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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
+5.41%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
+$27.1M
Cap. Flow %
2.37%
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$18.6M
2
ODYS
Odysight.ai Inc
ODYS
+$10.8M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$9.27M
4
ICL icon
ICL Group
ICL
+$7.18M
5
GLBE icon
Global E Online
GLBE
+$6.68M

Top Sells

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$23.5M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.96M
3
ITRN icon
Ituran Location and Control
ITRN
+$4.78M
4
SPNS
Sapiens International
SPNS
+$4.3M
5
TATT icon
TAT Technologies
TATT
+$4.1M

Sector Composition

Rank Sector Weight
1 Technology 32.78%
2 Industrials 19.27%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RUN icon
401
Sunrun
RUN
$2.42B
$5.86K ﹤0.01%
1,000
– –
PPA icon
402
Invesco Aerospace & Defense ETF
PPA
$8.74B
$5.83K ﹤0.01%
50
– –
SDY icon
403
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$5.7K ﹤0.01%
42
– –
ZBH icon
404
Zimmer Biomet
ZBH
$18.6B
$5.66K ﹤0.01%
50
– –
QUAL icon
405
iShares MSCI USA Quality Factor ETF
QUAL
$48.2B
$5.42K ﹤0.01%
32
– –
FEZ icon
406
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.56B
$5.39K ﹤0.01%
100
– –
VEU icon
407
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$5.09K ﹤0.01%
+84
New +$5.06K
IXC icon
408
iShares Global Energy ETF
IXC
$2.73B
$4.84K ﹤0.01%
115
-118
-51% -$4.74K
GM icon
409
General Motors
GM
$78.3B
$4.23K ﹤0.01%
90
-21,150
-100% -$1.04M
VWO icon
410
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$4.04K ﹤0.01%
90
-189
-68% -$8.51K
DIA icon
411
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.6B
$3.78K ﹤0.01%
9
-8
-47% -$3.46K
ONTO icon
412
Onto Innovation
ONTO
$15.3B
$3.64K ﹤0.01%
30
– –
KXI icon
413
iShares Global Consumer Staples ETF
KXI
$1.06B
$3.2K ﹤0.01%
50
– –
MRNA icon
414
Moderna
MRNA
$24.4B
$1.12K ﹤0.01%
+40
New +$1.42K
PLX icon
415
Protalix BioTherapeutics
PLX
$198M
$563 ﹤0.01%
220
– –
TFC icon
416
Truist Financial
TFC
$63.5B
$510 ﹤0.01%
4,608
+2,963
+180% +$132K
USB icon
417
US Bancorp
USB
$100B
$508 ﹤0.01%
4,477
+2,544
+132% +$117K
MRSH
418
Marsh
MRSH
$91B
$453 ﹤0.01%
690
+84
+14% +$19.1K
SCHW
419
Charles Schwab
SCHW
$187B
$443 ﹤0.01%
2,104
+259
+14% +$20.3K
CB icon
420
Chubb
CB
$134B
$424 ﹤0.01%
522
+64
+14% +$17.8K
DUK icon
421
Duke Energy
DUK
$94.7B
$404 ﹤0.01%
1,231
-51
-4% -$5.81K
RF icon
422
Regions Financial
RF
$26.8B
$345 ﹤0.01%
5,903
+4,753
+413% +$111K
TROW icon
423
T. Rowe Price
TROW
$24.5B
$345 ﹤0.01%
1,398
+1,118
+399% +$118K
AON icon
424
Aon
AON
$75.5B
$327 ﹤0.01%
305
+37
+14% +$14.2K
KKR icon
425
KKR & Co
KKR
$97.7B
$299 ﹤0.01%
962
+116
+14% +$16K
15 16
17
18 19

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KIM
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YCM
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SC
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DCM
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Y.D. More Investments's Q1 2025 Portfolio in Review

As of Q1 2025, Y.D. More Investments held 497 positions worth $1.14B, up 2.9% from $1.11B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Y.D. More Investments's Q1 2025 filing shows 39 new, 196 increased, 119 reduced and 30 closed positions. Its largest new stake was Odysight.ai Inc: 1,697,823 shares worth $11.9M. The largest sale was ODDITY Tech, an estimated $23.5M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 39% a quarter earlier, followed by Industrials and Utilities.

  • Y.D. More Investments's largest Q1 2025 buy was Odysight.ai Inc: 1,697,823 shares worth $11.9M.
  • Y.D. More Investments added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025, an estimated $18.6M increase.
  • Y.D. More Investments's biggest Q1 2025 reduction was ODDITY Tech, cutting an estimated $23.5M.
  • Y.D. More Investments fully exited SoFi Technologies in Q1 2025, selling an estimated $1.03M.
  • Y.D. More Investments's ten largest holdings make up 51% of its $1.14B portfolio in Q1 2025.
  • Y.D. More Investments opened 39 new positions and closed 30 in Q1 2025.
  • Y.D. More Investments's portfolio value rose 2.9% quarter-over-quarter to $1.14B.

Based on Y.D. More Investments's 13F filing for Q1 2025, filed 12 May 2025.