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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 9 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ESTC ELASTIC N V Technology 9,372.0 $534K 0.02% +905.0 +10.7% $57.02 +49.1%
162 LECO LINCOLN ELEC HLDGS INC Industrials 1,996.0 $530K 0.02% +105.0 +5.5% $265.51 +6.2%
163 PERI PERION NETWORK LTD Communication Services 54,055.0 $518K 0.02% +4K +8.1% $9.58 +0.6%
164 AEIS ADVANCED ENERGY INDS Industrials 1,386.0 $517K 0.02% +83.0 +6.4% $372.87 -15.7%
165 MOD MODINE MFG CO Consumer Cyclical 1,925.0 $514K 0.02% +105.0 +5.8% $267.02 -24.9%
166 AIRSHIP AI HLDGS INC 675,000.0 $513K 0.02% $0.76
167 AA ALCOA CORP Basic Materials 9,616.0 $501K 0.02% +512.0 +5.6% $52.14 -4.1%
168 PLTR PALANTIR TECHNOLOGIES INC Technology 4,279.0 $499K 0.02% +4K +1335.9% $116.67 +47.0%
169 DGRW WISDOMTREE TR 1,287.0 $483K 0.01% $375.36 -73.6%
170 FSLR FIRST SOLAR INC Energy 2,007.0 $474K 0.01% -63.0 -3.0% $235.96 -6.8%
171 CR CRANE COMPANY Industrials 2,104.0 $469K 0.01% +114.0 +5.7% $223.07 -3.6%
172 GGG GRACO INC Industrials 6,048.0 $457K 0.01% +343.0 +6.0% $75.61 +7.1%
173 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,347.0 $455K 0.01% +60.0 +4.7% $338.15 +4.8%
174 SPUS TIDAL TRUST I 7,900.0 $454K 0.01% $57.50 +1.9%
175 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,000.0 $449K 0.01% $112.32 +18.1%
176 SPSK TIDAL TRUST I 24,887.0 $448K 0.01% +707.0 +2.9% $18.01 -0.5%
177 STE STERIS PLC Healthcare 2,100.0 $442K 0.01% NEW $210.57 +10.4%
178 QLYS QUALYS INC Technology 3,151.0 $433K 0.01% +232.0 +8.0% $137.49 +36.7%
179 ORCL ORACLE CORP Technology 2,951.0 $432K 0.01% NEW $146.55 -2.6%
180 VRNS VARONIS SYS INC Technology 10,272.0 $431K 0.01% -486.0 -4.5% $41.96 +4.2%
Page 9 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%