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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | GIS | GENERAL MILLS INC | Consumer Defensive | 2,579.0 | $96K | 0.00% | +539.0 | +26.4% | $37.22 | -7.6% |
| 82 | RPD | RAPID7 INC | Technology | 17,178.0 | $95K | 0.00% | +6K | +51.9% | $5.51 | +25.8% |
| 83 | — | ENTERGY CORP NEW | — | 786.0 | $88K | 0.00% | +154.0 | +24.4% | $112.36 | — |
| 84 | WMB | WILLIAMS COS INC | Energy | 1,186.0 | $86K | 0.00% | +1K | +1724.6% | $72.78 | -1.8% |
| 85 | IYG | ISHARES TR | — | 1,000.0 | $80K | 0.00% | +350.0 | +53.9% | $80.47 | +14.2% |
| 86 | MOAT | VANECK ETF TRUST | — | 730.0 | $70K | 0.00% | +280.0 | +62.2% | $95.45 | +8.5% |
| 87 | TIP | ISHARES TR | — | 610.0 | $67K | 0.00% | +180.0 | +41.9% | $110.36 | -0.5% |
| 88 | LPLA | LPL FINL HLDGS INC | Financial Services | 210.0 | $63K | 0.00% | +150.0 | +250.0% | $300.37 | +1.0% |
| 89 | FEZ | SPDR INDEX SHS FDS | — | 1,000.0 | $62K | 0.00% | +400.0 | +66.7% | $61.78 | +13.1% |
| 90 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 31.0 | $53K | 0.00% | +6.0 | +24.0% | $1707.77 | -2.0% |
| 91 | HACK | AMPLIFY ETF TR | — | 588.0 | $43K | 0.00% | +438.0 | +292.0% | $72.44 | +32.4% |
| 92 | VWO | VANGUARD INTL EQUITY INDEX F | — | 775.0 | $41K | 0.00% | +685.0 | +761.1% | $52.35 | +14.9% |
| 93 | GRID | FIRST TR EXCHANGE-TRADED FD | — | 303.0 | $39K | 0.00% | +183.0 | +152.5% | $129.23 | +48.7% |
| 94 | ICLN | ISHARES TR | — | 1,700.0 | $31K | 0.00% | +1K | +142.9% | $17.97 | +15.9% |
| 95 | GE | GE AEROSPACE | Industrials | 66.0 | $19K | 0.00% | +10.0 | +17.9% | $283.77 | +23.9% |
| 96 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 98.0 | $16K | 0.00% | +16.0 | +19.5% | $165.34 | +11.3% |
| 97 | BA | BOEING CO | Industrials | 49.0 | $10K | — | +9.0 | +22.5% | $199.02 | +14.3% |
| 98 | DUK | DUKE ENERGY CORP NEW | Utilities | 2,031.0 | $840.0 | — | +190.0 | +10.3% | $0.41 | +30379.5% |
| 99 | SO | SOUTHERN CO | Utilities | 1,978.0 | $603.0 | — | +303.0 | +18.1% | $0.30 | +30836.2% |
| 100 | BEN | FRANKLIN RESOURCES INC | Financial Services | 4,816.0 | $359.0 | — | +5K | +2069.4% | $0.07 | +44411.1% |
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%