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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 26 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 EVEREST GROUP LTD 25.0 $30.0 -1.0 -3.9% $1.20
502 AIZ ASSURANT INC Financial Services 32.0 $29.0 $0.91 +31146.3%
503 IVZ INVESCO LTD Financial Services 285.0 $25.0 NEW $0.09 +36682.1%
504 RTX RTX CORPORATION Industrials 33.0 $21.0 -51.0 -60.7% $0.64 +35034.0%
505 FDS FACTSET RESH SYS INC Financial Services 23.0 $18.0 -1.0 -4.2% $0.78 +36806.7%
506 LILA LIBERTY LATIN AMERICA LTD Communication Services 2.0 $16.0 +1.0 +100.0% $8.00 +5.0%
507 SHW SHERWIN WILLIAMS CO Basic Materials 12.0 $14.0 +4.0 +50.0% $1.17 +29966.9%
508 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 11.0 $11.0 +4.0 +57.1% $1.00 +30207.5%
509 PLD PROLOGIS INC. Real Estate 23.0 $10.0 -7.0 -23.3% $0.43 +32238.0%
510 SLB SLB LIMITED Energy 36.0 $6.0 NEW $0.17 +32003.0%
Page 26 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%