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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 309.0 | $169.0 | — | -44.0 | -12.5% | $0.55 | +30394.1% |
| 182 | BK | BANK NEW YORK MELLON CORP | Financial Services | 440.0 | $165.0 | — | -63.0 | -12.5% | $0.38 | +37742.7% |
| 183 | AON | AON PLC | Financial Services | 137.0 | $140.0 | — | -18.0 | -11.6% | $1.02 | +32334.7% |
| 184 | MCO | MOODYS CORP | Financial Services | 98.0 | $135.0 | — | -13.0 | -11.7% | $1.38 | +33903.1% |
| 185 | KKR | KKR & CO INC | Financial Services | 438.0 | $128.0 | — | -57.0 | -11.5% | $0.29 | +33766.3% |
| 186 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 164.0 | $112.0 | — | -21.0 | -11.3% | $0.68 | +31513.9% |
| 187 | HOOD | ROBINHOOD MKTS INC | Financial Services | 505.0 | $111.0 | — | -62.0 | -10.9% | $0.22 | +43898.7% |
| 188 | ALL | ALLSTATE CORP | Financial Services | 166.0 | $109.0 | — | -23.0 | -12.2% | $0.66 | +33875.2% |
| 189 | AFL | AFLAC INC | Financial Services | 298.0 | $103.0 | — | -42.0 | -12.3% | $0.35 | +33869.1% |
| 190 | AMP | AMERIPRISE FINL INC | Financial Services | 58.0 | $81.0 | — | -9.0 | -13.4% | $1.40 | +33649.6% |
| 191 | MSCI | MSCI INC | Financial Services | 47.0 | $80.0 | — | -7.0 | -13.0% | $1.70 | +35629.4% |
| 192 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 178.0 | $76.0 | — | -23.0 | -11.4% | $0.43 | +30586.3% |
| 193 | STT | STATE STR CORP | Financial Services | 178.0 | $71.0 | — | -23.0 | -11.4% | $0.40 | +42843.1% |
| 194 | MTB | M & T BK CORP | Financial Services | 97.0 | $63.0 | — | -14.0 | -12.6% | $0.65 | +35058.7% |
| 195 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 67.0 | $59.0 | — | -8.0 | -10.7% | $0.88 | +30020.5% |
| 196 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 61.0 | $56.0 | — | -8.0 | -11.6% | $0.92 | +28183.3% |
| 197 | NTRS | NORTHERN TR CORP | Financial Services | 119.0 | $52.0 | — | -17.0 | -12.5% | $0.44 | +39911.5% |
| 198 | CFG | CITIZENS FINL GROUP INC | Financial Services | 271.0 | $51.0 | — | -39.0 | -12.6% | $0.19 | +35645.4% |
| 199 | RJF | RAYMOND JAMES FINL INC | Financial Services | 112.0 | $51.0 | — | -15.0 | -11.8% | $0.46 | +34666.1% |
| 200 | CINF | CINCINNATI FINL CORP | Financial Services | 100.0 | $50.0 | — | -12.0 | -10.7% | $0.50 | +34258.0% |
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
40.8%
Industrials
31.7%
Utilities
6.3%
Basic Materials
5.6%
Financial Services
3.9%
Communication Services
3.8%
Healthcare
3.1%
Consumer Cyclical
2.3%
Energy
1.7%
Consumer Defensive
0.6%