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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 16 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IWM ISHARES TR 259.0 $78K 0.00% -191.0 -42.4% $300.45 -0.1%
302 KBWB INVESCO EXCH TRADED FD TR II 810.0 $75K 0.00% $92.98 +6.4%
303 OMC OMNICOM GROUP INC Communication Services 1,033.0 $75K 0.00% +37.0 +3.7% $72.83 +18.5%
304 IBB ISHARES TR 385.0 $73K 0.00% $190.19 +7.0%
305 ELLO ELLOMAY CAPITAL LIMITED Utilities 3,651.0 $69K 0.00% NEW $18.96 +7.9%
306 TIP ISHARES TR 610.0 $67K 0.00% $109.43 -2.2%
307 GPC GENUINE PARTS CO Consumer Cyclical 556.0 $66K 0.00% +20.0 +3.7% $117.98 +11.8%
308 FEZ SPDR INDEX SHS FDS 940.0 $64K 0.00% -60.0 -6.0% $68.54 +4.1%
309 WDC WESTERN DIGITAL CORP Technology 100.0 $64K 0.00% NEW $638.72 -22.3%
310 PNC PNC FINL SVCS GROUP INC Financial Services 258.0 $64K 0.00% $246.22 +3.3%
311 MSTR STRATEGY INC Technology 730.0 $63K 0.00% NEW $86.93 +6.4%
312 MOAT VANECK ETF TRUST 590.0 $61K 0.00% -140.0 -19.2% $103.96 +7.7%
313 ROKU ROKU INC Communication Services 750.0 $60K 0.00% -7K -90.6% $79.41 +98.7%
314 LPLA LPL FINL HLDGS INC Financial Services 210.0 $59K 0.00% $281.68 +30.9%
315 EIS ISHARES INC 532.0 $57K 0.00% -80.0 -13.1% $106.78 +14.5%
316 IBDV ISHARES TR 2,560.0 $55K 0.00% -5K -64.8% $21.60 +0.1%
317 BLOCK INC 724.0 $55K 0.00% -6.0 -0.8% $76.00
318 FALN ISHARES TR 2,000.0 $54K 0.00% $27.24 -0.9%
319 VWO VANGUARD INTL EQUITY INDEX F 896.0 $53K 0.00% +121.0 +15.6% $59.58 +0.1%
320 CME CME GROUP INC Financial Services 233.0 $51K 0.00% -317.0 -57.6% $220.83 +23.0%
Page 16 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%