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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 12 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PAYX PAYCHEX INC Industrials 793.0 $262.0 +28.0 +3.7% $0.33 +36493.0%
222 HOOD ROBINHOOD MKTS INC Financial Services 509.0 $171.0 +4.0 +0.8% $0.34 +27534.8%
223 KKR KKR & CO INC Financial Services 445.0 $137.0 +7.0 +1.6% $0.31 +34912.1%
224 AJG GALLAGHER ARTHUR J & CO Financial Services 165.0 $127.0 +1.0 +0.6% $0.77 +32594.7%
225 L LOEWS CORP Financial Services 109.0 $41.0 +1.0 +0.9% $0.38 +29930.8%
226 BRO BROWN & BROWN INC Financial Services 188.0 $40.0 +1.0 +0.5% $0.21 +32926.9%
227 ECL ECOLAB INC Basic Materials 14.0 $39.0 +5.0 +55.6% $2.79 +9954.5%
228 LILA LIBERTY LATIN AMERICA LTD Communication Services 2.0 $16.0 +1.0 +100.0% $8.00 +4.4%
229 SHW SHERWIN WILLIAMS CO Basic Materials 12.0 $14.0 +4.0 +50.0% $1.17 +29670.3%
230 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 11.0 $11.0 +4.0 +57.1% $1.00 +30256.0%
Page 12 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%