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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
WCN
126
Waste Connections
WCN
$42B
$794K 0.05%
4,250
– –
S icon
127
SentinelOne
S
$7.34B
$793K 0.05%
44,095
+3,640
+9% +$66.6K
XLE icon
128
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$770K 0.05%
18,154
-10,100
-36% -$421K
DFND
129
DELISTED
Siren DIVCON Dividend Defender ETF
DFND
$746K 0.05%
90,000
+50,000
+125% +$2.1M
NKE icon
130
Nike
NKE
$61.9B
$740K 0.05%
10,410
-21,965
-68% -$1.32M
XME icon
131
State Street SPDR S&P Metals & Mining ETF
XME
$4.48B
$739K 0.05%
11,000
– –
LLY icon
132
Eli Lilly
LLY
$1.06T
$713K 0.05%
975
+27
+3% +$21K
ZOOZ
133
ZOOZ Strategy Ltd
ZOOZ
$44.6M
$682K 0.05%
36,100
– –
INTC icon
134
Intel
INTC
$513B
$675K 0.05%
30,145
+12,295
+69% +$255K
IHI icon
135
iShares US Medical Devices ETF
IHI
$3.37B
$642K 0.04%
10,254
-2,430
-19% -$146K
XLV icon
136
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$618K 0.04%
4,588
+720
+19% +$97.2K
JNJ icon
137
Johnson & Johnson
JNJ
$625B
$615K 0.04%
4,029
-205
-5% -$31.5K
VTWO icon
138
Vanguard Russell 2000 ETF
VTWO
$17.4B
$612K 0.04%
7,020
– –
LIN icon
139
Linde
LIN
$226B
$612K 0.04%
1,305
– –
CIBR icon
140
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$584K 0.04%
7,748
+950
+14% +$65.2K
XLK icon
141
State Street Technology Select Sector SPDR ETF
XLK
$123B
$567K 0.04%
4,480
-84
-2% -$9.32K
MCHI icon
142
iShares MSCI China ETF
MCHI
$6.38B
$551K 0.04%
10,000
– –
PFE icon
143
Pfizer
PFE
$153B
$534K 0.04%
22,028
+1,628
+8% +$38K
OLLI icon
144
Ollie's Bargain Outlet
OLLI
$4.94B
$527K 0.04%
4,000
– –
FICO icon
145
Fair Isaac
FICO
$22.5B
$484K 0.03%
265
– –
RSPT icon
146
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.87B
$473K 0.03%
11,600
– –
QLYS icon
147
Qualys
QLYS
$6.35B
$468K 0.03%
3,321
+284
+9% +$37.6K
VCSH icon
148
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$452K 0.03%
5,683
+2,072
+57% +$163K
IGV icon
149
iShares Expanded Tech-Software Sector ETF
IGV
$14.7B
$445K 0.03%
4,070
+330
+9% +$32.6K
AXP icon
150
American Express
AXP
$230B
$442K 0.03%
1,389
-187
-12% -$52.6K
4 5
6
7 8

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KIM
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SC
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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.