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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 18 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PPA INVESCO EXCHANGE TRADED FD T 205.0 $36K 0.00% $176.65 +3.3%
342 APOS APOLLO GLOBAL MGMT INC Financial Services 297.0 $35K 0.00% $118.31 -78.5%
343 ICLN ISHARES TR 1,700.0 $35K 0.00% $20.49 -13.4%
344 BEP BROOKFIELD RENEWABLE ENERGY Utilities 690.0 $34K 0.00% NEW $49.98 -34.4%
345 SKYY FIRST TR EXCHANGE-TRADED FD 240.0 $32K 0.00% $134.56 +19.9%
346 VIG VANGUARD SPECIALIZED FUNDS 136.0 $32K 0.00% $236.62 +3.3%
347 SHEL SHELL PLC Energy 400.0 $31K 0.00% $77.54 +18.7%
348 IXJ ISHARES TR 312.0 $31K 0.00% -34.0 -9.8% $98.38 +5.6%
349 MET METLIFE INC Financial Services 348.0 $29K 0.00% -4.0 -1.1% $84.61 +14.3%
350 CHKP CHECK POINT SOFTWARE TECH LT Technology 217.0 $29K 0.00% NEW $131.43 -0.9%
351 FDN FIRST TR EXCHANGE-TRADED FD 100.0 $26K 0.00% $264.72 +7.2%
352 VGT VANGUARD WORLD FD 216.0 $26K 0.00% NEW $119.52 +0.2%
353 AIG AMERICAN INTL GROUP INC Financial Services 341.0 $25K 0.00% -2.0 -0.6% $74.53 +2.1%
354 SCHG SCHWAB STRATEGIC TR 750.0 $25K 0.00% -372.0 -33.2% $33.84 +4.2%
355 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 287.0 $25K 0.00% +3.0 +1.1% $87.04 +4.0%
356 TTD THE TRADE DESK INC Technology 1,379.0 $25K 0.00% +979.0 +244.8% $18.08 -25.8%
357 PYPL PAYPAL HLDGS INC Financial Services 568.0 $25K 0.00% -20.0 -3.4% $43.18 +40.0%
358 IWF ISHARES TR 192.0 $24K 0.00% +144.0 +300.0% $124.17 -0.9%
359 LMBS FIRST TR EXCHANGE-TRADED FD 450.0 $22K 0.00% $49.78 -0.2%
360 ACGL ARCH CAP GROUP LTD Financial Services 224.0 $22K 0.00% -4.0 -1.8% $97.06 +1.9%
Page 18 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%