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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
BEN icon
451
Franklin Resources
BEN
$17B
$72 ﹤0.01%
222
-17
-7% -$390
PLD icon
452
Prologis
PLD
$132B
$72 ﹤0.01%
101
+17
+20% +$2.12K
RJF icon
453
Raymond James Financial
RJF
$34.5B
$64 ﹤0.01%
127
-17
-12% -$2.75K
CBOE icon
454
Cboe Global Markets
CBOE
$29.8B
$59 ﹤0.01%
75
-9
-11% -$2.24K
CFG icon
455
Citizens Financial Group
CFG
$30.6B
$57 ﹤0.01%
310
-30
-9% -$1.61K
BRO icon
456
Brown & Brown
BRO
$24B
$53 ﹤0.01%
212
-10
-5% -$834
WRB icon
457
W.R. Berkley
WRB
$26.3B
$47 ﹤0.01%
216
-20
-8% -$1.47K
ECL icon
458
Ecolab
ECL
$79.7B
$46 ﹤0.01%
15
-11
-42% -$2.93K
RTX icon
459
RTX Corp
RTX
$302B
$41 ﹤0.01%
71
-50
-41% -$8.69K
L icon
460
Loews
L
$23.3B
$40 ﹤0.01%
122
-16
-12% -$1.65K
EG icon
461
Everest Group
EG
$14.2B
$32 ﹤0.01%
30
-4
-12% -$1.32K
AIZ icon
462
Assurant
AIZ
$14.2B
$27 ﹤0.01%
36
-3
-8% -$670
FDS icon
463
Factset
FDS
$10.1B
$25 ﹤0.01%
27
-3
-10% -$842
GL icon
464
Globe Life
GL
$14.2B
$25 ﹤0.01%
57
-8
-12% -$1.08K
LILAK icon
465
Liberty Latin America Class C
LILAK
$1.65B
$22 ﹤0.01%
3
– –
SHW icon
466
Sherwin-Williams
SHW
$88.1B
$13 ﹤0.01%
13
-10
-43% -$3.35K
APD icon
467
Air Products & Chemicals
APD
$68.6B
$9 ﹤0.01%
12
-8
-40% -$2.03K
LILA icon
468
Liberty Latin America Class A
LILA
$1.67B
$7 ﹤0.01%
1
– –
ADI icon
469
Analog Devices
ADI
$187B
– –
-132
Closed -$98
ADP icon
470
Automatic Data Processing
ADP
$109B
– –
-108
Closed -$31.6K
APP icon
471
Applovin
APP
$113B
– –
-82
Closed -$177
ARM icon
472
Arm
ARM
$286B
– –
-37
Closed -$16
AZN icon
473
AstraZeneca
AZN
$251B
– –
-79
Closed -$35
BIIB icon
474
Biogen
BIIB
$30.6B
– –
-39
Closed -$16
BKR icon
475
Baker Hughes
BKR
$63.6B
– –
-264
Closed -$40
17 18
19
20 21

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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.