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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
STNE icon
376
StoneCo
STNE
$2.52B
$7.25K ﹤0.01%
490
-489
-50% -$8.18K
RSG icon
377
Republic Services
RSG
$65.7B
$7.19K ﹤0.01%
+10,824
New +$2.33M
PAY icon
378
Paymentus
PAY
$4.91B
$7.14K ﹤0.01%
226
-226
-50% -$7.37K
NSC icon
379
Norfolk Southern
NSC
$75B
$7.1K ﹤0.01%
+7,846
New +$2.27M
PWR icon
380
Quanta Services
PWR
$99.4B
$6.9K ﹤0.01%
+5,214
New +$2.29M
QUAL icon
381
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$6.36K ﹤0.01%
32
– –
COP icon
382
ConocoPhillips
COP
$148B
$6.08K ﹤0.01%
65
-48
-42% -$4.34K
NEM icon
383
Newmont
NEM
$124B
$5.79K ﹤0.01%
58
-41
-41% -$3.7K
EEFT icon
384
Euronet Worldwide
EEFT
$2.65B
$5.78K ﹤0.01%
76
-72
-49% -$5.61K
SPHD icon
385
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$5.76K ﹤0.01%
120
– –
WU icon
386
Western Union
WU
$2.19B
$5.34K ﹤0.01%
574
+11
+2% +$97
PAGS icon
387
PagSeguro Digital
PAGS
$2.54B
$5.32K ﹤0.01%
552
+7
+1% +$67
SOLS
388
Solstice Advanced Materials
SOLS
$9.58B
$5.29K ﹤0.01%
+109
New +$5.13K
GWW icon
389
W.W. Grainger
GWW
$61.1B
$5.26K ﹤0.01%
+1,663
New +$1.61M
RELY icon
390
Remitly
RELY
$4.87B
$5.2K ﹤0.01%
377
-366
-49% -$5.32K
AME icon
391
Ametek
AME
$58B
$5.18K ﹤0.01%
+8,049
New +$1.57M
ERIE icon
392
Erie Indemnity
ERIE
$13.2B
$5.16K ﹤0.01%
18
-2
-10% -$597
FAST icon
393
Fastenal
FAST
$59.8B
$5.05K ﹤0.01%
40,141
+39,834
+12,975% +$1.68M
CARR icon
394
Carrier Global
CARR
$52.3B
$4.88K ﹤0.01%
+29,448
New +$1.64M
VWO icon
395
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$4.84K ﹤0.01%
90
– –
IXC icon
396
iShares Global Energy ETF
IXC
$2.72B
$4.82K ﹤0.01%
115
– –
STLD icon
397
Steel Dynamics
STLD
$38.5B
$4.63K ﹤0.01%
+5,106
New +$811K
DIA icon
398
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$4.33K ﹤0.01%
9
– –
VMC icon
399
Vulcan Materials
VMC
$37B
$4.13K ﹤0.01%
+4,620
New +$1.36M
MLM icon
400
Martin Marietta Materials
MLM
$33B
$4.12K ﹤0.01%
+2,109
New +$1.31M
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 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.