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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
MCHI icon
101
iShares MSCI China ETF
MCHI
$6.38B
$1.5M 0.07%
25,000
– –
AZO icon
102
AutoZone
AZO
$51.1B
$1.49M 0.07%
440
+35
+9% +$132K
BKNG icon
103
Booking.com
BKNG
$161B
$1.38M 0.07%
6,425
-375
-6% -$77.2K
OKTA icon
104
Okta
OKTA
$25.8B
$1.37M 0.07%
15,890
-14,954
-48% -$1.3M
J icon
105
Jacobs Solutions
J
$17B
$1.37M 0.07%
10,300
-2,864
-22% -$420K
COST icon
106
Costco
COST
$420B
$1.35M 0.06%
1,588
-136
-8% -$123K
TBLA icon
107
Taboola.com
TBLA
$1.11B
$1.35M 0.06%
300,000
– –
IGSB icon
108
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.33M 0.06%
25,130
– –
GS icon
109
Goldman Sachs
GS
$303B
$1.29M 0.06%
1,466
-21
-1% -$17.1K
AMD icon
110
Advanced Micro Devices
AMD
$789B
$1.29M 0.06%
6,005
-5,112
-46% -$1.15M
WAB icon
111
Wabtec
WAB
$49.3B
$1.28M 0.06%
+5,977
New +$1.23M
BAC icon
112
Bank of America
BAC
$442B
$1.26M 0.06%
22,942
-356
-2% -$18.8K
PFE icon
113
Pfizer
PFE
$153B
$1.25M 0.06%
50,159
+27,738
+124% +$699K
UNH icon
114
UnitedHealth
UNH
$370B
$1.18M 0.06%
3,568
-104
-3% -$35.2K
DT icon
115
Dynatrace
DT
$14.2B
$1.17M 0.06%
27,031
-84
-0.3% -$3.92K
XME icon
116
State Street SPDR S&P Metals & Mining ETF
XME
$4.48B
$1.14M 0.05%
11,000
– –
AKAM icon
117
Akamai
AKAM
$15.9B
$1.13M 0.05%
12,899
+4
+0% +$329
SOXX icon
118
iShares Semiconductor ETF
SOXX
$45.9B
$1.12M 0.05%
3,719
-3,146
-46% -$928K
SHLD icon
119
Global X Defense Tech ETF
SHLD
$7.62B
$1.12M 0.05%
17,187
-7,388
-30% -$486K
VT icon
120
Vanguard Total World Stock ETF
VT
$81.3B
$999K 0.05%
7,085
– –
BAH icon
121
Booz Allen Hamilton
BAH
$9.15B
$917K 0.04%
10,876
-208
-2% -$18.6K
MCD icon
122
McDonald's
MCD
$195B
$906K 0.04%
2,961
-210
-7% -$64.3K
FROG icon
123
JFrog
FROG
$10.8B
$899K 0.04%
14,400
-12,600
-47% -$717K
SNOW icon
124
Snowflake
SNOW
$115B
$877K 0.04%
4,000
– –
ITB icon
125
iShares US Home Construction ETF
ITB
$2.41B
$838K 0.04%
8,700
– –
3 4
5
6 7

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EWA
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KIM
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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.