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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
(+27%)
Cap. Flow
+$68.8M
Cap. Flow
% of AUM
4.74%
Top 10 Holdings %
Top 10 Hldgs %
57.09%
Holding
479
New
12
Increased
165
Reduced
164
Closed
27
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Elbit Systems
ESLT
|
+$64.4M |
| 2 |
Teva Pharmaceuticals
TEVA
|
+$13.7M |
| 3 |
Camtek
CAMT
|
+$7.97M |
| 4 |
NVMI
Nova
NVMI
|
+$4.09M |
| 5 |
SPNS
Sapiens International
SPNS
|
+$3.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$12.7M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$12.5M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$10.4M |
| 4 |
SHLT
SHL Telemedicine Ltd American Depositary Shares
SHLT
|
+$4.45M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
SP Funds Dow Jones Global Sukuk ETF
SPSK
$648M
| $441K | 0.03% |
24,180
| – | – |
|
152
DarioHealth
DRIO
$71.2M
| $438K | 0.03% |
32,689
| – | – |
|
153
iShares Core US Aggregate Bond ETF
AGG
$138B
| $438K | 0.03% |
4,420
+1,100
| +33% | +$108K |
|
154
Hilton Worldwide
HLT
$71.5B
| $400K | 0.03% |
1,500
| – | – |
|
155
ExxonMobil
XOM
$634B
| $396K | 0.03% |
3,657
-4,841
| -57% | -$517K |
|
156
Kimco Realty
KIM
$16.4B
| $389K | 0.03% |
18,525
+208
| +1% | +$4.31K |
|
157
Adobe
ADBE
$105B
| $379K | 0.03% |
981
-2,142
| -69% | -$825K |
|
158
Amdocs
DOX
$6.22B
| $375K | 0.03% |
4,115
-3,570
| -46% | -$319K |
|
159
Home Depot
HD
$355B
| $374K | 0.03% |
1,021
-99
| -9% | -$35.8K |
|
160
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
| $372K | 0.03% |
2,526
+955
| +61% | +$130K |
|
161
Tenable Holdings
TENB
$4.01B
| $366K | 0.03% |
11,169
+1,152
| +12% | +$37.4K |
|
162
SP Funds S&P 500 Sharia ETF
SPUS
$3.07B
| $350K | 0.02% |
7,900
| – | – |
|
163
Macerich
MAC
$6.92B
| $338K | 0.02% |
20,880
| – | – |
|
164
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
| $323K | 0.02% |
4,005
+1,830
| +84% | +$148K |
|
165
Boston Properties
BXP
$11.1B
| $316K | 0.02% |
4,690
| – | – |
|
166
Sanofi
SNY
$104B
| $314K | 0.02% |
6,500
| – | – |
|
167
Mobileye
MBLY
$2.2B
| $310K | 0.02% |
17,250
-53,538
| -76% | -$818K |
|
168
Shopify
SHOP
$195B
| $305K | 0.02% |
2,681
-271
| -9% | -$27.1K |
|
169
PayPal
PYPL
$50.5B
| $296K | 0.02% |
4,022
-977
| -20% | -$66.9K |
|
170
iShares Floating Rate Bond ETF
FLOT
$10.5B
| $294K | 0.02% |
23,760
+500
| +2% | +$25.4K |
|
171
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
| $293K | 0.02% |
3,600
| – | – |
|
172
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
| $292K | 0.02% |
2,700
+570
| +27% | +$56.1K |
|
173
NextEra Energy
NEE
$177B
| $274K | 0.02% |
3,944
-738
| -16% | -$51.3K |
|
174
Blackstone
BX
$110B
| $269K | 0.02% |
2,460
-7
| -0.3% | -$962 |
|
|
TGB
175
Trekor Metals
TGB
$3.05B
| $267K | 0.02% |
85,000
-15,000
| -15% | -$35.1K |
|
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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.