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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | ES | EVERSOURCE ENERGY | Utilities | 1,365.0 | $95K | 0.00% | -189.0 | -12.2% | $69.28 | +3.9% |
| 102 | FE | FIRSTENERGY CORP | Utilities | 1,809.0 | $92K | 0.00% | -496.0 | -21.5% | $50.66 | -4.4% |
| 103 | COF | CAPITAL ONE FINL CORP | Financial Services | 490.0 | $89K | 0.00% | -59.0 | -10.8% | $182.43 | +19.3% |
| 104 | QCOM | QUALCOMM INC | Technology | 690.0 | $89K | 0.00% | -4K | -85.5% | $128.78 | +17.7% |
| 105 | EXC | EXELON CORP | Utilities | 1,778.0 | $87K | 0.00% | -36.0 | -2.0% | $49.02 | -6.9% |
| 106 | EVRG | EVERGY INC | Utilities | 1,054.0 | $86K | 0.00% | -180.0 | -14.6% | $81.92 | +1.6% |
| 107 | SPGI | S&P GLOBAL INC | Financial Services | 195.0 | $83K | 0.00% | -29.0 | -12.9% | $425.34 | -2.1% |
| 108 | CSCO | CISCO SYS INC | Technology | 1,010.0 | $78K | 0.00% | -637.0 | -38.7% | $77.59 | +49.3% |
| 109 | WCLD | WISDOMTREE TR | — | 2,801.0 | $76K | 0.00% | -400.0 | -12.5% | $27.28 | +34.1% |
| 110 | IHAK | ISHARES TR | — | 1,745.0 | $76K | 0.00% | -500.0 | -22.3% | $43.44 | +43.7% |
| 111 | OMC | OMNICOM GROUP INC | Communication Services | 996.0 | $75K | 0.00% | -165.0 | -14.2% | $75.31 | +5.3% |
| 112 | PGR | PROGRESSIVE CORP | Financial Services | 374.0 | $74K | 0.00% | -49.0 | -11.6% | $198.24 | +6.2% |
| 113 | HON | HONEYWELL INTL INC | Industrials | 275.0 | $62K | 0.00% | -117.0 | -29.9% | $225.43 | +9.5% |
| 114 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 363.0 | $57K | 0.00% | -48.0 | -11.7% | $157.28 | -3.5% |
| 115 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 258.0 | $54K | 0.00% | -25.0 | -8.8% | $208.09 | +21.0% |
| 116 | IEUR | ISHARES TR | — | 684.0 | $48K | 0.00% | -300.0 | -30.5% | $70.26 | +9.6% |
| 117 | SHOP | SHOPIFY INC | Technology | 400.0 | $47K | 0.00% | -550.0 | -57.9% | $118.62 | -1.4% |
| 118 | — | BLOCK INC | — | 730.0 | $44K | 0.00% | -11K | -94.0% | $60.18 | — |
| 119 | TRV | TRAVELERS COMPANIES INC | Financial Services | 138.0 | $40K | 0.00% | -23.0 | -14.3% | $291.68 | +28.2% |
| 120 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 297.0 | $33K | 0.00% | -38.0 | -11.3% | $111.42 | -77.0% |
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%