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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 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CEG CONSTELLATION ENERGY CORP Utilities 14,022.0 $3.5M 0.11% -2K -11.3% $248.35 +7.4%
22 LQD ISHARES TR 31,737.0 $3.5M 0.11% -3K -7.3% $109.07 -3.0%
23 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 127,030.0 $3.3M 0.10% -893K -87.5% $26.04 +9.4%
24 MRVL MARVELL TECHNOLOGY INC Technology 10,550.0 $3.1M 0.10% -4K -26.4% $297.63 -27.4%
25 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 33,910.0 $3.0M 0.09% -14K -28.7% $88.60 -32.2%
26 ODYS ODYSIGHT AI INC Technology 648,776.0 $2.7M 0.08% -325K -33.4% $4.16 -5.3%
27 OPK OPKO HEALTH INC Healthcare 1,257,568.0 $1.9M 0.06% -42K -3.2% $1.49 -8.8%
28 TJX TJX COS INC NEW Consumer Cyclical 11,199.0 $1.7M 0.05% -76.0 -0.7% $150.77 +0.1%
29 AMD ADVANCED MICRO DEVICES INC Technology 2,666.0 $1.5M 0.05% -1K -28.7% $580.38 -16.5%
30 NFLX NETFLIX INC. Communication Services 20,674.0 $1.5M 0.05% -9K -29.2% $71.40 +8.9%
31 USHY ISHARES TR 34,775.0 $1.3M 0.04% -10K -22.6% $37.02 -0.6%
32 ONON ON HLDG AG Consumer Cyclical 35,900.0 $1.3M 0.04% -31K -46.5% $35.42 -12.4%
33 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,247.0 $1.2M 0.04% -13.0 -1.0% $924.26 +4.0%
34 SHLD GLOBAL X FDS 16,804.0 $1.0M 0.03% -1K -6.1% $59.70 +16.9%
35 FTCS FIRST TR EXCHANGE-TRADED FD 10,588.0 $994K 0.03% -22K -68.0% $93.92 +7.4%
36 LLY ELI LILLY & CO Healthcare 835.0 $974K 0.03% -65.0 -7.2% $1166.50 +5.1%
37 CIBR FIRST TR EXCHANGE-TRADED FD 10,592.0 $952K 0.03% -681.0 -6.0% $89.85 +8.4%
38 JNJ JOHNSON & JOHNSON Healthcare 2,788.0 $708K 0.02% -288.0 -9.4% $253.97 +6.7%
39 EQIX EQUINIX INC Real Estate 643.0 $670K 0.02% -20.0 -3.0% $1042.18 +4.1%
40 XLV SELECT SECTOR SPDR TR 3,553.0 $563K 0.02% -813.0 -18.6% $158.59 +7.0%
Page 2 of 6  ·  105 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%