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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 9 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ESTC ELASTIC N V Technology 8,467.0 $423K 0.02% -981.0 -10.4% $49.99 +17.1%
162 AEIS ADVANCED ENERGY INDS Industrials 1,303.0 $420K 0.02% NEW $322.71 +9.5%
163 FSLR FIRST SOLAR INC Energy 2,070.0 $407K 0.02% +602.0 +41.0% $196.71 +29.5%
164 S SENTINELONE INC Technology 82,805.0 $399K 0.02% +52K +171.7% $4.82 +207.1%
165 MOD MODINE MFG CO Consumer Cyclical 1,820.0 $394K 0.01% NEW $216.71 +31.0%
166 SPUS TIDAL TRUST I 7,900.0 $380K 0.01% $48.16 +17.6%
167 DGRW WISDOMTREE TR 1,286.0 $345K 0.01% NEW $268.65 -64.5%
168 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,287.0 $341K 0.01% NEW $265.32 +24.3%
169 CR CRANE COMPANY Industrials 1,990.0 $340K 0.01% NEW $171.00 +22.3%
170 CNM CORE & MAIN INC Industrials 6,746.0 $333K 0.01% NEW $49.40 -6.0%
171 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,000.0 $327K 0.01% NEW $327.07 +20.7%
172 FLS FLOWSERVE CORP Industrials 4,391.0 $323K 0.01% NEW $73.51 +7.4%
173 OSK OSHKOSH CORP Industrials 2,158.0 $318K 0.01% NEW $147.21 -6.4%
174 LIN LINDE PLC Basic Materials 637.0 $316K 0.01% -560.0 -46.8% $495.76 +4.1%
175 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,817.0 $314K 0.01% -49.0 -1.3% $82.33 -7.5%
176 UMMA LISTED FDS TR 9,450.0 $290K 0.01% $30.65 +27.1%
177 FICO FAIR ISAAC CORP Technology 265.0 $283K 0.01% $1067.54 +5.6%
178 PG PROCTER & GAMBLE CO Consumer Defensive 1,946.0 $282K 0.01% -345.0 -15.1% $144.70 +4.1%
179 NTSK NETSKOPE INC Technology 32,172.0 $273K 0.01% NEW $8.49 +2.6%
180 FLOT ISHARES TR 29,669.0 $267K 0.01% +7K +29.8% $9.00 +466.1%
Page 9 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%