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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
BUG icon
476
Global X Cybersecurity ETF
BUG
$1.51B
– –
-700
Closed -$24.6K
CCJ icon
477
Cameco
CCJ
$43B
– –
-17,500
Closed -$1.47M
CDNS icon
478
Cadence Design Systems
CDNS
$90.2B
– –
-73
Closed -$77
CDW icon
479
CDW
CDW
$16.9B
– –
-35
Closed -$17
CHTR icon
480
Charter Communications
CHTR
$18.8B
– –
-37
Closed -$10.2K
CPRT icon
481
Copart
CPRT
$27.2B
– –
-259
Closed -$35
CSGP icon
482
CoStar Group
CSGP
$12.6B
– –
-113
Closed -$29
CTAS icon
483
Cintas
CTAS
$82.1B
– –
-108
Closed -$22K
CTSH icon
484
Cognizant
CTSH
$26.4B
– –
-131
Closed -$8.79K
DECK icon
485
Deckers Outdoor
DECK
$12.8B
– –
-186
Closed -$18.9K
DFND
486
DELISTED
Siren DIVCON Dividend Defender ETF
DFND
– –
-90,000
Closed -$824K
DOCU
487
DocuSign
DOCU
$11.3B
– –
-18,172
Closed -$1.49M
DRIO icon
488
DarioHealth
DRIO
$74.8M
– –
-32,684
Closed -$567K
DXCM icon
489
DexCom
DXCM
$33.8B
– –
-105
Closed -$21
EA
490
DELISTED
Electronic Arts
EA
– –
-3,457
Closed -$697K
FANG icon
491
Diamondback Energy
FANG
$56.5B
– –
-77
Closed -$11.1K
FLTR icon
492
VanEck IG Floating Rate ETF
FLTR
$3.04B
– –
-1,086
Closed -$27.8K
GEHC icon
493
GE HealthCare
GEHC
$32.9B
– –
-122
Closed -$27
GILD icon
494
Gilead Sciences
GILD
$168B
– –
-332
Closed -$37.4K
IDXX icon
495
Idexx Laboratories
IDXX
$46.2B
– –
-21
Closed -$40
INTU icon
496
Intuit
INTU
$92B
– –
-75
Closed -$158
IPG
497
DELISTED
Interpublic Group of Companies
IPG
– –
-6,271
Closed -$175K
ISRG icon
498
Intuitive Surgical
ISRG
$142B
– –
-96
Closed -$422
IXN icon
499
iShares Global Tech ETF
IXN
$9.2B
– –
-100
Closed -$10.3K
KDP icon
500
Keurig Dr Pepper
KDP
$39.7B
– –
-363
Closed -$28
18 19
20
21 22

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EWA
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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.