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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 1,129.0 | $124K | 0.00% | +41.0 | +3.8% | $109.77 | +0.5% |
| 142 | XLU | SELECT SECTOR SPDR TR | — | 2,616.0 | $118K | 0.00% | +420.0 | +19.1% | $45.22 | -3.8% |
| 143 | D | DOMINION ENERGY INC | Utilities | 1,691.0 | $115K | 0.00% | +61.0 | +3.7% | $68.29 | -2.0% |
| 144 | IHAK | ISHARES TR | — | 1,895.0 | $115K | 0.00% | +150.0 | +8.6% | $60.62 | +2.5% |
| 145 | HRL | HORMEL FOODS CORP | Consumer Defensive | 4,528.0 | $112K | 0.00% | +162.0 | +3.7% | $24.82 | -4.5% |
| 146 | EXR | EXTRA SPACE STORAGE INC | Real Estate | 773.0 | $112K | 0.00% | +27.0 | +3.6% | $145.30 | -0.8% |
| 147 | UDR | UDR INC | Real Estate | 2,805.0 | $112K | 0.00% | +100.0 | +3.7% | $39.92 | -5.0% |
| 148 | — | ENTERGY CORP NEW | — | 972.0 | $112K | 0.00% | +186.0 | +23.7% | $114.86 | — |
| 149 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 1,914.0 | $110K | 0.00% | +68.0 | +3.7% | $57.62 | +17.3% |
| 150 | KMI | KINDER MORGAN INC DEL | Energy | 3,351.0 | $107K | 0.00% | +119.0 | +3.7% | $31.97 | +0.2% |
| 151 | CCI | CROWN CASTLE INC | Real Estate | 1,386.0 | $105K | 0.00% | +49.0 | +3.7% | $75.73 | -0.3% |
| 152 | PNW | PINNACLE WEST CAP CORP | Utilities | 980.0 | $105K | 0.00% | +35.0 | +3.7% | $107.00 | -7.8% |
| 153 | ES | EVERSOURCE ENERGY | Utilities | 1,415.0 | $102K | 0.00% | +50.0 | +3.7% | $72.27 | -0.8% |
| 154 | MTUM | ISHARES TR | — | 290.0 | $99K | 0.00% | +120.0 | +70.6% | $340.17 | -10.6% |
| 155 | IGM | ISHARES TR | — | 594.0 | $97K | 0.00% | +65.0 | +12.3% | $163.58 | -3.0% |
| 156 | CLX | CLOROX CO DEL | Consumer Defensive | 998.0 | $95K | 0.00% | +36.0 | +3.7% | $95.44 | +9.2% |
| 157 | EVRG | EVERGY INC | Utilities | 1,093.0 | $94K | 0.00% | +39.0 | +3.7% | $86.43 | -4.9% |
| 158 | GIS | GENERAL MILLS INC | Consumer Defensive | 2,674.0 | $93K | 0.00% | +95.0 | +3.7% | $34.80 | +15.2% |
| 159 | WMB | WILLIAMS COS INC | Energy | 1,220.0 | $91K | 0.00% | +34.0 | +2.9% | $74.34 | +0.1% |
| 160 | FE | FIRSTENERGY CORP | Utilities | 1,876.0 | $89K | 0.00% | +67.0 | +3.7% | $47.54 | -1.7% |
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%