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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 3 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRM SALESFORCE INC Technology 21,039.0 $3.3M 0.10% +17K +385.6% $156.66 +25.2%
42 IBM INTERNATIONAL BUSINESS MACHS Technology 11,657.0 $3.3M 0.10% +11K +2231.4% $281.21 -17.3%
43 XLF SELECT SECTOR SPDR TR 53,015.0 $2.8M 0.09% +3K +5.7% $53.57 +8.0%
44 WILC G WILLI FOOD INTL LTD Consumer Defensive 82,751.0 $2.8M 0.09% +14K +20.4% $33.28 -15.4%
45 TSLA TESLA INC Consumer Cyclical 6,458.0 $2.7M 0.08% +41.0 +0.6% $411.64 -18.2%
46 URI UNITED RENTALS INC Industrials 2,283.0 $2.6M 0.08% +109.0 +5.0% $1132.89 -1.5%
47 CRED COLUMBIA ETF TR I 1,546.0 $2.6M 0.08% +69.0 +4.7% $1653.51 -98.8%
48 CVX CHEVRON CORPORATION Energy 14,483.0 $2.4M 0.07% +3K +31.6% $165.73 +24.1%
49 XLK SELECT SECTOR SPDR TR 12,442.0 $2.4M 0.07% +220.0 +1.8% $190.44 -2.5%
50 TBLA TABOOLA.COM LTD Communication Services 472,918.0 $2.4M 0.07% +173K +57.6% $5.00 -23.4%
51 OKTA OKTA INC Technology 15,915.0 $2.2M 0.07% +1K +10.0% $136.45 +5.5%
52 ZS ZSCALER INC Technology 14,930.0 $2.1M 0.07% +2K +12.4% $141.15 +31.6%
53 SNOW SNOWFLAKE INC Technology 8,120.0 $2.1M 0.06% +4K +103.0% $254.50 +27.8%
54 ROK ROCKWELL AUTOMATION INC Industrials 4,055.0 $2.0M 0.06% +178.0 +4.6% $495.08 -12.4%
55 RKLB ROCKET LAB CORP Industrials 17,300.0 $1.8M 0.06% +7K +73.0% $101.65 -22.1%
56 WAB WABTEC Industrials 6,183.0 $1.7M 0.05% +299.0 +5.1% $269.60 +9.3%
57 AKAM AKAMAI TECHNOLOGIES INC Technology 13,007.0 $1.5M 0.05% +1K +9.7% $118.21 -2.5%
58 IGSB ISHARES TR 26,346.0 $1.4M 0.04% +685.0 +2.7% $52.41 -0.5%
59 GEN GEN DIGITAL INC Technology 55,154.0 $1.4M 0.04% +6K +11.3% $24.89 +11.0%
60 EME EMCOR GROUP INC Industrials 1,619.0 $1.3M 0.04% +82.0 +5.3% $829.88 -0.6%
Page 3 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%