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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
+5.41%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
+$27.1M
Cap. Flow %
2.37%
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$18.6M
2
ODYS
Odysight.ai Inc
ODYS
+$10.8M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$9.27M
4
ICL icon
ICL Group
ICL
+$7.18M
5
GLBE icon
Global E Online
GLBE
+$6.68M

Top Sells

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$23.5M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.96M
3
ITRN icon
Ituran Location and Control
ITRN
+$4.78M
4
SPNS
Sapiens International
SPNS
+$4.3M
5
TATT icon
TAT Technologies
TATT
+$4.1M

Sector Composition

Rank Sector Weight
1 Technology 32.78%
2 Industrials 19.27%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
101
Marvell Technology
MRVL
$194B
$1.2M 0.11%
19,548
-1,195
-6% -$116K
ADBE icon
102
Adobe
ADBE
$107B
$1.2M 0.1%
3,123
-1,595
-34% -$684K
BAC icon
103
Bank of America
BAC
$447B
$1.19M 0.1%
28,518
+993
+4% +$44.2K
KLAC icon
104
KLA
KLAC
$255B
$1.19M 0.1%
17,500
– –
BAH icon
105
Booz Allen Hamilton
BAH
$9.23B
$1.17M 0.1%
10,545
+5
+0% +$603
IVV icon
106
iShares Core S&P 500 ETF
IVV
$905B
$1.15M 0.1%
2,042
-1,862
-48% -$1.1M
QCOM icon
107
Qualcomm
QCOM
$174B
$1.08M 0.09%
7,050
-60
-0.8% -$9.78K
IAU icon
108
iShares Gold Trust
IAU
$64.4B
$1.06M 0.09%
18,000
– –
AMD icon
109
Advanced Micro Devices
AMD
$778B
$1.04M 0.09%
10,105
-5,055
-33% -$562K
FSLR icon
110
First Solar
FSLR
$25.3B
$1.02M 0.09%
8,101
+6,426
+384% +$1M
SHLD icon
111
Global X Defense Tech ETF
SHLD
$7.75B
$1.02M 0.09%
22,000
– –
MBLY icon
112
Mobileye
MBLY
$2.23B
$1.02M 0.09%
70,788
-6,362
-8% -$104K
XOM icon
113
ExxonMobil
XOM
$655B
$1.01M 0.09%
8,498
-616
-7% -$68.1K
MDLZ icon
114
Mondelez International
MDLZ
$78.8B
$1.01M 0.09%
14,892
-9,871
-40% -$608K
AKAM icon
115
Akamai
AKAM
$16.8B
$975K 0.09%
12,516
+123
+1% +$11K
TJX icon
116
TJX Companies
TJX
$178B
$974K 0.09%
8,000
+1,700
+27% +$206K
MU icon
117
Micron Technology
MU
$983B
$962K 0.08%
11,073
+5,095
+85% +$489K
ITB icon
118
iShares US Home Construction ETF
ITB
$2.35B
$943K 0.08%
9,900
+8,500
+607% +$864K
EQIX icon
119
Equinix
EQIX
$103B
$922K 0.08%
1,132
-201
-15% -$181K
ADSK icon
120
Autodesk
ADSK
$53.6B
$886K 0.08%
3,384
– –
TBLA icon
121
Taboola.com
TBLA
$1.08B
$885K 0.08%
300,000
– –
WCN
122
Waste Connections
WCN
$42.1B
$830K 0.07%
4,250
+1,500
+55% +$278K
NOW icon
123
ServiceNow
NOW
$130B
$828K 0.07%
5,200
-16,170
-76% -$3.12M
VT icon
124
Vanguard Total World Stock ETF
VT
$81.2B
$822K 0.07%
7,085
– –
S icon
125
SentinelOne
S
$7.53B
$793K 0.07%
40,455
+246
+0.6% +$5.34K
3 4
5
6 7

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Y.D. More Investments's Q1 2025 Portfolio in Review

As of Q1 2025, Y.D. More Investments held 497 positions worth $1.14B, up 2.9% from $1.11B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Y.D. More Investments's Q1 2025 filing shows 39 new, 196 increased, 119 reduced and 30 closed positions. Its largest new stake was Odysight.ai Inc: 1,697,823 shares worth $11.9M. The largest sale was ODDITY Tech, an estimated $23.5M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 39% a quarter earlier, followed by Industrials and Utilities.

  • Y.D. More Investments's largest Q1 2025 buy was Odysight.ai Inc: 1,697,823 shares worth $11.9M.
  • Y.D. More Investments added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025, an estimated $18.6M increase.
  • Y.D. More Investments's biggest Q1 2025 reduction was ODDITY Tech, cutting an estimated $23.5M.
  • Y.D. More Investments fully exited SoFi Technologies in Q1 2025, selling an estimated $1.03M.
  • Y.D. More Investments's ten largest holdings make up 51% of its $1.14B portfolio in Q1 2025.
  • Y.D. More Investments opened 39 new positions and closed 30 in Q1 2025.
  • Y.D. More Investments's portfolio value rose 2.9% quarter-over-quarter to $1.14B.

Based on Y.D. More Investments's 13F filing for Q1 2025, filed 12 May 2025.