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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 14 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GIS GENERAL MILLS INC Consumer Defensive 2,579.0 $96K 0.00% +539.0 +26.4% $37.22 -10.2%
262 TMO THERMO FISHER SCIENTIFIC INC Healthcare 195.0 $96K 0.00% $491.53 -5.5%
263 CTRA COTERRA ENERGY INC Energy 2,724.0 $96K 0.00% -502.0 -15.6% $35.14 -7.3%
264 PNW PINNACLE WEST CAP CORP Utilities 945.0 $95K 0.00% $100.75 +1.6%
265 RPD RAPID7 INC Technology 17,178.0 $95K 0.00% +6K +51.9% $5.51 +22.1%
266 ES EVERSOURCE ENERGY Utilities 1,365.0 $95K 0.00% -189.0 -12.2% $69.28 +0.4%
267 VIS VANGUARD WORLD FD 300.0 $94K 0.00% $312.22 +13.2%
268 FE FIRSTENERGY CORP Utilities 1,809.0 $92K 0.00% -496.0 -21.5% $50.66 -8.3%
269 UDR UDR INC Real Estate 2,705.0 $91K 0.00% NEW $33.78 +11.2%
270 COF CAPITAL ONE FINL CORP Financial Services 490.0 $89K 0.00% -59.0 -10.8% $182.43 +10.5%
271 QCOM QUALCOMM INC Technology 690.0 $89K 0.00% -4K -85.5% $128.78 +75.6%
272 ENTERGY CORP NEW 786.0 $88K 0.00% +154.0 +24.4% $112.36
273 EXC EXELON CORP Utilities 1,778.0 $87K 0.00% -36.0 -2.0% $49.02 -6.5%
274 EVRG EVERGY INC Utilities 1,054.0 $86K 0.00% -180.0 -14.6% $81.92 +0.7%
275 WMB WILLIAMS COS INC Energy 1,186.0 $86K 0.00% +1K +1724.6% $72.78 -2.1%
276 VHT VANGUARD WORLD FD 310.0 $84K 0.00% $272.33 +3.0%
277 SPGI S&P GLOBAL INC Financial Services 195.0 $83K 0.00% -29.0 -12.9% $425.34 -3.4%
278 IAK ISHARES TR 630.0 $81K 0.00% $128.29 +4.8%
279 IYG ISHARES TR 1,000.0 $80K 0.00% +350.0 +53.9% $80.47 +12.7%
280 DTE DTE ENERGY CO Utilities 547.0 $80K 0.00% NEW $146.22 +0.9%
Page 14 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%