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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 11 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SSD SIMPSON MFG INC Industrials 1,499.0 $314K 0.01% +70.0 +4.9% $209.35 -9.3%
202 SPIB SPDR SERIES TRUST 9,312.0 $311K 0.01% +4K +90.0% $33.39 -0.8%
203 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 6,081.0 $307K 0.01% +326.0 +5.7% $50.53 -2.6%
204 BXP BXP INC Real Estate 6,307.0 $305K 0.01% +61.0 +1.0% $48.42 +36.7%
205 MCD MCDONALDS CORP Consumer Cyclical 1,123.0 $304K 0.01% -2K -62.2% $270.31 -1.2%
206 C CITIGROUP INC Financial Services 2,153.0 $301K 0.01% +109.0 +5.3% $139.80 -1.5%
207 FLOT ISHARES TR 30,169.0 $293K 0.01% +500.0 +1.7% $9.71 +425.1%
208 CVS CVS HEALTH CORP Healthcare 2,805.0 $290K 0.01% +250.0 +9.8% $103.45 -8.3%
209 POOL POOL CORP Industrials 1,328.0 $285K 0.01% +59.0 +4.7% $214.90 -12.8%
210 FLR FLUOR CORP Industrials 5,385.0 $282K 0.01% +74.0 +1.4% $52.39 +2.0%
211 EQT EQT CORP Energy 5,200.0 $276K 0.01% NEW $53.17 -0.1%
212 SPOT SPOTIFY TECHNOLOGY S A Communication Services 600.0 $275K 0.01% -3K -85.0% $459.13 +12.4%
213 TTEK TETRA TECH INC NEW Industrials 9,457.0 $273K 0.01% NEW $28.89 +22.5%
214 PG PROCTER & GAMBLE CO Consumer Defensive 1,856.0 $272K 0.01% -90.0 -4.6% $146.64 -2.2%
215 IHE ISHARES TR 2,700.0 $267K 0.01% $99.01 +6.4%
216 CMC COMMERCIAL METALS CO Basic Materials 4,041.0 $254K 0.01% +214.0 +5.6% $62.75 +13.1%
217 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,555.0 $249K 0.01% +77.0 +5.2% $160.42 +10.4%
218 XLP SELECT SECTOR SPDR TR 2,990.0 $247K 0.01% +500.0 +20.1% $82.75 +3.4%
219 RSP INVESCO EXCHANGE TRADED FD T 1,116.0 $236K 0.01% +311.0 +38.6% $211.53 +3.9%
220 VENTURE GLOBAL INC 20,800.0 $232K 0.01% NEW $11.13
Page 11 of 26  ·  510 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%