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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 3,977.0 | $200K | 0.01% | +721.0 | +22.1% | $50.20 | -6.9% |
| 202 | NKE | NIKE INC | Consumer Cyclical | 3,850.0 | $198K | 0.01% | -2K | -33.9% | $51.47 | -14.1% |
| 203 | VTWO | VANGUARD SCOTTSDALE FDS | — | 1,900.0 | $190K | 0.01% | -5K | -74.0% | $100.17 | +17.2% |
| 204 | FCX | FREEPORT MCMORAN INC | Basic Materials | 3,325.0 | $189K | 0.01% | +3K | +680.5% | $56.93 | +21.3% |
| 205 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 217.0 | $184K | 0.01% | -1K | -85.2% | $845.99 | +29.9% |
| 206 | CVS | CVS HEALTH CORP | Healthcare | 2,555.0 | $182K | 0.01% | +65.0 | +2.6% | $71.20 | +39.3% |
| 207 | — | T3 DEFENSE INC | — | 2,711.0 | $176K | 0.01% | NEW | — | $65.06 | — |
| 208 | INDA | ISHARES TR | — | 3,740.0 | $175K | 0.01% | -230.0 | -5.8% | $46.75 | +4.8% |
| 209 | NOBL | PROSHARES TR | — | 1,600.0 | $170K | 0.01% | — | — | $106.01 | -48.2% |
| 210 | IEI | ISHARES TR | — | 1,410.0 | $167K | 0.01% | -414.0 | -22.7% | $118.49 | -1.3% |
| 211 | MO | ALTRIA GROUP INC | Consumer Defensive | 2,523.0 | $166K | 0.01% | -104.0 | -4.0% | $65.99 | +4.5% |
| 212 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 19,682.0 | $166K | 0.01% | NEW | — | $8.45 | +50.1% |
| 213 | HCA | HCA HEALTHCARE INC | Healthcare | 350.0 | $166K | 0.01% | — | — | $473.24 | -18.0% |
| 214 | BX | BLACKSTONE INC | Financial Services | 1,928.0 | $165K | 0.01% | -54.0 | -2.7% | $85.71 | +45.9% |
| 215 | SPIB | SPDR SERIES TRUST | — | 4,900.0 | $164K | 0.01% | +2K | +75.0% | $33.41 | -0.3% |
| 216 | CME | CME GROUP INC | Financial Services | 550.0 | $162K | 0.01% | +290.0 | +111.5% | $295.35 | -14.5% |
| 217 | UPS | UNITED PARCEL SVCS INC | Industrials | 1,700.0 | $161K | 0.01% | +263.0 | +18.3% | $94.95 | +10.7% |
| 218 | SPSB | SPDR SERIES TRUST | — | 5,300.0 | $159K | 0.01% | +1K | +29.9% | $30.06 | -0.5% |
| 219 | TENB | TENABLE HLDGS INC | Technology | 9,399.0 | $159K | 0.01% | -1K | -12.2% | $16.91 | +58.9% |
| 220 | IBDV | ISHARES TR | — | 7,280.0 | $159K | 0.01% | +1K | +21.3% | $21.83 | -0.5% |
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%