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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
QQQ icon
26
Invesco QQQ Trust
QQQ
$481B
$9.53M 0.83%
20,325
-4,025
-17% -$2.04M
VEEV icon
27
Veeva Systems
VEEV
$37.4B
$7.57M 0.66%
32,668
-3,405
-9% -$778K
MA icon
28
Mastercard
MA
$493B
$7.47M 0.65%
13,627
+1,010
+8% +$550K
GOOG icon
29
Alphabet (Google) Class C
GOOG
$4.32T
$6.95M 0.61%
44,486
-4,097
-8% -$750K
V icon
30
Visa
V
$677B
$6.89M 0.6%
19,650
+1,273
+7% +$431K
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.13T
$6.79M 0.59%
12,712
+422
+3% +$205K
SPOT icon
32
Spotify
SPOT
$100B
$6.49M 0.57%
11,800
-1,505
-11% -$841K
KEN icon
33
Kenon Holdings
KEN
$3.45B
$6.29M 0.55%
199,472
-6,861
-3% -$220K
GLBE icon
34
Global E Online
GLBE
$7.11B
$6.12M 0.54%
171,790
+136,040
+381% +$6.68M
FTNT icon
35
Fortinet
FTNT
$117B
$5.09M 0.44%
48,839
-5,578
-10% -$566K
WMT icon
36
Walmart Inc
WMT
$890B
$5M 0.44%
56,934
+11,273
+25% +$1.06M
CRWD icon
37
CrowdStrike
CRWD
$218B
$4.95M 0.43%
53,028
-15,136
-22% -$1.44M
CLBT icon
38
Cellebrite
CLBT
$3.99B
$4.87M 0.43%
250,559
-51,175
-17% -$1.08M
FTCS icon
39
First Trust Capital Strength ETF
FTCS
$7.95B
$4.86M 0.43%
54,309
+630
+1% +$56.3K
IEI icon
40
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$4.76M 0.42%
40,293
-76,977
-66% -$8.96M
NVDA icon
41
NVIDIA
NVDA
$5.42T
$4.48M 0.39%
41,373
-7,936
-16% -$1.01M
SHLT
42
DELISTED
SHL Telemedicine Ltd American Depositary Shares
SHLT
$4.45M 0.39%
1,962,525
– –
HYG icon
43
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$4.07M 0.36%
51,636
+1,748
+4% +$139K
ODD icon
44
ODDITY Tech
ODD
$651M
$4.07M 0.36%
94,007
-528,233
-85% -$23.5M
CRM icon
45
Salesforce
CRM
$158B
$3.94M 0.34%
14,683
-4,300
-23% -$1.34M
NET icon
46
Cloudflare
NET
$107B
$3.86M 0.34%
27,960
-4,061
-13% -$538K
UBER icon
47
Uber
UBER
$153B
$3.81M 0.33%
53,084
+50
+0.1% +$3.6K
GOOGL icon
48
Alphabet (Google) Class A
GOOGL
$4.33T
$3.71M 0.32%
24,023
-1,125
-4% -$204K
NFLX icon
49
Netflix
NFLX
$309B
$3.71M 0.32%
39,800
-1,310
-3% -$125K
CVX icon
50
Chevron
CVX
$366B
$3.31M 0.29%
19,770
-48
-0.2% -$7.51K
1
2
3 4 5

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SYBT
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EWA
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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 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.