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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 4 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DT DYNATRACE INC Technology 26,685.0 $1.2M 0.04% +2K +9.4% $43.91 +12.2%
62 CRS CARPENTER TECHNOLOGY CORP Industrials 1,811.0 $1.1M 0.04% +92.0 +5.3% $616.84 -13.8%
63 WMS ADVANCED DRAIN SYS INC DEL Industrials 6,793.0 $1.1M 0.03% +105.0 +1.6% $156.96 -8.2%
64 ATI ATI INC Industrials 4,973.0 $980K 0.03% +248.0 +5.2% $197.10 +14.9%
65 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 5,956.0 $807K 0.03% +325.0 +5.8% $135.51 -7.4%
66 PFE PFIZER INC Healthcare 32,930.0 $793K 0.03% +215.0 +0.7% $24.08 +13.2%
67 AGG ISHARES TR 7,375.0 $729K 0.02% +830.0 +12.7% $98.89 -1.6%
68 KO COCA COLA CO Consumer Defensive 8,704.0 $707K 0.02% +84.0 +1.0% $81.26 +9.3%
69 WM WASTE MGMT INC DEL Industrials 17,733.0 $702K 0.02% +716.0 +4.2% $39.58 +464.9%
70 APG API GROUP CORP Industrials 15,787.0 $669K 0.02% +899.0 +6.0% $42.35 +1.0%
71 XLI SELECT SECTOR SPDR TR 3,613.0 $668K 0.02% +504.0 +16.2% $184.90 -0.7%
72 BB BLACKBERRY LTD Technology 52,200.0 $660K 0.02% +4K +8.0% $12.65 -32.2%
73 DE DEERE & CO Industrials 9,234.0 $652K 0.02% +3K +37.2% $70.59 +733.9%
74 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 10,714.0 $650K 0.02% +848.0 +8.6% $60.67 +24.9%
75 UBER UBER TECHNOLOGIES INC Technology 8,402.0 $606K 0.02% +52.0 +0.6% $72.16 +3.5%
76 NEE NEXTERA ENERGY INC Utilities 6,770.0 $594K 0.02% +740.0 +12.3% $87.77 -1.8%
77 CLH CLEAN HARBORS INC Industrials 1,926.0 $575K 0.02% +100.0 +5.5% $298.75 +6.9%
78 S SENTINELONE INC Technology 85,670.0 $561K 0.02% +3K +3.5% $6.55 +243.2%
79 CSL CARLISLE COS INC Industrials 1,475.0 $535K 0.02% +64.0 +4.5% $362.75 -1.8%
80 ESTC ELASTIC N V Technology 9,372.0 $534K 0.02% +905.0 +10.7% $57.02 +49.1%
Page 4 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%