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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 3 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PAVE GLOBAL X FDS 137,667.0 $6.9M 0.27% $50.23 +15.0%
42 ODYS ODYSIGHT AI INC Technology 973,543.0 $6.7M 0.26% -355K -26.7% $6.92 -46.9%
43 DAX GLOBAL X FDS 149,894.0 $6.3M 0.24% +6K +4.4% $41.74 +7.7%
44 MU MICRON TECHNOLOGY INC Technology 18,320.0 $6.2M 0.24% -19K -50.3% $337.60 +190.8%
45 ACWI ISHARES TR 42,739.0 $5.8M 0.23% +10K +31.0% $136.68 +14.5%
46 BERKSHIRE HATHAWAY INC DEL 11,767.0 $5.6M 0.22% -734.0 -5.9% $478.27
47 INTC INTEL CORP Technology 121,204.0 $5.4M 0.21% +58K +92.4% $44.17 +182.1%
48 LMT LOCKHEED MARTIN CORP Industrials 8,695.0 $5.2M 0.21% +8K +1167.5% $603.68 -10.5%
49 JPM JPMORGAN CHASE & CO Financial Services 17,679.0 $5.2M 0.20% +10K +121.9% $293.68 +9.2%
50 V VISA INC Financial Services 15,733.0 $4.8M 0.19% -3K -14.9% $302.11 +5.6%
51 NET CLOUDFLARE INC Technology 22,739.0 $4.7M 0.18% -3K -12.6% $206.34 +10.7%
52 QQQM INVESCO EXCH TRADED FD TR II 19,300.0 $4.6M 0.18% +13K +221.7% $237.62 +25.0%
53 MA MASTERCARD INCORPORATED Financial Services 9,066.0 $4.5M 0.18% -2K -17.8% $499.43 -1.9%
54 CEG CONSTELLATION ENERGY CORP Utilities 15,807.0 $4.4M 0.17% -1K -6.6% $279.34 -9.2%
55 ASML ASML HLDG NV Technology 3,332.0 $4.4M 0.17% +1K +50.8% $1319.55 +41.2%
56 CRWD CROWDSTRIKE HLDGS INC Technology 11,093.0 $4.3M 0.17% -2K -14.4% $390.41 +74.9%
57 J JACOBS SOLUTIONS INC Industrials 30,535.0 $3.9M 0.15% +20K +196.5% $127.28 -0.2%
58 UNP UNION PAC CORP Industrials 15,996.0 $3.9M 0.15% $242.62 +10.6%
59 VCIT VANGUARD SCOTTSDALE FDS 46,894.0 $3.9M 0.15% -14K -22.9% $82.64 -0.2%
60 PH PARKER-HANNIFIN CORP Industrials 4,200.0 $3.8M 0.15% -123.0 -2.9% $895.24 +0.9%
Page 3 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%