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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
AVGO icon
26
Broadcom
AVGO
$2.04T
$11.1M 0.53%
32,001
+9,325
+41% +$3.33M
MU icon
27
Micron Technology
MU
$991B
$10.5M 0.5%
36,848
+17,321
+89% +$3.97M
SEDG icon
28
SolarEdge
SEDG
$1.95B
$10.4M 0.5%
360,460
+355,805
+7,644% +$12.4M
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.33T
$10.3M 0.49%
32,755
+2,907
+10% +$831K
DRS icon
30
Leonardo DRS
DRS
$12B
$10.2M 0.49%
298,000
– –
SMWB icon
31
Similarweb
SMWB
$658M
$8.37M 0.4%
1,171,298
-11,500
-1% -$92.7K
CAT icon
32
Caterpillar
CAT
$387B
$7.83M 0.37%
13,658
+6,066
+80% +$3.37M
SMH icon
33
VanEck Semiconductor ETF
SMH
$71.8B
$7.14M 0.34%
19,813
+1,450
+8% +$509K
MGIC
34
DELISTED
Magic Software Enterprises
MGIC
$6.89M 0.33%
264,837
+33,069
+14% +$761K
PAVE icon
35
Global X US Infrastructure Development ETF
PAVE
$14.4B
$6.64M 0.32%
138,273
+19,284
+16% +$925K
DAX icon
36
Global X DAX Germany ETF
DAX
$236M
$6.56M 0.31%
143,564
+17,030
+13% +$759K
AAPL icon
37
Apple
AAPL
$4.57T
$6.5M 0.31%
23,910
+9,850
+70% +$2.64M
V icon
38
Visa
V
$677B
$6.49M 0.31%
18,492
+2,229
+14% +$759K
WMT icon
39
Walmart Inc
WMT
$890B
$6.31M 0.3%
56,510
-4,896
-8% -$526K
MA icon
40
Mastercard
MA
$493B
$6.3M 0.3%
11,023
+299
+3% +$167K
BRK.B icon
41
Berkshire Hathaway Class B
BRK.B
$1.13T
$6.28M 0.3%
12,501
-563
-4% -$280K
XAR icon
42
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.5B
$6.1M 0.29%
25,188
+3,350
+15% +$796K
CRWD icon
43
CrowdStrike
CRWD
$218B
$6.08M 0.29%
51,860
+12
+0% +$1.53K
CEG icon
44
Constellation Energy
CEG
$95.6B
$5.98M 0.29%
16,918
+7,761
+85% +$2.82M
GILT icon
45
Gilat Satellite Networks
GILT
$848M
$5.23M 0.25%
403,746
+363,890
+913% +$4.67M
NET icon
46
Cloudflare
NET
$107B
$5.13M 0.25%
26,007
-1,587
-6% -$336K
VCIT icon
47
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$5.09M 0.24%
60,821
-23,728
-28% -$1.99M
CLBT icon
48
Cellebrite
CLBT
$3.99B
$5.08M 0.24%
281,816
-5,768
-2% -$104K
LQD icon
49
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$4.72M 0.23%
42,864
-17,540
-29% -$1.95M
FTNT icon
50
Fortinet
FTNT
$117B
$4.66M 0.22%
58,635
-7,975
-12% -$661K
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 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.