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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 19 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DAC DANAOS CORPORATION Industrials 250.0 $21K 0.00% NEW $85.58 +69.8%
362 COIN COINBASE GLOBAL INC Financial Services 143.0 $21K 0.00% +1.0 +0.7% $146.19 +0.0%
363 MGY MAGNOLIA OIL & GAS CORP Energy 750.0 $19K 0.00% $25.58 +5.2%
364 FRDM EA SERIES TRUST 263.0 $19K 0.00% $72.93 -9.0%
365 DIS DISNEY WALT CO Communication Services 199.0 $19K 0.00% -1K -87.5% $96.25 +8.0%
366 KMDA KAMADA LTD Healthcare 142.0 $18K 0.00% -136K -99.9% $127.30 -93.8%
367 DOCU DOCUSIGN INC Technology 405.0 $18K 0.00% NEW $44.42 +35.1%
368 MUB ISHARES TR 160.0 $17K 0.00% $107.62 -2.1%
369 VTI VANGUARD INDEX FDS 46.0 $17K 0.00% NEW $370.04 +2.4%
370 FISV FISERV INC Technology 343.0 $17K 0.00% $49.05 +5.4%
371 HONEYWELL INTL INC 75.0 $17K 0.00% NEW $222.12
372 KNSL KINSALE CAP GROUP INC Financial Services 50.0 $16K 0.00% $329.82 +13.0%
373 SYF SYNCHRONY FINANCIAL Financial Services 216.0 $16K 0.00% -6.0 -2.7% $76.05 +6.0%
374 SHY ISHARES TR 200.0 $16K 0.00% -200.0 -50.0% $82.11 -0.1%
375 HACK AMPLIFY ETF TR 150.0 $16K -438.0 -74.5% $104.93 +9.9%
376 QLTA ISHARES TR 328.0 $16K $47.52 -2.4%
377 UAL UNITED AIRLS HLDGS INC Industrials 114.0 $16K -101.0 -47.0% $135.99 -12.7%
378 MRK MERCK & CO INC Healthcare 245.0 $15K -24.0 -8.9% $63.16 +114.0%
379 DGRO ISHARES TR 200.0 $15K $75.79 +5.1%
380 ARES ARES MANAGEMENT CORPORATION Financial Services 136.0 $15K NEW $111.31 +26.1%
Page 19 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%