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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | TAN | INVESCO EXCH TRADED FD TR II | — | 2,150.0 | $115K | 0.01% | — | — | $53.52 | +9.0% |
| 242 | PRU | PRUDENTIAL FINL INC | Financial Services | 1,174.0 | $115K | 0.00% | -140.0 | -10.7% | $97.69 | +9.5% |
| 243 | NABL | N-ABLE INC | Technology | 24,283.0 | $113K | 0.00% | -341.0 | -1.4% | $4.67 | -34.7% |
| 244 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 1,846.0 | $112K | 0.00% | -617.0 | -25.1% | $60.65 | -8.9% |
| 245 | XLY | SELECT SECTOR SPDR TR | — | 1,060.0 | $111K | 0.00% | -120.0 | -10.2% | $105.12 | +9.9% |
| 246 | TLS | TELOS CORP MD | Technology | 26,579.0 | $111K | 0.00% | NEW | — | $4.19 | +4.3% |
| 247 | IWM | ISHARES TR | — | 450.0 | $110K | 0.00% | — | — | $244.27 | +18.7% |
| 248 | CCI | CROWN CASTLE INC | Real Estate | 1,337.0 | $109K | 0.00% | +197.0 | +17.3% | $81.31 | +5.5% |
| 249 | KMI | KINDER MORGAN INC DEL | Energy | 3,232.0 | $108K | 0.00% | -36.0 | -1.1% | $33.53 | -6.6% |
| 250 | BLK | BLACKROCK INC | Financial Services | 114.0 | $108K | 0.00% | — | — | $948.37 | +11.5% |
| 251 | ANET | ARISTA NETWORKS INC | Technology | 870.0 | $107K | 0.00% | +70.0 | +8.8% | $122.78 | +34.3% |
| 252 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 1,088.0 | $105K | 0.00% | NEW | — | $96.47 | +5.2% |
| 253 | IJH | ISHARES TR | — | 1,500.0 | $101K | 0.00% | -345.0 | -18.7% | $67.53 | +11.0% |
| 254 | D | DOMINION ENERGY INC | Utilities | 1,630.0 | $101K | 0.00% | -182.0 | -10.0% | $61.82 | +10.0% |
| 255 | XLU | SELECT SECTOR SPDR TR | — | 2,196.0 | $101K | 0.00% | — | — | $45.78 | -2.9% |
| 256 | CLX | CLOROX CO DEL | Consumer Defensive | 962.0 | $100K | 0.00% | +259.0 | +36.8% | $103.63 | -8.4% |
| 257 | HRL | HORMEL FOODS CORP | Consumer Defensive | 4,366.0 | $99K | 0.00% | NEW | — | $22.65 | +7.4% |
| 258 | EXR | EXTRA SPACE STORAGE INC | Real Estate | 746.0 | $98K | 0.00% | NEW | — | $131.13 | +9.8% |
| 259 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 364.0 | $97K | 0.00% | -3K | -89.8% | $267.28 | +49.5% |
| 260 | QTEC | FIRST TR EXCHANGE-TRADED FD | — | 450.0 | $97K | 0.00% | +190.0 | +73.1% | $215.98 | +50.2% |
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%