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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 13 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TAN INVESCO EXCH TRADED FD TR II 2,150.0 $115K 0.01% $53.52 +9.0%
242 PRU PRUDENTIAL FINL INC Financial Services 1,174.0 $115K 0.00% -140.0 -10.7% $97.69 +9.5%
243 NABL N-ABLE INC Technology 24,283.0 $113K 0.00% -341.0 -1.4% $4.67 -34.7%
244 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,846.0 $112K 0.00% -617.0 -25.1% $60.65 -8.9%
245 XLY SELECT SECTOR SPDR TR 1,060.0 $111K 0.00% -120.0 -10.2% $105.12 +9.9%
246 TLS TELOS CORP MD Technology 26,579.0 $111K 0.00% NEW $4.19 +4.3%
247 IWM ISHARES TR 450.0 $110K 0.00% $244.27 +18.7%
248 CCI CROWN CASTLE INC Real Estate 1,337.0 $109K 0.00% +197.0 +17.3% $81.31 +5.5%
249 KMI KINDER MORGAN INC DEL Energy 3,232.0 $108K 0.00% -36.0 -1.1% $33.53 -6.6%
250 BLK BLACKROCK INC Financial Services 114.0 $108K 0.00% $948.37 +11.5%
251 ANET ARISTA NETWORKS INC Technology 870.0 $107K 0.00% +70.0 +8.8% $122.78 +34.3%
252 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,088.0 $105K 0.00% NEW $96.47 +5.2%
253 IJH ISHARES TR 1,500.0 $101K 0.00% -345.0 -18.7% $67.53 +11.0%
254 D DOMINION ENERGY INC Utilities 1,630.0 $101K 0.00% -182.0 -10.0% $61.82 +10.0%
255 XLU SELECT SECTOR SPDR TR 2,196.0 $101K 0.00% $45.78 -2.9%
256 CLX CLOROX CO DEL Consumer Defensive 962.0 $100K 0.00% +259.0 +36.8% $103.63 -8.4%
257 HRL HORMEL FOODS CORP Consumer Defensive 4,366.0 $99K 0.00% NEW $22.65 +7.4%
258 EXR EXTRA SPACE STORAGE INC Real Estate 746.0 $98K 0.00% NEW $131.13 +9.8%
259 UNH UNITEDHEALTH GROUP INC Healthcare 364.0 $97K 0.00% -3K -89.8% $267.28 +49.5%
260 QTEC FIRST TR EXCHANGE-TRADED FD 450.0 $97K 0.00% +190.0 +73.1% $215.98 +50.2%
Page 13 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%