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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | GIS | GENERAL MILLS INC | Consumer Defensive | 2,579.0 | $96K | 0.00% | +539.0 | +26.4% | $37.22 | -10.2% |
| 262 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 195.0 | $96K | 0.00% | — | — | $491.53 | -5.5% |
| 263 | CTRA | COTERRA ENERGY INC | Energy | 2,724.0 | $96K | 0.00% | -502.0 | -15.6% | $35.14 | -7.3% |
| 264 | PNW | PINNACLE WEST CAP CORP | Utilities | 945.0 | $95K | 0.00% | — | — | $100.75 | +1.6% |
| 265 | RPD | RAPID7 INC | Technology | 17,178.0 | $95K | 0.00% | +6K | +51.9% | $5.51 | +22.1% |
| 266 | ES | EVERSOURCE ENERGY | Utilities | 1,365.0 | $95K | 0.00% | -189.0 | -12.2% | $69.28 | +0.4% |
| 267 | VIS | VANGUARD WORLD FD | — | 300.0 | $94K | 0.00% | — | — | $312.22 | +13.2% |
| 268 | FE | FIRSTENERGY CORP | Utilities | 1,809.0 | $92K | 0.00% | -496.0 | -21.5% | $50.66 | -8.3% |
| 269 | UDR | UDR INC | Real Estate | 2,705.0 | $91K | 0.00% | NEW | — | $33.78 | +11.2% |
| 270 | COF | CAPITAL ONE FINL CORP | Financial Services | 490.0 | $89K | 0.00% | -59.0 | -10.8% | $182.43 | +10.5% |
| 271 | QCOM | QUALCOMM INC | Technology | 690.0 | $89K | 0.00% | -4K | -85.5% | $128.78 | +75.6% |
| 272 | — | ENTERGY CORP NEW | — | 786.0 | $88K | 0.00% | +154.0 | +24.4% | $112.36 | — |
| 273 | EXC | EXELON CORP | Utilities | 1,778.0 | $87K | 0.00% | -36.0 | -2.0% | $49.02 | -6.5% |
| 274 | EVRG | EVERGY INC | Utilities | 1,054.0 | $86K | 0.00% | -180.0 | -14.6% | $81.92 | +0.7% |
| 275 | WMB | WILLIAMS COS INC | Energy | 1,186.0 | $86K | 0.00% | +1K | +1724.6% | $72.78 | -2.1% |
| 276 | VHT | VANGUARD WORLD FD | — | 310.0 | $84K | 0.00% | — | — | $272.33 | +3.0% |
| 277 | SPGI | S&P GLOBAL INC | Financial Services | 195.0 | $83K | 0.00% | -29.0 | -12.9% | $425.34 | -3.4% |
| 278 | IAK | ISHARES TR | — | 630.0 | $81K | 0.00% | — | — | $128.29 | +4.8% |
| 279 | IYG | ISHARES TR | — | 1,000.0 | $80K | 0.00% | +350.0 | +53.9% | $80.47 | +12.7% |
| 280 | DTE | DTE ENERGY CO | Utilities | 547.0 | $80K | 0.00% | NEW | — | $146.22 | +0.9% |
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%