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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
MO icon
176
Altria Group
MO
$114B
$265K 0.02%
4,516
+899
+25% +$52.8K
CCI icon
177
Crown Castle
CCI
$32.2B
$261K 0.02%
2,593
+523
+25% +$52.9K
WFC icon
178
Wells Fargo
WFC
$264B
$255K 0.02%
3,203
-1,659
-34% -$120K
ITA icon
179
iShares US Aerospace & Defense ETF
ITA
$15B
$252K 0.02%
1,344
+408
+44% +$67.7K
UMMA icon
180
Wahed Dow Jones Islamic World ETF
UMMA
$289M
$252K 0.02%
9,450
– –
BB icon
181
BlackBerry
BB
$5.26B
$247K 0.02%
54,306
+4,999
+10% +$18.9K
PM icon
182
Philip Morris
PM
$295B
$246K 0.02%
1,360
-169
-11% -$29K
FIS icon
183
Fidelity National Information Services
FIS
$22.1B
$245K 0.02%
3,037
-624
-17% -$48.5K
ABBV icon
184
AbbVie
ABBV
$435B
$242K 0.02%
1,317
-91
-6% -$16.9K
CXSE icon
185
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$508M
$241K 0.02%
7,000
– –
LHX icon
186
L3Harris
LHX
$53.4B
$240K 0.02%
956
– –
VZ icon
187
Verizon
VZ
$196B
$239K 0.02%
5,654
+1,134
+25% +$49.1K
IGIB icon
188
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$236K 0.02%
4,450
+3,250
+271% +$170K
C icon
189
Citigroup
C
$226B
$236K 0.02%
2,785
-1,046
-27% -$75.6K
FXO icon
190
First Trust Financials AlphaDEX Fund
FXO
$1.14B
$235K 0.02%
4,200
+700
+20% +$36.7K
PERI icon
191
Perion Network
PERI
$386M
$230K 0.02%
22,565
-346,149
-94% -$3.31M
MS icon
192
Morgan Stanley
MS
$340B
$230K 0.02%
1,638
-509
-24% -$62.5K
RSP icon
193
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$230K 0.02%
1,275
+470
+58% +$81.1K
ELLO icon
194
Ellomay Capital Ltd
ELLO
$271M
$222K 0.02%
12,318
+9
+0.1% +$134
INDA icon
195
iShares MSCI India ETF
INDA
$6.63B
$221K 0.02%
3,970
+120
+3% +$6.41K
XLY icon
196
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$218K 0.02%
2,022
+700
+53% +$71.6K
GILT icon
197
Gilat Satellite Networks
GILT
$848M
$216K 0.01%
29,631
-1,543
-5% -$9.61K
VICI icon
198
VICI Properties
VICI
$29.4B
$212K 0.01%
6,579
+1,316
+25% +$41.9K
KO icon
199
Coca-Cola
KO
$375B
$208K 0.01%
2,946
-808
-22% -$57.6K
NABL icon
200
N-able
NABL
$940M
$208K 0.01%
25,589
+8,654
+51% +$64.6K
6 7
8
9 10

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SYBT
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EWA
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KIM
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YCM
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SC
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HCM
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BIG
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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.