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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 4 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LQD ISHARES TR 34,250.0 $3.7M 0.15% -9K -20.1% $108.99 +0.0%
62 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 47,579.0 $3.6M 0.14% +47K +10000.0% $76.16 +9.1%
63 BWAY BRAINSWAY LTD Healthcare 272,004.0 $3.6M 0.14% +157K +136.6% $13.29 +10.1%
64 AAPL APPLE INC Technology 13,770.0 $3.5M 0.14% -10K -42.4% $252.86 +15.1%
65 HYG ISHARES TR 42,870.0 $3.4M 0.13% +470.0 +1.1% $79.56 +0.5%
66 VRT VERTIV HOLDINGS CO Industrials 13,202.0 $3.3M 0.13% NEW $250.58 +18.9%
67 FTCS FIRST TR EXCHANGE-TRADED FD 33,044.0 $3.1M 0.12% -14K -30.2% $92.66 +2.0%
68 LRCX LAM RESEARCH CORP Technology 14,023.0 $3.0M 0.12% $213.66 +71.7%
69 ARBE ARBE ROBOTICS LTD Technology 2,844,422.0 $3.0M 0.12% $1.04 -15.5%
70 NFLX NETFLIX INC. Communication Services 29,205.0 $2.8M 0.11% -6K -16.6% $96.07 -16.4%
71 XLF SELECT SECTOR SPDR TR 50,160.0 $2.5M 0.10% +305.0 +0.6% $49.26 +8.3%
72 FORTINET INC 29,203.0 $2.4M 0.09% -29K -50.2% $81.72
73 TSLA TESLA INC Consumer Cyclical 6,417.0 $2.3M 0.09% -3K -33.9% $366.15 +11.0%
74 DDOG DATADOG INC Technology 19,468.0 $2.3M 0.09% -3K -13.9% $118.05 +94.7%
75 CVX CHEVRON CORPORATION Energy 11,007.0 $2.3M 0.09% -130.0 -1.2% $207.80 -9.9%
76 ONON ON HLDG AG Consumer Cyclical 67,050.0 $2.3M 0.09% $34.02 +13.4%
77 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,000.0 $1.9M 0.08% -2K -30.5% $484.91 -0.6%
78 ZS ZSCALER INC Technology 13,279.0 $1.9M 0.07% -381.0 -2.8% $140.29 -10.1%
79 TJX TJX COS INC NEW Consumer Cyclical 11,275.0 $1.8M 0.07% +900.0 +8.7% $159.70 +5.5%
80 VEEV VEEVA SYS INC Healthcare 10,111.0 $1.8M 0.07% -4K -29.9% $175.66 -8.0%
Page 4 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%