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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | ANET | ARISTA NETWORKS INC | Technology | 800.0 | $106K | 0.01% | NEW | — | $132.44 | +24.5% |
| 242 | TAN | INVESCO EXCH TRADED FD TR II | — | 2,150.0 | $106K | 0.01% | NEW | — | $49.12 | +18.8% |
| 243 | ES | EVERSOURCE ENERGY | Utilities | 1,554.0 | $105K | 0.01% | NEW | — | $67.33 | +2.6% |
| 244 | FE | FIRSTENERGY CORP | Utilities | 2,305.0 | $103K | 0.01% | NEW | — | $44.77 | +3.1% |
| 245 | CCI | CROWN CASTLE INC | Real Estate | 1,140.0 | $101K | 0.01% | NEW | — | $88.87 | -3.5% |
| 246 | VICI | VICI PPTYS INC | Real Estate | 3,560.0 | $101K | 0.01% | NEW | — | $28.43 | -1.5% |
| 247 | OKE | ONEOK INC NEW | Energy | 1,375.0 | $101K | 0.01% | NEW | — | $73.50 | +16.4% |
| 248 | LNG | CHENIERE ENERGY INC | Energy | 500.0 | $97K | 0.01% | NEW | — | $194.39 | +19.0% |
| 249 | KIM | KIMCO RLTY CORP | Real Estate | 4,788.0 | $97K | 0.01% | NEW | — | $20.27 | +20.8% |
| 250 | PGR | PROGRESSIVE CORP | Financial Services | 423.0 | $96K | 0.01% | NEW | — | $227.72 | -10.2% |
| 251 | OMC | OMNICOM GROUP INC | Communication Services | 1,161.0 | $95K | 0.01% | NEW | — | $82.18 | -7.1% |
| 252 | GIS | GENERAL MLS INC | Consumer Defensive | 2,040.0 | $95K | 0.01% | NEW | — | $46.50 | -28.3% |
| 253 | SPIB | SPDR SERIES TRUST | — | 2,800.0 | $95K | 0.01% | NEW | — | $33.82 | -1.5% |
| 254 | CHRD | CHORD ENERGY CORPORATION | Energy | 1,012.0 | $94K | 0.01% | NEW | — | $93.35 | +36.0% |
| 255 | XLU | SELECT SECTOR SPDR TR | — | 2,196.0 | $94K | 0.01% | NEW | — | $42.84 | +3.8% |
| 256 | KMI | KINDER MORGAN INC DEL | Energy | 3,268.0 | $90K | 0.00% | NEW | — | $27.49 | +14.0% |
| 257 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 777.0 | $90K | 0.00% | NEW | — | $115.31 | +11.2% |
| 258 | VIS | VANGUARD WORLD FD | — | 300.0 | $90K | 0.00% | NEW | — | $298.38 | +17.2% |
| 259 | EVRG | EVERGY INC | Utilities | 1,234.0 | $89K | 0.00% | NEW | — | $72.49 | +14.3% |
| 260 | VHT | VANGUARD WORLD FD | — | 310.0 | $89K | 0.00% | NEW | — | $287.85 | -2.0% |
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%