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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
SCHW
426
Charles Schwab
SCHW
$188B
$377 ﹤0.01%
1,204
-139
-10% -$13.2K
PFG icon
427
Principal Financial Group
PFG
$24.4B
$328 ﹤0.01%
1,187
-379
-24% -$32K
CPB icon
428
Campbell Soup
CPB
$6.69B
$302 ﹤0.01%
3,455
-1,173
-25% -$35.3K
ALL icon
429
Allstate
ALL
$68.2B
$271 ﹤0.01%
189
-23
-11% -$4.71K
AMGN icon
430
Amgen
AMGN
$226B
$249 ﹤0.01%
243
-223
-48% -$70.7K
FITB
431
Fifth Third Bancorp
FITB
$51.8B
$213 ﹤0.01%
477
-54
-10% -$2.38K
MRSH
432
Marsh
MRSH
$91B
$205 ﹤0.01%
353
-39
-10% -$7.29K
MTB icon
433
M&T Bank
MTB
$36.3B
$205 ﹤0.01%
111
-17
-13% -$3.25K
HOOD icon
434
Robinhood
HOOD
$85B
$201 ﹤0.01%
+567
New +$73.7K
KKR icon
435
KKR & Co
KKR
$93.2B
$198 ﹤0.01%
495
-8
-2% -$995
HBAN icon
436
Huntington Bancshares
HBAN
$35.6B
$194 ﹤0.01%
1,134
-31
-3% -$509
BNY
437
Bank of New York Mellon
BNY
$108B
$183 ﹤0.01%
503
-70
-12% -$7.75K
HIG icon
438
Hartford Financial Services
HIG
$38.7B
$181 ﹤0.01%
201
-24
-11% -$3.17K
MCO icon
439
Moody's
MCO
$82.8B
$178 ﹤0.01%
111
-13
-10% -$6.34K
PEG icon
440
Public Service Enterprise Group
PEG
$37.2B
$178 ﹤0.01%
+707
New +$57.7K
AON icon
441
Aon
AON
$75.7B
$171 ﹤0.01%
155
-17
-10% -$5.94K
AJG icon
442
Arthur J. Gallagher & Co
AJG
$64.7B
$150 ﹤0.01%
185
-19
-9% -$5.03K
NTRS icon
443
Northern Trust
NTRS
$34.4B
$144 ﹤0.01%
136
-18
-12% -$2.36K
CINF icon
444
Cincinnati Financial
CINF
$26.7B
$131 ﹤0.01%
112
-11
-9% -$1.78K
WTW icon
445
Willis Towers Watson
WTW
$31.9B
$119 ﹤0.01%
69
-9
-12% -$2.95K
AFL icon
446
Aflac
AFL
$61.2B
$118 ﹤0.01%
340
-50
-13% -$5.51K
AMP icon
447
Ameriprise Financial
AMP
$49.2B
$103 ﹤0.01%
67
-9
-12% -$4.27K
MSCI icon
448
MSCI
MSCI
$40.9B
$97 ﹤0.01%
54
-7
-11% -$3.93K
STT icon
449
State Street
STT
$51.3B
$81 ﹤0.01%
201
-29
-13% -$3.47K
TMUS icon
450
T-Mobile US
TMUS
$191B
$75 ﹤0.01%
118
-387
-77% -$82K
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 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.