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Portfolio (Quarterly) Guide ↗

Y.D. More Investments Ltd

· CIK 0001870364
13F Portfolio $3.2B AUM 625 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 63 New 230 Added 105 Reduced 27 Exited
Page 21 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 GTLB GITLAB INC Technology 300.0 $9K NEW $30.53 +35.3%
402 TMUS T-MOBILE US INC Communication Services 52.0 $9K -17.0 -24.6% $167.73 +7.1%
403 NSC NORFOLK SOUTHN CORP Industrials 8,184.0 $9K +435.0 +5.6% $1.06 +33287.3%
404 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 97.0 $8K $86.65 -81.5%
405 DOCS DOXIMITY INC Healthcare 400.0 $8K $20.74 +19.3%
406 RSG REPUBLIC SVCS INC Industrials 11,211.0 $8K +555.0 +5.2% $0.72 +30950.4%
407 NDAQ NASDAQ INC Financial Services 387.0 $8K $20.56 +383.7%
408 GWW WW GRAINGER INC Industrials 1,720.0 $8K +85.0 +5.2% $4.57 +29133.4%
409 PCAR PACCAR INC Industrials 19,178.0 $8K +1K +5.7% $0.40 +31936.9%
410 SYM SYMBOTIC INC Industrials 167.0 $8K NEW $44.95 -9.7%
411 CARR CARRIER GLOBAL CORPORATION Industrials 30,266.0 $7K +1K +5.0% $0.25 +23747.4%
412 PM PHILIP MORRIS INTL INC Consumer Defensive 38.0 $7K -60.0 -61.2% $180.92 +7.3%
413 AME AMETEK INC Industrials 8,352.0 $7K +451.0 +5.7% $0.81 +30082.9%
414 FAST FASTENAL CO Industrials 41,834.0 $7K +2K +5.6% $0.16 +31615.0%
415 JKHY HENRY JACK & ASSOC INC Technology 46.0 $6K $137.74 +25.2%
416 NUE NUCOR CORP Basic Materials 8,299.0 $6K +439.0 +5.6% $0.75 +33694.9%
417 IXC ISHARES TR 115.0 $6K $49.13 +16.2%
418 NEM NEWMONT CORP Basic Materials 52.0 $5K +18.0 +52.9% $93.40 +40.9%
419 SOUN SOUNDHOUND AI INC Technology 750.0 $5K NEW $6.47 +8.3%
420 VMC VULCAN MATLS CO Basic Materials 4,728.0 $5K +222.0 +4.9% $0.99 +27531.1%
Page 21 of 26  ·  510 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 50.6%
Industrials 22.3%
Financial Services 5.9%
Utilities 5.7%
Basic Materials 4.4%
Healthcare 4.2%
Consumer Cyclical 3.0%
Communication Services 2.4%
Energy 0.7%
Consumer Defensive 0.6%