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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
MAC icon
351
Macerich
MAC
$6.89B
$16K ﹤0.01%
880
-20,000
-96% -$346K
DLO icon
352
dLocal
DLO
$4.26B
$15K ﹤0.01%
1,029
-354
-26% -$4.5K
KEY icon
353
KeyCorp
KEY
$24.5B
$14.9K ﹤0.01%
798
-115
-13% -$2.13K
BA icon
354
Boeing
BA
$186B
$14.8K ﹤0.01%
68
+19
+39% +$4.28K
PAY icon
355
Paymentus
PAY
$4.89B
$14K ﹤0.01%
452
-154
-25% -$5.09K
ZIM icon
356
ZIM Integrated Shipping Services
ZIM
$3.01B
$13.6K ﹤0.01%
+1,000
New +$15.2K
EEFT icon
357
Euronet Worldwide
EEFT
$2.66B
$13.2K ﹤0.01%
148
-62
-30% -$5.94K
KMB icon
358
Kimberly-Clark
KMB
$36B
$13.1K ﹤0.01%
105
-976
-90% -$126K
HACK icon
359
Amplify Cybersecurity ETF
HACK
$2.97B
$13K ﹤0.01%
150
– –
TAN icon
360
Invesco Solar ETF
TAN
$1.39B
$13K ﹤0.01%
300
-300
-50% -$12K
IBDT icon
361
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$12.8K ﹤0.01%
500
– –
QTUM icon
362
Defiance Quantum ETF
QTUM
$5.61B
$12.5K ﹤0.01%
120
-120
-50% -$11.5K
AMTM
363
Amentum Holdings
AMTM
$5.48B
$12.5K ﹤0.01%
520
-259
-33% -$6.31K
RELY icon
364
Remitly
RELY
$4.93B
$12.3K ﹤0.01%
743
-245
-25% -$4.4K
PAYO icon
365
Payoneer
PAYO
$2.41B
$11.7K ﹤0.01%
1,903
-197
-9% -$1.32K
VCLT icon
366
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.77B
$11.6K ﹤0.01%
150
– –
FANG icon
367
Diamondback Energy
FANG
$55.9B
$11.1K ﹤0.01%
+77
New +$11K
COP icon
368
ConocoPhillips
COP
$148B
$10.8K ﹤0.01%
113
+32
+40% +$3.02K
IXN icon
369
iShares Global Tech ETF
IXN
$9.22B
$10.3K ﹤0.01%
100
– –
CHTR icon
370
Charter Communications
CHTR
$18.3B
$10.2K ﹤0.01%
+37
New +$11.2K
MINT icon
371
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$9.97K ﹤0.01%
99
– –
IEF icon
372
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$9.65K ﹤0.01%
100
– –
NDAQ icon
373
Nasdaq
NDAQ
$53.5B
$8.93K ﹤0.01%
430
-45
-9% -$4.17K
CTSH icon
374
Cognizant
CTSH
$26B
$8.79K ﹤0.01%
+131
New +$9.47K
NEM icon
375
Newmont
NEM
$124B
$8.37K ﹤0.01%
99
+28
+39% +$1.95K
13 14
15
16 17

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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
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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 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.