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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 6 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RKLB ROCKET LAB CORP Industrials 17,300.0 $1.8M 0.06% +7K +73.0% $101.65 -22.2%
102 TJX TJX COS INC NEW Consumer Cyclical 11,199.0 $1.7M 0.05% -76.0 -0.7% $150.77 +0.1%
103 WAB WABTEC Industrials 6,183.0 $1.7M 0.05% +299.0 +5.1% $269.60 +9.4%
104 CLBT CELLEBRITE DI LTD Technology 110,151.0 $1.6M 0.05% $14.60 -24.6%
105 AMD ADVANCED MICRO DEVICES INC Technology 2,666.0 $1.5M 0.05% -1K -28.7% $580.38 -16.5%
106 AKAM AKAMAI TECHNOLOGIES INC Technology 13,007.0 $1.5M 0.05% +1K +9.7% $118.21 -2.6%
107 ULTA ULTA BEAUTY INC Consumer Cyclical 3,300.0 $1.5M 0.05% $450.98 +14.6%
108 NFLX NETFLIX INC. Communication Services 20,674.0 $1.5M 0.05% -9K -29.2% $71.40 +9.0%
109 TLN TALEN ENERGY CORP Utilities 3,625.0 $1.4M 0.04% NEW $384.26 -17.3%
110 IGSB ISHARES TR 26,346.0 $1.4M 0.04% +685.0 +2.7% $52.41 -0.5%
111 GEN GEN DIGITAL INC Technology 55,154.0 $1.4M 0.04% +6K +11.3% $24.89 +11.0%
112 EME EMCOR GROUP INC Industrials 1,619.0 $1.3M 0.04% +82.0 +5.3% $829.88 -0.6%
113 LNG CHENIERE ENERGY INC Energy 5,400.0 $1.3M 0.04% $239.01 +14.5%
114 USHY ISHARES TR 34,775.0 $1.3M 0.04% -10K -22.6% $37.02 -0.6%
115 MCHI ISHARES TR 25,000.0 $1.3M 0.04% $51.02 +7.6%
116 ONON ON HLDG AG Consumer Cyclical 35,900.0 $1.3M 0.04% -31K -46.5% $35.42 -12.4%
117 BAC BANK OF AMER CORP Financial Services 22,295.0 $1.3M 0.04% $56.97 +12.7%
118 TER TERADYNE INC Technology 2,600.0 $1.3M 0.04% $483.84 -16.5%
119 NVT NVENT ELEC PLC Industrials 7,393.0 $1.3M 0.04% NEW $169.61 -2.9%
120 KXI ISHARES TR 17,500.0 $1.2M 0.04% $67.53 +1.6%
Page 6 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%