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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 4 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FCX FREEPORT MCMORAN INC Basic Materials 3,325.0 $189K 0.01% +3K +680.5% $56.93 +23.2%
62 CVS CVS HEALTH CORP Healthcare 2,555.0 $182K 0.01% +65.0 +2.6% $71.20 +41.5%
63 SPIB SPDR SERIES TRUST 4,900.0 $164K 0.01% +2K +75.0% $33.41 +0.1%
64 CME CME GROUP INC Financial Services 550.0 $162K 0.01% +290.0 +111.5% $295.35 -11.4%
65 UPS UNITED PARCEL SVCS INC Industrials 1,700.0 $161K 0.01% +263.0 +18.3% $94.95 +15.9%
66 SPSB SPDR SERIES TRUST 5,300.0 $159K 0.01% +1K +29.9% $30.06 -0.2%
67 IBDV ISHARES TR 7,280.0 $159K 0.01% +1K +21.3% $21.83 -0.2%
68 DIS DISNEY WALT CO Communication Services 1,599.0 $151K 0.01% +1K +265.1% $94.58 +7.2%
69 OKE ONEOK INC NEW Energy 1,611.0 $146K 0.01% +236.0 +17.2% $90.39 -4.5%
70 KHC KRAFT HEINZ CO Consumer Defensive 6,419.0 $144K 0.01% +2K +32.9% $22.49 +5.8%
71 DOC HEALTHPEAK PROPERTIES INC Real Estate 8,605.0 $141K 0.01% +440.0 +5.4% $16.43 +22.3%
72 CAG CONAGRA BRANDS INC Consumer Defensive 8,908.0 $140K 0.01% +998.0 +12.6% $15.72 -13.7%
73 VICI VICI PPTYS INC Real Estate 4,822.0 $132K 0.01% +1K +35.5% $27.32 +2.5%
74 IBM INTERNATIONAL BUSINESS MACHS Technology 500.0 $121K 0.01% +100.0 +25.0% $242.39 +11.7%
75 T AT&T INC Communication Services 4,144.0 $120K 0.01% +1K +32.1% $28.99 -20.1%
76 KIM KIMCO REALTY CORP Real Estate 5,191.0 $117K 0.01% +403.0 +8.4% $22.47 +11.7%
77 CCI CROWN CASTLE INC Real Estate 1,337.0 $109K 0.00% +197.0 +17.3% $81.31 +8.4%
78 ANET ARISTA NETWORKS INC Technology 870.0 $107K 0.00% +70.0 +8.8% $122.78 +36.8%
79 CLX CLOROX CO DEL Consumer Defensive 962.0 $100K 0.00% +259.0 +36.8% $103.63 -5.9%
80 QTEC FIRST TR EXCHANGE-TRADED FD 450.0 $97K 0.00% +190.0 +73.1% $215.98 +50.1%
Page 4 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%