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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 8 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KO COCA COLA CO Consumer Defensive 8,704.0 $707K 0.02% +84.0 +1.0% $81.26 +9.3%
142 WM WASTE MGMT INC DEL Industrials 17,733.0 $702K 0.02% +716.0 +4.2% $39.58 +464.9%
143 RSPT INVESCO EXCHANGE TRADED FD T 10,540.0 $680K 0.02% $64.50 -0.1%
144 STM STMICROELECTRONICS N V Technology 9,000.0 $674K 0.02% NEW $74.89 -30.2%
145 EQIX EQUINIX INC Real Estate 643.0 $670K 0.02% -20.0 -3.0% $1042.18 +4.1%
146 APG API GROUP CORP Industrials 15,787.0 $669K 0.02% +899.0 +6.0% $42.35 +1.0%
147 XLI SELECT SECTOR SPDR TR 3,613.0 $668K 0.02% +504.0 +16.2% $184.90 -0.7%
148 VIA VIA TRANSN INC Technology 36,819.0 $668K 0.02% NEW $18.14 +37.9%
149 BB BLACKBERRY LTD Technology 52,200.0 $660K 0.02% +4K +8.0% $12.65 -32.2%
150 DE DEERE & CO Industrials 9,234.0 $652K 0.02% +3K +37.2% $70.59 +733.9%
151 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 10,714.0 $650K 0.02% +848.0 +8.6% $60.67 +24.9%
152 WCN WASTE CONNECTIONS INC Industrials 3,837.0 $640K 0.02% $166.69 -0.7%
153 UBER UBER TECHNOLOGIES INC Technology 8,402.0 $606K 0.02% +52.0 +0.6% $72.16 +3.5%
154 NEE NEXTERA ENERGY INC Utilities 6,770.0 $594K 0.02% +740.0 +12.3% $87.77 -1.8%
155 CLH CLEAN HARBORS INC Industrials 1,926.0 $575K 0.02% +100.0 +5.5% $298.75 +6.9%
156 VCSH VANGUARD SCOTTSDALE FDS 7,194.0 $569K 0.02% $79.03 -0.5%
157 XLV SELECT SECTOR SPDR TR 3,553.0 $563K 0.02% -813.0 -18.6% $158.59 +7.0%
158 S SENTINELONE INC Technology 85,670.0 $561K 0.02% +3K +3.5% $6.55 +243.2%
159 SONY SONY GROUP CORP Technology 27,900.0 $560K 0.02% $20.06 +16.8%
160 CSL CARLISLE COS INC Industrials 1,475.0 $535K 0.02% +64.0 +4.5% $362.75 -1.8%
Page 8 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%