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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
MINT icon
376
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$9.95K ﹤0.01%
99
– –
IEF icon
377
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$9.58K ﹤0.01%
100
– –
IXN icon
378
iShares Global Tech ETF
IXN
$9.17B
$9.23K ﹤0.01%
100
– –
NDAQ icon
379
Nasdaq
NDAQ
$53.4B
$9.04K ﹤0.01%
475
-202
-30% -$16.1K
VRTX icon
380
Vertex Pharmaceuticals
VRTX
$133B
$8.9K ﹤0.01%
20
– –
VWO icon
381
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$8.82K ﹤0.01%
180
+90
+100% +$4.17K
POOL icon
382
Pool Corp
POOL
$7.27B
$8.74K ﹤0.01%
30
-1,200
-98% -$363K
RUN icon
383
Sunrun
RUN
$2.38B
$8.18K ﹤0.01%
1,000
– –
ERIE icon
384
Erie Indemnity
ERIE
$13.2B
$7.83K ﹤0.01%
23
-12
-34% -$4.45K
COP icon
385
ConocoPhillips
COP
$148B
$7.3K ﹤0.01%
81
-264
-77% -$23.8K
MQ icon
386
Marqeta
MQ
$1.62B
$6.7K ﹤0.01%
285
-144
-34% -$2.73K
FLYW icon
387
Flywire
FLYW
$2.11B
$6.5K ﹤0.01%
570
-58
-9% -$591
WELL icon
388
Welltower
WELL
$169B
$6.39K ﹤0.01%
42
-82
-66% -$12.3K
OHI icon
389
Omega Healthcare
OHI
$14.4B
$6.23K ﹤0.01%
170
– –
EVTC icon
390
Evertec
EVTC
$1.77B
$6.07K ﹤0.01%
169
-23
-12% -$815
RPAY icon
391
Repay Holdings
RPAY
$317M
$6.06K ﹤0.01%
1,274
+281
+28% +$1.28K
IXC icon
392
iShares Global Energy ETF
IXC
$2.72B
$4.52K ﹤0.01%
115
– –
GM icon
393
General Motors
GM
$77.2B
$4.43K ﹤0.01%
90
– –
NEM icon
394
Newmont
NEM
$124B
$4.03K ﹤0.01%
71
-173
-71% -$9.23K
DIA icon
395
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$3.97K ﹤0.01%
9
– –
DLR icon
396
Digital Realty Trust
DLR
$70.8B
$3.6K ﹤0.01%
+21
New +$3.43K
PPA icon
397
Invesco Aerospace & Defense ETF
PPA
$8.72B
$3.54K ﹤0.01%
25
-25
-50% -$3.17K
KXI icon
398
iShares Global Consumer Staples ETF
KXI
$1.06B
$3.27K ﹤0.01%
50
– –
ONTO icon
399
Onto Innovation
ONTO
$14.5B
$3.03K ﹤0.01%
30
– –
TFC icon
400
Truist Financial
TFC
$63.4B
$586 ﹤0.01%
4,636
+28
+0.6% +$1.1K
14 15
16
17 18

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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.