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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
+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
PAY icon
351
Paymentus
PAY
$4.91B
$19.5K ﹤0.01%
606
-77
-11% -$2.58K
VUG icon
352
Vanguard Morningstar Growth ETF
VUG
$230B
$19.3K ﹤0.01%
264
– –
TBLAW
353
DELISTED
Taboola.com Ltd Warrant
TBLAW
$19.2K ﹤0.01%
80,000
– –
RELY icon
354
Remitly
RELY
$4.87B
$18.7K ﹤0.01%
988
-111
-10% -$2.31K
AMTM
355
Amentum Holdings
AMTM
$5.97B
$18.4K ﹤0.01%
779
+355
+84% +$7.42K
TEAM icon
356
Atlassian
TEAM
$38.5B
$18.3K ﹤0.01%
90
– –
GE icon
357
GE Aerospace
GE
$380B
$17.3K ﹤0.01%
68
-346
-84% -$75.9K
MGY icon
358
Magnolia Oil & Gas
MGY
$6.16B
$16.9K ﹤0.01%
750
– –
KBE icon
359
State Street SPDR S&P Bank ETF
KBE
$1.71B
$16.7K ﹤0.01%
300
– –
MUB icon
360
iShares National Muni Bond ETF
MUB
$45.8B
$16.7K ﹤0.01%
160
– –
GRID
361
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$16.7K ﹤0.01%
120
– –
DLO icon
362
dLocal
DLO
$4.23B
$15.9K ﹤0.01%
1,383
+633
+84% +$6.23K
KEY icon
363
KeyCorp
KEY
$24.3B
$15.7K ﹤0.01%
913
-493
-35% -$7.64K
EWJ icon
364
iShares MSCI Japan ETF
EWJ
$22.6B
$15.2K ﹤0.01%
203
– –
PAGS icon
365
PagSeguro Digital
PAGS
$2.54B
$15K ﹤0.01%
1,597
+624
+64% +$5.63K
PAYO icon
366
Payoneer
PAYO
$2.4B
$14.2K ﹤0.01%
2,100
+128
+6% +$868
WU icon
367
Western Union
WU
$2.19B
$13.4K ﹤0.01%
1,601
-251
-14% -$2.38K
HACK icon
368
Amplify Cybersecurity ETF
HACK
$3.01B
$13K ﹤0.01%
150
– –
IBDT icon
369
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$12.7K ﹤0.01%
500
– –
FEZ icon
370
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.54B
$11.8K ﹤0.01%
200
+100
+100% +$5.71K
JKHY icon
371
Jack Henry & Associates
JKHY
$11B
$11.8K ﹤0.01%
66
-37
-36% -$6.57K
QUAL icon
372
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$11.6K ﹤0.01%
64
+32
+100% +$5.52K
VCLT icon
373
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.74B
$11.4K ﹤0.01%
150
– –
AMAT icon
374
Applied Materials
AMAT
$415B
$11K ﹤0.01%
60
– –
BA icon
375
Boeing
BA
$184B
$10.5K ﹤0.01%
+49
New +$9.26K
13 14
15
16 17

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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 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.