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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
IHI icon
126
iShares US Medical Devices ETF
IHI
$3.44B
$763K 0.07%
12,684
-1,732
-12% -$108K
AISPW
127
Airship AI Holdings Warrants
AISPW
$15.3M
$756K 0.07%
+675,000
New +$1M
GS icon
128
Goldman Sachs
GS
$301B
$709K 0.06%
1,743
+66
+4% +$39.7K
LRCX icon
129
Lam Research
LRCX
$383B
$709K 0.06%
9,750
-2,100
-18% -$165K
ACWI icon
130
iShares MSCI ACWI ETF
ACWI
$33.3B
$708K 0.06%
6,090
+1,950
+47% +$234K
DOX icon
131
Amdocs
DOX
$6.22B
$703K 0.06%
7,685
-54
-0.7% -$4.71K
JNJ icon
132
Johnson & Johnson
JNJ
$631B
$702K 0.06%
4,234
+17
+0.4% +$2.66K
TTWO icon
133
Take-Two Interactive
TTWO
$47.4B
$634K 0.06%
3,061
– –
LLY icon
134
Eli Lilly
LLY
$1.1T
$632K 0.06%
948
+777
+454% +$647K
COST icon
135
Costco
COST
$423B
$629K 0.06%
836
+91
+12% +$88.7K
XME icon
136
State Street SPDR S&P Metals & Mining ETF
XME
$4.55B
$616K 0.05%
11,000
– –
LIN icon
137
Linde
LIN
$227B
$608K 0.05%
1,305
-5
-0.4% -$2.25K
NICE icon
138
Nice
NICE
$6.01B
$585K 0.05%
3,794
-9,901
-72% -$1.58M
VTWO icon
139
Vanguard Russell 2000 ETF
VTWO
$17.3B
$566K 0.05%
7,020
-5,700
-45% -$500K
XLV icon
140
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$565K 0.05%
3,868
+1,029
+36% +$149K
MCHI icon
141
iShares MSCI China ETF
MCHI
$6.42B
$544K 0.05%
10,000
-10,000
-50% -$515K
PFE icon
142
Pfizer
PFE
$154B
$517K 0.05%
20,400
-12,907
-39% -$338K
SNOW icon
143
Snowflake
SNOW
$116B
$512K 0.04%
3,500
– –
FICO icon
144
Fair Isaac
FICO
$22.7B
$489K 0.04%
265
– –
XLK icon
145
State Street Technology Select Sector SPDR ETF
XLK
$122B
$471K 0.04%
4,564
-444
-9% -$50.3K
FTXN icon
146
First Trust Nasdaq Oil & Gas ETF
FTXN
$162M
$469K 0.04%
15,500
– –
OLLI icon
147
Ollie's Bargain Outlet
OLLI
$4.8B
$465K 0.04%
4,000
– –
ENPH icon
148
Enphase Energy
ENPH
$5.41B
$451K 0.04%
7,270
-1,820
-20% -$115K
SPSK icon
149
SP Funds Dow Jones Global Sukuk ETF
SPSK
$646M
$436K 0.04%
+24,180
New +$431K
FISV
150
Fiserv Inc
FISV
$27.8B
$432K 0.04%
1,955
-121
-6% -$26.5K
4 5
6
7 8

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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.