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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 20 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CMI CUMMINS INC Industrials 4,768.0 $8K -58.0 -1.2% $1.70 +41077.8%
382 EMR EMERSON ELEC CO Industrials 19,392.0 $8K -251.0 -1.3% $0.41 +35845.7%
383 OHI OMEGA HEALTHCARE INVS INC Real Estate 170.0 $7K $43.82 +3.8%
384 RSG REPUBLIC SVCS INC Industrials 10,656.0 $7K -168.0 -1.6% $0.69 +30106.5%
385 JKHY HENRY JACK & ASSOC INC Technology 46.0 $7K -6.0 -11.5% $158.04 -18.2%
386 NSC NORFOLK SOUTHN CORP Industrials 7,749.0 $7K -97.0 -1.2% $0.91 +34174.5%
387 IXC ISHARES TR 115.0 $7K $58.06 -11.5%
388 PCAR PACCAR INC Industrials 18,146.0 $7K -218.0 -1.2% $0.36 +33068.1%
389 MDT MEDTRONIC PLC Healthcare 75.0 $6K $86.65 -6.2%
390 TEAM ATLASSIAN CORPORATION Technology 90.0 $6K $68.26 +28.9%
391 SPHD INVESCO EXCH TRADED FD TR II 120.0 $6K $49.61 +2.9%
392 QUAL ISHARES TR 32.0 $6K $184.22 +18.2%
393 FAST FASTENAL CO Industrials 39,624.0 $6K -517.0 -1.3% $0.15 +31311.3%
394 EWG ISHARES INC 151.0 $6K NEW $37.90 +10.2%
395 GWW WW GRAINGER INC Industrials 1,635.0 $6K -28.0 -1.7% $3.45 +38191.8%
396 AME AMETEK INC Industrials 7,901.0 $5K -148.0 -1.8% $0.68 +34141.1%
397 CARR CARRIER GLOBAL CORPORATION Industrials 28,827.0 $5K -621.0 -2.1% $0.18 +39889.1%
398 COP CONOCOPHILLIPS Energy 38.0 $5K -27.0 -41.5% $132.00 -15.7%
399 WELL WELLTOWER INC Real Estate 22.0 $4K -51.0 -69.9% $197.73 +7.6%
400 NUE NUCOR CORP Basic Materials 7,860.0 $4K -142.0 -1.8% $0.53 +48396.5%
Page 20 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%