We are live on ! Find out more
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
LLY icon
126
Eli Lilly
LLY
$1.08T
$828K 0.04%
820
-181
-18% -$173K
XLE icon
127
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$812K 0.04%
18,154
– –
QCOM icon
128
Qualcomm
QCOM
$172B
$811K 0.04%
4,744
-2,635
-36% -$452K
XYZ
129
Block Inc
XYZ
$47.8B
$795K 0.04%
12,207
-11,349
-48% -$783K
ADSK icon
130
Autodesk
ADSK
$53.7B
$760K 0.04%
2,569
-57
-2% -$17.2K
XOP icon
131
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.58B
$758K 0.04%
6,000
– –
JNJ icon
132
Johnson & Johnson
JNJ
$627B
$738K 0.04%
3,567
-332
-9% -$65.7K
VTWO icon
133
Vanguard Russell 2000 ETF
VTWO
$17.3B
$726K 0.03%
7,300
+280
+4% +$27.8K
ESTC icon
134
Elastic
ESTC
$7.88B
$713K 0.03%
9,448
-109
-1% -$8.89K
XLV icon
135
State Street Health Care Select Sector SPDR ETF
XLV
$43.8B
$692K 0.03%
4,466
+6
+0.1% +$899
WM icon
136
Waste Management
WM
$90.6B
$691K 0.03%
17,186
+16,486
+2,355% +$3.51M
XOM icon
137
ExxonMobil
XOM
$656B
$683K 0.03%
5,675
+1,556
+38% +$180K
WCN
138
Waste Connections
WCN
$42B
$673K 0.03%
3,837
-413
-10% -$71.4K
KO icon
139
Coca-Cola
KO
$376B
$664K 0.03%
9,487
-602
-6% -$42K
HD icon
140
Home Depot
HD
$349B
$634K 0.03%
1,841
-57
-3% -$20.9K
IHI icon
141
iShares US Medical Devices ETF
IHI
$3.43B
$630K 0.03%
10,128
+274
+3% +$16.9K
OLLI icon
142
Ollie's Bargain Outlet
OLLI
$4.83B
$603K 0.03%
5,500
– –
WMS icon
143
Advanced Drainage Systems
WMS
$10.7B
$579K 0.03%
4,000
+2,900
+264% +$420K
AGG icon
144
iShares Core US Aggregate Bond ETF
AGG
$137B
$554K 0.03%
5,545
+850
+18% +$85.3K
RSPT icon
145
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.88B
$553K 0.03%
12,040
– –
AISPW
146
Airship AI Holdings Warrants
AISPW
$11.6M
$540K 0.03%
675,000
– –
EQIX icon
147
Equinix
EQIX
$102B
$530K 0.03%
691
-259
-27% -$203K
LIN icon
148
Linde
LIN
$225B
$510K 0.02%
1,197
-56
-4% -$24K
FISV
149
Fiserv Inc
FISV
$27.5B
$508K 0.02%
7,569
-420
-5% -$35.2K
TGT icon
150
Target
TGT
$68.7B
$508K 0.02%
+5,200
New +$479K
4 5
6
7 8

Similar funds

SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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.