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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | FCX | FREEPORT MCMORAN INC | Basic Materials | 3,325.0 | $189K | 0.01% | +3K | +680.5% | $56.93 | +23.2% |
| 62 | CVS | CVS HEALTH CORP | Healthcare | 2,555.0 | $182K | 0.01% | +65.0 | +2.6% | $71.20 | +41.5% |
| 63 | SPIB | SPDR SERIES TRUST | — | 4,900.0 | $164K | 0.01% | +2K | +75.0% | $33.41 | +0.1% |
| 64 | CME | CME GROUP INC | Financial Services | 550.0 | $162K | 0.01% | +290.0 | +111.5% | $295.35 | -11.4% |
| 65 | UPS | UNITED PARCEL SVCS INC | Industrials | 1,700.0 | $161K | 0.01% | +263.0 | +18.3% | $94.95 | +15.9% |
| 66 | SPSB | SPDR SERIES TRUST | — | 5,300.0 | $159K | 0.01% | +1K | +29.9% | $30.06 | -0.2% |
| 67 | IBDV | ISHARES TR | — | 7,280.0 | $159K | 0.01% | +1K | +21.3% | $21.83 | -0.2% |
| 68 | DIS | DISNEY WALT CO | Communication Services | 1,599.0 | $151K | 0.01% | +1K | +265.1% | $94.58 | +7.2% |
| 69 | OKE | ONEOK INC NEW | Energy | 1,611.0 | $146K | 0.01% | +236.0 | +17.2% | $90.39 | -4.5% |
| 70 | KHC | KRAFT HEINZ CO | Consumer Defensive | 6,419.0 | $144K | 0.01% | +2K | +32.9% | $22.49 | +5.8% |
| 71 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 8,605.0 | $141K | 0.01% | +440.0 | +5.4% | $16.43 | +22.3% |
| 72 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 8,908.0 | $140K | 0.01% | +998.0 | +12.6% | $15.72 | -13.7% |
| 73 | VICI | VICI PPTYS INC | Real Estate | 4,822.0 | $132K | 0.01% | +1K | +35.5% | $27.32 | +2.5% |
| 74 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 500.0 | $121K | 0.01% | +100.0 | +25.0% | $242.39 | +11.7% |
| 75 | T | AT&T INC | Communication Services | 4,144.0 | $120K | 0.01% | +1K | +32.1% | $28.99 | -20.1% |
| 76 | KIM | KIMCO REALTY CORP | Real Estate | 5,191.0 | $117K | 0.01% | +403.0 | +8.4% | $22.47 | +11.7% |
| 77 | CCI | CROWN CASTLE INC | Real Estate | 1,337.0 | $109K | 0.00% | +197.0 | +17.3% | $81.31 | +8.4% |
| 78 | ANET | ARISTA NETWORKS INC | Technology | 870.0 | $107K | 0.00% | +70.0 | +8.8% | $122.78 | +36.8% |
| 79 | CLX | CLOROX CO DEL | Consumer Defensive | 962.0 | $100K | 0.00% | +259.0 | +36.8% | $103.63 | -5.9% |
| 80 | QTEC | FIRST TR EXCHANGE-TRADED FD | — | 450.0 | $97K | 0.00% | +190.0 | +73.1% | $215.98 | +50.1% |
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%