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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
Cap. Flow
+$68.8M
Cap. Flow %
4.74%
Top 10 Hldgs %
57.09%
Holding
479
New
12
Increased
165
Reduced
164
Closed
27

Top Buys

Rank Stock Value
1
ESLT icon
Elbit Systems
ESLT
+$64.4M
2
TEVA icon
Teva Pharmaceuticals
TEVA
+$13.7M
3
CAMT icon
Camtek
CAMT
+$7.97M
4
NVMI
Nova
NVMI
+$4.09M
5
SPNS
Sapiens International
SPNS
+$3.9M

Top Sells

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$12.7M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$12.5M
3
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$10.4M
4
SHLT
SHL Telemedicine Ltd American Depositary Shares
SHLT
+$4.45M
5
SPOT icon
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
BRO icon
426
Brown & Brown
BRO
$24B
$70 ﹤0.01%
216
-119
-36% -$13.4K
NTRS icon
427
Northern Trust
NTRS
$34.4B
$68 ﹤0.01%
185
-98
-35% -$10K
HBAN icon
428
Huntington Bancshares
HBAN
$35.6B
$67 ﹤0.01%
1,351
-730
-35% -$11K
CBOE icon
429
Cboe Global Markets
CBOE
$29.8B
$63 ﹤0.01%
93
-50
-35% -$11.1K
CINF icon
430
Cincinnati Financial
CINF
$26.7B
$62 ﹤0.01%
142
-78
-35% -$11.2K
WRB icon
431
W.R. Berkley
WRB
$26.3B
$59 ﹤0.01%
277
-148
-35% -$10.6K
ZIMV
432
DELISTED
ZimVie
ZIMV
$56 ﹤0.01%
6
– –
CFG icon
433
Citizens Financial Group
CFG
$30.6B
$53 ﹤0.01%
405
-219
-35% -$8.62K
FDS icon
434
Factset
FDS
$10.1B
$46 ﹤0.01%
35
-17
-33% -$7.45K
PFG icon
435
Principal Financial Group
PFG
$24.4B
$46 ﹤0.01%
196
-105
-35% -$8.06K
L icon
436
Loews
L
$23.3B
$45 ﹤0.01%
166
-89
-35% -$7.81K
EG icon
437
Everest Group
EG
$14.2B
$41 ﹤0.01%
41
-22
-35% -$7.59K
SO icon
438
Southern Company
SO
$105B
$38 ﹤0.01%
141
-282
-67% -$25.3K
LILAK icon
439
Liberty Latin America Class C
LILAK
$1.65B
$37 ﹤0.01%
7
+4
+133% +$20
GL icon
440
Globe Life
GL
$14.2B
$28 ﹤0.01%
75
-42
-36% -$5.1K
AIZ icon
441
Assurant
AIZ
$14.2B
$27 ﹤0.01%
47
-26
-36% -$5.11K
MKTX icon
442
MarketAxess Holdings
MKTX
$5.72B
$23 ﹤0.01%
36
-18
-33% -$3.96K
BEN icon
443
Franklin Resources
BEN
$17B
$20 ﹤0.01%
280
-150
-35% -$3.09K
PLD icon
444
Prologis
PLD
$132B
$18 ﹤0.01%
59
-120
-67% -$12.6K
PSFE icon
445
Paysafe
PSFE
$366M
$18 ﹤0.01%
496
+134
+37% +$1.83K
SHW icon
446
Sherwin-Williams
SHW
$88.1B
$17 ﹤0.01%
17
-32
-65% -$11.1K
ECL icon
447
Ecolab
ECL
$79.7B
$14 ﹤0.01%
18
-37
-67% -$9.4K
APD icon
448
Air Products & Chemicals
APD
$68.6B
$13 ﹤0.01%
15
-28
-65% -$7.66K
FCX icon
449
Freeport-McMoran
FCX
$98.7B
$12 ﹤0.01%
91
-192
-68% -$7.29K
LILA icon
450
Liberty Latin America Class A
LILA
$1.67B
$12 ﹤0.01%
3
+2
+200% +$7
16 17
18
19 20

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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 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.