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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 23 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DLR DIGITAL RLTY TR INC Real Estate 9.0 $2K NEW $179.56 +8.7%
442 VMI VALMONT INDS INC Industrials 707.0 $1K +33.0 +4.9% $1.94 +25032.3%
443 APP APPLOVIN CORP Technology 700.0 $1K NEW $1.73 +17660.7%
444 AOS SMITH A O CORP Industrials 5,022.0 $1K +252.0 +5.3% $0.21 +28788.4%
445 DUK DUKE ENERGY CORP NEW Utilities 2,356.0 $1K +325.0 +16.0% $0.42 +29082.9%
446 SOLV SOLVENTUM CORP Healthcare 12.0 $926.0 $77.17 +13.3%
447 ARQQ ARQIT QUANTUM INC Technology 8,881.0 $886.0 NEW $0.10 +21932.1%
448 SO SOUTHERN CO Utilities 2,420.0 $778.0 +442.0 +22.4% $0.32 +28538.7%
449 BBAI BIGBEAR AI HLDGS INC Technology 200.0 $734.0 NEW $3.67 -14.6%
450 CDNS CADENCE DESIGN SYSTEM INC Technology 574.0 $723.0 NEW $1.26 +25029.0%
451 SNPS SYNOPSYS INC Technology 399.0 $598.0 NEW $1.50 +26883.2%
452 BEN FRANKLIN RESOURCES INC Financial Services 4,988.0 $557.0 +172.0 +3.6% $0.11 +30338.4%
453 USB US BANCORP Financial Services 2,557.0 $519.0 +62.0 +2.5% $0.20 +31820.6%
454 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 220.0 $513.0 $2.33 +0.4%
455 INTU INTUIT Technology 570.0 $500.0 NEW $0.88 +39846.7%
456 TROW PRICE T ROWE GROUP INC Financial Services 1,195.0 $456.0 +36.0 +3.1% $0.38 +28810.6%
457 TFC TRUIST FINL CORP Financial Services 2,712.0 $454.0 +64.0 +2.4% $0.17 +31207.5%
458 PSA PUBLIC STORAGE Real Estate 362.0 $387.0 +13.0 +3.7% $1.07 +30122.8%
459 FITB FIFTH THIRD BANCORP Financial Services 1,990.0 $377.0 +59.0 +3.1% $0.19 +30140.6%
460 RF REGIONS FINANCIAL CORP NEW Financial Services 3,547.0 $360.0 +102.0 +3.0% $0.10 +31133.3%
Page 23 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%