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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 24 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 992.0 $359.0 +31.0 +3.2% $0.36 +31298.6%
462 ELMT ELMET GROUP CO (THE) Industrials 5,200.0 $345.0 NEW $0.07 +26924.9%
463 EOG EOG RES INC Energy 786.0 $342.0 +28.0 +3.7% $0.44 +34047.3%
464 HBAN HUNTINGTON BANCSHARES INC Financial Services 5,607.0 $334.0 +162.0 +3.0% $0.06 +29576.6%
465 SCHW SCHWAB CHARLES CORP Financial Services 1,052.0 $326.0 -15.0 -1.4% $0.31 +35848.7%
466 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 1,058.0 $288.0 +192.0 +22.2% $0.27 +27676.2%
467 ADSK AUTODESK INC Technology 440.0 $287.0 NEW $0.65 +38300.3%
468 CB CHUBB LIMITED Financial Services 232.0 $265.0 $1.14 +30125.7%
469 PAYX PAYCHEX INC Industrials 793.0 $262.0 +28.0 +3.7% $0.33 +36493.0%
470 ROP ROPER TECHNOLOGIES INC Industrials 210.0 $239.0 NEW $1.14 +34941.0%
471 BK BANK OF NY MELLON CORP Financial Services 442.0 $215.0 $0.49 +29074.1%
472 WDAY WORKDAY INC Technology 514.0 $211.0 NEW $0.41 +46835.2%
473 MDB MONGODB INC Technology 168.0 $189.0 NEW $1.12 +38841.3%
474 MRSH MARSH & MCLENNAN COS INC Financial Services 310.0 $173.0 $0.56 +33449.9%
475 HOOD ROBINHOOD MKTS INC Financial Services 509.0 $171.0 +4.0 +0.8% $0.34 +27534.8%
476 AON AON PLC Financial Services 137.0 $153.0 $1.12 +30892.4%
477 MCO MOODYS CORP Financial Services 97.0 $148.0 -1.0 -1.0% $1.53 +31949.3%
478 KKR KKR & CO INC Financial Services 445.0 $137.0 +7.0 +1.6% $0.31 +34912.1%
479 ALL ALLSTATE CORP Financial Services 166.0 $133.0 $0.80 +32648.2%
480 AJG GALLAGHER ARTHUR J & CO Financial Services 165.0 $127.0 +1.0 +0.6% $0.77 +32594.7%
Page 24 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%