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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 11 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VZ VERIZON COMMUNICATIONS INC Communication Services 3,977.0 $200K 0.01% +721.0 +22.1% $50.20 -6.9%
202 NKE NIKE INC Consumer Cyclical 3,850.0 $198K 0.01% -2K -33.9% $51.47 -14.1%
203 VTWO VANGUARD SCOTTSDALE FDS 1,900.0 $190K 0.01% -5K -74.0% $100.17 +17.2%
204 FCX FREEPORT MCMORAN INC Basic Materials 3,325.0 $189K 0.01% +3K +680.5% $56.93 +21.3%
205 GS GOLDMAN SACHS GROUP INC Financial Services 217.0 $184K 0.01% -1K -85.2% $845.99 +29.9%
206 CVS CVS HEALTH CORP Healthcare 2,555.0 $182K 0.01% +65.0 +2.6% $71.20 +39.3%
207 T3 DEFENSE INC 2,711.0 $176K 0.01% NEW $65.06
208 INDA ISHARES TR 3,740.0 $175K 0.01% -230.0 -5.8% $46.75 +4.8%
209 NOBL PROSHARES TR 1,600.0 $170K 0.01% $106.01 -48.2%
210 IEI ISHARES TR 1,410.0 $167K 0.01% -414.0 -22.7% $118.49 -1.3%
211 MO ALTRIA GROUP INC Consumer Defensive 2,523.0 $166K 0.01% -104.0 -4.0% $65.99 +4.5%
212 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 19,682.0 $166K 0.01% NEW $8.45 +50.1%
213 HCA HCA HEALTHCARE INC Healthcare 350.0 $166K 0.01% $473.24 -18.0%
214 BX BLACKSTONE INC Financial Services 1,928.0 $165K 0.01% -54.0 -2.7% $85.71 +45.9%
215 SPIB SPDR SERIES TRUST 4,900.0 $164K 0.01% +2K +75.0% $33.41 -0.3%
216 CME CME GROUP INC Financial Services 550.0 $162K 0.01% +290.0 +111.5% $295.35 -14.5%
217 UPS UNITED PARCEL SVCS INC Industrials 1,700.0 $161K 0.01% +263.0 +18.3% $94.95 +10.7%
218 SPSB SPDR SERIES TRUST 5,300.0 $159K 0.01% +1K +29.9% $30.06 -0.5%
219 TENB TENABLE HLDGS INC Technology 9,399.0 $159K 0.01% -1K -12.2% $16.91 +58.9%
220 IBDV ISHARES TR 7,280.0 $159K 0.01% +1K +21.3% $21.83 -0.5%
Page 11 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%