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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 22 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,188.0 $4K +107.0 +5.1% $1.94 +26898.1%
422 BA BOEING CO Industrials 19.0 $4K -30.0 -61.2% $216.47 +3.0%
423 STLD STEEL DYNAMICS INC Basic Materials 5,255.0 $4K +256.0 +5.1% $0.77 +32321.6%
424 INGERSOLL RAND INC 14,260.0 $4K +747.0 +5.5% $0.28
425 WELL WELLTOWER INC Real Estate 17.0 $4K -5.0 -22.7% $226.94 +3.8%
426 ERIE ERIE INDTY CO Financial Services 16.0 $4K $239.75 +7.2%
427 DOV DOVER CORP Industrials 4,907.0 $4K +253.0 +5.4% $0.75 +26859.3%
428 XYL XYLEM INC Industrials 8,661.0 $3K +271.0 +3.2% $0.40 +28603.7%
429 HUBB HUBBELL INC Industrials 1,926.0 $3K +92.0 +5.0% $1.76 +27438.8%
430 OTIS OTIS WORLDWIDE CORP Industrials 13,982.0 $3K +569.0 +4.2% $0.24 +29157.4%
431 AMTM AMENTUM HOLDINGS INC Industrials 158.0 $3K -178.0 -53.0% $20.65 +1.4%
432 COP CONOCOPHILLIPS Energy 29.0 $3K -9.0 -23.7% $103.97 +24.8%
433 ROL ROLLINS INC Consumer Cyclical 17,544.0 $2K +944.0 +5.7% $0.14 +25812.9%
434 CIFR CIPHER DIGITAL INC Financial Services 100.0 $2K NEW $24.50 -34.3%
435 FTV FORTIVE CORP Technology 11,109.0 $2K +486.0 +4.6% $0.21 +28878.9%
436 IEX IDEX CORP Industrials 2,697.0 $2K +132.0 +5.2% $0.76 +30631.4%
437 PEP PEPSICO INC Consumer Defensive 15.0 $2K NEW $135.40 +3.5%
438 MAS MASCO CORP Industrials 7,351.0 $2K +325.0 +4.6% $0.27 +26751.8%
439 AMT AMERICAN TOWER CORP Real Estate 11.0 $2K -4.0 -26.7% $163.55 +5.4%
440 AEP AMERICAN ELEC PWR CO INC Utilities 13.0 $2K -4.0 -23.5% $136.85 -7.7%
Page 22 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%