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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 4,656.0 | $328.0 | — | +1K | +34.8% | $0.07 | +30802.8% |
| 102 | FITB | FIFTH THIRD BANCORP | Financial Services | 1,931.0 | $283.0 | — | +1K | +304.8% | $0.15 | +36363.8% |
| 103 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 5,445.0 | $269.0 | — | +4K | +380.2% | $0.05 | +34958.5% |
| 104 | PEG | PUBLIC SVC ENTERPRISE GROUP | Utilities | 866.0 | $221.0 | — | +159.0 | +22.5% | $0.26 | +31593.2% |
| 105 | RTX | RTX CORPORATION | Industrials | 84.0 | $51.0 | — | +13.0 | +18.3% | $0.61 | +30662.1% |
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%