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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
KWEB icon
101
KraneShares CSI China Internet ETF
KWEB
$5.67B
$1.37M 0.09%
40,000
-28,000
-41% -$928K
AISPW
102
Airship AI Holdings Warrants
AISPW
$15.2M
$1.34M 0.09%
675,000
– –
FSLR icon
103
First Solar
FSLR
$26.9B
$1.34M 0.09%
8,108
+7
+0.1% +$1.03K
IGSB icon
104
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.33M 0.09%
25,130
– –
ACWI icon
105
iShares MSCI ACWI ETF
ACWI
$33.4B
$1.32M 0.09%
10,299
+4,209
+69% +$505K
COST icon
106
Costco
COST
$420B
$1.3M 0.09%
1,371
+535
+64% +$532K
SHLD icon
107
Global X Defense Tech ETF
SHLD
$7.62B
$1.3M 0.09%
21,575
-425
-2% -$22.8K
CCJ icon
108
Cameco
CCJ
$42.4B
$1.3M 0.09%
+17,500
New +$934K
MU icon
109
Micron Technology
MU
$991B
$1.29M 0.09%
10,495
-578
-5% -$54K
AMD icon
110
Advanced Micro Devices
AMD
$789B
$1.22M 0.08%
8,603
-1,502
-15% -$164K
BAH icon
111
Booz Allen Hamilton
BAH
$9.15B
$1.17M 0.08%
11,353
+808
+8% +$90.5K
TJX icon
112
TJX Companies
TJX
$178B
$1.15M 0.08%
9,275
+1,275
+16% +$162K
BAC icon
113
Bank of America
BAC
$442B
$1.14M 0.08%
24,216
-4,302
-15% -$181K
QCOM icon
114
Qualcomm
QCOM
$176B
$1.11M 0.08%
7,000
-50
-0.7% -$7.36K
TBLA icon
115
Taboola.com
TBLA
$1.11B
$1.1M 0.08%
300,000
– –
AKAM icon
116
Akamai
AKAM
$15.9B
$1.06M 0.07%
13,366
+850
+7% +$66K
NOW icon
117
ServiceNow
NOW
$129B
$1.05M 0.07%
5,100
-100
-2% -$18.9K
ADSK icon
118
Autodesk
ADSK
$52.6B
$1.04M 0.07%
3,349
-35
-1% -$9.93K
MDLZ icon
119
Mondelez International
MDLZ
$79.9B
$992K 0.07%
14,722
-170
-1% -$11.3K
LRCX icon
120
Lam Research
LRCX
$390B
$949K 0.07%
9,750
– –
VT icon
121
Vanguard Total World Stock ETF
VT
$81.3B
$911K 0.06%
7,085
– –
SNOW icon
122
Snowflake
SNOW
$115B
$895K 0.06%
4,000
+500
+14% +$90.4K
GS icon
123
Goldman Sachs
GS
$303B
$894K 0.06%
1,552
-191
-11% -$111K
EQIX icon
124
Equinix
EQIX
$103B
$863K 0.06%
1,086
-46
-4% -$39K
ITB icon
125
iShares US Home Construction ETF
ITB
$2.41B
$811K 0.06%
8,700
-1,200
-12% -$110K
3 4
5
6 7

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SYBT
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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 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.