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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 9 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OTIS OTIS WORLDWIDE CORP Industrials 13,413.0 $3K -213.0 -1.6% $0.24 +30209.6%
162 XYL XYLEM INC Industrials 8,390.0 $3K -123.0 -1.4% $0.38 +29574.9%
163 DOV DOVER CORP Industrials 4,654.0 $3K -142.0 -3.0% $0.66 +34171.8%
164 HUBB HUBBELL INC Industrials 1,834.0 $3K -24.0 -1.3% $1.55 +33077.7%
165 STLD STEEL DYNAMICS INC Basic Materials 4,999.0 $3K -107.0 -2.1% $0.57 +47480.2%
166 ROL ROLLINS INC Consumer Cyclical 16,600.0 $3K -223.0 -1.3% $0.17 +27090.6%
167 AMT AMERICAN TOWER CORP Real Estate 15.0 $3K -114.0 -88.4% $172.60 +5.7%
168 AEP AMERICAN ELEC PWR CO INC Utilities 17.0 $2K -760.0 -97.8% $131.06 -1.3%
169 SPG SIMON PPTY GROUP INC NEW Real Estate 10.0 $2K -729.0 -98.7% $186.50 +14.8%
170 FTV FORTIVE CORP Technology 10,623.0 $2K -482.0 -4.3% $0.17 +35846.4%
171 IEX IDEX CORP Industrials 2,565.0 $2K -52.0 -2.0% $0.60 +37733.8%
172 MAS MASCO CORP Industrials 7,026.0 $1K -236.0 -3.2% $0.19 +39486.8%
173 AOS SMITH A O CORP Industrials 4,770.0 $994.0 -98.0 -2.0% $0.21 +28870.3%
174 USB US BANCORP Financial Services 2,495.0 $410.0 -775.0 -23.7% $0.16 +35876.7%
175 TFC TRUIST FINL CORP Financial Services 2,648.0 $385.0 -675.0 -20.3% $0.15 +34048.9%
176 TROW PRICE T ROWE GROUP INC Financial Services 1,159.0 $330.0 -95.0 -7.6% $0.28 +38222.5%
177 SCHW SCHWAB CHARLES CORP Financial Services 1,067.0 $317.0 -137.0 -11.4% $0.30 +31119.0%
178 RF REGIONS FINANCIAL CORP NEW Financial Services 3,445.0 $284.0 -828.0 -19.4% $0.08 +35119.4%
179 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 961.0 $274.0 -226.0 -19.0% $0.29 +38788.9%
180 CB CHUBB LTD SWITZ Financial Services 232.0 $239.0 -32.0 -12.1% $1.03 +31916.0%
Page 9 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%