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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 7 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LLY ELI LILLY & CO Healthcare 900.0 $797K 0.03% +80.0 +9.8% $885.53 +26.8%
122 TER TERADYNE INC Technology 2,600.0 $771K 0.03% $296.46 +38.1%
123 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 9,866.0 $770K 0.03% -1K -9.3% $78.03 -5.2%
124 JNJ JOHNSON & JOHNSON Healthcare 3,076.0 $752K 0.03% -491.0 -13.8% $244.43 -3.8%
125 AMD ADVANCED MICRO DEVICES INC Technology 3,740.0 $747K 0.03% -2K -37.7% $199.81 +153.9%
126 ROKU ROKU INC Communication Services 8,009.0 $728K 0.03% NEW $90.84 +51.9%
127 WM WASTE MGMT INC DEL Industrials 17,017.0 $722K 0.03% -169.0 -1.0% $42.45 +414.9%
128 CIBR FIRST TR EXCHANGE-TRADED FD 11,273.0 $702K 0.03% -13K -52.7% $62.25 +36.7%
129 ATI ATI INC Industrials 4,725.0 $687K 0.03% NEW $145.46 +35.0%
130 CRS CARPENTER TECHNOLOGY CORP Industrials 1,719.0 $678K 0.03% NEW $394.15 +42.5%
131 KO COCA COLA CO Consumer Defensive 8,620.0 $657K 0.03% -867.0 -9.1% $76.18 +5.4%
132 AGG ISHARES TR 6,545.0 $649K 0.03% +1K +18.0% $99.15 -0.2%
133 EQIX EQUINIX INC Real Estate 663.0 $649K 0.03% -28.0 -4.0% $978.41 +11.9%
134 RKLB ROCKET LAB CORP Industrials 10,000.0 $642K 0.03% NEW $64.22 +62.9%
135 XLV SELECT SECTOR SPDR TR 4,366.0 $637K 0.03% -100.0 -2.2% $145.85 +4.9%
136 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 5,631.0 $635K 0.03% NEW $112.71 +7.4%
137 WCN WASTE CONNECTIONS INC Industrials 3,837.0 $623K 0.02% $162.44 -3.3%
138 AA ALCOA CORP Basic Materials 9,104.0 $604K 0.02% +49.0 +0.5% $66.33 -5.2%
139 SNOW SNOWFLAKE INC Technology 4,000.0 $603K 0.02% $150.82 +58.0%
140 APG API GROUP CORP Industrials 14,888.0 $603K 0.02% NEW $40.52 +4.9%
Page 7 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%