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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 7 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MS MORGAN STANLEY Financial Services 982.0 $205K 0.01% +27.0 +2.8% $209.04 +4.1%
122 XLY SELECT SECTOR SPDR TR 1,760.0 $205K 0.01% +700.0 +66.0% $116.41 -0.0%
123 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 20,786.0 $195K 0.01% +1K +5.6% $9.39 +26.5%
124 SPSB SPDR SERIES TRUST 6,500.0 $195K 0.01% +1K +22.6% $30.01 -0.2%
125 DOC HEALTHPEAK PROPERTIES INC Real Estate 8,923.0 $191K 0.01% +318.0 +3.7% $21.40 -4.5%
126 MO ALTRIA GROUP INC Consumer Defensive 2,616.0 $188K 0.01% +93.0 +3.7% $71.95 -9.4%
127 ANET ARISTA NETWORKS INC Technology 1,082.0 $184K 0.01% +212.0 +24.4% $169.88 +13.7%
128 NOBL PROSHARES TR 3,200.0 $180K 0.01% +2K +100.0% $56.16 +3.5%
129 VZ VERIZON COMMUNICATIONS INC Communication Services 4,052.0 $172K 0.01% +75.0 +1.9% $42.34 +14.6%
130 KHC KRAFT HEINZ CO Consumer Defensive 6,657.0 $157K 0.01% +238.0 +3.7% $23.62 +5.1%
131 NABL N-ABLE INC Technology 39,629.0 $145K 0.01% +15K +63.2% $3.67 -7.1%
132 OKE ONEOK INC NEW Energy 1,671.0 $145K 0.01% +60.0 +3.7% $86.94 +11.7%
133 TAN INVESCO EXCH TRADED FD TR II 2,450.0 $145K 0.01% +300.0 +13.9% $59.02 -15.5%
134 RPD RAPID7 INC Technology 17,497.0 $142K 0.00% +319.0 +1.9% $8.10 +55.4%
135 TLS TELOS CORP MD Technology 30,611.0 $141K 0.00% +4K +15.2% $4.60 -4.3%
136 KIM KIMCO REALTY CORP Real Estate 5,383.0 $136K 0.00% +192.0 +3.7% $25.35 -4.5%
137 VICI VICI PPTYS INC Real Estate 5,000.0 $133K 0.00% +178.0 +3.7% $26.55 -2.4%
138 PRU PRUDENTIAL FINL INC Financial Services 1,210.0 $131K 0.00% +36.0 +3.1% $107.93 +15.4%
139 O REALTY INCOME CORP Real Estate 2,091.0 $130K 0.00% +74.0 +3.7% $61.96 +0.4%
140 CAG CONAGRA BRANDS INC Consumer Defensive 9,238.0 $124K 0.00% +330.0 +3.7% $13.46 +15.3%
Page 7 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%