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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 6 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ES EVERSOURCE ENERGY Utilities 1,365.0 $95K 0.00% -189.0 -12.2% $69.28 +0.7%
102 FE FIRSTENERGY CORP Utilities 1,809.0 $92K 0.00% -496.0 -21.5% $50.66 -5.9%
103 COF CAPITAL ONE FINL CORP Financial Services 490.0 $89K 0.00% -59.0 -10.8% $182.43 +10.0%
104 QCOM QUALCOMM INC Technology 690.0 $89K 0.00% -4K -85.5% $128.78 +66.2%
105 EXC EXELON CORP Utilities 1,778.0 $87K 0.00% -36.0 -2.0% $49.02 -5.0%
106 EVRG EVERGY INC Utilities 1,054.0 $86K 0.00% -180.0 -14.6% $81.92 +2.5%
107 SPGI S&P GLOBAL INC Financial Services 195.0 $83K 0.00% -29.0 -12.9% $425.34 +1.9%
108 CSCO CISCO SYS INC Technology 1,010.0 $78K 0.00% -637.0 -38.7% $77.59 +54.1%
109 WCLD WISDOMTREE TR 2,801.0 $76K 0.00% -400.0 -12.5% $27.28 +11.4%
110 IHAK ISHARES TR 1,745.0 $76K 0.00% -500.0 -22.3% $43.44 +28.6%
111 OMC OMNICOM GROUP INC Communication Services 996.0 $75K 0.00% -165.0 -14.2% $75.31 +2.7%
112 PGR PROGRESSIVE CORP Financial Services 374.0 $74K 0.00% -49.0 -11.6% $198.24 +3.2%
113 HON HONEYWELL INTL INC Industrials 275.0 $62K 0.00% -117.0 -29.9% $225.43 +1.8%
114 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 363.0 $57K 0.00% -48.0 -11.7% $157.28 -10.2%
115 PNC PNC FINL SVCS GROUP INC Financial Services 258.0 $54K 0.00% -25.0 -8.8% $208.09 +12.8%
116 IEUR ISHARES TR 684.0 $48K 0.00% -300.0 -30.5% $70.26 +7.0%
117 SHOP SHOPIFY INC Technology 400.0 $47K 0.00% -550.0 -57.9% $118.62 -4.5%
118 BLOCK INC 730.0 $44K 0.00% -11K -94.0% $60.18
119 TRV TRAVELERS COMPANIES INC Financial Services 138.0 $40K 0.00% -23.0 -14.3% $291.68 +5.4%
120 APOS APOLLO GLOBAL MGMT INC Financial Services 297.0 $33K 0.00% -38.0 -11.3% $111.42 -77.1%
Page 6 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%