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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 5 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 33,910.0 $3.0M 0.09% -14K -28.7% $88.60 -31.8%
82 XLF SELECT SECTOR SPDR TR 53,015.0 $2.8M 0.09% +3K +5.7% $53.57 +8.0%
83 WILC G WILLI FOOD INTL LTD Consumer Defensive 82,751.0 $2.8M 0.09% +14K +20.4% $33.28 -13.5%
84 ODYS ODYSIGHT AI INC Technology 648,776.0 $2.7M 0.08% -325K -33.4% $4.16 -2.6%
85 TSLA TESLA INC Consumer Cyclical 6,458.0 $2.7M 0.08% +41.0 +0.6% $411.64 -18.1%
86 URI UNITED RENTALS INC Industrials 2,283.0 $2.6M 0.08% +109.0 +5.0% $1132.89 -0.1%
87 CRED COLUMBIA ETF TR I 1,546.0 $2.6M 0.08% +69.0 +4.7% $1653.51 -98.8%
88 CVX CHEVRON CORPORATION Energy 14,483.0 $2.4M 0.07% +3K +31.6% $165.73 +23.7%
89 XLK SELECT SECTOR SPDR TR 12,442.0 $2.4M 0.07% +220.0 +1.8% $190.44 -2.6%
90 TBLA TABOOLA.COM LTD Communication Services 472,918.0 $2.4M 0.07% +173K +57.6% $5.00 -24.0%
91 OKTA OKTA INC Technology 15,915.0 $2.2M 0.07% +1K +10.0% $136.45 +6.1%
92 ARBE ARBE ROBOTICS LTD Technology 2,844,422.0 $2.1M 0.07% $0.75 +8.0%
93 ZS ZSCALER INC Technology 14,930.0 $2.1M 0.07% +2K +12.4% $141.15 +33.1%
94 SNOW SNOWFLAKE INC Technology 8,120.0 $2.1M 0.06% +4K +103.0% $254.50 +27.7%
95 ROK ROCKWELL AUTOMATION INC Industrials 4,055.0 $2.0M 0.06% +178.0 +4.6% $495.08 -12.0%
96 XBI SPDR SERIES TRUST 12,500.0 $2.0M 0.06% $158.25 +0.6%
97 OPK OPKO HEALTH INC Healthcare 1,257,568.0 $1.9M 0.06% -42K -3.2% $1.49 -8.5%
98 AMAT APPLIED MATLS INC Technology 2,560.0 $1.9M 0.06% $723.00 -30.1%
99 EWJ ISHARES INC 19,503.0 $1.8M 0.06% $93.27 +2.4%
100 STRL STERLING INFRASTRUCTURE INC Industrials 2,155.0 $1.8M 0.06% NEW $839.36 -33.4%
Page 5 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%