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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 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WAB WABTEC Industrials 5,884.0 $1.5M 0.06% -93.0 -1.6% $249.91 +7.6%
42 ROK ROCKWELL AUTOMATION INC Industrials 3,877.0 $1.4M 0.05% -49.0 -1.2% $358.88 +29.9%
43 MRVL MARVELL TECHNOLOGY INC Technology 14,342.0 $1.4M 0.05% -9K -37.5% $95.16 +192.9%
44 AKAM AKAMAI TECHNOLOGIES INC Technology 11,853.0 $1.4M 0.05% -1K -8.1% $114.85 +15.2%
45 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,260.0 $1.2M 0.05% -328.0 -20.6% $974.36 +1.3%
46 OKTA OKTA INC Technology 14,471.0 $1.1M 0.04% -1K -8.9% $78.71 +47.7%
47 KMDA KAMADA LTD Healthcare 136,438.0 $1.1M 0.04% -153K -52.9% $8.22 -9.2%
48 BAC BANK AMERICA CORP Financial Services 22,192.0 $1.1M 0.04% -750.0 -3.3% $48.74 +16.6%
49 GEN GEN DIGITAL INC Technology 49,549.0 $933K 0.04% -6K -10.4% $18.83 +30.5%
50 PFE PFIZER INC Healthcare 32,715.0 $919K 0.04% -17K -34.8% $28.08 -7.3%
51 DT DYNATRACE INC Technology 24,400.0 $902K 0.04% -3K -9.7% $36.98 +12.1%
52 ODDITY TECH LTD 72,007.0 $872K 0.03% -21K -22.6% $12.10
53 CRM SALESFORCE INC Technology 4,333.0 $809K 0.03% -5K -51.1% $186.67 -13.4%
54 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 9,866.0 $770K 0.03% -1K -9.3% $78.03 -5.2%
55 JNJ JOHNSON & JOHNSON Healthcare 3,076.0 $752K 0.03% -491.0 -13.8% $244.43 -3.8%
56 AMD ADVANCED MICRO DEVICES INC Technology 3,740.0 $747K 0.03% -2K -37.7% $199.81 +153.9%
57 WM WASTE MGMT INC DEL Industrials 17,017.0 $722K 0.03% -169.0 -1.0% $42.45 +411.0%
58 CIBR FIRST TR EXCHANGE-TRADED FD 11,273.0 $702K 0.03% -13K -52.7% $62.25 +36.7%
59 KO COCA COLA CO Consumer Defensive 8,620.0 $657K 0.03% -867.0 -9.1% $76.18 +5.4%
60 EQIX EQUINIX INC Real Estate 663.0 $649K 0.03% -28.0 -4.0% $978.41 +11.9%
Page 3 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%