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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 8 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,129.0 $124K 0.00% +41.0 +3.8% $109.77 -1.9%
142 XLU SELECT SECTOR SPDR TR 2,616.0 $118K 0.00% +420.0 +19.1% $45.22 -2.7%
143 D DOMINION ENERGY INC Utilities 1,691.0 $115K 0.00% +61.0 +3.7% $68.29 +0.5%
144 IHAK ISHARES TR 1,895.0 $115K 0.00% +150.0 +8.6% $60.62 +7.8%
145 HRL HORMEL FOODS CORP Consumer Defensive 4,528.0 $112K 0.00% +162.0 +3.7% $24.82 -1.9%
146 EXR EXTRA SPACE STORAGE INC Real Estate 773.0 $112K 0.00% +27.0 +3.6% $145.30 +1.1%
147 UDR UDR INC Real Estate 2,805.0 $112K 0.00% +100.0 +3.7% $39.92 -7.1%
148 ENTERGY CORP NEW 972.0 $112K 0.00% +186.0 +23.7% $114.86
149 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,914.0 $110K 0.00% +68.0 +3.7% $57.62 +14.6%
150 KMI KINDER MORGAN INC DEL Energy 3,351.0 $107K 0.00% +119.0 +3.7% $31.97 +2.8%
151 CCI CROWN CASTLE INC Real Estate 1,386.0 $105K 0.00% +49.0 +3.7% $75.73 -2.2%
152 PNW PINNACLE WEST CAP CORP Utilities 980.0 $105K 0.00% +35.0 +3.7% $107.00 -6.4%
153 ES EVERSOURCE ENERGY Utilities 1,415.0 $102K 0.00% +50.0 +3.7% $72.27 -0.1%
154 MTUM ISHARES TR 290.0 $99K 0.00% +120.0 +70.6% $340.17 -8.3%
155 IGM ISHARES TR 594.0 $97K 0.00% +65.0 +12.3% $163.58 -2.0%
156 CLX CLOROX CO DEL Consumer Defensive 998.0 $95K 0.00% +36.0 +3.7% $95.44 +10.6%
157 EVRG EVERGY INC Utilities 1,093.0 $94K 0.00% +39.0 +3.7% $86.43 -3.5%
158 GIS GENERAL MILLS INC Consumer Defensive 2,674.0 $93K 0.00% +95.0 +3.7% $34.80 +9.4%
159 WMB WILLIAMS COS INC Energy 1,220.0 $91K 0.00% +34.0 +2.9% $74.34 +1.1%
160 FE FIRSTENERGY CORP Utilities 1,876.0 $89K 0.00% +67.0 +3.7% $47.54 -0.6%
Page 8 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%