Latest Y.D. More Investments Ltd Stock Portfolio
Y.D. More Investments Ltd Performance:
2025 Q3: 1.84%YTD: 5.2%2024: 2.37%
Performance for 2025 Q3 is 1.84%, and YTD is 5.2%, and 2024 is 2.37%.
About Y.D. More Investments Ltd and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Y.D. More Investments Ltd reported an equity portfolio of $1.8 Billions as of 30 Sep, 2025.
The top stock holdings of Y.D. More Investments Ltd are , , . The fund has invested 17.2% of it's portfolio in ELBIT SYS LTD and 9.7% of portfolio in ENLIGHT RENEWABLE ENERGY LTD.
The fund managers got completely rid off HILTON WORLDWIDE HLDGS INC (HLT), ELLOMAY CAPITAL LIMITED (ELLO) and AUDIOCODES LTD stocks. They significantly reduced their stock positions in WORKDAY INC (WDAY), INVESCO EXCH TRADED FD TR II (CGW) and MACERICH CO (MAC). Y.D. More Investments Ltd opened new stock positions in ELECTRONIC ARTS INC (EA), RADNET INC (RDNT) and TERADYNE INC (TER). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE TRADED FD (CARZ), UNITEDHEALTH GROUP INC (UNH) and GLOBAL X FDS (AGNG).
The top stock holdings of Y.D. More Investments Ltd are , , . The fund has invested 17.2% of it's portfolio in ELBIT SYS LTD and 9.7% of portfolio in ENLIGHT RENEWABLE ENERGY LTD.
The fund managers got completely rid off HILTON WORLDWIDE HLDGS INC (HLT), ELLOMAY CAPITAL LIMITED (ELLO) and AUDIOCODES LTD stocks. They significantly reduced their stock positions in WORKDAY INC (WDAY), INVESCO EXCH TRADED FD TR II (CGW) and MACERICH CO (MAC). Y.D. More Investments Ltd opened new stock positions in ELECTRONIC ARTS INC (EA), RADNET INC (RDNT) and TERADYNE INC (TER). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE TRADED FD (CARZ), UNITEDHEALTH GROUP INC (UNH) and GLOBAL X FDS (AGNG).
Y.D. More Investments Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Y.D. More Investments Ltd made a return of 1.84% in the last quarter. In trailing 12 months, it's portfolio return was 5.87%.
New Buys
| Ticker | $ Bought |
|---|---|
| ormat technologies inc | 24,118,700 |
| electronic arts inc | 697,300 |
| radnet inc | 350,566 |
| teradyne inc | 344,100 |
| brainsway ltd | 262,595 |
| federal rlty invt tr new | 146,190 |
| bristol-myers squibb co | 145,853 |
| omnicom group inc | 125,882 |
New stocks bought by Y.D. More Investments Ltd
Additions
| Ticker | % Inc. |
|---|---|
| first tr exchange traded fd | 3,079 |
| unitedhealth group inc | 964 |
| global x fds | 950 |
| principal financial group in | 698 |
| coreweave inc | 680 |
| welltower inc | 585 |
| invesco qqq tr | 376 |
| applied matls inc | 355 |
Additions to existing portfolio by Y.D. More Investments Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| workday inc | -99.35 |
| invesco exch traded fd tr ii | -97.09 |
| macerich co | -95.79 |
| williams cos inc | -94.58 |
| medtronic plc | -94.53 |
| kimberly-clark corp | -90.29 |
| philip morris intl inc | -89.63 |
| amdocs ltd | -83.84 |
Y.D. More Investments Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ormat technologies inc | -19,656,300 |
| audiocodes ltd | -194,389 |
| ellomay capital limited | -222,031 |
| lyondellbasell industries n | -180,410 |
| spdr index shs fds | -75,919 |
| phillips 66 | -136,782 |
| lennar corp | -110,610 |
| marketaxess hldgs inc | -23.00 |
Y.D. More Investments Ltd got rid off the above stocks
Sector Distribution
Y.D. More Investments Ltd has about 75.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 75.8 |
| Technology | 8.5 |
| Communication Services | 3.7 |
| Utilities | 3.5 |
| Healthcare | 2.6 |
| Consumer Cyclical | 2.4 |
| Industrials | 1.3 |
| Financial Services | 1.1 |
Market Cap. Distribution
Y.D. More Investments Ltd has about 19.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 75.9 |
| MEGA-CAP | 10.9 |
| LARGE-CAP | 8.5 |
| MID-CAP | 4.3 |
Stocks belong to which Index?
About 19.3% of the stocks held by Y.D. More Investments Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 80.7 |
| S&P 500 | 14.9 |
| RUSSELL 2000 | 4.4 |
Y.D. More Investments Ltd Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Y.D. More Investments Ltd
Y.D. More Investments Ltd has 489 stocks in it's portfolio. About 59.2% of the portfolio is in top 10 stocks. FTNT proved to be the most loss making stock for the portfolio. ORA was the most profitable stock for Y.D. More Investments Ltd last quarter.
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.20 | 14,060 | 3,579,770 | added | 12.23 | ||
| AAXJ | ishares tr | 0.24 | 51,400 | 4,173,170 | reduced | -3.75 | ||
| AAXJ | ishares tr | 0.17 | 22,234 | 3,072,460 | added | 115 | ||
| AAXJ | ishares tr | 0.13 | 19,749 | 2,360,200 | reduced | -48.6 | ||
| AAXJ | ishares tr | 0.07 | 25,130 | 1,332,640 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.05 | 8,700 | 933,073 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.03 | 9,854 | 591,976 | reduced | -3.9 | ||
| AAXJ | ishares tr | 0.01 | 4,300 | 232,143 | reduced | -3.37 | ||
| AAXJ | ishares tr | 0.01 | 1,081 | 225,334 | reduced | -19.57 | ||
| AAXJ | ishares tr | 0.01 | 2,700 | 195,912 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 630 | 84,440 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 1,490 | 73,591 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 160 | 17,038 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.02 | 1,230 | 284,794 | reduced | -6.61 | ||
| ABNB | airbnb inc | 0.00 | 115 | 43.00 | new | |||
| ABT | abbott labs | 0.00 | 237 | 31,613 | added | 23.44 | ||
| ACGL | arch cap group ltd | 0.00 | 299 | 27,128 | reduced | -13.33 | ||
| ACIO | etf ser solutions | 0.00 | 120 | 12,460 | reduced | -50.00 | ||
| ACSI | tidal trust i | 0.03 | 24,180 | 446,846 | unchanged | 0.00 | ||
| ACSI | tidal trust i | 0.02 | 7,900 | 390,339 | unchanged | 0.00 | ||