Yosef Levy

@Y.d. More Investments Ltd

Latest period2024 - Q3

Reported2mo 14d ago

Managed Assets$954.737M

Total holdings448

Assets growth rate-2.61%

Assets growth rate (2-Q avg)35.58%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Y.d. More Investments Ltd's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 448 positions.

Assets under management

The assets under management (AUM) of Y.d. More Investments Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 954.737M in assets, with a quarterly growth rate of -2.61% and a 2-quarter average growth rate of 35.58%. The portfolio is managed by Yosef Levy, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
USHYIshares Tr Recent Activity New Position	1.22%	$11.561M 307,063 shares@ $37.66 avg price	New Position
MBLYMobileye Global Inc Recent Activity New Position	0.06%	$486,350 35,500 shares@ $13.7 avg price	New Position
KVUEKenvue Inc Recent Activity New Position	0.02%	$130,245 5,631 shares@ $23.13 avg price	New Position
WECWec Energy Group Inc Recent Activity New Position	0.02%	$124,842 1,298 shares@ $96.19 avg price	New Position
IPGInterpublic Group Cos Inc Recent Activity New Position	0.02%	$122,851 3,884 shares@ $31.64 avg price	New Position
HSTHost Hotels & Resorts Inc Recent Activity New Position	0.02%	$115,403 6,557 shares@ $17.6 avg price	New Position
SJMSmucker J M Co Recent Activity New Position	0.02%	$108,506 896 shares@ $121.11 avg price	New Position
DRIDarden Restaurants Inc Recent Activity New Position	0.02%	$106,356 648 shares@ $164.13 avg price	New Position
EMNEastman Chem Co Recent Activity New Position	0.02%	$99,747 891 shares@ $111.95 avg price	New Position
BUGGlobal X Fds Recent Activity New Position	0.01%	$43,330 1,400 shares@ $30.95 avg price	New Position