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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 24 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TMUS T-MOBILE US INC Communication Services 69.0 $46.0 -49.0 -41.5% $0.67 +27554.0%
462 WRB BERKLEY W R CORP Financial Services 190.0 $40.0 -26.0 -12.0% $0.21 +32214.2%
463 BRO BROWN & BROWN INC Financial Services 187.0 $39.0 -25.0 -11.8% $0.21 +28525.4%
464 L LOEWS CORP Financial Services 108.0 $36.0 -14.0 -11.5% $0.33 +32495.0%
465 EVEREST GROUP LTD 26.0 $27.0 -4.0 -13.3% $1.04
466 LILAK LIBERTY LATIN AMERICA LTD Communication Services 3.0 $26.0 $8.67 -10.1%
467 ECL ECOLAB INC Basic Materials 9.0 $24.0 -6.0 -40.0% $2.67 +10170.1%
468 AIZ ASSURANT INC Financial Services 32.0 $22.0 -4.0 -11.1% $0.69 +37798.2%
469 GL GLOBE LIFE INC Financial Services 51.0 $22.0 -6.0 -10.5% $0.43 +39116.7%
470 FDS FACTSET RESH SYS INC Financial Services 24.0 $16.0 -3.0 -11.1% $0.67 +35534.0%
471 PLD PROLOGIS INC. Real Estate 30.0 $13.0 -71.0 -70.3% $0.43 +33620.0%
472 SHW SHERWIN WILLIAMS CO Basic Materials 8.0 $8.0 -5.0 -38.5% $1.00 +32144.0%
473 LILA LIBERTY LATIN AMERICA LTD Communication Services 1.0 $8.0 $8.00 -2.6%
474 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 7.0 $6.0 -5.0 -41.7% $0.86 +32622.7%
Page 24 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%