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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VCIT | VANGUARD SCOTTSDALE FDS | — | 46,894.0 | $3.9M | 0.15% | -14K | -22.9% | $82.64 | -0.1% |
| 22 | PH | PARKER-HANNIFIN CORP | Industrials | 4,200.0 | $3.8M | 0.15% | -123.0 | -2.9% | $895.24 | +4.8% |
| 23 | LQD | ISHARES TR | — | 34,250.0 | $3.7M | 0.15% | -9K | -20.1% | $108.99 | +0.1% |
| 24 | AAPL | APPLE INC | Technology | 13,770.0 | $3.5M | 0.14% | -10K | -42.4% | $252.86 | +18.3% |
| 25 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 33,044.0 | $3.1M | 0.12% | -14K | -30.2% | $92.66 | +2.2% |
| 26 | NFLX | NETFLIX INC. | Communication Services | 29,205.0 | $2.8M | 0.11% | -6K | -16.6% | $96.07 | -18.1% |
| 27 | — | FORTINET INC | — | 29,203.0 | $2.4M | 0.09% | -29K | -50.2% | $81.72 | — |
| 28 | TSLA | TESLA INC | Consumer Cyclical | 6,417.0 | $2.3M | 0.09% | -3K | -33.9% | $366.15 | +10.5% |
| 29 | DDOG | DATADOG INC | Technology | 19,468.0 | $2.3M | 0.09% | -3K | -13.9% | $118.05 | +95.8% |
| 30 | CVX | CHEVRON CORPORATION | Energy | 11,007.0 | $2.3M | 0.09% | -130.0 | -1.2% | $207.80 | -13.3% |
| 31 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 4,000.0 | $1.9M | 0.08% | -2K | -30.5% | $484.91 | -3.1% |
| 32 | ZS | ZSCALER INC | Technology | 13,279.0 | $1.9M | 0.07% | -381.0 | -2.8% | $140.29 | -7.0% |
| 33 | VEEV | VEEVA SYS INC | Healthcare | 10,111.0 | $1.8M | 0.07% | -4K | -29.9% | $175.66 | -7.7% |
| 34 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 3,300.0 | $1.7M | 0.07% | -968.0 | -22.7% | $522.71 | -9.8% |
| 35 | NOW | SERVICENOW INC | Technology | 16,000.0 | $1.7M | 0.07% | -2K | -9.9% | $104.55 | -3.1% |
| 36 | USHY | ISHARES TR | — | 44,927.0 | $1.7M | 0.07% | -13K | -22.7% | $36.84 | +0.5% |
| 37 | URI | UNITED RENTALS INC | Industrials | 2,174.0 | $1.6M | 0.06% | -76.0 | -3.4% | $728.56 | +48.8% |
| 38 | CLBT | CELLEBRITE DI LTD | Technology | 110,151.0 | $1.5M | 0.06% | -172K | -60.9% | $13.78 | -7.0% |
| 39 | WIX | WIX COM LTD | Technology | 16,500.0 | $1.5M | 0.06% | -200.0 | -1.2% | $90.07 | -49.4% |
| 40 | OPK | OPKO HEALTH INC | Healthcare | 1,299,473.0 | $1.5M | 0.06% | -7K | -0.5% | $1.13 | +22.7% |
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%