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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
EXPE icon
201
Expedia Group
EXPE
$37.1B
$184K 0.01%
650
– –
RPD icon
202
Rapid7
RPD
$771M
$172K 0.01%
11,307
+1,682
+17% +$27.7K
NOBL icon
203
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$167K 0.01%
3,200
– –
HCA icon
204
HCA Healthcare
HCA
$90B
$166K 0.01%
350
– –
RSP icon
205
Invesco S&P 500 Equal Weight ETF
RSP
$99.2B
$154K 0.01%
805
– –
SHOP icon
206
Shopify
SHOP
$198B
$154K 0.01%
950
-1,156
-55% -$186K
MO icon
207
Altria Group
MO
$112B
$154K 0.01%
2,627
-906
-26% -$54.7K
FBYDW icon
208
Falcon's Beyond Global Warrants
FBYDW
$10.9M
$152K 0.01%
75,000
– –
PRU icon
209
Prudential Financial
PRU
$42.1B
$148K 0.01%
1,314
-385
-23% -$41.3K
UPS icon
210
United Parcel Service
UPS
$88.5B
$143K 0.01%
1,437
-763
-35% -$71.4K
XLY icon
211
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$141K 0.01%
1,180
-142
-11% -$16.8K
FXO icon
212
First Trust Financials AlphaDEX Fund
FXO
$1.14B
$140K 0.01%
2,316
-1,684
-42% -$99K
CAG icon
213
Conagra Brands
CAG
$7.14B
$137K 0.01%
7,910
-2,652
-25% -$47.1K
SPG icon
214
Simon Property Group
SPG
$71B
$137K 0.01%
739
-220
-23% -$40K
COF icon
215
Capital One
COF
$134B
$133K 0.01%
549
-39
-7% -$8.68K
BMY icon
216
Bristol-Myers Squibb
BMY
$132B
$133K 0.01%
2,463
-771
-24% -$37.1K
VZ icon
217
Verizon
VZ
$194B
$133K 0.01%
3,256
-1,127
-26% -$45.7K
IBDV icon
218
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.3B
$132K 0.01%
+6,000
New +$133K
DOC icon
219
Healthpeak Properties
DOC
$14.6B
$131K 0.01%
8,165
-2,756
-25% -$48.6K
HST icon
220
Host Hotels & Resorts
HST
$15.5B
$128K 0.01%
7,096
-2,368
-25% -$40.9K
CSCO icon
221
Cisco
CSCO
$487B
$127K 0.01%
1,647
-1,029
-38% -$76.4K
SPSB icon
222
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$123K 0.01%
4,080
– –
IJH icon
223
iShares Core S&P Mid-Cap ETF
IJH
$127B
$123K 0.01%
1,845
– –
BLK icon
224
Blackrock
BLK
$175B
$122K 0.01%
114
+80
+235% +$87.5K
O icon
225
Realty Income
O
$58.1B
$121K 0.01%
2,142
-700
-25% -$40.5K
7 8
9
10 11

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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.