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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 3 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 6,873.0 $1.2M 0.05% +1K +21.1% $169.66 -16.9%
42 WMS ADVANCED DRAIN SYS INC DEL Industrials 6,688.0 $917K 0.04% +3K +67.2% $137.13 -0.2%
43 AMAT APPLIED MATLS INC Technology 2,560.0 $874K 0.03% +2K +4166.7% $341.35 +66.5%
44 LLY ELI LILLY & CO Healthcare 900.0 $797K 0.03% +80.0 +9.8% $885.53 +26.8%
45 AGG ISHARES TR 6,545.0 $649K 0.03% +1K +18.0% $99.15 -0.2%
46 AA ALCOA CORP Basic Materials 9,104.0 $604K 0.02% +49.0 +0.5% $66.33 -5.2%
47 VCSH VANGUARD SCOTTSDALE FDS 7,193.0 $570K 0.02% +1K +17.5% $79.19 -0.2%
48 NEE NEXTERA ENERGY INC Utilities 6,030.0 $560K 0.02% +2K +56.8% $92.88 -7.2%
49 PERI PERION NETWORK LTD Communication Services 50,002.0 $503K 0.02% +11K +29.6% $10.07 -14.3%
50 XLI SELECT SECTOR SPDR TR 3,109.0 $498K 0.02% +674.0 +27.7% $160.02 +12.4%
51 VST VISTRA CORP Utilities 3,240.0 $487K 0.02% +2K +159.2% $150.33 +2.1%
52 AXP AMERICAN EXPRESS CO Financial Services 1,486.0 $446K 0.02% +340.0 +29.7% $299.84 +13.7%
53 FSLR FIRST SOLAR INC Energy 2,070.0 $407K 0.02% +602.0 +41.0% $196.71 +34.4%
54 S SENTINELONE INC Technology 82,805.0 $399K 0.02% +52K +171.7% $4.82 +211.9%
55 FLOT ISHARES TR 29,669.0 $267K 0.01% +7K +29.8% $9.00 +466.2%
56 AIQ GLOBAL X FDS 5,650.0 $262K 0.01% +400.0 +7.6% $46.43 +39.2%
57 IGIB ISHARES TR 4,880.0 $258K 0.01% +580.0 +13.5% $52.78 +0.7%
58 ENPH ENPHASE ENERGY INC Energy 6,460.0 $244K 0.01% +4K +180.9% $37.81 +32.9%
59 ITA ISHARES TR 1,149.0 $243K 0.01% +240.0 +26.4% $211.58 +13.6%
60 VZ VERIZON COMMUNICATIONS INC Communication Services 3,977.0 $200K 0.01% +721.0 +22.1% $50.20 -6.2%
Page 3 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%