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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
ABNB icon
451
Airbnb
ABNB
$111B
– –
-3,461
Closed -$413K
ADP icon
452
Automatic Data Processing
ADP
$109B
– –
-113
Closed -$34.5K
ARE icon
453
Alexandria Real Estate Equities
ARE
$8.32B
– –
-1,800
Closed -$167K
BSX icon
454
Boston Scientific
BSX
$73.1B
– –
-263
Closed -$26.5K
CHTR icon
455
Charter Communications
CHTR
$18.3B
– –
-66
Closed -$24.3K
CL icon
456
Colgate-Palmolive
CL
$74.3B
– –
-394
Closed -$36.9K
DFS
457
DELISTED
Discover Financial Services
DFS
– –
-448
Closed -$76.5K
DOCN icon
458
DigitalOcean
DOCN
$15.3B
– –
-425
Closed -$14.2K
DVA icon
459
DaVita
DVA
$11.7B
– –
-232
Closed -$35.5K
FTXN icon
460
First Trust Nasdaq Oil & Gas ETF
FTXN
$162M
– –
-15,500
Closed -$469K
IBDS icon
461
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.86B
– –
-380
Closed -$9.19K
IDXX icon
462
Idexx Laboratories
IDXX
$46.9B
– –
-25
Closed -$10.5K
INTU icon
463
Intuit
INTU
$91.5B
– –
-450
Closed -$276K
LULU icon
464
lululemon athletica
LULU
$14.5B
– –
-238
Closed -$67.4K
MGNI icon
465
Magnite
MGNI
$3.47B
– –
-800
Closed -$9.13K
MRNA icon
466
Moderna
MRNA
$23.9B
– –
-40
Closed -$1.12K
PATH icon
467
UiPath
PATH
$8.08B
– –
-2,100
Closed -$21.6K
SDY icon
468
State Street SPDR S&P Dividend ETF
SDY
$22.1B
– –
-42
Closed -$5.7K
SKX
469
DELISTED
Skechers
SKX
– –
-200
Closed -$11.4K
TGT icon
470
Target
TGT
$69B
– –
-1,224
Closed -$128K
TTWO icon
471
Take-Two Interactive
TTWO
$47.4B
– –
-3,061
Closed -$634K
UNP icon
472
Union Pacific
UNP
$174B
– –
-233
Closed -$54.6K
VEU icon
473
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
– –
-84
Closed -$5.09K
VRSN icon
474
VeriSign
VRSN
$26.5B
– –
-176
Closed -$44.7K
ZBH icon
475
Zimmer Biomet
ZBH
$18.7B
– –
-50
Closed -$5.66K
16 17 18
19
20

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SYBT
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EWA
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
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SC
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HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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.