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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
JKHY icon
376
Jack Henry & Associates
JKHY
$11B
$8.34K ﹤0.01%
56
-10
-15% -$1.66K
VRTX icon
377
Vertex Pharmaceuticals
VRTX
$133B
$8.11K ﹤0.01%
89
+69
+345% +$28.8K
OHI icon
378
Omega Healthcare
OHI
$14.4B
$7.18K ﹤0.01%
170
– –
MDT icon
379
Medtronic
MDT
$114B
$7.14K ﹤0.01%
75
-1,295
-95% -$119K
WMB icon
380
Williams Companies
WMB
$87.9B
$7.04K ﹤0.01%
110
-1,919
-95% -$113K
TBLAW
381
DELISTED
Taboola.com Ltd Warrant
TBLAW
$6.8K ﹤0.01%
80,000
– –
ERIE icon
382
Erie Indemnity
ERIE
$13.2B
$6.36K ﹤0.01%
20
-3
-13% -$1.04K
QUAL icon
383
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$6.16K ﹤0.01%
32
-32
-50% -$6K
SPHD icon
384
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$5.93K ﹤0.01%
120
-4,000
-97% -$195K
PAGS icon
385
PagSeguro Digital
PAGS
$2.54B
$5.62K ﹤0.01%
545
-1,052
-66% -$9.47K
FLYW icon
386
Flywire
FLYW
$2.11B
$5.03K ﹤0.01%
372
-198
-35% -$2.44K
VWO icon
387
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$4.83K ﹤0.01%
90
-90
-50% -$4.64K
IXC icon
388
iShares Global Energy ETF
IXC
$2.72B
$4.8K ﹤0.01%
115
– –
EVTC icon
389
Evertec
EVTC
$1.77B
$4.72K ﹤0.01%
137
-32
-19% -$1.12K
WU icon
390
Western Union
WU
$2.19B
$4.5K ﹤0.01%
563
-1,038
-65% -$8.68K
RPAY icon
391
Repay Holdings
RPAY
$317M
$4.39K ﹤0.01%
825
-449
-35% -$2.4K
DIA icon
392
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$4.17K ﹤0.01%
9
– –
MQ icon
393
Marqeta
MQ
$1.62B
$4.15K ﹤0.01%
192
-93
-33% -$2.2K
PPA icon
394
Invesco Aerospace & Defense ETF
PPA
$8.72B
$3.89K ﹤0.01%
25
– –
ONTO icon
395
Onto Innovation
ONTO
$14.5B
$3.88K ﹤0.01%
30
– –
SYTAW
396
DELISTED
Siyata Mobile Warrant
SYTAW
$908 ﹤0.01%
201,805
– –
USB icon
397
US Bancorp
USB
$100B
$601 ﹤0.01%
4,112
-158
-4% -$7.47K
TFC icon
398
Truist Financial
TFC
$63.4B
$587 ﹤0.01%
4,246
-390
-8% -$17.6K
TROW icon
399
T. Rowe Price
TROW
$24.3B
$501 ﹤0.01%
1,615
+72
+5% +$7.57K
PLX icon
400
Protalix BioTherapeutics
PLX
$200M
$488 ﹤0.01%
220
– –
14 15
16
17 18

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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
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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.