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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
(+27%)
Cap. Flow
+$68.8M
Cap. Flow
% of AUM
4.74%
Top 10 Holdings %
Top 10 Hldgs %
57.09%
Holding
479
New
12
Increased
165
Reduced
164
Closed
27
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Elbit Systems
ESLT
|
+$64.4M |
| 2 |
Teva Pharmaceuticals
TEVA
|
+$13.7M |
| 3 |
Camtek
CAMT
|
+$7.97M |
| 4 |
NVMI
Nova
NVMI
|
+$4.09M |
| 5 |
SPNS
Sapiens International
SPNS
|
+$3.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$12.7M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$12.5M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$10.4M |
| 4 |
SHLT
SHL Telemedicine Ltd American Depositary Shares
SHLT
|
+$4.45M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
401
US Bancorp
USB
$100B
| $579 | ﹤0.01% |
4,270
-207
| -5% | -$8.7K |
|
402
Regions Financial
RF
$26.8B
| $456 | ﹤0.01% |
6,584
+681
| +12% | +$14.4K |
|
403
T. Rowe Price
TROW
$24.3B
| $440 | ﹤0.01% |
1,543
+145
| +10% | +$13.3K |
|
404
Duke Energy
DUK
$94.5B
| $438 | ﹤0.01% |
1,264
+33
| +3% | +$3.89K |
|
|
SCHW
405
Charles Schwab
SCHW
$188B
| $365 | ﹤0.01% |
1,366
-738
| -35% | -$61.8K |
|
406
Amgen
AMGN
$226B
| $330 | ﹤0.01% |
401
+84
| +26% | +$23.8K |
|
407
Protalix BioTherapeutics
PLX
$200M
| $325 | ﹤0.01% |
220
| – | – |
|
|
MRSH
408
Marsh
MRSH
$91B
| $288 | ﹤0.01% |
448
-242
| -35% | -$54.6K |
|
409
Chubb
CB
$134B
| $287 | ﹤0.01% |
339
-183
| -35% | -$52.7K |
|
410
KKR & Co
KKR
$93.2B
| $249 | ﹤0.01% |
625
-337
| -35% | -$39.4K |
|
411
Aon
AON
$75.7B
| $207 | ﹤0.01% |
198
-107
| -35% | -$38.8K |
|
412
Moody's
MCO
$82.8B
| $206 | ﹤0.01% |
142
-78
| -35% | -$36.1K |
|
413
Arthur J. Gallagher & Co
AJG
$64.7B
| $192 | ﹤0.01% |
204
-110
| -35% | -$36.3K |
|
|
BNY
414
Bank of New York Mellon
BNY
$108B
| $181 | ﹤0.01% |
669
-361
| -35% | -$30.7K |
|
415
Aflac
AFL
$61.2B
| $142 | ﹤0.01% |
456
-247
| -35% | -$26K |
|
416
Allstate
ALL
$68.2B
| $141 | ﹤0.01% |
243
-131
| -35% | -$26.1K |
|
417
Ameriprise Financial
AMP
$49.2B
| $139 | ﹤0.01% |
89
-49
| -36% | -$24.2K |
|
418
MSCI
MSCI
$40.9B
| $123 | ﹤0.01% |
72
-40
| -36% | -$22.1K |
|
419
T-Mobile US
TMUS
$191B
| $102 | ﹤0.01% |
146
-74
| -34% | -$18.1K |
|
420
Hartford Financial Services
HIG
$38.7B
| $99 | ﹤0.01% |
269
-145
| -35% | -$18K |
|
421
M&T Bank
MTB
$36.3B
| $87 | ﹤0.01% |
152
-83
| -35% | -$14.6K |
|
422
State Street
STT
$51.3B
| $85 | ﹤0.01% |
271
-145
| -35% | -$13.4K |
|
423
Willis Towers Watson
WTW
$31.9B
| $84 | ﹤0.01% |
93
-50
| -35% | -$15.5K |
|
424
Raymond James Financial
RJF
$34.5B
| $78 | ﹤0.01% |
171
-92
| -35% | -$13.2K |
|
|
FITB
425
Fifth Third Bancorp
FITB
$51.8B
| $75 | ﹤0.01% |
613
-330
| -35% | -$12.4K |
|
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DCM
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.