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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 25 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 AFL AFLAC INC Financial Services 295.0 $116.0 -3.0 -1.0% $0.39 +30854.7%
482 STT STATE STR CORP Financial Services 178.0 $101.0 $0.57 +33715.6%
483 PTC PTC INC Technology 241.0 $92.0 NEW $0.38 +38271.4%
484 AMP AMERIPRISE FINL INC Financial Services 58.0 $89.0 $1.53 +36539.1%
485 MSCI MSCI INC Financial Services 47.0 $88.0 $1.87 +30007.8%
486 TYL TYLER TECHNOLOGIES INC Technology 88.0 $86.0 NEW $0.98 +33908.9%
487 GDDY GODADDY INC Technology 276.0 $79.0 NEW $0.29 +33372.9%
488 HIG HARTFORD INSURANCE GROUP INC Financial Services 176.0 $78.0 -2.0 -1.1% $0.44 +31256.2%
489 MTB M & T BK CORP Financial Services 94.0 $75.0 -3.0 -3.1% $0.80 +31423.8%
490 NTRS NORTHERN TR CORP Financial Services 119.0 $69.0 $0.58 +32768.1%
491 CFG CITIZENS FINL GROUP INC Financial Services 272.0 $64.0 $0.24 +31120.5%
492 CINF CINCINNATI FINL CORP Financial Services 100.0 $62.0 $0.62 +27537.1%
493 RJF RAYMOND JAMES FINL INC Financial Services 112.0 $57.0 $0.51 +35137.8%
494 CBOE CBOE GLOBAL MKTS INC Financial Services 67.0 $55.0 $0.82 +35347.9%
495 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 61.0 $54.0 $0.89 +36940.6%
496 WRB BERKLEY W R CORP Financial Services 189.0 $45.0 -1.0 -0.5% $0.24 +29384.0%
497 L LOEWS CORP Financial Services 109.0 $41.0 +1.0 +0.9% $0.38 +29803.2%
498 BRO BROWN & BROWN INC Financial Services 188.0 $40.0 +1.0 +0.5% $0.21 +32508.6%
499 ECL ECOLAB INC Basic Materials 14.0 $39.0 +5.0 +55.6% $2.79 +9952.4%
500 GL GLOBE LIFE INC Financial Services 50.0 $30.0 -1.0 -2.0% $0.60 +29593.3%
Page 25 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%