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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
WDAY icon
76
Workday
WDAY
$44.4B
$2.15M 0.15%
8,953
+765
+9% +$186K
ASML icon
77
ASML
ASML
$669B
$2.13M 0.15%
2,658
+32
+1% +$23K
PCTY icon
78
Paylocity
PCTY
$7.98B
$2.09M 0.14%
11,538
-2,075
-15% -$389K
ULTA icon
79
Ulta Beauty
ULTA
$24.3B
$2.09M 0.14%
4,468
– –
SONY icon
80
Sony
SONY
$138B
$2.03M 0.14%
78,065
– –
CAT icon
81
Caterpillar
CAT
$387B
$2.03M 0.14%
5,226
+138
+3% +$46K
OPK icon
82
Opko Health
OPK
$1.02B
$2.01M 0.14%
1,528,899
-244,048
-14% -$334K
VRNS icon
83
Varonis Systems
VRNS
$5B
$1.95M 0.13%
38,532
+29,161
+311% +$1.33M
CEG icon
84
Constellation Energy
CEG
$95.6B
$1.9M 0.13%
5,935
+5,419
+1,050% +$1.43M
J icon
85
Jacobs Solutions
J
$17B
$1.83M 0.13%
13,967
+267
+2% +$32.9K
IAU icon
86
iShares Gold Trust
IAU
$64.4B
$1.75M 0.12%
28,000
+10,000
+56% +$620K
SOXX icon
87
iShares Semiconductor ETF
SOXX
$45.9B
$1.7M 0.12%
7,125
+152
+2% +$30.5K
MCD icon
88
McDonald's
MCD
$195B
$1.68M 0.12%
5,747
-129
-2% -$39.8K
GEN icon
89
Gen Digital
GEN
$17.5B
$1.66M 0.11%
56,700
+4,270
+8% +$117K
CMG icon
90
Chipotle Mexican Grill
CMG
$41.5B
$1.66M 0.11%
29,505
-1,500
-5% -$76.3K
XYZ
91
Block Inc
XYZ
$47.5B
$1.63M 0.11%
24,030
-12,185
-34% -$709K
KLAC icon
92
KLA
KLAC
$259B
$1.57M 0.11%
17,500
– –
XOP icon
93
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.43B
$1.51M 0.1%
12,000
– –
DT icon
94
Dynatrace
DT
$14.2B
$1.5M 0.1%
27,395
+2,471
+10% +$124K
BKNG icon
95
Booking.com
BKNG
$161B
$1.5M 0.1%
6,475
-100
-2% -$20.5K
MRVL icon
96
Marvell Technology
MRVL
$196B
$1.48M 0.1%
19,113
-435
-2% -$27.2K
VERX icon
97
Vertex
VERX
$1.94B
$1.45M 0.1%
41,000
– –
AZO icon
98
AutoZone
AZO
$51.1B
$1.45M 0.1%
390
– –
DOCU
99
DocuSign
DOCU
$11.5B
$1.42M 0.1%
18,512
+1,691
+10% +$137K
FISV
100
Fiserv Inc
FISV
$27.9B
$1.41M 0.1%
8,157
+6,202
+317% +$1.12M
2 3
4
5 6

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KIM
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YCM
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SC
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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.