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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
TER icon
151
Teradyne
TER
$59.3B
$503K 0.02%
2,600
+100
+4% +$17.2K
IGV icon
152
iShares Expanded Tech-Software Sector ETF
IGV
$14.7B
$499K 0.02%
4,722
+982
+26% +$108K
VCSH icon
153
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$488K 0.02%
6,123
+440
+8% +$35.1K
AA icon
154
Alcoa
AA
$13.2B
$481K 0.02%
+9,055
New +$371K
S icon
155
SentinelOne
S
$7.34B
$457K 0.02%
30,472
+470
+2% +$7.7K
FICO icon
156
Fair Isaac
FICO
$22.5B
$448K 0.02%
265
– –
PCTY icon
157
Paylocity
PCTY
$7.98B
$442K 0.02%
2,900
– –
SPSK icon
158
SP Funds Dow Jones Global Sukuk ETF
SPSK
$648M
$441K 0.02%
24,180
– –
QLYS icon
159
Qualys
QLYS
$6.35B
$427K 0.02%
3,215
-31
-1% -$4.26K
AXP icon
160
American Express
AXP
$230B
$425K 0.02%
1,146
-42
-4% -$15K
TGB
161
Trekor Metals
TGB
$3.05B
$424K 0.02%
75,000
-10,000
-12% -$47K
SPUS icon
162
SP Funds S&P 500 Sharia ETF
SPUS
$3.07B
$403K 0.02%
7,900
– –
BLDR icon
163
Builders FirstSource
BLDR
$8.04B
$398K 0.02%
+3,866
New +$434K
VRNS icon
164
Varonis Systems
VRNS
$5B
$384K 0.02%
11,721
-27,806
-70% -$1.17M
FSLR icon
165
First Solar
FSLR
$26.9B
$384K 0.02%
1,468
-6,848
-82% -$1.73M
XLI icon
166
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$378K 0.02%
2,435
+250
+11% +$38.5K
NKE icon
167
Nike
NKE
$61.9B
$376K 0.02%
5,820
-10,990
-65% -$716K
PERI icon
168
Perion Network
PERI
$386M
$365K 0.02%
38,567
+11,555
+43% +$112K
LMT icon
169
Lockheed Martin
LMT
$136B
$333K 0.02%
686
– –
PG icon
170
Procter & Gamble
PG
$339B
$328K 0.02%
2,291
-14,959
-87% -$2.21M
CMG icon
171
Chipotle Mexican Grill
CMG
$41.5B
$317K 0.02%
8,571
-12,934
-60% -$468K
SNY icon
172
Sanofi
SNY
$104B
$315K 0.02%
6,500
– –
BXP icon
173
Boston Properties
BXP
$11.1B
$312K 0.01%
6,433
-596
-8% -$42.4K
NEE icon
174
NextEra Energy
NEE
$177B
$309K 0.01%
3,845
-153
-4% -$12.7K
POOL icon
175
Pool Corp
POOL
$7.5B
$298K 0.01%
+1,302
New +$339K
5 6
7
8 9

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KIM
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SC
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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.