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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | XOM | EXXON MOBIL CORP | Energy | 6,873.0 | $1.2M | 0.05% | +1K | +21.1% | $169.66 | -16.9% |
| 42 | WMS | ADVANCED DRAIN SYS INC DEL | Industrials | 6,688.0 | $917K | 0.04% | +3K | +67.2% | $137.13 | -0.2% |
| 43 | AMAT | APPLIED MATLS INC | Technology | 2,560.0 | $874K | 0.03% | +2K | +4166.7% | $341.35 | +66.5% |
| 44 | LLY | ELI LILLY & CO | Healthcare | 900.0 | $797K | 0.03% | +80.0 | +9.8% | $885.53 | +26.8% |
| 45 | AGG | ISHARES TR | — | 6,545.0 | $649K | 0.03% | +1K | +18.0% | $99.15 | -0.2% |
| 46 | AA | ALCOA CORP | Basic Materials | 9,104.0 | $604K | 0.02% | +49.0 | +0.5% | $66.33 | -5.2% |
| 47 | VCSH | VANGUARD SCOTTSDALE FDS | — | 7,193.0 | $570K | 0.02% | +1K | +17.5% | $79.19 | -0.2% |
| 48 | NEE | NEXTERA ENERGY INC | Utilities | 6,030.0 | $560K | 0.02% | +2K | +56.8% | $92.88 | -7.2% |
| 49 | PERI | PERION NETWORK LTD | Communication Services | 50,002.0 | $503K | 0.02% | +11K | +29.6% | $10.07 | -14.3% |
| 50 | XLI | SELECT SECTOR SPDR TR | — | 3,109.0 | $498K | 0.02% | +674.0 | +27.7% | $160.02 | +12.4% |
| 51 | VST | VISTRA CORP | Utilities | 3,240.0 | $487K | 0.02% | +2K | +159.2% | $150.33 | +2.1% |
| 52 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,486.0 | $446K | 0.02% | +340.0 | +29.7% | $299.84 | +13.7% |
| 53 | FSLR | FIRST SOLAR INC | Energy | 2,070.0 | $407K | 0.02% | +602.0 | +41.0% | $196.71 | +34.4% |
| 54 | S | SENTINELONE INC | Technology | 82,805.0 | $399K | 0.02% | +52K | +171.7% | $4.82 | +211.9% |
| 55 | FLOT | ISHARES TR | — | 29,669.0 | $267K | 0.01% | +7K | +29.8% | $9.00 | +466.2% |
| 56 | AIQ | GLOBAL X FDS | — | 5,650.0 | $262K | 0.01% | +400.0 | +7.6% | $46.43 | +39.2% |
| 57 | IGIB | ISHARES TR | — | 4,880.0 | $258K | 0.01% | +580.0 | +13.5% | $52.78 | +0.7% |
| 58 | ENPH | ENPHASE ENERGY INC | Energy | 6,460.0 | $244K | 0.01% | +4K | +180.9% | $37.81 | +32.9% |
| 59 | ITA | ISHARES TR | — | 1,149.0 | $243K | 0.01% | +240.0 | +26.4% | $211.58 | +13.6% |
| 60 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 3,977.0 | $200K | 0.01% | +721.0 | +22.1% | $50.20 | -6.2% |
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
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%