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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 12 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VTWO VANGUARD SCOTTSDALE FDS 1,900.0 $231K 0.01% $121.42 -0.0%
222 GS GOLDMAN SACHS GROUP INC Financial Services 221.0 $224K 0.01% +4.0 +1.8% $1011.37 +2.9%
223 PWR QUANTA SVCS INC Industrials 5,758.0 $222K 0.01% +595.0 +11.5% $38.56 +1705.3%
224 FCX FREEPORT MCMORAN INC Basic Materials 3,510.0 $216K 0.01% +185.0 +5.6% $61.64 +7.6%
225 BX BLACKSTONE INC Financial Services 2,278.0 $211K 0.01% +350.0 +18.1% $92.73 +51.6%
226 MS MORGAN STANLEY Financial Services 982.0 $205K 0.01% +27.0 +2.8% $209.04 +4.1%
227 XLY SELECT SECTOR SPDR TR 1,760.0 $205K 0.01% +700.0 +66.0% $116.41 -0.0%
228 FALCONS BEYOND GLOBAL INC 75,000.0 $196K 0.01% $2.61
229 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 20,786.0 $195K 0.01% +1K +5.6% $9.39 +26.5%
230 SPSB SPDR SERIES TRUST 6,500.0 $195K 0.01% +1K +22.6% $30.01 -0.2%
231 DOC HEALTHPEAK PROPERTIES INC Real Estate 8,923.0 $191K 0.01% +318.0 +3.7% $21.40 -4.5%
232 MO ALTRIA GROUP INC Consumer Defensive 2,616.0 $188K 0.01% +93.0 +3.7% $71.95 -9.4%
233 ANET ARISTA NETWORKS INC Technology 1,082.0 $184K 0.01% +212.0 +24.4% $169.88 +13.7%
234 NOBL PROSHARES TR 3,200.0 $180K 0.01% +2K +100.0% $56.16 +3.5%
235 INDA ISHARES TR 3,500.0 $173K 0.01% -240.0 -6.4% $49.39 -0.0%
236 ADBE ADOBE INC Technology 842.0 $173K 0.01% NEW $205.02 +28.3%
237 VZ VERIZON COMMUNICATIONS INC Communication Services 4,052.0 $172K 0.01% +75.0 +1.9% $42.34 +14.6%
238 WFC WELLS FARGO & CO Financial Services 1,969.0 $163K 0.01% $82.64 +5.8%
239 KHC KRAFT HEINZ CO Consumer Defensive 6,657.0 $157K 0.01% +238.0 +3.7% $23.62 +5.1%
240 T3 DEFENSE INC 2,711.0 $155K 0.01% $57.16
Page 12 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%