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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 13 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MEDIWOUND LTD 10,400.0 $153K 0.01% NEW $14.70
242 QTEC FIRST TR EXCHANGE-TRADED FD 450.0 $151K 0.01% $334.69 -5.4%
243 XLC SELECT SECTOR SPDR TR 1,381.0 $148K 0.01% -619.0 -30.9% $107.13 +3.1%
244 IEI ISHARES TR 1,250.0 $147K 0.01% -160.0 -11.3% $117.45 -0.7%
245 WSO WATSCO INC Industrials 350.0 $146K 0.01% $416.73 -24.7%
246 NABL N-ABLE INC Technology 39,629.0 $145K 0.01% +15K +63.2% $3.67 -7.1%
247 OKE ONEOK INC NEW Energy 1,671.0 $145K 0.01% +60.0 +3.7% $86.94 +11.7%
248 TAN INVESCO EXCH TRADED FD TR II 2,450.0 $145K 0.01% +300.0 +13.9% $59.02 -15.5%
249 RPD RAPID7 INC Technology 17,497.0 $142K 0.00% +319.0 +1.9% $8.10 +55.4%
250 TLS TELOS CORP MD Technology 30,611.0 $141K 0.00% +4K +15.2% $4.60 -4.3%
251 HCA HCA HEALTHCARE INC Healthcare 350.0 $136K 0.00% $389.89 +5.6%
252 KIM KIMCO REALTY CORP Real Estate 5,383.0 $136K 0.00% +192.0 +3.7% $25.35 -4.5%
253 VICI VICI PPTYS INC Real Estate 5,000.0 $133K 0.00% +178.0 +3.7% $26.55 -2.4%
254 PRU PRUDENTIAL FINL INC Financial Services 1,210.0 $131K 0.00% +36.0 +3.1% $107.93 +15.4%
255 O REALTY INCOME CORP Real Estate 2,091.0 $130K 0.00% +74.0 +3.7% $61.96 +0.4%
256 QCOM QUALCOMM INC Technology 690.0 $128K 0.00% $184.79 -13.3%
257 CAG CONAGRA BRANDS INC Consumer Defensive 9,238.0 $124K 0.00% +330.0 +3.7% $13.46 +15.4%
258 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,129.0 $124K 0.00% +41.0 +3.8% $109.77 -1.9%
259 CSCO CISCO SYS INC Technology 1,010.0 $119K 0.00% $117.46 -5.0%
260 XLU SELECT SECTOR SPDR TR 2,616.0 $118K 0.00% +420.0 +19.1% $45.22 -2.7%
Page 13 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%