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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | SHEL | SHELL PLC | Energy | 400.0 | $29K | 0.00% | NEW | — | $73.48 | +9.8% |
| 322 | PCAR | PACCAR INC | Industrials | 18,364.0 | $28K | 0.00% | NEW | — | $1.55 | +7514.2% |
| 323 | XLG | INVESCO EXCHANGE TRADED FD T | — | 460.0 | $27K | 0.00% | NEW | — | $59.28 | +3.8% |
| 324 | XHE | SPDR SERIES TRUST | — | 307.0 | $27K | 0.00% | NEW | — | $88.23 | -8.6% |
| 325 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 100.0 | $27K | 0.00% | NEW | — | $269.18 | -1.1% |
| 326 | ACGL | ARCH CAP GROUP LTD | Financial Services | 260.0 | $25K | 0.00% | NEW | — | $95.92 | -3.9% |
| 327 | UAL | UNITED AIRLS HLDGS INC | Industrials | 215.0 | $24K | 0.00% | NEW | — | $111.82 | +4.8% |
| 328 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 129.0 | $23K | 0.00% | NEW | — | $176.84 | +3.1% |
| 329 | IWF | ISHARES TR | — | 48.0 | $23K | 0.00% | NEW | — | $473.29 | -74.1% |
| 330 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 450.0 | $22K | 0.00% | NEW | — | $49.99 | -0.1% |
| 331 | SYF | SYNCHRONY FINANCIAL | Financial Services | 260.0 | $22K | 0.00% | NEW | — | $83.43 | -9.7% |
| 332 | DE | DEERE & CO | Industrials | 8,021.0 | $21K | 0.00% | NEW | — | $2.68 | +22054.4% |
| 333 | LPLA | LPL FINL HLDGS INC | Financial Services | 60.0 | $21K | 0.00% | NEW | — | $357.17 | -14.9% |
| 334 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 321.0 | $21K | 0.00% | NEW | — | $64.31 | +49.0% |
| 335 | ITW | ILLINOIS TOOL WKS INC | Industrials | 10,143.0 | $20K | 0.00% | NEW | — | $1.98 | +13310.9% |
| 336 | KNSL | KINSALE CAP GROUP INC | Financial Services | 50.0 | $20K | 0.00% | NEW | — | $395.64 | -21.8% |
| 337 | GRID | FIRST TR EXCHANGE TRADED FD | — | 120.0 | $19K | 0.00% | NEW | — | $154.23 | +25.0% |
| 338 | RUN | SUNRUN INC | Energy | 1,000.0 | $18K | 0.00% | NEW | — | $18.40 | -31.0% |
| 339 | KBE | SPDR SERIES TRUST | — | 300.0 | $18K | 0.00% | NEW | — | $60.69 | +8.4% |
| 340 | DOCS | DOXIMITY INC | Healthcare | 400.0 | $18K | 0.00% | NEW | — | $44.58 | -54.0% |
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%