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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 8,165.0 | $131K | 0.01% | NEW | — | $16.08 | +36.3% |
| 222 | HST | HOST HOTELS & RESORTS INC | Real Estate | 7,096.0 | $128K | 0.01% | NEW | — | $17.98 | +40.5% |
| 223 | CSCO | CISCO SYS INC | Technology | 1,647.0 | $127K | 0.01% | NEW | — | $77.03 | +59.9% |
| 224 | SPSB | SPDR SERIES TRUST | — | 4,080.0 | $123K | 0.01% | NEW | — | $30.20 | -0.9% |
| 225 | IJH | ISHARES TR | — | 1,845.0 | $123K | 0.01% | NEW | — | $66.70 | +15.8% |
| 226 | BLK | BLACKROCK INC | Financial Services | 114.0 | $122K | 0.01% | NEW | — | $1070.34 | +5.4% |
| 227 | O | REALTY INCOME CORP | Real Estate | 2,142.0 | $121K | 0.01% | NEW | — | $56.56 | +10.3% |
| 228 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 400.0 | $121K | 0.01% | NEW | — | $302.05 | -21.4% |
| 229 | WSO | WATSCO INC | Industrials | 350.0 | $118K | 0.01% | NEW | — | $336.95 | -0.7% |
| 230 | KHC | KRAFT HEINZ CO | Consumer Defensive | 4,831.0 | $117K | 0.01% | NEW | — | $24.25 | +5.4% |
| 231 | SPGI | S&P GLOBAL INC | Financial Services | 224.0 | $117K | 0.01% | NEW | — | $522.59 | -21.5% |
| 232 | PYPL | PAYPAL HLDGS INC | Financial Services | 1,994.0 | $116K | 0.01% | NEW | — | $58.38 | -0.4% |
| 233 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 195.0 | $113K | 0.01% | NEW | — | $579.70 | -0.7% |
| 234 | NICE | NICE LTD | Technology | 1,000.0 | $113K | 0.01% | NEW | — | $113.04 | -12.3% |
| 235 | WCLD | WISDOMTREE TR | — | 3,201.0 | $113K | 0.01% | NEW | — | $35.15 | +9.1% |
| 236 | IWM | ISHARES TR | — | 450.0 | $111K | 0.01% | NEW | — | $246.16 | +22.2% |
| 237 | FRT | FEDERAL RLTY INVT TR NEW | Real Estate | 1,082.0 | $109K | 0.01% | NEW | — | $100.80 | +20.8% |
| 238 | IHAK | ISHARES TR | — | 2,245.0 | $108K | 0.01% | NEW | — | $48.12 | +35.3% |
| 239 | — | AMCOR PLC | — | 12,787.0 | $107K | 0.01% | NEW | — | $8.34 | — |
| 240 | D | DOMINION ENERGY INC | Utilities | 1,812.0 | $106K | 0.01% | NEW | — | $58.59 | +16.5% |
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%