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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 3 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LMT LOCKHEED MARTIN CORP Industrials 14,675.0 $7.5M 0.23% +6K +68.8% $509.14 +18.7%
42 DAX GLOBAL X FDS 168,374.0 $7.4M 0.23% +18K +12.3% $44.12 +6.7%
43 V VISA INC Financial Services 20,986.0 $7.2M 0.22% +5K +33.4% $343.03 +6.3%
44 CRWD CROWDSTRIKE HLDGS INC Technology 9,347.0 $7.1M 0.22% -2K -15.7% $190.78 +10.2%
45 SMWB SIMILARWEB LTD Communication Services 1,147,035.0 $7.0M 0.22% $6.13 +38.8%
46 ASML ASML HLDG NV Technology 3,259.0 $6.5M 0.20% -73.0 -2.2% $1989.17 -9.7%
47 DRS LEONARDO DRS INC Industrials 150,000.0 $6.4M 0.20% -148K -49.7% $42.67 +4.5%
48 BERKSHIRE HATHAWAY INC DEL 12,510.0 $6.3M 0.20% +743.0 +6.3% $500.11
49 MA MASTERCARD INCORPORATED Financial Services 11,971.0 $6.1M 0.19% +3K +32.0% $513.55 +11.4%
50 JPM JPMORGAN CHASE & CO Financial Services 18,561.0 $6.1M 0.19% +882.0 +5.0% $327.13 +10.1%
51 QQQM INVESCO EXCH TRADED FD TR II 19,300.0 $5.8M 0.18% $302.97 -2.4%
52 KEN KENON HLDGS LTD Utilities 80,706.0 $5.5M 0.17% -131K -61.8% $67.60 -4.8%
53 NET CLOUDFLARE INC Technology 21,697.0 $5.3M 0.17% -1K -4.6% $245.28 +22.5%
54 VST VISTRA CORP Utilities 31,600.0 $5.0M 0.16% +28K +875.3% $158.63 -8.9%
55 EPOL ISHARES TR 127,400.0 $4.9M 0.15% NEW $38.61 +13.2%
56 ETN EATON CORP PLC Industrials 11,137.0 $4.7M 0.15% NEW $426.12 +1.8%
57 VRT VERTIV HOLDINGS CO Industrials 13,997.0 $4.7M 0.15% +795.0 +6.0% $334.82 -17.8%
58 UNP UNION PAC CORP Industrials 16,987.0 $4.6M 0.14% +991.0 +6.2% $272.00 +11.2%
59 PH PARKER-HANNIFIN CORP Industrials 4,601.0 $4.5M 0.14% +401.0 +9.6% $978.12 +6.0%
60 GLW CORNING INC Technology 16,842.0 $4.3M 0.13% NEW $255.43 -37.1%
Page 3 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%