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Portfolio (Quarterly) Guide ↗

Y.D. More Investments Ltd

· CIK 0001870364
13F Portfolio $2.6B AUM 574 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 105 Added 212 Reduced 50 Exited
Page 2 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GILT GILAT SATELLITE NETWORKS LTD Technology 715,697.0 $10.6M 0.41% +312K +77.3% $14.76 -8.2%
22 XAR SPDR SERIES TRUST 28,910.0 $7.2M 0.28% +4K +14.8% $250.47 +12.5%
23 WMT WALMART INC Consumer Defensive 57,015.0 $7.1M 0.28% +505.0 +0.9% $124.23 -2.7%
24 DAX GLOBAL X FDS 149,894.0 $6.3M 0.24% +6K +4.4% $41.74 +8.9%
25 ACWI ISHARES TR 42,739.0 $5.8M 0.23% +10K +31.0% $136.68 +15.1%
26 INTC INTEL CORP Technology 121,204.0 $5.4M 0.21% +58K +92.4% $44.17 +165.0%
27 LMT LOCKHEED MARTIN CORP Industrials 8,695.0 $5.2M 0.21% +8K +1167.5% $603.68 -11.2%
28 JPM JPMORGAN CHASE & CO Financial Services 17,679.0 $5.2M 0.20% +10K +121.9% $293.68 +12.8%
29 QQQM INVESCO EXCH TRADED FD TR II 19,300.0 $4.6M 0.18% +13K +221.7% $237.62 +26.5%
30 ASML ASML HLDG NV Technology 3,332.0 $4.4M 0.17% +1K +50.8% $1319.55 +36.7%
31 J JACOBS SOLUTIONS INC Industrials 30,535.0 $3.9M 0.15% +20K +196.5% $127.28 -1.9%
32 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 47,579.0 $3.6M 0.14% +47K +10000.0% $76.16 +9.7%
33 BWAY BRAINSWAY LTD Healthcare 272,004.0 $3.6M 0.14% +157K +136.6% $13.29 +6.3%
34 HYG ISHARES TR 42,870.0 $3.4M 0.13% +470.0 +1.1% $79.56 +0.6%
35 XLF SELECT SECTOR SPDR TR 50,160.0 $2.5M 0.10% +305.0 +0.6% $49.26 +10.3%
36 TJX TJX COS INC NEW Consumer Cyclical 11,275.0 $1.8M 0.07% +900.0 +8.7% $159.70 +4.1%
37 WILC G WILLI FOOD INTL LTD Consumer Defensive 68,750.0 $1.8M 0.07% +67K +3072.6% $25.48 +37.3%
38 LNG CHENIERE ENERGY INC Energy 5,400.0 $1.5M 0.06% +5K +980.0% $283.76 -18.6%
39 IGSB ISHARES TR 25,661.0 $1.3M 0.05% +531.0 +2.1% $52.56 -0.4%
40 SHLD GLOBAL X FDS 17,896.0 $1.3M 0.05% +709.0 +4.1% $70.77 -9.8%
Page 2 of 6  ·  105 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 40.8%
Industrials 31.7%
Utilities 6.3%
Basic Materials 5.6%
Financial Services 3.9%
Communication Services 3.8%
Healthcare 3.1%
Consumer Cyclical 2.3%
Energy 1.7%
Consumer Defensive 0.6%