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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 426.0 | $18K | 0.00% | NEW | — | $41.76 | +65.4% |
| 342 | GE | GE AEROSPACE | Industrials | 56.0 | $17K | 0.00% | NEW | — | $308.30 | +15.8% |
| 343 | MUB | ISHARES TR | — | 160.0 | $17K | 0.00% | NEW | — | $107.11 | -0.1% |
| 344 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 386.0 | $17K | 0.00% | NEW | — | $43.64 | +11.1% |
| 345 | UPST | UPSTART HLDGS INC | Financial Services | 370.0 | $17K | 0.00% | NEW | — | $44.96 | -32.3% |
| 346 | MGY | MAGNOLIA OIL & GAS CORP | Energy | 750.0 | $17K | 0.00% | NEW | — | $22.07 | +21.7% |
| 347 | AMAT | APPLIED MATLS INC | Technology | 60.0 | $15K | 0.00% | NEW | — | $256.98 | +130.7% |
| 348 | TTD | THE TRADE DESK INC | Technology | 400.0 | $15K | 0.00% | NEW | — | $38.12 | -52.4% |
| 349 | TEAM | ATLASSIAN CORPORATION | Technology | 90.0 | $15K | 0.00% | NEW | — | $162.93 | -48.2% |
| 350 | DGRO | ISHARES TR | — | 200.0 | $14K | 0.00% | NEW | — | $69.42 | +8.0% |
| 351 | KEY | KEYCORP | Financial Services | 670.0 | $14K | 0.00% | NEW | — | $20.64 | +9.5% |
| 352 | WELL | WELLTOWER INC | Real Estate | 73.0 | $14K | 0.00% | NEW | — | $185.62 | +15.0% |
| 353 | GEV | GE VERNOVA INC | Utilities | 6,609.0 | $14K | 0.00% | NEW | — | $2.05 | +51092.1% |
| 354 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 82.0 | $13K | 0.00% | NEW | — | $161.89 | +10.8% |
| 355 | QTUM | ETF SER SOLUTIONS | — | 120.0 | $13K | 0.00% | NEW | — | $109.66 | +48.1% |
| 356 | IBDT | ISHARES TR | — | 500.0 | $13K | 0.00% | NEW | — | $25.46 | -1.1% |
| 357 | HACK | AMPLIFY ETF TR | — | 150.0 | $12K | 0.00% | NEW | — | $80.37 | +18.7% |
| 358 | ADBE | ADOBE INC | Technology | 33.0 | $12K | 0.00% | NEW | — | $350.00 | -43.9% |
| 359 | ICLN | ISHARES TR | — | 700.0 | $12K | 0.00% | NEW | — | $16.43 | +24.7% |
| 360 | VCLT | VANGUARD SCOTTSDALE FDS | — | 150.0 | $11K | 0.00% | NEW | — | $75.85 | -0.9% |
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%