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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 6 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GL GLOBE LIFE INC Financial Services 50.0 $30.0 -1.0 -2.0% $0.60 +29593.3%
102 EVEREST GROUP LTD 25.0 $30.0 -1.0 -3.9% $1.20
103 RTX RTX CORPORATION Industrials 33.0 $21.0 -51.0 -60.7% $0.64 +35335.7%
104 FDS FACTSET RESH SYS INC Financial Services 23.0 $18.0 -1.0 -4.2% $0.78 +36375.4%
105 PLD PROLOGIS INC. Real Estate 23.0 $10.0 -7.0 -23.3% $0.43 +32113.8%
Page 6 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%