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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
O icon
201
Realty Income
O
$59.1B
$206K 0.01%
3,609
+721
+25% +$40.8K
T icon
202
AT&T
T
$163B
$201K 0.01%
7,175
+1,440
+25% +$39.7K
RSKD icon
203
Riskified
RSKD
$716M
$198K 0.01%
39,789
+6,743
+20% +$32.2K
RPD icon
204
Rapid7
RPD
$773M
$197K 0.01%
8,686
+2,847
+49% +$67.5K
LMT icon
205
Lockheed Martin
LMT
$136B
$195K 0.01%
422
+100
+31% +$46.8K
SPHD icon
206
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.4B
$195K 0.01%
4,120
-400
-9% -$18.9K
AUDC icon
207
AudioCodes
AUDC
$253M
$194K 0.01%
19,797
+108
+0.5% +$989
NICE icon
208
Nice
NICE
$5.97B
$193K 0.01%
1,144
-2,650
-70% -$427K
WCLD
209
WisdomTree Cloud Computing Fund
WCLD
$297M
$190K 0.01%
5,251
+1,300
+33% +$44.2K
ES icon
210
Eversource Energy
ES
$27.2B
$187K 0.01%
2,956
+594
+25% +$36.6K
CSCO icon
211
Cisco
CSCO
$479B
$185K 0.01%
2,667
+1,150
+76% +$70.7K
LYB icon
212
LyondellBasell Industries
LYB
$19.2B
$180K 0.01%
3,075
+605
+24% +$35.3K
IHE icon
213
iShares US Pharmaceuticals ETF
IHE
$1.64B
$177K 0.01%
2,700
– –
D icon
214
Dominion Energy
D
$59.3B
$174K 0.01%
3,115
+622
+25% +$34.1K
PRU icon
215
Prudential Financial
PRU
$41.8B
$174K 0.01%
1,621
+71
+5% +$7.36K
AMCR icon
216
Amcor
AMCR
$22.1B
$167K 0.01%
3,636
+735
+25% +$33.9K
SPIB icon
217
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$166K 0.01%
4,950
-261
-5% -$8.64K
DOC icon
218
Healthpeak Properties
DOC
$14.8B
$166K 0.01%
9,575
+1,907
+25% +$33.9K
VST icon
219
Vistra
VST
$47.4B
$166K 0.01%
855
+165
+24% +$24.4K
NOBL icon
220
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$161K 0.01%
3,200
– –
UPS icon
221
United Parcel Service
UPS
$88.9B
$160K 0.01%
1,582
+261
+20% +$25.7K
DOW icon
222
Dow Inc
DOW
$21.2B
$155K 0.01%
5,749
+1,132
+25% +$32.9K
KHC icon
223
Kraft Heinz
KHC
$30B
$154K 0.01%
5,999
+1,193
+25% +$33.1K
HON icon
224
Honeywell
HON
$78B
$152K 0.01%
694
+74
+12% +$15K
EVRG icon
225
Evergy
EVRG
$19.2B
$151K 0.01%
2,217
+446
+25% +$30K
7 8
9
10 11

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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.