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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 5 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LECO LINCOLN ELEC HLDGS INC Industrials 1,996.0 $530K 0.02% +105.0 +5.5% $265.51 +6.1%
82 PERI PERION NETWORK LTD Communication Services 54,055.0 $518K 0.02% +4K +8.1% $9.58 +2.4%
83 AEIS ADVANCED ENERGY INDS Industrials 1,386.0 $517K 0.02% +83.0 +6.4% $372.87 -23.4%
84 MOD MODINE MFG CO Consumer Cyclical 1,925.0 $514K 0.02% +105.0 +5.8% $267.02 -25.9%
85 AA ALCOA CORP Basic Materials 9,616.0 $501K 0.02% +512.0 +5.6% $52.14 -0.5%
86 PLTR PALANTIR TECHNOLOGIES INC Technology 4,279.0 $499K 0.02% +4K +1335.9% $116.67 +54.2%
87 CR CRANE COMPANY Industrials 2,104.0 $469K 0.01% +114.0 +5.7% $223.07 -6.6%
88 GGG GRACO INC Industrials 6,048.0 $457K 0.01% +343.0 +6.0% $75.61 +6.7%
89 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,347.0 $455K 0.01% +60.0 +4.7% $338.15 +1.0%
90 SPSK TIDAL TRUST I 24,887.0 $448K 0.01% +707.0 +2.9% $18.01 -0.6%
91 QLYS QUALYS INC Technology 3,151.0 $433K 0.01% +232.0 +8.0% $137.49 +32.4%
92 IGIB ISHARES TR 7,660.0 $406K 0.01% +3K +57.0% $52.99 -1.6%
93 NTSK NETSKOPE INC Technology 36,139.0 $395K 0.01% +4K +12.3% $10.94 +32.6%
94 AAON AAON INC Industrials 2,985.0 $379K 0.01% +173.0 +6.2% $126.86 -37.4%
95 LIN LINDE PLC Basic Materials 718.0 $373K 0.01% +81.0 +12.7% $518.94 -6.1%
96 TENB TENABLE HLDGS INC Technology 9,866.0 $364K 0.01% +467.0 +5.0% $36.88 -6.8%
97 SHOP SHOPIFY INC Technology 3,117.0 $356K 0.01% +3K +679.2% $114.18 +30.7%
98 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,919.0 $351K 0.01% +102.0 +2.7% $89.48 -21.5%
99 OSK OSHKOSH CORP Industrials 2,272.0 $349K 0.01% +114.0 +5.3% $153.48 +2.4%
100 FLS FLOWSERVE CORP Industrials 4,657.0 $345K 0.01% +266.0 +6.1% $74.16 +7.1%
Page 5 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 50.6%
Industrials 22.3%
Financial Services 5.9%
Utilities 5.7%
Basic Materials 4.4%
Healthcare 4.2%
Consumer Cyclical 3.0%
Communication Services 2.4%
Energy 0.7%
Consumer Defensive 0.6%