Portfolio (Quarterly)
Guide ↗
Y.D. More Investments Ltd
· CIK 0001870364| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | PAYX | PAYCHEX INC | Industrials | 793.0 | $262.0 | — | +28.0 | +3.7% | $0.33 | +37697.6% |
| 222 | HOOD | ROBINHOOD MKTS INC | Financial Services | 509.0 | $171.0 | — | +4.0 | +0.8% | $0.34 | +32208.1% |
| 223 | KKR | KKR & CO INC | — | 445.0 | $137.0 | — | +7.0 | +1.6% | $0.31 | — |
| 224 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 165.0 | $127.0 | — | +1.0 | +0.6% | $0.77 | +34333.0% |
| 225 | L | LOEWS CORP | Financial Services | 109.0 | $41.0 | — | +1.0 | +0.9% | $0.38 | +29399.1% |
| 226 | BRO | BROWN & BROWN INC | Financial Services | 188.0 | $40.0 | — | +1.0 | +0.5% | $0.21 | +34106.6% |
| 227 | ECL | ECOLAB INC | Basic Materials | 14.0 | $39.0 | — | +5.0 | +55.6% | $2.79 | +10331.8% |
| 228 | LILA | LIBERTY LATIN AMERICA LTD | — | 2.0 | $16.0 | — | +1.0 | +100.0% | $8.00 | — |
| 229 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 12.0 | $14.0 | — | +4.0 | +50.0% | $1.17 | +29785.1% |
| 230 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 11.0 | $11.0 | — | +4.0 | +57.1% | $1.00 | +30566.0% |
① 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
50.6%
Industrials
22.3%
Financial Services
5.9%
Utilities
5.7%
Basic Materials
4.4%
Healthcare
4.2%
Consumer Cyclical
3.0%
Communication Services
2.4%
Energy
0.7%
Consumer Defensive
0.6%