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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
FRT icon
476
Federal Realty Investment Trust
FRT
$10.1B
– –
-1,071
Closed -$120K
GILD icon
477
Gilead Sciences
GILD
$168B
– –
-1,602
Closed -$148K
B
478
Barrick Mining
B
$67.2B
– –
-500
Closed -$7.75K
HRL icon
479
Hormel Foods
HRL
$13.4B
– –
-3,097
Closed -$97.2K
K
480
DELISTED
Kellanova
K
– –
-1,851
Closed -$150K
LMND icon
481
Lemonade
LMND
$4.09B
– –
-90
Closed -$3.3K
MASI
482
DELISTED
Masimo
MASI
– –
-120
Closed -$19.8K
MMM icon
483
3M
MMM
$94.4B
– –
-60
Closed -$7.69K
OMC icon
484
Omnicom Group
OMC
$23.6B
– –
-923
Closed -$79.4K
OTLY
485
Oatly Group
OTLY
$415M
– –
-25
Closed -$331
PLTK icon
486
Playtika
PLTK
$1.02B
– –
-1,000
Closed -$6.94K
PSI icon
487
Invesco Semiconductors ETF
PSI
$2.48B
– –
-9,879
Closed -$572K
RRX icon
488
Regal Rexnord
RRX
$11.5B
– –
-2,000
Closed -$310K
SOFI icon
489
SoFi Technologies
SOFI
$23.2B
– –
-67,039
Closed -$1.03M
SRE icon
490
Sempra
SRE
$55.9B
– –
-228
Closed -$55
UL icon
491
Unilever
UL
$134B
– –
-240
Closed -$15.3K
VTRS icon
492
Viatris
VTRS
$18.7B
– –
-10,425
Closed -$130K
WEC icon
493
WEC Energy
WEC
$34.8B
– –
-1,314
Closed -$124K
XBI icon
494
State Street SPDR S&P Biotech ETF
XBI
$10.4B
– –
-7,565
Closed -$681K
SCWX
495
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
– –
-20,465
Closed -$173K
16 17 18 19
20

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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.