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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | WFC | WELLS FARGO & CO | Financial Services | 1,975.0 | $157K | 0.01% | -288.0 | -12.7% | $79.61 | +6.8% |
| 222 | MS | MORGAN STANLEY | Financial Services | 955.0 | $157K | 0.01% | -296.0 | -23.7% | $164.07 | +37.2% |
| 223 | BB | BLACKBERRY LTD | Technology | 48,336.0 | $157K | 0.01% | -5K | -8.8% | $3.24 | +172.5% |
| 224 | RSP | INVESCO EXCHANGE TRADED FD T | — | 805.0 | $152K | 0.01% | — | — | $188.32 | +11.0% |
| 225 | DIS | DISNEY WALT CO | Communication Services | 1,599.0 | $151K | 0.01% | +1K | +265.1% | $94.58 | +6.6% |
| 226 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 650.0 | $150K | 0.01% | — | — | $230.89 | +3.7% |
| 227 | OKE | ONEOK INC NEW | Energy | 1,611.0 | $146K | 0.01% | +236.0 | +17.2% | $90.39 | -5.3% |
| 228 | KHC | KRAFT HEINZ CO | Consumer Defensive | 6,419.0 | $144K | 0.01% | +2K | +32.9% | $22.49 | +3.2% |
| 229 | CHRD | CHORD ENERGY CORPORATION | Energy | 1,012.0 | $144K | 0.01% | — | — | $142.18 | -10.7% |
| 230 | — | FALCONS BEYOND GLOBAL INC | — | 75,000.0 | $142K | 0.01% | — | — | $1.89 | — |
| 231 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 8,605.0 | $141K | 0.01% | +440.0 | +5.4% | $16.43 | +18.1% |
| 232 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 8,908.0 | $140K | 0.01% | +998.0 | +12.6% | $15.72 | -16.3% |
| 233 | XLE | SELECT SECTOR SPDR TR | — | 2,154.0 | $132K | 0.01% | -16K | -88.1% | $61.26 | -10.8% |
| 234 | VICI | VICI PPTYS INC | Real Estate | 4,822.0 | $132K | 0.01% | +1K | +35.5% | $27.32 | +2.5% |
| 235 | WSO | WATSCO INC | Industrials | 350.0 | $127K | 0.01% | — | — | $363.79 | +7.0% |
| 236 | ABBV | ABBVIE INC | Healthcare | 576.0 | $125K | 0.01% | -449.0 | -43.8% | $217.49 | +1.7% |
| 237 | O | REALTY INCOME CORP | Real Estate | 2,017.0 | $123K | 0.01% | -125.0 | -5.8% | $61.18 | -1.0% |
| 238 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 500.0 | $121K | 0.01% | +100.0 | +25.0% | $242.39 | +8.2% |
| 239 | T | AT&T INC | Communication Services | 4,144.0 | $120K | 0.01% | +1K | +32.1% | $28.99 | -22.6% |
| 240 | KIM | KIMCO REALTY CORP | Real Estate | 5,191.0 | $117K | 0.01% | +403.0 | +8.4% | $22.47 | +9.0% |
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%