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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
HYG icon
51
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$4.31M 0.3%
53,400
+1,764
+3% +$139K
AVGO icon
52
Broadcom
AVGO
$2.04T
$4.22M 0.29%
15,332
+5,622
+58% +$1.22M
GOOGL icon
53
Alphabet (Google) Class A
GOOGL
$4.33T
$4.21M 0.29%
23,873
-150
-0.6% -$24.6K
DDOG icon
54
Datadog
DDOG
$84B
$4.17M 0.29%
31,571
+2,907
+10% +$322K
PAVE icon
55
Global X US Infrastructure Development ETF
PAVE
$15.2B
$3.97M 0.27%
91,146
+22,005
+32% +$880K
USHY icon
56
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.7B
$3.93M 0.27%
104,903
-283,354
-73% -$10.4M
MGIC
57
DELISTED
Magic Software Enterprises
MGIC
$3.62M 0.25%
189,327
+14,961
+9% +$225K
XAR icon
58
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.49B
$3.58M 0.25%
17,000
+4,590
+37% +$832K
UBER icon
59
Uber
UBER
$153B
$3.58M 0.25%
38,462
-14,622
-28% -$1.2M
ORCL icon
60
Oracle
ORCL
$423B
$3.49M 0.24%
15,993
-1,775
-10% -$287K
CRM icon
61
Salesforce
CRM
$158B
$3.3M 0.23%
12,094
-2,589
-18% -$692K
CYBR
62
DELISTED
CyberArk
CYBR
$3.14M 0.22%
7,808
+834
+12% +$304K
OKTA icon
63
Okta
OKTA
$25.8B
$3.13M 0.22%
31,595
+17,140
+119% +$1.83M
MNDY icon
64
monday.com
MNDY
$3.94B
$3.08M 0.21%
9,790
-70
-0.7% -$19.5K
TSLA icon
65
Tesla
TSLA
$1.3T
$2.96M 0.2%
9,771
-127
-1% -$38.3K
FROG icon
66
JFrog
FROG
$10.8B
$2.87M 0.2%
65,350
+7,200
+12% +$274K
CVX icon
67
Chevron
CVX
$366B
$2.8M 0.19%
19,550
-220
-1% -$31K
XLF icon
68
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$2.78M 0.19%
53,091
-12,344
-19% -$611K
ONON icon
69
On Holding
ONON
$12.5B
$2.7M 0.19%
51,900
+1,200
+2% +$61.1K
JPM icon
70
JPMorgan Chase
JPM
$950B
$2.58M 0.18%
8,912
-1,300
-13% -$332K
AAPL icon
71
Apple
AAPL
$4.57T
$2.57M 0.18%
12,528
-1,942
-13% -$392K
KMDA icon
72
Kamada
KMDA
$419M
$2.57M 0.18%
329,704
-650
-0.2% -$4.41K
PG icon
73
Procter & Gamble
PG
$339B
$2.4M 0.17%
15,040
+632
+4% +$103K
DASH icon
74
DoorDash
DASH
$93.7B
$2.39M 0.16%
9,696
-2,445
-20% -$490K
ESTC icon
75
Elastic
ESTC
$7.81B
$2.17M 0.15%
25,871
-3,871
-13% -$327K
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.