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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
CRM icon
76
Salesforce
CRM
$158B
$2.35M 0.11%
8,855
-3,372
-28% -$838K
INTC icon
77
Intel
INTC
$513B
$2.32M 0.11%
63,000
-13,170
-17% -$497K
IAU icon
78
iShares Gold Trust
IAU
$64.4B
$2.27M 0.11%
28,000
– –
BWAY
79
Brainsway
BWAY
$622M
$2.19M 0.1%
229,924
+195,074
+560% +$1.61M
USHY icon
80
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$2.17M 0.1%
58,153
-39,941
-41% -$1.5M
KMDA icon
81
Kamada
KMDA
$419M
$2.05M 0.1%
289,382
+19,717
+7% +$136K
CYBR
82
DELISTED
CyberArk
CYBR
$2.02M 0.1%
4,526
-7
-0.2% -$3.37K
SONY icon
83
Sony
SONY
$138B
$2.02M 0.1%
78,765
-6,800
-8% -$191K
ORCL icon
84
Oracle
ORCL
$423B
$2.01M 0.1%
10,298
-6,659
-39% -$1.59M
MRVL icon
85
Marvell Technology
MRVL
$196B
$1.96M 0.09%
22,965
-1,506
-6% -$132K
TYL icon
86
Tyler Technologies
TYL
$12.8B
$1.92M 0.09%
+4,235
New +$2.02M
KLAC icon
87
KLA
KLAC
$259B
$1.82M 0.09%
15,000
-2,850
-16% -$334K
URI icon
88
United Rentals
URI
$72.4B
$1.82M 0.09%
+2,250
New +$1.95M
XLK icon
89
State Street Technology Select Sector SPDR ETF
XLK
$123B
$1.76M 0.08%
12,222
+3,458
+39% +$499K
WIX icon
90
WIX.com
WIX
$2.52B
$1.73M 0.08%
16,700
-62,994
-79% -$7.62M
CIBR icon
91
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$1.71M 0.08%
23,823
+5,300
+29% +$397K
KWEB icon
92
KraneShares CSI China Internet ETF
KWEB
$5.67B
$1.7M 0.08%
50,000
– –
CVX icon
93
Chevron
CVX
$366B
$1.7M 0.08%
11,137
-9,547
-46% -$1.45M
OPK icon
94
Opko Health
OPK
$1.02B
$1.67M 0.08%
1,306,452
-192,666
-13% -$268K
TJX icon
95
TJX Companies
TJX
$178B
$1.59M 0.08%
10,375
+800
+8% +$118K
EWJ icon
96
iShares MSCI Japan ETF
EWJ
$22.8B
$1.57M 0.08%
19,503
+19,300
+9,507% +$1.59M
ROK icon
97
Rockwell Automation
ROK
$49B
$1.53M 0.07%
+3,926
New +$1.48M
XBI icon
98
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$1.52M 0.07%
+12,500
New +$1.43M
QQQM icon
99
Invesco NASDAQ 100 ETF
QQQM
$102B
$1.52M 0.07%
+6,000
New +$1.52M
GEN icon
100
Gen Digital
GEN
$17.5B
$1.5M 0.07%
55,294
-92
-0.2% -$2.48K
2 3
4
5 6

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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.