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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
KEN icon
26
Kenon Holdings
KEN
$3.45B
$8.97M 0.62%
217,649
+18,177
+9% +$608K
VCIT icon
27
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$8.82M 0.61%
106,369
-156,312
-60% -$12.7M
GOOG icon
28
Alphabet (Google) Class C
GOOG
$4.32T
$8.5M 0.59%
47,972
+3,486
+8% +$576K
LQD icon
29
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$8.43M 0.58%
76,944
-116,332
-60% -$12.5M
CLBT icon
30
Cellebrite
CLBT
$3.99B
$7.07M 0.49%
441,579
+191,020
+76% +$3.41M
CRWD icon
31
CrowdStrike
CRWD
$218B
$6.73M 0.46%
53,672
+644
+1% +$69.8K
SPNS
32
DELISTED
Sapiens International
SPNS
$6.29M 0.43%
214,680
+139,938
+187% +$3.9M
VEEV icon
33
Veeva Systems
VEEV
$37.4B
$6.04M 0.42%
20,973
-11,695
-36% -$2.9M
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.13T
$6.02M 0.41%
12,391
-321
-3% -$163K
FTNT icon
35
Fortinet
FTNT
$117B
$6.01M 0.41%
57,947
+9,108
+19% +$919K
MA icon
36
Mastercard
MA
$493B
$6M 0.41%
10,685
-2,942
-22% -$1.63M
V icon
37
Visa
V
$677B
$5.86M 0.4%
16,513
-3,137
-16% -$1.09M
ODD icon
38
ODDITY Tech
ODD
$651M
$5.84M 0.4%
77,387
-16,620
-18% -$1.01M
NET icon
39
Cloudflare
NET
$107B
$5.73M 0.39%
29,476
+1,516
+5% +$220K
FTCS icon
40
First Trust Capital Strength ETF
FTCS
$7.95B
$5.31M 0.37%
58,464
+4,155
+8% +$370K
GLBE icon
41
Global E Online
GLBE
$7.11B
$5.19M 0.36%
154,620
-17,170
-10% -$579K
ARBE icon
42
Arbe Robotics
ARBE
$94.2M
$5.06M 0.35%
2,844,422
– –
WMT icon
43
Walmart Inc
WMT
$890B
$5.04M 0.35%
51,589
-5,345
-9% -$509K
SMH icon
44
VanEck Semiconductor ETF
SMH
$73.2B
$4.74M 0.33%
17,003
+1,616
+11% +$375K
SPOT icon
45
Spotify
SPOT
$100B
$4.63M 0.32%
6,040
-5,760
-49% -$3.7M
IEI icon
46
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
$4.58M 0.32%
38,423
-1,870
-5% -$221K
ZS icon
47
Zscaler
ZS
$27.3B
$4.53M 0.31%
14,358
+1,457
+11% +$363K
IVV icon
48
iShares Core S&P 500 ETF
IVV
$902B
$4.49M 0.31%
7,277
+5,235
+256% +$3.01M
NFLX icon
49
Netflix
NFLX
$309B
$4.49M 0.31%
33,530
-6,270
-16% -$709K
DAX icon
50
Global X DAX Germany ETF
DAX
$236M
$4.46M 0.31%
99,455
+27,915
+39% +$1.17M
1
2
3 4 5

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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 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.