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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 12 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WFC WELLS FARGO & CO Financial Services 1,975.0 $157K 0.01% -288.0 -12.7% $79.61 +6.8%
222 MS MORGAN STANLEY Financial Services 955.0 $157K 0.01% -296.0 -23.7% $164.07 +37.2%
223 BB BLACKBERRY LTD Technology 48,336.0 $157K 0.01% -5K -8.8% $3.24 +172.5%
224 RSP INVESCO EXCHANGE TRADED FD T 805.0 $152K 0.01% $188.32 +11.0%
225 DIS DISNEY WALT CO Communication Services 1,599.0 $151K 0.01% +1K +265.1% $94.58 +6.6%
226 EXPE EXPEDIA GROUP INC Consumer Cyclical 650.0 $150K 0.01% $230.89 +3.7%
227 OKE ONEOK INC NEW Energy 1,611.0 $146K 0.01% +236.0 +17.2% $90.39 -5.3%
228 KHC KRAFT HEINZ CO Consumer Defensive 6,419.0 $144K 0.01% +2K +32.9% $22.49 +3.2%
229 CHRD CHORD ENERGY CORPORATION Energy 1,012.0 $144K 0.01% $142.18 -10.7%
230 FALCONS BEYOND GLOBAL INC 75,000.0 $142K 0.01% $1.89
231 DOC HEALTHPEAK PROPERTIES INC Real Estate 8,605.0 $141K 0.01% +440.0 +5.4% $16.43 +18.1%
232 CAG CONAGRA BRANDS INC Consumer Defensive 8,908.0 $140K 0.01% +998.0 +12.6% $15.72 -16.3%
233 XLE SELECT SECTOR SPDR TR 2,154.0 $132K 0.01% -16K -88.1% $61.26 -10.8%
234 VICI VICI PPTYS INC Real Estate 4,822.0 $132K 0.01% +1K +35.5% $27.32 +2.5%
235 WSO WATSCO INC Industrials 350.0 $127K 0.01% $363.79 +7.0%
236 ABBV ABBVIE INC Healthcare 576.0 $125K 0.01% -449.0 -43.8% $217.49 +1.7%
237 O REALTY INCOME CORP Real Estate 2,017.0 $123K 0.01% -125.0 -5.8% $61.18 -1.0%
238 IBM INTERNATIONAL BUSINESS MACHS Technology 500.0 $121K 0.01% +100.0 +25.0% $242.39 +8.2%
239 T AT&T INC Communication Services 4,144.0 $120K 0.01% +1K +32.1% $28.99 -22.6%
240 KIM KIMCO REALTY CORP Real Estate 5,191.0 $117K 0.01% +403.0 +8.4% $22.47 +9.0%
Page 12 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%