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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | ITA | ISHARES TR | — | 909.0 | $195K | 0.01% | NEW | — | $214.70 | +13.0% |
| 202 | NABL | N-ABLE INC | Technology | 24,624.0 | $184K | 0.01% | NEW | — | $7.48 | -59.0% |
| 203 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 650.0 | $184K | 0.01% | NEW | — | $283.31 | -14.8% |
| 204 | RPD | RAPID7 INC | Technology | 11,307.0 | $172K | 0.01% | NEW | — | $15.20 | -55.4% |
| 205 | NOBL | PROSHARES TR | — | 1,600.0 | $167K | 0.01% | NEW | — | $104.07 | -47.3% |
| 206 | HCA | HCA HEALTHCARE INC | Healthcare | 350.0 | $166K | 0.01% | NEW | — | $473.26 | -18.9% |
| 207 | RSP | INVESCO EXCHANGE TRADED FD T | — | 805.0 | $154K | 0.01% | NEW | — | $191.85 | +9.2% |
| 208 | SHOP | SHOPIFY INC | Technology | 950.0 | $154K | 0.01% | NEW | — | $162.14 | -32.8% |
| 209 | MO | ALTRIA GROUP INC | Consumer Defensive | 2,627.0 | $154K | 0.01% | NEW | — | $58.47 | +17.5% |
| 210 | — | FALCONS BEYOND GLOBAL INC | — | 75,000.0 | $152K | 0.01% | NEW | — | $2.02 | — |
| 211 | PRU | PRUDENTIAL FINL INC | Financial Services | 1,314.0 | $148K | 0.01% | NEW | — | $112.88 | -5.3% |
| 212 | UPS | UNITED PARCEL SERVICE INC | Industrials | 1,437.0 | $143K | 0.01% | NEW | — | $99.19 | +6.9% |
| 213 | XLY | SELECT SECTOR SPDR TR | — | 1,180.0 | $141K | 0.01% | NEW | — | $119.41 | -3.1% |
| 214 | FXO | FIRST TR EXCHANGE TRADED FD | — | 2,316.0 | $140K | 0.01% | NEW | — | $60.35 | +1.2% |
| 215 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 7,910.0 | $137K | 0.01% | NEW | — | $17.31 | -24.3% |
| 216 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 739.0 | $137K | 0.01% | NEW | — | $185.11 | +13.1% |
| 217 | COF | CAPITAL ONE FINL CORP | Financial Services | 549.0 | $133K | 0.01% | NEW | — | $242.36 | -17.1% |
| 218 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 2,463.0 | $133K | 0.01% | NEW | — | $53.94 | +2.3% |
| 219 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 3,256.0 | $133K | 0.01% | NEW | — | $40.73 | +12.2% |
| 220 | IBDV | ISHARES TR | — | 6,000.0 | $132K | 0.01% | NEW | — | $22.07 | -1.6% |
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
35.0%
Industrials
32.0%
Basic Materials
6.8%
Financial Services
6.4%
Utilities
5.7%
Communication Services
5.1%
Healthcare
4.0%
Consumer Cyclical
3.2%
Energy
0.9%
Consumer Defensive
0.7%