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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | PYPL | PAYPAL HLDGS INC | Financial Services | 588.0 | $27K | 0.00% | -1K | -70.5% | $45.23 | -3.2% |
| 122 | AIG | AMERICAN INTL GROUP INC | Financial Services | 343.0 | $26K | 0.00% | -46.0 | -11.8% | $75.25 | -0.0% |
| 123 | MET | METLIFE INC | Financial Services | 352.0 | $25K | 0.00% | -47.0 | -11.8% | $70.72 | +22.8% |
| 124 | COIN | COINBASE GLOBAL INC | Financial Services | 142.0 | $25K | 0.00% | -23.0 | -13.9% | $174.61 | -2.5% |
| 125 | MRK | MERCK & CO INC | Healthcare | 269.0 | $23K | 0.00% | -1K | -82.7% | $84.56 | +36.6% |
| 126 | ACGL | ARCH CAP GROUP LTD | Financial Services | 228.0 | $22K | 0.00% | -32.0 | -12.3% | $95.99 | -3.9% |
| 127 | FISV | FISERV INC | Technology | 343.0 | $19K | 0.00% | -7K | -95.5% | $55.80 | -7.7% |
| 128 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 284.0 | $19K | 0.00% | -37.0 | -11.5% | $67.07 | +41.6% |
| 129 | ITB | ISHARES TR | — | 200.0 | $18K | 0.00% | -8K | -97.7% | $90.55 | +10.1% |
| 130 | QLTA | ISHARES TR | — | 328.0 | $16K | 0.00% | -627.0 | -65.7% | $47.59 | -0.0% |
| 131 | FIS | FIDELITY NATL INFORMATION SV | Technology | 331.0 | $16K | 0.00% | -977.0 | -74.7% | $46.91 | -13.7% |
| 132 | SYF | SYNCHRONY FINANCIAL | Financial Services | 222.0 | $15K | 0.00% | -38.0 | -14.6% | $68.02 | +12.3% |
| 133 | GEV | GE VERNOVA INC | Utilities | 5,337.0 | $15K | 0.00% | -1K | -19.2% | $2.76 | +36753.9% |
| 134 | — | CORPAY INC | — | 45.0 | $13K | 0.00% | -131.0 | -74.4% | $291.00 | — |
| 135 | KEY | KEYCORP | Financial Services | 598.0 | $12K | — | -72.0 | -10.8% | $20.05 | +14.8% |
| 136 | DE | DEERE & CO | Industrials | 6,731.0 | $12K | — | -1K | -16.1% | $1.78 | +33392.5% |
| 137 | GPN | GLOBAL PMTS INC | Industrials | 152.0 | $10K | — | -446.0 | -74.6% | $67.30 | +2.8% |
| 138 | PWR | QUANTA SVCS INC | Industrials | 5,163.0 | $9K | — | -51.0 | -1.0% | $1.73 | +41285.9% |
| 139 | AMTM | AMENTUM HOLDINGS INC | Industrials | 336.0 | $9K | — | -2.0 | -0.6% | $25.95 | -14.0% |
| 140 | NDAQ | NASDAQ INC | Financial Services | 387.0 | $9K | — | -38.0 | -8.9% | $22.13 | +291.8% |
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%