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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 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLV SELECT SECTOR SPDR TR 4,366.0 $637K 0.03% -100.0 -2.2% $145.85 +4.9%
62 UBER UBER TECHNOLOGIES INC Technology 8,350.0 $601K 0.02% -29K -77.9% $71.93 +1.8%
63 SONY SONY GROUP CORP Technology 27,900.0 $578K 0.02% -51K -64.6% $20.70 -1.5%
64 HD HOME DEPOT INC Consumer Cyclical 1,674.0 $547K 0.02% -167.0 -9.1% $326.50 +3.2%
65 RSPT INVESCO EXCHANGE TRADED FD T 10,540.0 $473K 0.02% -2K -12.5% $44.92 +40.5%
66 IHI ISHARES TR 8,568.0 $456K 0.02% -2K -15.4% $53.23 -6.2%
67 ESTC ELASTIC N V Technology 8,467.0 $423K 0.02% -981.0 -10.4% $49.99 +20.2%
68 LIN LINDE PLC Basic Materials 637.0 $316K 0.01% -560.0 -46.8% $495.76 +4.5%
69 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,817.0 $314K 0.01% -49.0 -1.3% $82.33 -4.4%
70 PG PROCTER & GAMBLE CO Consumer Defensive 1,946.0 $282K 0.01% -345.0 -15.1% $144.70 +5.4%
71 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 8,500.0 $262K 0.01% -74K -89.7% $30.85 +4.6%
72 POOL POOL CORP Industrials 1,269.0 $257K 0.01% -33.0 -2.5% $202.33 -2.1%
73 QLYS QUALYS INC Technology 2,919.0 $256K 0.01% -296.0 -9.2% $87.85 +29.4%
74 BXP BXP INC Real Estate 6,246.0 $239K 0.01% -187.0 -2.9% $38.27 +71.8%
75 VRNS VARONIS SYS INC Technology 10,758.0 $231K 0.01% -963.0 -8.2% $21.47 +57.8%
76 C CITIGROUP INC Financial Services 2,044.0 $231K 0.01% -174.0 -7.8% $112.94 +26.6%
77 XLP SELECT SECTOR SPDR TR 2,490.0 $203K 0.01% -30.0 -1.2% $81.70 +4.8%
78 NKE NIKE INC Consumer Cyclical 3,850.0 $198K 0.01% -2K -33.9% $51.47 -12.5%
79 VTWO VANGUARD SCOTTSDALE FDS 1,900.0 $190K 0.01% -5K -74.0% $100.17 +18.1%
80 GS GOLDMAN SACHS GROUP INC Financial Services 217.0 $184K 0.01% -1K -85.2% $845.99 +28.9%
Page 4 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%