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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 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GTO INVESCO ACTIVELY MANAGED EXC 1,500.0 $70K 0.00% NEW $46.69 +0.5%
42 GPC GENUINE PARTS CO Consumer Cyclical 536.0 $57K 0.00% NEW $105.75 -1.9%
43 FALN ISHARES TR 2,000.0 $53K 0.00% NEW $26.72 +1.4%
44 NLR VANECK ETF TRUST 338.0 $45K 0.00% NEW $133.19 -8.4%
45 IPAY AMPLIFY ETF TR 800.0 $33K 0.00% NEW $41.75 +4.9%
46 XT ISHARES TR 360.0 $24K 0.00% NEW $65.77 +23.2%
47 FRDM EA SERIES TRUST 263.0 $14K 0.00% NEW $54.65 +30.9%
48 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 90.0 $11K NEW $121.98 -7.5%
49 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 97.0 $8K NEW $86.12 -81.4%
50 EWG ISHARES INC 151.0 $6K NEW $37.90 +11.6%
51 VMI VALMONT INDS INC Industrials 674.0 $851.0 NEW $1.26 +41762.4%
52 EOG EOG RES INC Energy 758.0 $346.0 NEW $0.46 +29836.6%
53 PSA PUBLIC STORAGE OPER CO Real Estate 349.0 $299.0 NEW $0.86 +37944.5%
54 PAYX PAYCHEX INC Industrials 765.0 $223.0 NEW $0.29 +34421.1%
Page 3 of 3  ·  54 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%