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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 1 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EPOL ISHARES TR 127,400.0 $4.9M 0.15% NEW $38.61 +13.1%
2 ETN EATON CORP PLC Industrials 11,137.0 $4.7M 0.15% NEW $426.12 +0.9%
3 GLW CORNING INC Technology 16,842.0 $4.3M 0.13% NEW $255.43 -37.5%
4 SN SHARKNINJA INC Consumer Cyclical 25,190.0 $3.8M 0.12% NEW $152.27 +19.9%
5 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 77,800.0 $3.7M 0.12% NEW $47.81 -8.8%
6 DELL DELL TECHNOLOGIES INC Technology 7,920.0 $3.4M 0.11% NEW $431.46 +7.7%
7 JCI JOHNSON CONTROLS INTERNATION Industrials 22,232.0 $3.2M 0.10% NEW $146.11 +1.8%
8 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 254,500.0 $3.0M 0.09% NEW $11.81 -16.3%
9 STRL STERLING INFRASTRUCTURE INC Industrials 2,155.0 $1.8M 0.06% NEW $839.36 -32.8%
10 TLN TALEN ENERGY CORP Utilities 3,625.0 $1.4M 0.04% NEW $384.26 -8.3%
11 NVT NVENT ELEC PLC Industrials 7,393.0 $1.3M 0.04% NEW $169.61 -2.7%
12 HPE HEWLETT PACKARD ENTERPRISE C Technology 23,000.0 $1.0M 0.03% NEW $45.11 +22.4%
13 COPX GLOBAL X FDS 13,000.0 $1.0M 0.03% NEW $76.97 +11.0%
14 NAVN NAVAN INC Technology 41,022.0 $938K 0.03% NEW $22.87 +30.1%
15 STM STMICROELECTRONICS N V Technology 9,000.0 $674K 0.02% NEW $74.89 -30.2%
16 VIA VIA TRANSN INC Technology 36,819.0 $668K 0.02% NEW $18.14 +41.4%
17 STE STERIS PLC Healthcare 2,100.0 $442K 0.01% NEW $210.57 +10.2%
18 ORCL ORACLE CORP Technology 2,951.0 $432K 0.01% NEW $146.55 -1.3%
19 AGCO AGCO CORP Industrials 2,639.0 $316K 0.01% NEW $119.70 -17.4%
20 EQT EQT CORP Energy 5,200.0 $276K 0.01% NEW $53.17 +0.5%
Page 1 of 4  ·  63 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%