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
+14.83%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.77B
AUM Growth
+$319M
Cap. Flow
+$146M
Cap. Flow %
8.25%
Top 10 Hldgs %
59.16%
Holding
513
New
61
Increased
127
Reduced
200
Closed
23

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$58.3M
2
ENLT icon
Enlight Renewable Energy
ENLT
+$49.9M
3
TEVA icon
Teva Pharmaceuticals
TEVA
+$12M
4
CAMT icon
Camtek
CAMT
+$7.88M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.5M

Top Sells

Rank Stock Value
1
NYAX
Nayax
NYAX
+$16.6M
2
ESLT icon
Elbit Systems
ESLT
+$5.13M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.6M
4
CLBT icon
Cellebrite
CLBT
+$2.42M
5
TATT icon
TAT Technologies
TATT
+$2.3M

Sector Composition

Rank Sector Weight
1 Technology 33.22%
2 Industrials 20.78%
3 Utilities 13.53%
4 Materials 6.33%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLOT icon
176
iShares Floating Rate Bond ETF
FLOT
$10.5B
$269K 0.02%
23,260
-500
-2% -$25.5K
BB icon
177
BlackBerry
BB
$5.25B
$268K 0.02%
53,513
-793
-1% -$3.15K
BWAY
178
Brainsway
BWAY
$614M
$263K 0.01%
+34,850
New +$240K
PERI icon
179
Perion Network
PERI
$359M
$262K 0.01%
27,012
+4,447
+20% +$44.5K
UMMA icon
180
Wahed Dow Jones Islamic World ETF
UMMA
$290M
$260K 0.01%
9,450
– –
AIQ icon
181
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$259K 0.01%
5,250
+4,750
+950% +$216K
BX icon
182
Blackstone
BX
$111B
$247K 0.01%
2,004
-456
-19% -$78.1K
XLP icon
183
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$246K 0.01%
3,145
-860
-21% -$69.5K
MBLY icon
184
Mobileye
MBLY
$2.24B
$244K 0.01%
17,250
– –
C icon
185
Citigroup
C
$228B
$241K 0.01%
2,378
-407
-15% -$38.6K
FXO icon
186
First Trust Financials AlphaDEX Fund
FXO
$1.14B
$238K 0.01%
4,000
-200
-5% -$11.6K
PYPL icon
187
PayPal
PYPL
$50.1B
$236K 0.01%
3,519
-503
-13% -$35.5K
XLC icon
188
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$236K 0.01%
2,000
-700
-26% -$77.8K
MO icon
189
Altria Group
MO
$112B
$233K 0.01%
3,533
-983
-22% -$62.3K
IGIB icon
190
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$232K 0.01%
4,300
-150
-3% -$8.02K
WFC icon
191
Wells Fargo
WFC
$265B
$228K 0.01%
2,721
-482
-15% -$39.1K
ITA icon
192
iShares US Aerospace & Defense ETF
ITA
$15B
$225K 0.01%
1,081
-263
-20% -$51.8K
MS icon
193
Morgan Stanley
MS
$341B
$212K 0.01%
1,335
-303
-18% -$44.7K
DOC icon
194
Healthpeak Properties
DOC
$14.6B
$209K 0.01%
10,921
+1,346
+14% +$24.1K
INDA icon
195
iShares MSCI India ETF
INDA
$6.61B
$207K 0.01%
3,970
– –
WCLD
196
WisdomTree Cloud Computing Fund
WCLD
$303M
$200K 0.01%
5,701
+450
+9% +$15.9K
NABL icon
197
N-able
NABL
$620M
$200K 0.01%
24,732
-857
-3% -$6.87K
RSKD icon
198
Riskified
RSKD
$713M
$199K 0.01%
41,791
+2,002
+5% +$9.86K
IHE icon
199
iShares US Pharmaceuticals ETF
IHE
$1.65B
$196K 0.01%
2,700
– –
CAG icon
200
Conagra Brands
CAG
$7.14B
$193K 0.01%
10,562
+3,990
+61% +$76.5K
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 Q3 2025 Portfolio in Review

As of Q3 2025, Y.D. More Investments held 513 positions worth $1.77B, up 22% from $1.45B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Y.D. More Investments deployed $146M of net new capital in Q3 2025, opening 61 new positions and adding to 127 existing holdings. Its largest new stake was Electronic Arts: 3,457 shares worth $697K.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 36% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Nayax, an estimated $16.6M trimmed.

  • Y.D. More Investments's largest Q3 2025 buy was Electronic Arts: 3,457 shares worth $697K.
  • Y.D. More Investments added most to Invesco QQQ Trust in Q3 2025, an estimated $58.3M increase.
  • Y.D. More Investments's biggest Q3 2025 reduction was Nayax, cutting an estimated $16.6M.
  • Y.D. More Investments fully exited Hilton Worldwide in Q3 2025, selling an estimated $400K.
  • Y.D. More Investments's ten largest holdings make up 59% of its $1.77B portfolio in Q3 2025.
  • Y.D. More Investments opened 61 new positions and closed 23 in Q3 2025.
  • Y.D. More Investments's portfolio value rose 22% quarter-over-quarter to $1.77B.

Based on Y.D. More Investments's 13F filing for Q3 2025, filed 10 Nov 2025.