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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 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 OHI OMEGA HEALTHCARE INVS INC Real Estate 170 $7K SOLD
22 MDT MEDTRONIC PLC Healthcare 75 $6K SOLD
23 SPHD INVESCO EXCH TRADED FD TR II 120 $6K SOLD
24 SPG SIMON PPTY GROUP INC NEW Real Estate 10 $2K SOLD
25 TABOOLA.COM LTD 80,000 $800.0 SOLD
26 CPB THE CAMPBELLS COMPANY Consumer Defensive 4,656 $328.0 SOLD
27 LILAK LIBERTY LATIN AMERICA LTD Communication Services 3 $26.0 SOLD
Page 2 of 2  ·  27 positions
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%