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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 10 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AIQ GLOBAL X FDS 5,650.0 $262K 0.01% +400.0 +7.6% $46.43 +43.6%
182 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 8,500.0 $262K 0.01% -74K -89.7% $30.85 +6.1%
183 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 5,755.0 $258K 0.01% NEW $44.84 +12.3%
184 IGIB ISHARES TR 4,880.0 $258K 0.01% +580.0 +13.5% $52.78 +0.6%
185 POOL POOL CORP Industrials 1,269.0 $257K 0.01% -33.0 -2.5% $202.33 +0.7%
186 QLYS QUALYS INC Technology 2,919.0 $256K 0.01% -296.0 -9.2% $87.85 +26.6%
187 FLR FLUOR CORP Industrials 5,311.0 $248K 0.01% NEW $46.65 +13.8%
188 SSD SIMPSON MFG INC Industrials 1,429.0 $245K 0.01% NEW $171.62 +17.7%
189 ENPH ENPHASE ENERGY INC Energy 6,460.0 $244K 0.01% +4K +180.9% $37.81 +36.9%
190 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,478.0 $244K 0.01% NEW $164.80 -3.2%
191 ITA ISHARES TR 1,149.0 $243K 0.01% +240.0 +26.4% $211.58 +13.2%
192 BXP BXP INC Real Estate 6,246.0 $239K 0.01% -187.0 -2.9% $38.27 +69.9%
193 CMC COMMERCIAL METALS CO Basic Materials 3,827.0 $235K 0.01% NEW $61.43 +18.7%
194 IHE ISHARES TR 2,700.0 $234K 0.01% $86.68 +5.5%
195 AAON AAON INC Industrials 2,812.0 $233K 0.01% NEW $82.75 +65.6%
196 VRNS VARONIS SYS INC Technology 10,758.0 $231K 0.01% -963.0 -8.2% $21.47 +54.0%
197 C CITIGROUP INC Financial Services 2,044.0 $231K 0.01% -174.0 -7.8% $112.94 +27.9%
198 ZOOZ STRATEGY LTD 721,999.0 $229K 0.01% $0.32
199 XLC SELECT SECTOR SPDR TR 2,000.0 $218K 0.01% $108.95 +1.0%
200 XLP SELECT SECTOR SPDR TR 2,490.0 $203K 0.01% -30.0 -1.2% $81.70 +2.2%
Page 10 of 24  ·  474 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%