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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 14 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CHRD CHORD ENERGY CORPORATION Energy 1,012.0 $116K 0.00% $114.30 +29.2%
262 IJH ISHARES TR 1,500.0 $116K 0.00% $77.11 +0.0%
263 D DOMINION ENERGY INC Utilities 1,691.0 $115K 0.00% +61.0 +3.7% $68.29 +1.1%
264 IHAK ISHARES TR 1,895.0 $115K 0.00% +150.0 +8.6% $60.62 +4.9%
265 XLE SELECT SECTOR SPDR TR 2,154.0 $114K 0.00% $53.11 +20.6%
266 CRWV COREWEAVE INC Technology 1,136.0 $113K 0.00% NEW $99.54 -10.6%
267 HRL HORMEL FOODS CORP Consumer Defensive 4,528.0 $112K 0.00% +162.0 +3.7% $24.82 -0.5%
268 EXR EXTRA SPACE STORAGE INC Real Estate 773.0 $112K 0.00% +27.0 +3.6% $145.30 +2.9%
269 UDR UDR INC Real Estate 2,805.0 $112K 0.00% +100.0 +3.7% $39.92 -5.6%
270 ENTERGY CORP NEW 972.0 $112K 0.00% +186.0 +23.7% $114.86
271 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,914.0 $110K 0.00% +68.0 +3.7% $57.62 +18.6%
272 VIS VANGUARD WORLD FD 300.0 $108K 0.00% $360.38 -3.0%
273 UNH UNITEDHEALTH GROUP INC Healthcare 258.0 $107K 0.00% -106.0 -29.1% $415.63 -5.4%
274 KMI KINDER MORGAN INC DEL Energy 3,351.0 $107K 0.00% +119.0 +3.7% $31.97 +1.8%
275 CCI CROWN CASTLE INC Real Estate 1,386.0 $105K 0.00% +49.0 +3.7% $75.73 -0.8%
276 PNW PINNACLE WEST CAP CORP Utilities 980.0 $105K 0.00% +35.0 +3.7% $107.00 -6.1%
277 EXPE EXPEDIA GROUP INC Consumer Cyclical 400.0 $102K 0.00% -250.0 -38.5% $255.88 +29.8%
278 ES EVERSOURCE ENERGY Utilities 1,415.0 $102K 0.00% +50.0 +3.7% $72.27 +0.4%
279 MTUM ISHARES TR 290.0 $99K 0.00% +120.0 +70.6% $340.17 -10.3%
280 COF CAPITAL ONE FINL CORP Financial Services 491.0 $99K 0.00% $200.62 +11.4%
Page 14 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%