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
+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
ABBV icon
176
AbbVie
ABBV
$433B
$295K 0.03%
1,408
+39
+3% +$7.58K
PGR icon
177
Progressive
PGR
$125B
$286K 0.03%
1,010
+294
+41% +$76.9K
VCSH icon
178
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$285K 0.02%
3,611
+1,906
+112% +$149K
INTU icon
179
Intuit
INTU
$91.4B
$276K 0.02%
450
– –
FIS icon
180
Fidelity National Information Services
FIS
$22B
$273K 0.02%
3,661
+95
+3% +$7.14K
C icon
181
Citigroup
C
$227B
$272K 0.02%
3,831
+325
+9% +$24.8K
FLOT icon
182
iShares Floating Rate Bond ETF
FLOT
$10.5B
$269K 0.02%
23,260
+2,110
+10% +$108K
DFND
183
DELISTED
Siren DIVCON Dividend Defender ETF
DFND
$268K 0.02%
+40,000
New +$1.68M
KO icon
184
Coca-Cola
KO
$376B
$268K 0.02%
3,754
+1,040
+38% +$69.5K
MS icon
185
Morgan Stanley
MS
$338B
$250K 0.02%
2,147
+213
+11% +$27.4K
AIRR icon
186
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$246K 0.02%
3,600
– –
PM icon
187
Philip Morris
PM
$290B
$243K 0.02%
1,529
+289
+23% +$40.9K
CXSE icon
188
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$508M
$238K 0.02%
7,000
– –
BB icon
189
BlackBerry
BB
$5.29B
$234K 0.02%
49,307
-17,902
-27% -$81.5K
SPGI icon
190
S&P Global
SPGI
$122B
$227K 0.02%
447
+55
+14% +$28.1K
SPHD icon
191
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.38B
$227K 0.02%
4,520
+4,070
+904% +$200K
UMMA icon
192
Wahed Dow Jones Islamic World ETF
UMMA
$289M
$225K 0.02%
9,450
– –
TGB
193
Trekor Metals
TGB
$3.19B
$224K 0.02%
100,000
– –
MO icon
194
Altria Group
MO
$111B
$217K 0.02%
3,617
-124
-3% -$6.77K
CCI icon
195
Crown Castle
CCI
$31.3B
$216K 0.02%
2,070
+444
+27% +$41.5K
XLI icon
196
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$206K 0.02%
1,571
+244
+18% +$33K
VZ icon
197
Verizon
VZ
$195B
$205K 0.02%
4,520
+161
+4% +$6.7K
XLC icon
198
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$205K 0.02%
2,130
-300
-12% -$30K
BX icon
199
Blackstone
BX
$113B
$203K 0.02%
2,467
+124
+5% +$20.1K
LHX icon
200
L3Harris
LHX
$54.4B
$200K 0.02%
956
+200
+26% +$41.9K
6 7
8
9 10

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 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.