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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
+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
AMT icon
326
American Tower
AMT
$78.8B
$22.8K ﹤0.01%
129
-28
-18% -$5.09K
IWF icon
327
iShares Russell 1000 Growth ETF
IWF
$127B
$22.7K ﹤0.01%
192
– –
LMBS icon
328
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.38B
$22.5K ﹤0.01%
450
-573
-56% -$28.6K
SYF icon
329
Synchrony
SYF
$25.4B
$21.7K ﹤0.01%
260
-45
-15% -$3.44K
DE icon
330
Deere & Co
DE
$164B
$21.5K ﹤0.01%
+8,021
New +$3.76M
LPLA icon
331
LPL Financial
LPLA
$29.3B
$21.4K ﹤0.01%
+60
New +$21.2K
IBKR icon
332
Interactive Brokers
IBKR
$41.1B
$20.6K ﹤0.01%
321
-30
-9% -$2.01K
ITW icon
333
Illinois Tool Works
ITW
$83.9B
$20.1K ﹤0.01%
+10,143
New +$2.53M
KNSL icon
334
Kinsale Capital Group
KNSL
$8.4B
$19.8K ﹤0.01%
50
– –
GRID
335
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$18.5K ﹤0.01%
120
– –
RUN icon
336
Sunrun
RUN
$2.38B
$18.4K ﹤0.01%
1,000
– –
KBE icon
337
State Street SPDR S&P Bank ETF
KBE
$1.71B
$18.2K ﹤0.01%
300
– –
DOCS icon
338
Doximity
DOCS
$4.57B
$17.8K ﹤0.01%
400
– –
FCX icon
339
Freeport-McMoran
FCX
$98.7B
$17.8K ﹤0.01%
426
+296
+228% +$12.8K
GE icon
340
GE Aerospace
GE
$380B
$17.3K ﹤0.01%
56
-40
-42% -$12K
MUB icon
341
iShares National Muni Bond ETF
MUB
$45.8B
$17.1K ﹤0.01%
160
– –
CGDV icon
342
Capital Group Dividend Value ETF
CGDV
$38.9B
$16.8K ﹤0.01%
386
– –
UPST icon
343
Upstart Holdings
UPST
$2.94B
$16.6K ﹤0.01%
370
– –
MGY icon
344
Magnolia Oil & Gas
MGY
$6.16B
$16.6K ﹤0.01%
750
– –
AMAT icon
345
Applied Materials
AMAT
$415B
$15.4K ﹤0.01%
60
-213
-78% -$51.1K
TTD icon
346
Trade Desk
TTD
$6.29B
$15.2K ﹤0.01%
400
-369
-48% -$16.4K
TEAM icon
347
Atlassian
TEAM
$38.5B
$14.7K ﹤0.01%
90
-44
-33% -$6.91K
DGRO icon
348
iShares Core Dividend Growth ETF
DGRO
$43.7B
$13.9K ﹤0.01%
+200
New +$13.8K
KEY icon
349
KeyCorp
KEY
$24.3B
$13.8K ﹤0.01%
670
-128
-16% -$2.38K
WELL icon
350
Welltower
WELL
$169B
$13.6K ﹤0.01%
73
-215
-75% -$40.2K
12 13
14
15 16

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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 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.