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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
+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
INDA icon
201
iShares MSCI India ETF
INDA
$6.6B
$198K 0.02%
+3,850
New +$194K
GILT icon
202
Gilat Satellite Networks
GILT
$835M
$197K 0.02%
31,174
-8,878
-22% -$61.7K
IHE icon
203
iShares US Pharmaceuticals ETF
IHE
$1.65B
$191K 0.02%
2,700
– –
FXO icon
204
First Trust Financials AlphaDEX Fund
FXO
$1.14B
$186K 0.02%
3,500
-1,000
-22% -$54.7K
ELLO icon
205
Ellomay Capital Ltd
ELLO
$279M
$184K 0.02%
12,309
-3,880
-24% -$62.2K
AUDC icon
206
AudioCodes
AUDC
$255M
$183K 0.02%
19,689
-1,856
-9% -$19.8K
XLP icon
207
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$178K 0.02%
2,175
+440
+25% +$35.1K
LYB icon
208
LyondellBasell Industries
LYB
$20B
$174K 0.02%
2,470
+973
+65% +$73.2K
SPIB icon
209
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$173K 0.02%
5,211
+1,161
+29% +$38.3K
PRU icon
210
Prudential Financial
PRU
$41.9B
$173K 0.02%
1,550
+164
+12% +$18.7K
CVS icon
211
CVS Health
CVS
$122B
$173K 0.02%
2,550
-650
-20% -$38.9K
VICI icon
212
VICI Properties
VICI
$28.7B
$172K 0.02%
5,263
+159
+3% +$4.9K
RPD icon
213
Rapid7
RPD
$767M
$171K 0.02%
5,839
+625
+12% +$21.2K
NABL icon
214
N-able
NABL
$612M
$171K 0.01%
16,935
+390
+2% +$3.47K
RSKD icon
215
Riskified
RSKD
$713M
$171K 0.01%
33,046
-2,568
-7% -$12.9K
CPAY icon
216
Corpay
CPAY
$26.1B
$168K 0.01%
483
+22
+5% +$7.95K
GPN icon
217
Global Payments
GPN
$22.7B
$168K 0.01%
1,716
-5,233
-75% -$548K
O icon
218
Realty Income
O
$58.3B
$168K 0.01%
2,888
+391
+16% +$21.6K
ARE icon
219
Alexandria Real Estate Equities
ARE
$8.32B
$167K 0.01%
1,800
– –
NOBL icon
220
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$163K 0.01%
3,200
– –
T icon
221
AT&T
T
$164B
$162K 0.01%
5,735
-2,360
-29% -$59.3K
DOW icon
222
Dow Inc
DOW
$21.8B
$161K 0.01%
4,617
+1,968
+74% +$75.6K
DOC icon
223
Healthpeak Properties
DOC
$14.5B
$155K 0.01%
+7,668
New +$155K
TMO icon
224
Thermo Fisher Scientific
TMO
$220B
$153K 0.01%
307
-39
-11% -$21.1K
WSO icon
225
Watsco Inc
WSO
$13.4B
$152K 0.01%
300
– –
7 8
9
10 11

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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.