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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 441 | MCO | MOODYS CORP | Financial Services | 111.0 | $178.0 | — | NEW | — | $1.60 | +29159.7% |
| 442 | PEG | PUBLIC SVC ENTERPRISE GRP IN | Utilities | 707.0 | $178.0 | — | NEW | — | $0.25 | +31931.5% |
| 443 | AON | AON PLC | Financial Services | 155.0 | $171.0 | — | NEW | — | $1.10 | +29866.7% |
| 444 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 185.0 | $150.0 | — | NEW | — | $0.81 | +26992.0% |
| 445 | NTRS | NORTHERN TR CORP | Financial Services | 136.0 | $144.0 | — | NEW | — | $1.06 | +16547.7% |
| 446 | CINF | CINCINNATI FINL CORP | Financial Services | 112.0 | $131.0 | — | NEW | — | $1.17 | +14611.3% |
| 447 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 69.0 | $119.0 | — | NEW | — | $1.72 | +15034.7% |
| 448 | AFL | AFLAC INC | Financial Services | 340.0 | $118.0 | — | NEW | — | $0.35 | +33600.3% |
| 449 | AMP | AMERIPRISE FINL INC | Financial Services | 67.0 | $103.0 | — | NEW | — | $1.54 | +30720.3% |
| 450 | MSCI | MSCI INC | Financial Services | 54.0 | $97.0 | — | NEW | — | $1.80 | +33527.0% |
| 451 | STT | STATE STR CORP | Financial Services | 201.0 | $81.0 | — | NEW | — | $0.40 | +42931.4% |
| 452 | TMUS | T-MOBILE US INC | Communication Services | 118.0 | $75.0 | — | NEW | — | $0.64 | +28756.5% |
| 453 | BEN | FRANKLIN RESOURCES INC | Financial Services | 222.0 | $72.0 | — | NEW | — | $0.32 | +10403.4% |
| 454 | PLD | PROLOGIS INC. | Real Estate | 101.0 | $72.0 | — | NEW | — | $0.71 | +20209.4% |
| 455 | RJF | RAYMOND JAMES FINL INC | Financial Services | 127.0 | $64.0 | — | NEW | — | $0.50 | +31574.6% |
| 456 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 75.0 | $59.0 | — | NEW | — | $0.79 | +32929.9% |
| 457 | CFG | CITIZENS FINL GROUP INC | Financial Services | 310.0 | $57.0 | — | NEW | — | $0.18 | +36838.9% |
| 458 | BRO | BROWN & BROWN INC | Financial Services | 212.0 | $53.0 | — | NEW | — | $0.25 | +23864.0% |
| 459 | WRB | BERKLEY W R CORP | Financial Services | 216.0 | $47.0 | — | NEW | — | $0.22 | +31256.8% |
| 460 | ECL | ECOLAB INC | Basic Materials | 15.0 | $46.0 | — | NEW | — | $3.07 | +8821.2% |
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%