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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | CSX | CSX CORP | Industrials | 64,165.0 | $8K | — | -944.0 | -1.4% | $0.13 | +35629.5% |
| 142 | ITW | ILLINOIS TOOL WKS INC | Industrials | 9,945.0 | $8K | — | -198.0 | -1.9% | $0.82 | +32529.2% |
| 143 | CMI | CUMMINS INC | Industrials | 4,768.0 | $8K | — | -58.0 | -1.2% | $1.70 | +42788.8% |
| 144 | EMR | EMERSON ELEC CO | Industrials | 19,392.0 | $8K | — | -251.0 | -1.3% | $0.41 | +36696.0% |
| 145 | RSG | REPUBLIC SVCS INC | Industrials | 10,656.0 | $7K | — | -168.0 | -1.6% | $0.69 | +29902.7% |
| 146 | JKHY | HENRY JACK & ASSOC INC | Technology | 46.0 | $7K | — | -6.0 | -11.5% | $158.04 | -18.0% |
| 147 | NSC | NORFOLK SOUTHN CORP | Industrials | 7,749.0 | $7K | — | -97.0 | -1.2% | $0.91 | +33539.3% |
| 148 | PCAR | PACCAR INC | Industrials | 18,146.0 | $7K | — | -218.0 | -1.2% | $0.36 | +33021.5% |
| 149 | FAST | FASTENAL CO | Industrials | 39,624.0 | $6K | — | -517.0 | -1.3% | $0.15 | +31168.1% |
| 150 | GWW | WW GRAINGER INC | Industrials | 1,635.0 | $6K | — | -28.0 | -1.7% | $3.45 | +38334.0% |
| 151 | AME | AMETEK INC | Industrials | 7,901.0 | $5K | — | -148.0 | -1.8% | $0.68 | +34550.1% |
| 152 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 28,827.0 | $5K | — | -621.0 | -2.1% | $0.18 | +40142.0% |
| 153 | COP | CONOCOPHILLIPS | Energy | 38.0 | $5K | — | -27.0 | -41.5% | $132.00 | -16.2% |
| 154 | WELL | WELLTOWER INC | Real Estate | 22.0 | $4K | — | -51.0 | -69.9% | $197.73 | +7.1% |
| 155 | NUE | NUCOR CORP | Basic Materials | 7,860.0 | $4K | — | -142.0 | -1.8% | $0.53 | +47295.9% |
| 156 | ERIE | ERIE INDTY CO | Financial Services | 16.0 | $4K | — | -2.0 | -11.1% | $251.31 | -10.0% |
| 157 | VMC | VULCAN MATLS CO | Basic Materials | 4,506.0 | $4K | — | -114.0 | -2.5% | $0.86 | +34928.7% |
| 158 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 2,081.0 | $4K | — | -28.0 | -1.3% | $1.86 | +32440.2% |
| 159 | NEM | NEWMONT CORP | Basic Materials | 34.0 | $4K | — | -24.0 | -41.4% | $108.24 | +2.7% |
| 160 | — | INGERSOLL RAND INC | — | 13,513.0 | $3K | — | -302.0 | -2.2% | $0.25 | — |
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%