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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 5 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CORPAY INC 42.0 $14K -3.0 -6.7% $333.26
82 KEY KEYCORP Financial Services 593.0 $14K -5.0 -0.8% $23.05 -0.8%
83 CGDV CAPITAL GROUP DIVIDEND VALUE 240.0 $12K -146.0 -37.8% $49.28 +2.4%
84 GPN GLOBAL PMTS INC Industrials 150.0 $11K -2.0 -1.3% $72.56 +26.2%
85 VEEV VEEVA SYS INC Healthcare 60.0 $11K -10K -99.4% $177.47 +38.4%
86 GE GE AEROSPACE Industrials 25.0 $9K -41.0 -62.1% $373.72 -0.2%
87 TMUS T-MOBILE US INC Communication Services 52.0 $9K -17.0 -24.6% $167.73 +9.5%
88 PM PHILIP MORRIS INTL INC Consumer Defensive 38.0 $7K -60.0 -61.2% $180.92 +3.7%
89 BA BOEING CO Industrials 19.0 $4K -30.0 -61.2% $216.47 +3.5%
90 WELL WELLTOWER INC Real Estate 17.0 $4K -5.0 -22.7% $226.94 +4.0%
91 AMTM AMENTUM HOLDINGS INC Industrials 158.0 $3K -178.0 -53.0% $20.65 -0.0%
92 COP CONOCOPHILLIPS Energy 29.0 $3K -9.0 -23.7% $103.97 +24.9%
93 AMT AMERICAN TOWER CORP Real Estate 11.0 $2K -4.0 -26.7% $163.55 +6.5%
94 AEP AMERICAN ELEC PWR CO INC Utilities 13.0 $2K -4.0 -23.5% $136.85 -7.7%
95 SCHW SCHWAB CHARLES CORP Financial Services 1,052.0 $326.0 -15.0 -1.4% $0.31 +35913.3%
96 MCO MOODYS CORP Financial Services 97.0 $148.0 -1.0 -1.0% $1.53 +31956.0%
97 AFL AFLAC INC Financial Services 295.0 $116.0 -3.0 -1.0% $0.39 +30881.4%
98 HIG HARTFORD INSURANCE GROUP INC Financial Services 176.0 $78.0 -2.0 -1.1% $0.44 +31165.9%
99 MTB M & T BK CORP Financial Services 94.0 $75.0 -3.0 -3.1% $0.80 +31543.5%
100 WRB BERKLEY W R CORP Financial Services 189.0 $45.0 -1.0 -0.5% $0.24 +29453.3%
Page 5 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%