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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | Industrials | 13,202.0 | $3.3M | 0.13% | NEW | — | $250.58 | +18.9% |
| 2 | CRED | COLUMBIA ETF TR I | — | 1,477.0 | $1.7M | 0.07% | NEW | — | $1142.56 | -98.0% |
| 3 | NTR | NUTRIEN LTD | Basic Materials | 17,500.0 | $1.3M | 0.05% | NEW | — | $75.46 | -10.4% |
| 4 | KXI | ISHARES TR | — | 17,500.0 | $1.2M | 0.05% | NEW | — | $67.01 | +3.6% |
| 5 | EME | EMCOR GROUP INC | Industrials | 1,537.0 | $1.1M | 0.04% | NEW | — | $738.31 | +11.5% |
| 6 | ROKU | ROKU INC | Communication Services | 8,009.0 | $728K | 0.03% | NEW | — | $90.84 | +58.1% |
| 7 | ATI | ATI INC | Industrials | 4,725.0 | $687K | 0.03% | NEW | — | $145.46 | +36.4% |
| 8 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 1,719.0 | $678K | 0.03% | NEW | — | $394.15 | +42.5% |
| 9 | RKLB | ROCKET LAB CORP | Industrials | 10,000.0 | $642K | 0.03% | NEW | — | $64.22 | +59.4% |
| 10 | ALSN | ALLISON TRANSMISSION HLDGS I | Consumer Cyclical | 5,631.0 | $635K | 0.03% | NEW | — | $112.71 | +4.1% |
| 11 | APG | API GROUP CORP | Industrials | 14,888.0 | $603K | 0.02% | NEW | — | $40.52 | +4.5% |
| 12 | WPM | WHEATON PRECIOUS METALS CORP | Basic Materials | 4,000.0 | $524K | 0.02% | NEW | — | $131.01 | -14.0% |
| 13 | CLH | CLEAN HARBORS INC | Industrials | 1,826.0 | $524K | 0.02% | NEW | — | $286.73 | +0.4% |
| 14 | GGG | GRACO INC | Industrials | 5,705.0 | $483K | 0.02% | NEW | — | $84.65 | -11.9% |
| 15 | LECO | LINCOLN ELEC HLDGS INC | Industrials | 1,891.0 | $471K | 0.02% | NEW | — | $249.08 | +3.7% |
| 16 | CSL | CARLISLE COS INC | Industrials | 1,411.0 | $471K | 0.02% | NEW | — | $333.62 | +3.0% |
| 17 | AEIS | ADVANCED ENERGY INDS | Industrials | 1,303.0 | $420K | 0.02% | NEW | — | $322.71 | +9.8% |
| 18 | MOD | MODINE MFG CO | Consumer Cyclical | 1,820.0 | $394K | 0.01% | NEW | — | $216.71 | +26.7% |
| 19 | DGRW | WISDOMTREE TR | — | 1,286.0 | $345K | 0.01% | NEW | — | $268.65 | -64.2% |
| 20 | AIT | APPLIED INDL TECHNOLOGIES IN | Industrials | 1,287.0 | $341K | 0.01% | NEW | — | $265.32 | +20.7% |
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
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%