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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 18 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LMBS FIRST TR EXCHANGE-TRADED FD 450.0 $22K 0.00% $49.81 +0.0%
342 ACGL ARCH CAP GROUP LTD Financial Services 228.0 $22K 0.00% -32.0 -12.3% $95.99 -3.8%
343 IWF ISHARES TR 48.0 $20K 0.00% $426.40 -71.5%
344 UAL UNITED AIRLS HLDGS INC Industrials 215.0 $20K 0.00% $92.07 +25.8%
345 FISV FISERV INC Technology 343.0 $19K 0.00% -7K -95.5% $55.80 -12.6%
346 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 284.0 $19K 0.00% -37.0 -11.5% $67.07 +41.8%
347 GE GE AEROSPACE Industrials 66.0 $19K 0.00% +10.0 +17.9% $283.77 +25.8%
348 ITB ISHARES TR 200.0 $18K 0.00% -8K -97.7% $90.55 +5.8%
349 KNSL KINSALE CAP GROUP INC Financial Services 50.0 $17K 0.00% $341.66 -9.5%
350 MUB ISHARES TR 160.0 $17K 0.00% $106.15 +0.8%
351 PM PHILIP MORRIS INTL INC Consumer Defensive 98.0 $16K 0.00% +16.0 +19.5% $165.34 +8.5%
352 CGDV CAPITAL GROUP DIVIDEND VALUE 386.0 $16K 0.00% $40.95 +18.4%
353 QLTA ISHARES TR 328.0 $16K 0.00% -627.0 -65.7% $47.59 -0.4%
354 FIS FIDELITY NATL INFORMATION SV Technology 331.0 $16K 0.00% -977.0 -74.7% $46.91 -17.7%
355 SYF SYNCHRONY FINANCIAL Financial Services 222.0 $15K 0.00% -38.0 -14.6% $68.02 +9.0%
356 GEV GE VERNOVA INC Utilities 5,337.0 $15K 0.00% -1K -19.2% $2.76 +37930.9%
357 FRDM EA SERIES TRUST 263.0 $14K 0.00% NEW $54.65 +34.1%
358 DGRO ISHARES TR 200.0 $14K 0.00% $70.18 +6.9%
359 RUN SUNRUN INC Energy 1,000.0 $14K 0.00% $13.56 -8.3%
360 CORPAY INC 45.0 $13K 0.00% -131.0 -74.4% $291.00
Page 18 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%