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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
+14.83%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.77B
AUM Growth
+$319M
Cap. Flow
+$146M
Cap. Flow %
8.25%
Top 10 Hldgs %
59.16%
Holding
513
New
61
Increased
127
Reduced
200
Closed
23

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$58.3M
2
ENLT icon
Enlight Renewable Energy
ENLT
+$49.9M
3
TEVA icon
Teva Pharmaceuticals
TEVA
+$12M
4
CAMT icon
Camtek
CAMT
+$7.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Top Sells

Rank Stock Value
1
NYAX
Nayax
NYAX
+$16.6M
2
ESLT icon
Elbit Systems
ESLT
+$5.13M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.6M
4
CLBT icon
Cellebrite
CLBT
+$2.42M
5
TATT icon
TAT Technologies
TATT
+$2.3M

Sector Composition

Rank Sector Weight
1 Technology 33.22%
2 Industrials 20.78%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
51
Oracle
ORCL
$430B
$4.77M 0.27%
16,957
+964
+6% +$245K
MGIC
52
DELISTED
Magic Software Enterprises
MGIC
$4.72M 0.27%
231,768
+42,441
+22% +$863K
NFLX icon
53
Netflix
NFLX
$309B
$4.36M 0.25%
36,400
+2,870
+9% +$350K
DDOG icon
54
Datadog
DDOG
$88.9B
$4.33M 0.24%
29,839
-1,732
-5% -$238K
SPOT icon
55
Spotify
SPOT
$105B
$4.26M 0.24%
6,105
+65
+1% +$45.5K
ZS icon
56
Zscaler
ZS
$28.4B
$4.21M 0.24%
14,169
-189
-1% -$53.9K
HYG icon
57
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$4.17M 0.24%
51,400
-2,000
-4% -$161K
TSLA icon
58
Tesla
TSLA
$1.3T
$4.08M 0.23%
10,145
+374
+4% +$130K
UBER icon
59
Uber
UBER
$158B
$3.75M 0.21%
38,417
-45
-0.1% -$4.21K
USHY icon
60
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$3.71M 0.21%
98,094
-6,809
-6% -$255K
CAT icon
61
Caterpillar
CAT
$387B
$3.62M 0.2%
7,592
+2,366
+45% +$1.01M
AAPL icon
62
Apple
AAPL
$4.48T
$3.58M 0.2%
14,060
+1,532
+12% +$346K
MU icon
63
Micron Technology
MU
$1T
$3.27M 0.18%
19,527
+9,032
+86% +$1.16M
CVX icon
64
Chevron
CVX
$377B
$3.21M 0.18%
20,684
+1,134
+6% +$176K
ACWI icon
65
iShares MSCI ACWI ETF
ACWI
$33.4B
$3.07M 0.17%
22,234
+11,935
+116% +$1.59M
CEG icon
66
Constellation Energy
CEG
$96.3B
$2.97M 0.17%
9,157
+3,222
+54% +$1.04M
CRM icon
67
Salesforce
CRM
$159B
$2.9M 0.16%
12,227
+133
+1% +$33.5K
OKTA icon
68
Okta
OKTA
$26.6B
$2.86M 0.16%
30,844
-751
-2% -$70.1K
XLF icon
69
State Street Financial Select Sector SPDR ETF
XLF
$59B
$2.75M 0.16%
51,075
-2,016
-4% -$107K
PG icon
70
Procter & Gamble
PG
$336B
$2.65M 0.15%
17,250
+2,210
+15% +$345K
ONON icon
71
On Holding
ONON
$12.6B
$2.65M 0.15%
62,550
+10,650
+21% +$507K
JPM icon
72
JPMorgan Chase
JPM
$953B
$2.62M 0.15%
8,316
-596
-7% -$177K
INTC icon
73
Intel
INTC
$493B
$2.56M 0.14%
76,170
+46,025
+153% +$1.12M
ASML icon
74
ASML
ASML
$678B
$2.53M 0.14%
2,612
-46
-2% -$36.2K
SONY icon
75
Sony
SONY
$139B
$2.46M 0.14%
85,565
+7,500
+10% +$202K
1 2
3
4 5

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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
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
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 Q3 2025 Portfolio in Review

As of Q3 2025, Y.D. More Investments held 513 positions worth $1.77B, up 22% from $1.45B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Y.D. More Investments deployed $146M of net new capital in Q3 2025, opening 61 new positions and adding to 127 existing holdings. Its largest new stake was Electronic Arts: 3,457 shares worth $697K.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 36% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Nayax, an estimated $16.6M trimmed.

  • Y.D. More Investments's largest Q3 2025 buy was Electronic Arts: 3,457 shares worth $697K.
  • Y.D. More Investments added most to Invesco QQQ Trust in Q3 2025, an estimated $58.3M increase.
  • Y.D. More Investments's biggest Q3 2025 reduction was Nayax, cutting an estimated $16.6M.
  • Y.D. More Investments fully exited Hilton Worldwide in Q3 2025, selling an estimated $400K.
  • Y.D. More Investments's ten largest holdings make up 59% of its $1.77B portfolio in Q3 2025.
  • Y.D. More Investments opened 61 new positions and closed 23 in Q3 2025.
  • Y.D. More Investments's portfolio value rose 22% quarter-over-quarter to $1.77B.

Based on Y.D. More Investments's 13F filing for Q3 2025, filed 10 Nov 2025.