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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
WMB icon
401
Williams Companies
WMB
$87.9B
$3.91K ﹤0.01%
65
-45
-41% -$2.72K
TBLAW
402
DELISTED
Taboola.com Ltd Warrant
TBLAW
$3.8K ﹤0.01%
80,000
– –
OTIS icon
403
Otis Worldwide
OTIS
$27.7B
$3.73K ﹤0.01%
+13,626
New +$1.22M
XYL icon
404
Xylem
XYL
$28.3B
$3.63K ﹤0.01%
+8,513
New +$1.22M
IR icon
405
Ingersoll Rand
IR
$33.6B
$3.43K ﹤0.01%
+13,815
New +$1.09M
ROL icon
406
Rollins
ROL
$17.9B
$3.17K ﹤0.01%
+16,823
New +$988K
DOV icon
407
Dover
DOV
$28.3B
$2.94K ﹤0.01%
+4,796
New +$874K
HUBB icon
408
Hubbell
HUBB
$26.7B
$2.59K ﹤0.01%
+1,858
New +$814K
EVTC icon
409
Evertec
EVTC
$1.77B
$2.21K ﹤0.01%
76
-61
-45% -$1.81K
FLYW icon
410
Flywire
FLYW
$2.11B
$2.21K ﹤0.01%
156
-216
-58% -$2.96K
MQ icon
411
Marqeta
MQ
$1.62B
$2.17K ﹤0.01%
114
-78
-41% -$1.5K
PAYO icon
412
Payoneer
PAYO
$2.4B
$2.12K ﹤0.01%
378
-1,525
-80% -$8.81K
FTV icon
413
Fortive
FTV
$18.6B
$1.92K ﹤0.01%
+11,105
New +$576K
USB icon
414
US Bancorp
USB
$100B
$1.82K ﹤0.01%
3,270
-842
-20% -$41.4K
IEX icon
415
IDEX
IEX
$17.2B
$1.46K ﹤0.01%
+2,617
New +$447K
MAS icon
416
Masco
MAS
$14.7B
$1.45K ﹤0.01%
+7,262
New +$471K
RF icon
417
Regions Financial
RF
$26.8B
$1.24K ﹤0.01%
4,273
-1,301
-23% -$33.2K
AOS icon
418
A.O. Smith
AOS
$8.48B
$1.02K ﹤0.01%
+4,868
New +$329K
SOLV icon
419
Solventum
SOLV
$14.5B
$951 ﹤0.01%
+12
New +$919
DUK icon
420
Duke Energy
DUK
$94.5B
$676 ﹤0.01%
1,841
+822
+81% +$100K
CB icon
421
Chubb
CB
$134B
$526 ﹤0.01%
264
-34
-11% -$9.94K
TFC icon
422
Truist Financial
TFC
$63.4B
$513 ﹤0.01%
3,323
-923
-22% -$42.5K
SO icon
423
Southern Company
SO
$105B
$458 ﹤0.01%
1,675
+1,476
+742% +$135K
TROW icon
424
T. Rowe Price
TROW
$24.3B
$402 ﹤0.01%
1,254
-361
-22% -$37.3K
PLX icon
425
Protalix BioTherapeutics
PLX
$200M
$383 ﹤0.01%
220
– –
15 16
17
18 19

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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.