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 | VTWO | VANGUARD SCOTTSDALE FDS | — | 1,900.0 | $231K | 0.01% | — | — | $121.42 | -0.5% |
| 222 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 221.0 | $224K | 0.01% | +4.0 | +1.8% | $1011.37 | +2.9% |
| 223 | PWR | QUANTA SVCS INC | Industrials | 5,758.0 | $222K | 0.01% | +595.0 | +11.5% | $38.56 | +1499.4% |
| 224 | FCX | FREEPORT MCMORAN INC | Basic Materials | 3,510.0 | $216K | 0.01% | +185.0 | +5.6% | $61.64 | +28.2% |
| 225 | BX | BLACKSTONE INC | Financial Services | 2,278.0 | $211K | 0.01% | +350.0 | +18.1% | $92.73 | +54.4% |
| 226 | MS | MORGAN STANLEY | Financial Services | 982.0 | $205K | 0.01% | +27.0 | +2.8% | $209.04 | +2.4% |
| 227 | XLY | SELECT SECTOR SPDR TR | — | 1,760.0 | $205K | 0.01% | +700.0 | +66.0% | $116.41 | +0.6% |
| 228 | — | FALCONS BEYOND GLOBAL INC | — | 75,000.0 | $196K | 0.01% | — | — | $2.61 | — |
| 229 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 20,786.0 | $195K | 0.01% | +1K | +5.6% | $9.39 | +22.9% |
| 230 | SPSB | SPDR SERIES TRUST | — | 6,500.0 | $195K | 0.01% | +1K | +22.6% | $30.01 | -0.1% |
| 231 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 8,923.0 | $191K | 0.01% | +318.0 | +3.7% | $21.40 | +0.8% |
| 232 | MO | ALTRIA GROUP INC | Consumer Defensive | 2,616.0 | $188K | 0.01% | +93.0 | +3.7% | $71.95 | -3.9% |
| 233 | ANET | ARISTA NETWORKS INC | Technology | 1,082.0 | $184K | 0.01% | +212.0 | +24.4% | $169.88 | +19.1% |
| 234 | NOBL | PROSHARES TR | — | 3,200.0 | $180K | 0.01% | +2K | +100.0% | $56.16 | +4.7% |
| 235 | INDA | ISHARES TR | — | 3,500.0 | $173K | 0.01% | -240.0 | -6.4% | $49.39 | +0.7% |
| 236 | ADBE | ADOBE INC | Technology | 842.0 | $173K | 0.01% | NEW | — | $205.02 | +33.4% |
| 237 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,052.0 | $172K | 0.01% | +75.0 | +1.9% | $42.34 | +18.5% |
| 238 | WFC | WELLS FARGO & CO | Financial Services | 1,969.0 | $163K | 0.01% | — | — | $82.64 | +3.1% |
| 239 | KHC | KRAFT HEINZ CO | Consumer Defensive | 6,657.0 | $157K | 0.01% | +238.0 | +3.7% | $23.62 | +5.0% |
| 240 | — | T3 DEFENSE INC | — | 2,711.0 | $155K | 0.01% | — | — | $57.16 | — |
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
50.6%
Industrials
22.3%
Financial Services
5.9%
Utilities
5.7%
Basic Materials
4.4%
Healthcare
4.2%
Consumer Cyclical
3.0%
Communication Services
2.4%
Energy
0.7%
Consumer Defensive
0.6%