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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
+5.41%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
+$27.1M
Cap. Flow %
2.37%
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$18.6M
2
ODYS
Odysight.ai Inc
ODYS
+$10.8M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$9.27M
4
ICL icon
ICL Group
ICL
+$7.18M
5
GLBE icon
Global E Online
GLBE
+$6.68M

Top Sells

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$23.5M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.96M
3
ITRN icon
Ituran Location and Control
ITRN
+$4.78M
4
SPNS
Sapiens International
SPNS
+$4.3M
5
TATT icon
TAT Technologies
TATT
+$4.1M

Sector Composition

Rank Sector Weight
1 Technology 32.78%
2 Industrials 19.27%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDS icon
451
Factset
FDS
$10.1B
$64 ﹤0.01%
52
+6
+13% +$2.73K
L icon
452
Loews
L
$23.2B
$63 ﹤0.01%
255
+31
+14% +$2.65K
EG icon
453
Everest Group
EG
$14.1B
$62 ﹤0.01%
63
+8
+15% +$2.83K
PLD icon
454
Prologis
PLD
$133B
$59 ﹤0.01%
179
+13
+8% +$1.5K
SHW icon
455
Sherwin-Williams
SHW
$88.3B
$47 ﹤0.01%
49
+4
+9% +$1.4K
AIZ icon
456
Assurant
AIZ
$14B
$41 ﹤0.01%
73
+9
+14% +$1.88K
GL icon
457
Globe Life
GL
$14.2B
$41 ﹤0.01%
117
+14
+14% +$1.71K
ECL icon
458
Ecolab
ECL
$79.6B
$40 ﹤0.01%
55
+4
+8% +$1.01K
APD icon
459
Air Products & Chemicals
APD
$68.6B
$36 ﹤0.01%
43
+3
+8% +$925
MKTX icon
460
MarketAxess Holdings
MKTX
$5.72B
$31 ﹤0.01%
54
+6
+13% +$1.26K
FCX icon
461
Freeport-McMoran
FCX
$96B
$28 ﹤0.01%
283
+25
+10% +$957
BEN icon
462
Franklin Resources
BEN
$17B
$22 ﹤0.01%
430
+55
+15% +$1.1K
PSFE icon
463
Paysafe
PSFE
$359M
$19 ﹤0.01%
362
-40
-10% -$726
LILAK icon
464
Liberty Latin America Class C
LILAK
$1.65B
$18 ﹤0.01%
3
– –
LILA icon
465
Liberty Latin America Class A
LILA
$1.67B
$6 ﹤0.01%
1
– –
ARM icon
466
Arm
ARM
$285B
– –
-169
Closed -$20.8K
BMY icon
467
Bristol-Myers Squibb
BMY
$130B
– –
-3,375
Closed -$191K
CMCSA icon
468
Comcast
CMCSA
$90.6B
– –
-360
Closed -$13.5K
CMCT
469
Creative Media & Community Trust
CMCT
$13.5M
– –
-34
Closed -$191K
CTSH icon
470
Cognizant
CTSH
$26.3B
– –
-180
Closed -$13.8K
DGRO icon
471
iShares Core Dividend Growth ETF
DGRO
$43.7B
– –
-540
Closed -$33.1K
DLR icon
472
Digital Realty Trust
DLR
$70.9B
– –
-60
Closed -$10.6K
DRI icon
473
Darden Restaurants
DRI
$24.8B
– –
-657
Closed -$123K
EOG icon
474
EOG Resources
EOG
$75B
– –
-202
Closed -$68
ETR icon
475
Entergy
ETR
$49.7B
– –
-1,976
Closed -$150K
16 17 18
19
20

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DCM
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Y.D. More Investments's Q1 2025 Portfolio in Review

As of Q1 2025, Y.D. More Investments held 497 positions worth $1.14B, up 2.9% from $1.11B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Y.D. More Investments's Q1 2025 filing shows 39 new, 196 increased, 119 reduced and 30 closed positions. Its largest new stake was Odysight.ai Inc: 1,697,823 shares worth $11.9M. The largest sale was ODDITY Tech, an estimated $23.5M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 39% a quarter earlier, followed by Industrials and Utilities.

  • Y.D. More Investments's largest Q1 2025 buy was Odysight.ai Inc: 1,697,823 shares worth $11.9M.
  • Y.D. More Investments added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025, an estimated $18.6M increase.
  • Y.D. More Investments's biggest Q1 2025 reduction was ODDITY Tech, cutting an estimated $23.5M.
  • Y.D. More Investments fully exited SoFi Technologies in Q1 2025, selling an estimated $1.03M.
  • Y.D. More Investments's ten largest holdings make up 51% of its $1.14B portfolio in Q1 2025.
  • Y.D. More Investments opened 39 new positions and closed 30 in Q1 2025.
  • Y.D. More Investments's portfolio value rose 2.9% quarter-over-quarter to $1.14B.

Based on Y.D. More Investments's 13F filing for Q1 2025, filed 12 May 2025.