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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 3 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FSLR FIRST SOLAR INC Energy 2,007.0 $474K 0.01% -63.0 -3.0% $235.96 -7.1%
42 VRNS VARONIS SYS INC Technology 10,272.0 $431K 0.01% -486.0 -4.5% $41.96 +4.6%
43 IHI ISHARES TR 7,584.0 $375K 0.01% -984.0 -11.5% $49.41 +13.1%
44 AIQ GLOBAL X FDS 5,500.0 $361K 0.01% -150.0 -2.6% $65.55 -4.2%
45 AXP AMERICAN EXPRESS CO Financial Services 1,026.0 $346K 0.01% -460.0 -31.0% $337.70 -0.0%
46 HD HOME DEPOT INC Consumer Cyclical 927.0 $327K 0.01% -747.0 -44.6% $352.68 -3.3%
47 MCD MCDONALDS CORP Consumer Cyclical 1,123.0 $304K 0.01% -2K -62.2% $270.31 -0.6%
48 SPOT SPOTIFY TECHNOLOGY S A Communication Services 600.0 $275K 0.01% -3K -85.0% $459.13 +14.3%
49 PG PROCTER & GAMBLE CO Consumer Defensive 1,856.0 $272K 0.01% -90.0 -4.6% $146.64 -2.0%
50 INDA ISHARES TR 3,500.0 $173K 0.01% -240.0 -6.4% $49.39 +0.0%
51 XLC SELECT SECTOR SPDR TR 1,381.0 $148K 0.01% -619.0 -30.9% $107.13 +3.9%
52 IEI ISHARES TR 1,250.0 $147K 0.01% -160.0 -11.3% $117.45 -0.7%
53 UNH UNITEDHEALTH GROUP INC Healthcare 258.0 $107K 0.00% -106.0 -29.1% $415.63 -4.8%
54 EXPE EXPEDIA GROUP INC Consumer Cyclical 400.0 $102K 0.00% -250.0 -38.5% $255.88 +28.0%
55 BLK BLACKROCK INC Financial Services 97.0 $93K 0.00% -17.0 -14.9% $961.56 +20.2%
56 WCLD WISDOMTREE TR 2,651.0 $85K 0.00% -150.0 -5.4% $32.06 +26.6%
57 IWM ISHARES TR 259.0 $78K 0.00% -191.0 -42.4% $300.45 +0.2%
58 FEZ SPDR INDEX SHS FDS 940.0 $64K 0.00% -60.0 -6.0% $68.54 +4.1%
59 MOAT VANECK ETF TRUST 590.0 $61K 0.00% -140.0 -19.2% $103.96 +8.4%
60 ROKU ROKU INC Communication Services 750.0 $60K 0.00% -7K -90.6% $79.41 +100.9%
Page 3 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%