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Y.D. More Investments Ltd Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Y.D. More Investments Ltd with $1.7B in long positions as of Q3 2025, 33% allocated to Technology, and 60% concentrated in top 10 positions.

Portfolio Value
$1.7B
Top 10 Concentration
60%
Top Sector
Technology (33%)
US Exposure
38%
Market Cap Focus
Mid Cap
Countries
14

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 32.70%TechnologyIndustrials: 21.00%IndustrialsUtilities: 13.70%UtilitiesETF: 12.20%ETFBasic Materials: 6.40%Communication Services: 4.50%Consumer Cyclical: 2.90%Financial Services: 1.50%Healthcare: 0.80%Consumer Defensive: 0.80%Energy: 0.50%Real Estate: 0.10%
Technology
32.70%
Industrials
21.00%
Utilities
13.70%
ETF
12.20%
Basic Materials
6.40%
Communication Services
4.50%
Consumer Cyclical
2.90%
Financial Services
1.50%
Healthcare
0.80%
Consumer Defensive
0.80%
Energy
0.50%
Real Estate
0.10%

Industry Breakdown

79 industries across all sectors

Aerospace & Defense: 20.52%Aerospace & DefenseSemiconductors: 18.67%SemiconductorsRenewable Utilities: 13.17%Renewable UtilitiesETF: 12.18%ETFSoftware - Infrastructure: 7.66%Agricultural Inputs: 6.37%Internet Content & Information: 4.24%72 more: 14.30%72 more
Aerospace & Defense
Industrials
20.52%
Semiconductors
Technology
18.67%
Renewable Utilities
Utilities
13.17%
ETF
ETF
12.18%
Software - Infrastructure
Technology
7.66%
Agricultural Inputs
Basic Materials
6.37%
Internet Content & Information
Communication Services
4.24%
Information Technology Services
Technology
2.59%
Specialty Retail
Consumer Cyclical
2.11%
Software - Application
Technology
1.78%
Communication Equipment
Technology
1.72%
Financial - Credit Services
Financial Services
0.71%

Filter by Sector

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Market Cap Distribution

Mega Cap (> $200B): 11.82%Mega Cap (> $200B)Large Cap ($10B - $200B): 25.03%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 37.05%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 8.47%Small Cap ($300M - $2B)Micro Cap ($50M - $300M): 0.76%Nano Cap (< $50M): 0.05%N/A (ETF or Unknown): 16.82%N/A (ETF or Unknown)
Mega Cap (> $200B)
11.82%
Large Cap ($10B - $200B)
25.03%
Mid Cap ($2B - $10B)
37.05%
Small Cap ($300M - $2B)
8.47%
Micro Cap ($50M - $300M)
0.76%
Nano Cap (< $50M)
0.05%
N/A (ETF or Unknown)
16.82%

Portfolio Concentration

Top 10 Holdings %
60.05%
Top 20 Holdings %
74.84%
Top 50 Holdings %
88.19%
Top 100 Holdings %
95.8%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
37.81%
International
62.19%
Countries
14
Largest Int'l Market
Israel - 58.93%
Israel
58.93% ($1.0B)
29 holdings
United States of America
37.81% ($659.9M)
350 holdings
Taiwan
2.14% ($37.4M)
1 holdings
Singapore
0.49% ($8.5M)
1 holdings
Luxembourg
0.24% ($4.3M)
1 holdings
Canada
0.18% ($3.2M)
6 holdings
Switzerland
0.16% ($2.8M)
2 holdings
United Kingdom
0.03% ($595.2K)
1 holdings
Uruguay
0.00% ($73.6K)
2 holdings
Bermuda
0.00% ($27.2K)
3 holdings
Australia
0.00% ($21.6K)
1 holdings
Cayman Islands
0.00% ($19.1K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
8 quarters
Avg. Top 20
9.4 quarters
Avg. All Positions
7.9 quarters
Median Holding Period
11 quarters
Persistence Rate
82.5%
Persistent Holdings Weight
98.37%
Persistent Positions
330
Longest Held
SPDR S&P 500 ETF Trust logo
SPDR S&P 500 ETF TrustSPY - 11 quarters

Position Sizing & Influence

No data available

Portfolio Turnover

Current Quarter

Turnover Ratio
8.1%
Value Traded
$142.04M
Positions Added
9
Positions Exited
22

Historical (Since Q4 2022)

Avg. Turnover Ratio
16.2%
Avg. Positions Added
52
Avg. Positions Exited
29
Highest Turnover
50.0%
Q4 2022
Lowest Turnover
6.7%
Q4 2024

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