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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
ZOOZ
176
ZOOZ Strategy Ltd
ZOOZ
$44.6M
$295K 0.01%
36,100
– –
CXSE icon
177
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$508M
$281K 0.01%
7,000
– –
LHX icon
178
L3Harris
LHX
$53.4B
$281K 0.01%
956
– –
UMMA icon
179
Wahed Dow Jones Islamic World ETF
UMMA
$289M
$280K 0.01%
9,450
– –
AIQ icon
180
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$267K 0.01%
5,250
– –
C icon
181
Citigroup
C
$226B
$259K 0.01%
2,218
-160
-7% -$16.6K
AIRR icon
182
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$258K 0.01%
2,625
-975
-27% -$95.5K
TENB icon
183
Tenable Holdings
TENB
$4.01B
$252K 0.01%
10,700
-190
-2% -$5.19K
FLOT icon
184
iShares Floating Rate Bond ETF
FLOT
$10.5B
$248K 0.01%
22,860
-400
-2% -$20.4K
AUDC icon
185
AudioCodes
AUDC
$253M
$239K 0.01%
+27,552
New +$251K
XLC icon
186
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$235K 0.01%
2,000
– –
ABBV icon
187
AbbVie
ABBV
$435B
$234K 0.01%
1,025
-205
-17% -$46.7K
IGIB icon
188
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$232K 0.01%
4,300
– –
IHE icon
189
iShares US Pharmaceuticals ETF
IHE
$1.64B
$229K 0.01%
2,700
– –
BX icon
190
Blackstone
BX
$110B
$224K 0.01%
1,982
-22
-1% -$3.34K
MS icon
191
Morgan Stanley
MS
$340B
$222K 0.01%
1,251
-84
-6% -$14K
IEI icon
192
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$218K 0.01%
1,824
-17,925
-91% -$2.15M
INDA icon
193
iShares MSCI India ETF
INDA
$6.63B
$215K 0.01%
3,970
– –
WFC icon
194
Wells Fargo
WFC
$264B
$211K 0.01%
2,263
-458
-17% -$39.8K
VST icon
195
Vistra
VST
$47.4B
$202K 0.01%
1,250
+334
+36% +$60.8K
BB icon
196
BlackBerry
BB
$5.26B
$201K 0.01%
53,005
-508
-0.9% -$2.23K
CVS icon
197
CVS Health
CVS
$122B
$198K 0.01%
2,490
+1,450
+139% +$114K
XLP icon
198
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$196K 0.01%
2,520
-625
-20% -$48.8K
ITA icon
199
iShares US Aerospace & Defense ETF
ITA
$15B
$195K 0.01%
909
-172
-16% -$36K
NABL icon
200
N-able
NABL
$940M
$184K 0.01%
24,624
-108
-0.4% -$824
6 7
8
9 10

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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 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.