
PM
$290B
$23K ﹤0.01%
141
-1,219
-90% -$205K
IWF icon
334
iShares Russell 1000 Growth ETF
IWF
$127B
$22.5K ﹤0.01%
192
– –
CTAS icon
335
Cintas
CTAS
$81.1B
$22K ﹤0.01%
+108
New +$23.1K
SYF icon
336
Synchrony
SYF
$25.4B
$21.7K ﹤0.01%
305
-51
-14% -$3.69K
TEAM icon
337
Atlassian
TEAM
$38.5B
$21.6K ﹤0.01%
134
+44
+49% +$7.96K
KNSL icon
338
Kinsale Capital Group
KNSL
$8.4B
$21.3K ﹤0.01%
50
– –
VUG icon
339
Vanguard Morningstar Growth ETF
VUG
$230B
$21.1K ﹤0.01%
264
– –
WEX icon
340
WEX
WEX
$6.35B
$19.9K ﹤0.01%
124
-42
-25% -$6.95K
STNE icon
341
StoneCo
STNE
$2.52B
$19.1K ﹤0.01%
979
-337
-26% -$5.36K
DECK icon
342
Deckers Outdoor
DECK
$13.3B
$18.9K ﹤0.01%
+186
New +$20.3K
UPST icon
343
Upstart Holdings
UPST
$2.94B
$18.8K ﹤0.01%
370
– –
GRID
344
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$18.1K ﹤0.01%
120
– –
MGY icon
345
Magnolia Oil & Gas
MGY
$6.16B
$17.9K ﹤0.01%
750
– –
KBE icon
346
State Street SPDR S&P Bank ETF
KBE
$1.71B
$17.8K ﹤0.01%
300
– –
RUN icon
347
Sunrun
RUN
$2.38B
$17.3K ﹤0.01%
1,000
– –
MUB icon
348
iShares National Muni Bond ETF
MUB
$45.8B
$17K ﹤0.01%
160
– –
EWJ icon
349
iShares MSCI Japan ETF
EWJ
$22.6B
$16.3K ﹤0.01%
203
– –
CGDV icon
350
Capital Group Dividend Value ETF
CGDV
$38.9B
$16.1K ﹤0.01%
386
-1,764
-82% -$72.5K
12 13
14
15 16

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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
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 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.