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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 7 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PYPL PAYPAL HLDGS INC Financial Services 588.0 $27K 0.00% -1K -70.5% $45.23 -3.2%
122 AIG AMERICAN INTL GROUP INC Financial Services 343.0 $26K 0.00% -46.0 -11.8% $75.25 -0.0%
123 MET METLIFE INC Financial Services 352.0 $25K 0.00% -47.0 -11.8% $70.72 +22.8%
124 COIN COINBASE GLOBAL INC Financial Services 142.0 $25K 0.00% -23.0 -13.9% $174.61 -2.5%
125 MRK MERCK & CO INC Healthcare 269.0 $23K 0.00% -1K -82.7% $84.56 +36.6%
126 ACGL ARCH CAP GROUP LTD Financial Services 228.0 $22K 0.00% -32.0 -12.3% $95.99 -3.9%
127 FISV FISERV INC Technology 343.0 $19K 0.00% -7K -95.5% $55.80 -7.7%
128 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 284.0 $19K 0.00% -37.0 -11.5% $67.07 +41.6%
129 ITB ISHARES TR 200.0 $18K 0.00% -8K -97.7% $90.55 +10.1%
130 QLTA ISHARES TR 328.0 $16K 0.00% -627.0 -65.7% $47.59 -0.0%
131 FIS FIDELITY NATL INFORMATION SV Technology 331.0 $16K 0.00% -977.0 -74.7% $46.91 -13.7%
132 SYF SYNCHRONY FINANCIAL Financial Services 222.0 $15K 0.00% -38.0 -14.6% $68.02 +12.3%
133 GEV GE VERNOVA INC Utilities 5,337.0 $15K 0.00% -1K -19.2% $2.76 +36753.9%
134 CORPAY INC 45.0 $13K 0.00% -131.0 -74.4% $291.00
135 KEY KEYCORP Financial Services 598.0 $12K -72.0 -10.8% $20.05 +14.8%
136 DE DEERE & CO Industrials 6,731.0 $12K -1K -16.1% $1.78 +33392.5%
137 GPN GLOBAL PMTS INC Industrials 152.0 $10K -446.0 -74.6% $67.30 +2.8%
138 PWR QUANTA SVCS INC Industrials 5,163.0 $9K -51.0 -1.0% $1.73 +41285.9%
139 AMTM AMENTUM HOLDINGS INC Industrials 336.0 $9K -2.0 -0.6% $25.95 -14.0%
140 NDAQ NASDAQ INC Financial Services 387.0 $9K -38.0 -8.9% $22.13 +291.8%
Page 7 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%