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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 15 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TMO THERMO FISHER SCIENTIFIC INC Healthcare 195.0 $98K 0.00% $501.36 +17.5%
282 IGM ISHARES TR 594.0 $97K 0.00% +65.0 +12.3% $163.58 -2.0%
283 CLX CLOROX CO DEL Consumer Defensive 998.0 $95K 0.00% +36.0 +3.7% $95.44 +10.6%
284 EVRG EVERGY INC Utilities 1,093.0 $94K 0.00% +39.0 +3.7% $86.43 -3.5%
285 BLK BLACKROCK INC Financial Services 97.0 $93K 0.00% -17.0 -14.9% $961.56 +20.1%
286 GIS GENERAL MILLS INC Consumer Defensive 2,674.0 $93K 0.00% +95.0 +3.7% $34.80 +9.4%
287 VHT VANGUARD WORLD FD 310.0 $93K 0.00% $299.01 +6.6%
288 WMB WILLIAMS COS INC Energy 1,220.0 $91K 0.00% +34.0 +2.9% $74.34 +1.1%
289 IYG ISHARES TR 1,000.0 $90K 0.00% $89.88 +8.6%
290 FE FIRSTENERGY CORP Utilities 1,876.0 $89K 0.00% +67.0 +3.7% $47.54 -0.6%
291 T AT&T INC Communication Services 4,297.0 $89K 0.00% +153.0 +3.7% $20.70 +20.3%
292 IAK ISHARES TR 630.0 $89K 0.00% $140.56 +3.2%
293 DTE DTE ENERGY CO Utilities 567.0 $86K 0.00% +20.0 +3.7% $152.37 -8.0%
294 EXC EXELON CORP Utilities 1,843.0 $86K 0.00% +65.0 +3.7% $46.62 -2.8%
295 VOOV VANGUARD ADMIRAL FDS INC 388.0 $85K 0.00% $219.21 +4.2%
296 WCLD WISDOMTREE TR 2,651.0 $85K 0.00% -150.0 -5.4% $32.06 +25.4%
297 IHF ISHARES TR 1,490.0 $82K 0.00% $55.33 +2.1%
298 PGR PROGRESSIVE CORP Financial Services 376.0 $82K 0.00% +2.0 +0.5% $218.45 -5.1%
299 IJK ISHARES TR 680.0 $80K 0.00% $117.50 -0.6%
300 SPGI S&P GLOBAL INC Financial Services 195.0 $79K 0.00% $407.26 +2.6%
Page 15 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%