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Portfolio (Quarterly) Guide ↗

Y.D. More Investments Ltd

· CIK 0001870364
13F Portfolio $3.2B AUM 625 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 63 New 230 Added 105 Reduced 27 Exited
Page 11 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 OTIS OTIS WORLDWIDE CORP Industrials 13,982.0 $3K +569.0 +4.2% $0.24 +29157.4%
202 ROL ROLLINS INC Consumer Cyclical 17,544.0 $2K +944.0 +5.7% $0.14 +25812.9%
203 FTV FORTIVE CORP Technology 11,109.0 $2K +486.0 +4.6% $0.21 +28878.9%
204 IEX IDEX CORP Industrials 2,697.0 $2K +132.0 +5.2% $0.76 +30631.4%
205 MAS MASCO CORP Industrials 7,351.0 $2K +325.0 +4.6% $0.27 +26751.8%
206 VMI VALMONT INDS INC Industrials 707.0 $1K +33.0 +4.9% $1.94 +25032.3%
207 AOS SMITH A O CORP Industrials 5,022.0 $1K +252.0 +5.3% $0.21 +28788.4%
208 DUK DUKE ENERGY CORP NEW Utilities 2,356.0 $1K +325.0 +16.0% $0.42 +29082.9%
209 SO SOUTHERN CO Utilities 2,420.0 $778.0 +442.0 +22.4% $0.32 +28538.7%
210 BEN FRANKLIN RESOURCES INC Financial Services 4,988.0 $557.0 +172.0 +3.6% $0.11 +30338.4%
211 USB US BANCORP Financial Services 2,557.0 $519.0 +62.0 +2.5% $0.20 +31820.6%
212 TROW PRICE T ROWE GROUP INC Financial Services 1,195.0 $456.0 +36.0 +3.1% $0.38 +28810.6%
213 TFC TRUIST FINL CORP Financial Services 2,712.0 $454.0 +64.0 +2.4% $0.17 +31207.5%
214 PSA PUBLIC STORAGE Real Estate 362.0 $387.0 +13.0 +3.7% $1.07 +30122.8%
215 FITB FIFTH THIRD BANCORP Financial Services 1,990.0 $377.0 +59.0 +3.1% $0.19 +30140.6%
216 RF REGIONS FINANCIAL CORP NEW Financial Services 3,547.0 $360.0 +102.0 +3.0% $0.10 +31133.3%
217 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 992.0 $359.0 +31.0 +3.2% $0.36 +31163.2%
218 EOG EOG RES INC Energy 786.0 $342.0 +28.0 +3.7% $0.44 +34074.9%
219 HBAN HUNTINGTON BANCSHARES INC Financial Services 5,607.0 $334.0 +162.0 +3.0% $0.06 +29546.6%
220 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 1,058.0 $288.0 +192.0 +22.2% $0.27 +27672.5%
Page 11 of 12  ·  230 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.6%
Industrials 21.9%
Financial Services 5.8%
Utilities 5.6%
Basic Materials 4.4%
Communication Services 4.3%
Healthcare 4.2%
Consumer Cyclical 2.9%
Energy 0.7%
Consumer Defensive 0.6%