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YDMI

Y.D. More Investments Portfolio holdings

AUM $2.55B
1-Year Est. Return 104.35%
This Fund
S&P 500
This Quarter Est. Return
+11.15%
1 Year Est. Return
+104.35%
3 Year Est. Return
+230.61%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.11B
AUM Growth
+$157M
Cap. Flow
+$69.9M
Cap. Flow %
6.29%
Top 10 Hldgs %
47.59%
Holding
482
New
35
Increased
187
Reduced
124
Closed
24

Top Buys

Rank Stock Value
1
NVMI
Nova
NVMI
+$13M
2
NYAX
Nayax
NYAX
+$9.77M
3
ESLT icon
Elbit Systems
ESLT
+$9.71M
4
ICL icon
ICL Group
ICL
+$9.67M
5
TSEM icon
Tower Semiconductor
TSEM
+$8.76M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.93M
2
ASML icon
ASML
ASML
+$3.16M
3
TATT icon
TAT Technologies
TATT
+$2.72M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.29M
5
NVDA icon
NVIDIA
NVDA
+$1.7M

Sector Composition

Rank Sector Weight
1 Technology 39.26%
2 Industrials 15.02%
3 Utilities 8.8%
4 Materials 7.41%
5 Communication Services 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESLT icon
1
Elbit Systems
ESLT
$36.6B
$118M 10.57%
449,747
+41,401
+10% +$9.71M
ICL icon
2
ICL Group
ICL
$6.63B
$81.3M 7.31%
16,479,059
+2,161,715
+15% +$9.67M
NVMI
3
Nova
NVMI
$12.2B
$58.4M 5.25%
296,307
+67,734
+30% +$13M
ENLT icon
4
Enlight Renewable Energy
ENLT
$11.5B
$53M 4.77%
3,068,179
+482,129
+19% +$7.76M
TSEM icon
5
Tower Semiconductor
TSEM
$22.7B
$44.9M 4.04%
866,539
+187,103
+28% +$8.76M
CAMT icon
6
Camtek
CAMT
$6.17B
$42.9M 3.86%
525,413
+29,580
+6% +$2.33M
ORA icon
7
Ormat Technologies
ORA
$5.94B
$36M 3.24%
524,416
+61,236
+13% +$4.73M
NYAX
8
Nayax
NYAX
$2.54B
$34.6M 3.11%
1,183,988
+354,350
+43% +$9.77M
TATT icon
9
TAT Technologies
TATT
$528M
$31.5M 2.83%
1,213,859
-128,158
-10% -$2.72M
ITRN icon
10
Ituran Location and Control
ITRN
$1.08B
$28.9M 2.6%
929,183
-2,000
-0.2% -$56.8K
ODD icon
11
ODDITY Tech
ODD
$768M
$26.1M 2.35%
622,240
– –
VCIT icon
12
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$22.6M 2.03%
281,851
+59,184
+27% +$4.83M
MSFT icon
13
Microsoft
MSFT
$2.9T
$21.9M 1.97%
51,818
-6
-0% -$2.56K
TSM icon
14
TSMC
TSM
$1.99T
$20.8M 1.87%
105,533
-4,735
-4% -$916K
SMWB icon
15
Similarweb
SMWB
$634M
$20.5M 1.85%
1,449,634
+86,500
+6% +$956K
META icon
16
Meta Platforms (Facebook)
META
$1.49T
$18.4M 1.65%
31,389
-992
-3% -$582K
VOO icon
17
Vanguard S&P 500 ETF
VOO
$966B
$17.7M 1.59%
32,780
-376
-1% -$204K
AMZN icon
18
Amazon
AMZN
$2.46T
$17.3M 1.55%
78,679
+9,547
+14% +$1.95M
SPY icon
19
State Street SPDR S&P 500 ETF Trust
SPY
$779B
$16.8M 1.51%
28,543
+70
+0.2% +$41.2K
CGNT icon
20
Cognyte Software
CGNT
$668M
$16M 1.44%
1,854,798
– –
USHY icon
21
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$15.5M 1.39%
420,123
+113,060
+37% +$4.2M
WIX icon
22
WIX.com
WIX
$2.51B
$14.2M 1.28%
66,167
+8,205
+14% +$1.57M
IEI icon
23
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$13.6M 1.22%
117,270
+16,220
+16% +$1.89M
PANW icon
24
Palo Alto Networks
PANW
$254B
$12.5M 1.13%
68,898
-456
-0.7% -$86.1K
QQQ icon
25
Invesco QQQ Trust
QQQ
$442B
$12.4M 1.12%
24,350
+4,680
+24% +$2.37M
1
2 3 4 5

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HWA
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LC
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PCM
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GWP
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OBAM
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KFC
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DCM
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Y.D. More Investments's Q4 2024 Portfolio in Review

As of Q4 2024, Y.D. More Investments held 482 positions worth $1.11B, up 16% from $955M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Y.D. More Investments deployed $69.9M of net new capital in Q4 2024, opening 35 new positions and adding to 187 existing holdings. Its largest new stake was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, down from 40% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Apple, an estimated $3.93M trimmed.

  • Y.D. More Investments's largest Q4 2024 buy was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.
  • Y.D. More Investments added most to Nova in Q4 2024, an estimated $13M increase.
  • Y.D. More Investments's biggest Q4 2024 reduction was Apple, cutting an estimated $3.93M.
  • Y.D. More Investments fully exited Markel Group in Q4 2024, selling an estimated $690K.
  • Y.D. More Investments's ten largest holdings make up 48% of its $1.11B portfolio in Q4 2024.
  • Y.D. More Investments opened 35 new positions and closed 24 in Q4 2024.
  • Y.D. More Investments's portfolio value rose 16% quarter-over-quarter to $1.11B.

Based on Y.D. More Investments's 13F filing for Q4 2024, filed 27 Jan 2025.