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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
RF icon
401
Regions Financial
RF
$26.8B
$445 ﹤0.01%
5,574
-1,010
-15% -$26.2K
CPB icon
402
Campbell Soup
CPB
$6.69B
$442 ﹤0.01%
+4,628
New +$150K
ISRG icon
403
Intuitive Surgical
ISRG
$139B
$422 ﹤0.01%
+96
New +$46.1K
AMGN icon
404
Amgen
AMGN
$226B
$398 ﹤0.01%
466
+65
+16% +$18.9K
PFG icon
405
Principal Financial Group
PFG
$24.4B
$393 ﹤0.01%
1,566
+1,370
+699% +$110K
SCHW
406
Charles Schwab
SCHW
$188B
$388 ﹤0.01%
1,343
-23
-2% -$2.18K
DUK icon
407
Duke Energy
DUK
$94.5B
$381 ﹤0.01%
1,019
-245
-19% -$29.7K
TMUS icon
408
T-Mobile US
TMUS
$191B
$363 ﹤0.01%
505
+359
+246% +$86.9K
PLTR icon
409
Palantir
PLTR
$421B
$329 ﹤0.01%
+608
New +$98.5K
CB icon
410
Chubb
CB
$134B
$254 ﹤0.01%
298
-41
-12% -$11.3K
MRSH
411
Marsh
MRSH
$91B
$239 ﹤0.01%
392
-56
-13% -$11.5K
KKR icon
412
KKR & Co
KKR
$93.2B
$198 ﹤0.01%
503
-122
-20% -$17.3K
AJG icon
413
Arthur J. Gallagher & Co
AJG
$64.7B
$191 ﹤0.01%
204
– –
BNY
414
Bank of New York Mellon
BNY
$108B
$189 ﹤0.01%
573
-96
-14% -$9.79K
AON icon
415
Aon
AON
$75.7B
$186 ﹤0.01%
172
-26
-13% -$9.41K
MCO icon
416
Moody's
MCO
$82.8B
$179 ﹤0.01%
124
-18
-13% -$9.07K
APP icon
417
Applovin
APP
$113B
$177 ﹤0.01%
+82
New +$37.8K
INTU icon
418
Intuit
INTU
$91.5B
$158 ﹤0.01%
+75
New +$54.1K
ALL icon
419
Allstate
ALL
$68.2B
$138 ﹤0.01%
212
-31
-13% -$6.26K
TXN icon
420
Texas Instruments
TXN
$256B
$135 ﹤0.01%
+243
New +$47.5K
AFL icon
421
Aflac
AFL
$61.2B
$132 ﹤0.01%
390
-66
-14% -$6.93K
ZIMV
422
DELISTED
ZimVie
ZIMV
$114 ﹤0.01%
6
– –
AMP icon
423
Ameriprise Financial
AMP
$49.2B
$113 ﹤0.01%
76
-13
-15% -$6.66K
MSCI icon
424
MSCI
MSCI
$40.9B
$105 ﹤0.01%
61
-11
-15% -$6.22K
ADI icon
425
Analog Devices
ADI
$187B
$98 ﹤0.01%
+132
New +$31.7K
15 16
17
18 19

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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 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.