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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 6 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TBLA TABOOLA.COM LTD Communication Services 300,000.0 $1.3M 0.05% $4.49 +12.2%
102 NTR NUTRIEN LTD Basic Materials 17,500.0 $1.3M 0.05% NEW $75.46 -13.2%
103 SHLD GLOBAL X FDS 17,896.0 $1.3M 0.05% +709.0 +4.1% $70.77 -9.8%
104 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,260.0 $1.2M 0.05% -328.0 -20.6% $974.36 +1.3%
105 XME SPDR SERIES TRUST 11,000.0 $1.2M 0.05% $108.01 +10.5%
106 KXI ISHARES TR 17,500.0 $1.2M 0.05% NEW $67.01 +2.0%
107 XOM EXXON MOBIL CORP Energy 6,873.0 $1.2M 0.05% +1K +21.1% $169.66 -16.9%
108 OKTA OKTA INC Technology 14,471.0 $1.1M 0.04% -1K -8.9% $78.71 +47.7%
109 EME EMCOR GROUP INC Industrials 1,537.0 $1.1M 0.04% NEW $738.31 +13.1%
110 KMDA KAMADA LTD Healthcare 136,438.0 $1.1M 0.04% -153K -52.9% $8.22 -9.2%
111 BAC BANK AMERICA CORP Financial Services 22,192.0 $1.1M 0.04% -750.0 -3.3% $48.74 +16.6%
112 VT VANGUARD INTL EQUITY INDEX F 7,085.0 $980K 0.04% $138.32 +14.2%
113 GEN GEN DIGITAL INC Technology 49,549.0 $933K 0.04% -6K -10.4% $18.83 +30.5%
114 MCD MCDONALDS CORP Consumer Cyclical 2,970.0 $923K 0.04% $310.67 -7.3%
115 PFE PFIZER INC Healthcare 32,715.0 $919K 0.04% -17K -34.8% $28.08 -7.3%
116 WMS ADVANCED DRAIN SYS INC DEL Industrials 6,688.0 $917K 0.04% +3K +67.2% $137.13 -0.2%
117 DT DYNATRACE INC Technology 24,400.0 $902K 0.04% -3K -9.7% $36.98 +12.1%
118 AMAT APPLIED MATLS INC Technology 2,560.0 $874K 0.03% +2K +4166.7% $341.35 +66.5%
119 ODDITY TECH LTD 72,007.0 $872K 0.03% -21K -22.6% $12.10
120 CRM SALESFORCE INC Technology 4,333.0 $809K 0.03% -5K -51.1% $186.67 -13.4%
Page 6 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%