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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
ACWI icon
51
iShares MSCI ACWI ETF
ACWI
$33.4B
$4.62M 0.22%
32,629
+10,395
+47% +$1.46M
FTCS icon
52
First Trust Capital Strength ETF
FTCS
$7.95B
$4.4M 0.21%
47,369
-5,140
-10% -$475K
ODYS
53
Odysight.ai Inc
ODYS
$74.5M
$4.38M 0.21%
1,328,686
-426,567
-24% -$1.48M
TSLA icon
54
Tesla
TSLA
$1.3T
$4.3M 0.21%
9,708
-437
-4% -$194K
ODD icon
55
ODDITY Tech
ODD
$651M
$3.86M 0.18%
92,987
-7,000
-7% -$316K
PH icon
56
Parker-Hannifin
PH
$135B
$3.8M 0.18%
+4,323
New +$3.54M
UNP icon
57
Union Pacific
UNP
$174B
$3.72M 0.18%
+16,070
New +$3.67M
HYG icon
58
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$3.42M 0.16%
42,400
-9,000
-18% -$725K
SPOT icon
59
Spotify
SPOT
$100B
$3.34M 0.16%
5,757
-348
-6% -$218K
NFLX icon
60
Netflix
NFLX
$309B
$3.29M 0.16%
35,038
-1,362
-4% -$147K
GLBE icon
61
Global E Online
GLBE
$7.11B
$3.25M 0.16%
82,550
-62,030
-43% -$2.3M
VEEV icon
62
Veeva Systems
VEEV
$37.4B
$3.22M 0.15%
14,416
-2,422
-14% -$643K
CHKP icon
63
Check Point Software Technologies
CHKP
$13.1B
$3.15M 0.15%
16,988
+16,553
+3,805% +$3.2M
ONON icon
64
On Holding
ONON
$12.5B
$3.12M 0.15%
67,050
+4,500
+7% +$194K
UBER icon
65
Uber
UBER
$153B
$3.09M 0.15%
37,840
-577
-2% -$52K
DDOG icon
66
Datadog
DDOG
$84B
$3.07M 0.15%
22,603
-7,236
-24% -$1.14M
ZS icon
67
Zscaler
ZS
$27.3B
$3.07M 0.15%
13,660
-509
-4% -$144K
ARBE icon
68
Arbe Robotics
ARBE
$94.2M
$2.93M 0.14%
2,844,422
– –
XLF icon
69
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$2.73M 0.13%
49,855
-1,220
-2% -$65K
NOW icon
70
ServiceNow
NOW
$129B
$2.72M 0.13%
17,750
+13,450
+313% +$2.31M
DASH icon
71
DoorDash
DASH
$93.7B
$2.63M 0.13%
11,599
+4,020
+53% +$943K
ULTA icon
72
Ulta Beauty
ULTA
$24.3B
$2.58M 0.12%
4,268
+50
+1% +$27.5K
JPM icon
73
JPMorgan Chase
JPM
$950B
$2.57M 0.12%
7,968
-348
-4% -$108K
LRCX icon
74
Lam Research
LRCX
$390B
$2.4M 0.12%
14,023
+3,185
+29% +$495K
ASML icon
75
ASML
ASML
$669B
$2.36M 0.11%
2,209
-403
-15% -$420K
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
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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.