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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 20 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CORPAY INC 42.0 $14K -3.0 -6.7% $333.26
382 QUAL ISHARES TR 64.0 $14K +32.0 +100.0% $217.62 +3.0%
383 KEY KEYCORP Financial Services 593.0 $14K -5.0 -0.8% $23.05 -1.1%
384 RUN SUNRUN INC Energy 1,000.0 $13K $13.38 -30.8%
385 TT TRANE TECHNOLOGIES PLC Industrials 8,055.0 $13K NEW $1.65 +27995.2%
386 UPST UPSTART HLDGS INC Financial Services 370.0 $13K $35.43 -17.8%
387 FIS FIDELITY NATL INFORMATION SV Technology 333.0 $13K +2.0 +0.6% $38.88 +5.3%
388 EWG ISHARES INC 302.0 $12K +151.0 +100.0% $40.98 +6.6%
389 CMI CUMMINS INC Industrials 5,028.0 $12K +260.0 +5.5% $2.40 +25821.2%
390 QBTS D-WAVE QUANTUM INC Technology 500.0 $12K NEW $23.99 -18.6%
391 CGDV CAPITAL GROUP DIVIDEND VALUE 240.0 $12K -146.0 -37.8% $49.28 +2.4%
392 VCLT VANGUARD SCOTTSDALE FDS 150.0 $11K $75.25 -5.0%
393 GPN GLOBAL PMTS INC Industrials 150.0 $11K -2.0 -1.3% $72.56 +24.5%
394 CSX CSX CORP Industrials 67,709.0 $11K +4K +5.5% $0.16 +31376.8%
395 VEEV VEEVA SYS INC Healthcare 60.0 $11K -10K -99.4% $177.47 +36.8%
396 MINT PIMCO ETF TR 99.0 $10K $100.81 -0.1%
397 EMR EMERSON ELEC CO Industrials 20,410.0 $10K +1K +5.2% $0.48 +32723.3%
398 ITW ILLINOIS TOOL WKS INC Industrials 10,484.0 $10K +539.0 +5.4% $0.91 +31241.9%
399 GE GE AEROSPACE Industrials 25.0 $9K -41.0 -62.1% $373.72 +0.4%
400 CCJ CAMECO CORP Energy 90.0 $9K NEW $101.86 -5.7%
Page 20 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%