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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 10 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MRSH MARSH & MCLENNAN COS INC Financial Services 309.0 $169.0 -44.0 -12.5% $0.55 +30394.1%
182 BK BANK NEW YORK MELLON CORP Financial Services 440.0 $165.0 -63.0 -12.5% $0.38 +37742.7%
183 AON AON PLC Financial Services 137.0 $140.0 -18.0 -11.6% $1.02 +32334.7%
184 MCO MOODYS CORP Financial Services 98.0 $135.0 -13.0 -11.7% $1.38 +33903.1%
185 KKR KKR & CO INC Financial Services 438.0 $128.0 -57.0 -11.5% $0.29 +33766.3%
186 AJG GALLAGHER ARTHUR J & CO Financial Services 164.0 $112.0 -21.0 -11.3% $0.68 +31513.9%
187 HOOD ROBINHOOD MKTS INC Financial Services 505.0 $111.0 -62.0 -10.9% $0.22 +43898.7%
188 ALL ALLSTATE CORP Financial Services 166.0 $109.0 -23.0 -12.2% $0.66 +33875.2%
189 AFL AFLAC INC Financial Services 298.0 $103.0 -42.0 -12.3% $0.35 +33869.1%
190 AMP AMERIPRISE FINL INC Financial Services 58.0 $81.0 -9.0 -13.4% $1.40 +33649.6%
191 MSCI MSCI INC Financial Services 47.0 $80.0 -7.0 -13.0% $1.70 +35629.4%
192 HIG HARTFORD INSURANCE GROUP INC Financial Services 178.0 $76.0 -23.0 -11.4% $0.43 +30586.3%
193 STT STATE STR CORP Financial Services 178.0 $71.0 -23.0 -11.4% $0.40 +42843.1%
194 MTB M & T BK CORP Financial Services 97.0 $63.0 -14.0 -12.6% $0.65 +35058.7%
195 CBOE CBOE GLOBAL MKTS INC Financial Services 67.0 $59.0 -8.0 -10.7% $0.88 +30020.5%
196 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 61.0 $56.0 -8.0 -11.6% $0.92 +28183.3%
197 NTRS NORTHERN TR CORP Financial Services 119.0 $52.0 -17.0 -12.5% $0.44 +39911.5%
198 CFG CITIZENS FINL GROUP INC Financial Services 271.0 $51.0 -39.0 -12.6% $0.19 +35645.4%
199 RJF RAYMOND JAMES FINL INC Financial Services 112.0 $51.0 -15.0 -11.8% $0.46 +34666.1%
200 CINF CINCINNATI FINL CORP Financial Services 100.0 $50.0 -12.0 -10.7% $0.50 +34258.0%
Page 10 of 11  ·  212 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%