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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
HIG icon
426
Hartford Financial Services
HIG
$38.7B
$91 ﹤0.01%
225
-44
-16% -$5.64K
WTW icon
427
Willis Towers Watson
WTW
$31.9B
$82 ﹤0.01%
78
-15
-16% -$4.86K
STT icon
428
State Street
STT
$51.3B
$81 ﹤0.01%
230
-41
-15% -$4.58K
CDNS icon
429
Cadence Design Systems
CDNS
$91.4B
$77 ﹤0.01%
+73
New +$25.1K
MTB icon
430
M&T Bank
MTB
$36.3B
$77 ﹤0.01%
128
-24
-16% -$4.71K
RJF icon
431
Raymond James Financial
RJF
$34.5B
$75 ﹤0.01%
144
-27
-16% -$4.47K
ORLY icon
432
O'Reilly Automotive
ORLY
$75.3B
$74 ﹤0.01%
+227
New +$22.8K
FITB
433
Fifth Third Bancorp
FITB
$51.8B
$72 ﹤0.01%
531
-82
-13% -$3.59K
ECL icon
434
Ecolab
ECL
$79.7B
$71 ﹤0.01%
26
+8
+44% +$2.17K
PDD icon
435
Pinduoduo
PDD
$132B
$71 ﹤0.01%
+179
New +$21.2K
SNPS icon
436
Synopsys
SNPS
$78.8B
$71 ﹤0.01%
+49
New +$27.7K
BRO icon
437
Brown & Brown
BRO
$24B
$63 ﹤0.01%
222
+6
+3% +$585
NTRS icon
438
Northern Trust
NTRS
$34.4B
$63 ﹤0.01%
154
-31
-17% -$3.99K
CBOE icon
439
Cboe Global Markets
CBOE
$29.8B
$62 ﹤0.01%
84
-9
-10% -$2.16K
HBAN icon
440
Huntington Bancshares
HBAN
$35.6B
$61 ﹤0.01%
1,165
-186
-14% -$3.18K
RTX icon
441
RTX Corp
RTX
$302B
$60 ﹤0.01%
121
-115
-49% -$17.9K
CINF icon
442
Cincinnati Financial
CINF
$26.7B
$59 ﹤0.01%
123
-19
-13% -$2.88K
MAR icon
443
Marriott International
MAR
$90.9B
$59 ﹤0.01%
+73
New +$19.6K
SO icon
444
Southern Company
SO
$105B
$57 ﹤0.01%
199
+58
+41% +$5.42K
CFG icon
445
Citizens Financial Group
CFG
$30.6B
$55 ﹤0.01%
340
-65
-16% -$3.23K
WRB icon
446
W.R. Berkley
WRB
$26.3B
$55 ﹤0.01%
236
-41
-15% -$2.92K
CSX icon
447
CSX Corp
CSX
$92.8B
$54 ﹤0.01%
+498
New +$17K
MNST icon
448
Monster Beverage
MNST
$89.6B
$53 ﹤0.01%
+261
New +$16.3K
REGN icon
449
Regeneron Pharmaceuticals
REGN
$83.2B
$47 ﹤0.01%
+28
New +$15.8K
FAST icon
450
Fastenal
FAST
$59.8B
$45 ﹤0.01%
+307
New +$14.5K
16 17
18
19 20

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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.