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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 7 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XME SPDR SERIES TRUST 11,000.0 $1.2M 0.04% $106.93 +6.3%
122 DT DYNATRACE INC Technology 26,685.0 $1.2M 0.04% +2K +9.4% $43.91 +12.2%
123 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,247.0 $1.2M 0.04% -13.0 -1.0% $924.26 +4.0%
124 CRS CARPENTER TECHNOLOGY CORP Industrials 1,811.0 $1.1M 0.04% +92.0 +5.3% $616.84 -13.8%
125 VT VANGUARD INTL EQUITY INDEX F 7,085.0 $1.1M 0.04% $156.95 +2.0%
126 ODDITY TECH LTD 72,007.0 $1.1M 0.03% $15.13
127 WMS ADVANCED DRAIN SYS INC DEL Industrials 6,793.0 $1.1M 0.03% +105.0 +1.6% $156.96 -8.2%
128 HPE HEWLETT PACKARD ENTERPRISE C Technology 23,000.0 $1.0M 0.03% NEW $45.11 +23.5%
129 SHLD GLOBAL X FDS 16,804.0 $1.0M 0.03% -1K -6.1% $59.70 +16.9%
130 COPX GLOBAL X FDS 13,000.0 $1.0M 0.03% NEW $76.97 +11.2%
131 FTCS FIRST TR EXCHANGE-TRADED FD 10,588.0 $994K 0.03% -22K -68.0% $93.92 +7.4%
132 ATI ATI INC Industrials 4,973.0 $980K 0.03% +248.0 +5.2% $197.10 +14.9%
133 LLY ELI LILLY & CO Healthcare 835.0 $974K 0.03% -65.0 -7.2% $1166.50 +5.1%
134 CIBR FIRST TR EXCHANGE-TRADED FD 10,592.0 $952K 0.03% -681.0 -6.0% $89.85 +8.4%
135 XOM EXXON MOBIL CORP Energy 6,884.0 $941K 0.03% $136.72 +21.1%
136 NAVN NAVAN INC Technology 41,022.0 $938K 0.03% NEW $22.87 +27.7%
137 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 5,956.0 $807K 0.03% +325.0 +5.8% $135.51 -7.4%
138 PFE PFIZER INC Healthcare 32,930.0 $793K 0.03% +215.0 +0.7% $24.08 +13.2%
139 AGG ISHARES TR 7,375.0 $729K 0.02% +830.0 +12.7% $98.89 -1.6%
140 JNJ JOHNSON & JOHNSON Healthcare 2,788.0 $708K 0.02% -288.0 -9.4% $253.97 +6.7%
Page 7 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%