$434 Million is the total value of Y.D. More Investments Ltd's 330 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -13 | -100.0% | 0.00% | – |
| LGIH | Exit | LGI HOMES INC | $0 | – | -56 | -100.0% | -0.00% | – |
| IFN | Exit | INDIA FD INC | $0 | – | -350 | -100.0% | -0.00% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -15 | -100.0% | -0.00% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -122 | -100.0% | -0.00% | – |
| DE | Exit | DEERE & CO | $0 | – | -12 | -100.0% | -0.00% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -8 | -100.0% | -0.00% | – |
| MGI | Exit | MONEYGRAM INTL INC | $0 | – | -1,490 | -100.0% | -0.00% | – |
| LENB | Exit | LENNAR CORPcl b | $0 | – | -64 | -100.0% | -0.00% | – |
| UAA | Exit | UNDER ARMOUR INCcl a | $0 | – | -2,150 | -100.0% | -0.00% | – |
| CGW | Exit | INVESCO EXCH TRADED FD TR IIs&p gbl water | $0 | – | -150 | -100.0% | -0.00% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -200 | -100.0% | -0.00% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -188 | -100.0% | -0.00% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -267 | -100.0% | -0.00% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -645 | -100.0% | -0.01% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -500 | -100.0% | -0.01% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -120 | -100.0% | -0.01% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -312 | -100.0% | -0.01% | – |
| COG | Exit | COTERRA ENERGY INC | $0 | – | -1,000 | -100.0% | -0.01% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -120 | -100.0% | -0.01% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -979 | -100.0% | -0.01% | – |
| EWC | Exit | ISHARES INCmsci cda etf | $0 | – | -900 | -100.0% | -0.01% | – |
| BNTX | Exit | BIONTECH SEsponsored ads | $0 | – | -1,500 | -100.0% | -0.01% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -920 | -100.0% | -0.02% | – |
| TMUS | Exit | T-MOBILE US INC | $0 | – | -1,023 | -100.0% | -0.03% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -1,178 | -100.0% | -0.04% | – |
| BILL | Exit | BILL HOLDINGS INC | $0 | – | -2,766 | -100.0% | -0.05% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -1,400 | -100.0% | -0.05% | – |
| VRSN | Exit | VERISIGN INC | $0 | – | -1,272 | -100.0% | -0.06% | – |
| DBX | Exit | DROPBOX INCcl a | $0 | – | -14,716 | -100.0% | -0.07% | – |
| XSOE | Exit | WISDOMTREE TRem ex st-owned | $0 | – | -28,000 | -100.0% | -0.18% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -127,538 | -100.0% | -9.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROSPECT CAP CORP | 7 | Q2 2024 | 7.7% |
| MICROSOFT CORP | 7 | Q2 2024 | 5.7% |
| TAIWAN SEMICONDUCTOR MFG LTD | 7 | Q2 2024 | 6.2% |
| PFIZER INC | 7 | Q2 2024 | 9.0% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 5.4% |
| TAKEDA PHARMACEUTICAL CO LTD | 7 | Q2 2024 | 5.6% |
| META PLATFORMS INC | 7 | Q2 2024 | 3.7% |
| ALPHABET INC | 7 | Q2 2024 | 3.4% |
| PALO ALTO NETWORKS INC | 7 | Q2 2024 | 2.6% |
| AMAZON COM INC | 7 | Q2 2024 | 2.7% |
View Y.D. More Investments Ltd's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| UAS Drone Corp. | June 25, 2024 | 11,250,000 | 20.8% |
| ZOOZ Power Ltd. | April 10, 2024 | 1,518,955 | 11.8% |
| Brenmiller Energy Ltd. | February 06, 2024 | 9,634 | 0.4% |
| DarioHealth Corp. | February 06, 2024 | 1,288,518 | 4.7% |
| Ituran Location & Control Ltd. | February 06, 2024 | 978,198 | 4.9% |
| Creative Media & Community Trust Corp | February 13, 2023 | 1,066,402 | 4.7% |
| Gesher I Acquisition Corp. | February 13, 2023 | ? | ? |
View Y.D. More Investments Ltd's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G | 2024-09-12 |
| 13F-HR | 2024-08-08 |
| N-PX | 2024-08-08 |
| SC 13G | 2024-07-24 |
| SC 13D/A | 2024-06-25 |
| 13F-HR | 2024-05-13 |
| SC 13G | 2024-04-10 |
| 13F-HR | 2024-02-06 |
| SC 13G/A | 2024-02-06 |
| SC 13G/A | 2024-02-06 |
View Y.D. More Investments Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.