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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
GEV icon
351
GE Vernova
GEV
$264B
$13.5K ﹤0.01%
+6,609
New +$4.03M
PM icon
352
Philip Morris
PM
$290B
$13.3K ﹤0.01%
82
-59
-42% -$9.14K
QTUM icon
353
Defiance Quantum ETF
QTUM
$5.58B
$13.2K ﹤0.01%
120
– –
IBDT icon
354
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$12.7K ﹤0.01%
500
– –
HACK icon
355
Amplify Cybersecurity ETF
HACK
$3.01B
$12.1K ﹤0.01%
150
– –
ADBE icon
356
Adobe
ADBE
$109B
$11.6K ﹤0.01%
33
-509
-94% -$173K
ICLN icon
357
iShares Global Clean Energy ETF
ICLN
$2.08B
$11.5K ﹤0.01%
+700
New +$11.7K
VCLT icon
358
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.74B
$11.4K ﹤0.01%
150
– –
FOUR icon
359
Shift4
FOUR
$3.41B
$10.1K ﹤0.01%
160
-159
-50% -$11.2K
ABT icon
360
Abbott
ABT
$188B
$10K ﹤0.01%
80
-157
-66% -$20K
MINT icon
361
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$9.93K ﹤0.01%
99
– –
AMTM
362
Amentum Holdings
AMTM
$5.97B
$9.82K ﹤0.01%
338
-182
-35% -$4.65K
NDAQ icon
363
Nasdaq
NDAQ
$53.4B
$9.81K ﹤0.01%
425
-5
-1% -$450
IEF icon
364
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$9.62K ﹤0.01%
100
– –
JKHY icon
365
Jack Henry & Associates
JKHY
$11B
$9.49K ﹤0.01%
52
-4
-7% -$666
WEX icon
366
WEX
WEX
$6.35B
$9.24K ﹤0.01%
62
-62
-50% -$9.34K
BA icon
367
Boeing
BA
$184B
$8.69K ﹤0.01%
40
-28
-41% -$5.76K
ABNB icon
368
Airbnb
ABNB
$111B
$8.41K ﹤0.01%
62
-53
-46% -$6.6K
EMR icon
369
Emerson Electric
EMR
$88.5B
$8.17K ﹤0.01%
+19,643
New +$2.61M
CMI icon
370
Cummins
CMI
$87.4B
$7.72K ﹤0.01%
+4,826
New +$2.26M
OHI icon
371
Omega Healthcare
OHI
$14.4B
$7.54K ﹤0.01%
170
– –
DLO icon
372
dLocal
DLO
$4.23B
$7.52K ﹤0.01%
532
-497
-48% -$7.01K
NUE icon
373
Nucor
NUE
$62.5B
$7.46K ﹤0.01%
+8,002
New +$1.2M
CSX icon
374
CSX Corp
CSX
$92.8B
$7.4K ﹤0.01%
65,109
+64,611
+12,974% +$2.31M
MDT icon
375
Medtronic
MDT
$114B
$7.25K ﹤0.01%
75
– –
13 14
15
16 17

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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
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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.