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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
+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
VZ icon
201
Verizon
VZ
$194B
$193K 0.01%
4,383
-1,271
-22% -$55K
ADBE icon
202
Adobe
ADBE
$107B
$191K 0.01%
542
-439
-45% -$157K
RPD icon
203
Rapid7
RPD
$761M
$187K 0.01%
9,625
+939
+11% +$19.8K
UPS icon
204
United Parcel Service
UPS
$88.5B
$184K 0.01%
2,200
+618
+39% +$56K
CSCO icon
205
Cisco
CSCO
$486B
$182K 0.01%
2,676
+9
+0.3% +$613
SPG icon
206
Simon Property Group
SPG
$71B
$180K 0.01%
959
+74
+8% +$12.8K
PRU icon
207
Prudential Financial
PRU
$42.1B
$176K 0.01%
1,699
+78
+5% +$8.21K
IPG
208
DELISTED
Interpublic Group of Companies
IPG
$175K 0.01%
6,271
+584
+10% +$15.1K
KHC icon
209
Kraft Heinz
KHC
$29.5B
$173K 0.01%
6,650
+651
+11% +$17.7K
SPIB icon
210
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$173K 0.01%
5,100
+150
+3% +$5.05K
O icon
211
Realty Income
O
$58.1B
$173K 0.01%
2,842
-767
-21% -$44.7K
SEDG icon
212
SolarEdge
SEDG
$1.96B
$172K 0.01%
4,655
+3,555
+323% +$106K
VST icon
213
Vistra
VST
$48.4B
$168K 0.01%
916
+61
+7% +$12.1K
NICE icon
214
Nice
NICE
$5.97B
$166K 0.01%
1,144
– –
NOBL icon
215
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$165K 0.01%
3,200
– –
SPGI icon
216
S&P Global
SPGI
$121B
$162K 0.01%
332
+42
+14% +$22.5K
HST icon
217
Host Hotels & Resorts
HST
$15.6B
$161K 0.01%
9,464
+386
+4% +$6.41K
XLY icon
218
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$158K 0.01%
1,322
-700
-35% -$80.1K
WM icon
219
Waste Management
WM
$90.6B
$155K 0.01%
700
+130
+23% +$29.3K
VICI icon
220
VICI Properties
VICI
$28.8B
$153K 0.01%
4,682
-1,897
-29% -$62.5K
WMS icon
221
Advanced Drainage Systems
WMS
$10.7B
$153K 0.01%
1,100
+500
+83% +$65.7K
RSP icon
222
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$152K 0.01%
805
-470
-37% -$87.6K
FIS icon
223
Fidelity National Information Services
FIS
$21.9B
$152K 0.01%
2,300
-737
-24% -$53.7K
HCA icon
224
HCA Healthcare
HCA
$89.8B
$149K 0.01%
350
– –
CCI icon
225
Crown Castle
CCI
$31.4B
$148K 0.01%
1,532
-1,061
-41% -$107K
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 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.