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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | IBB | ISHARES TR | — | 385.0 | $65K | 0.00% | NEW | — | $168.83 | +2.4% |
| 282 | WILC | G WILLI FOOD INTL LTD | Consumer Defensive | 2,167.0 | $63K | 0.00% | NEW | — | $29.23 | +12.4% |
| 283 | EIS | ISHARES INC | — | 612.0 | $61K | 0.00% | NEW | — | $99.01 | +24.5% |
| 284 | IYG | ISHARES TR | — | 650.0 | $60K | 0.00% | NEW | — | $92.25 | -0.3% |
| 285 | QTEC | FIRST TR EXCHANGE-TRADED FD | — | 260.0 | $60K | 0.00% | NEW | — | $230.21 | +45.2% |
| 286 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 283.0 | $59K | 0.00% | NEW | — | $208.73 | +11.8% |
| 287 | — | ENTERGY CORP NEW | — | 632.0 | $58K | 0.00% | NEW | — | $92.43 | — |
| 288 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 298.0 | $53K | 0.00% | NEW | — | $177.75 | -28.8% |
| 289 | — | CORPAY INC | — | 176.0 | $53K | 0.00% | NEW | — | $300.93 | — |
| 290 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 25.0 | $51K | 0.00% | NEW | — | $2020.88 | -19.0% |
| 291 | DIS | DISNEY WALT CO | Communication Services | 438.0 | $50K | 0.00% | NEW | — | $114.05 | -10.6% |
| 292 | HLMN | HILLMAN SOLUTIONS CORP | Industrials | 5,489.0 | $50K | 0.00% | NEW | — | $9.09 | -12.6% |
| 293 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 335.0 | $48K | 0.00% | NEW | — | $144.76 | -82.4% |
| 294 | TIP | ISHARES TR | — | 430.0 | $47K | 0.00% | NEW | — | $109.91 | -0.5% |
| 295 | TRV | TRAVELERS COMPANIES INC | Financial Services | 161.0 | $47K | 0.00% | NEW | — | $290.06 | +5.0% |
| 296 | MOAT | VANECK ETF TRUST | — | 450.0 | $47K | 0.00% | NEW | — | $103.56 | -1.6% |
| 297 | GPN | GLOBAL PMTS INC | Industrials | 598.0 | $46K | 0.00% | NEW | — | $77.40 | -12.9% |
| 298 | QLTA | ISHARES TR | — | 955.0 | $46K | 0.00% | NEW | — | $48.09 | -1.0% |
| 299 | AFRM | AFFIRM HLDGS INC | Technology | 596.0 | $44K | 0.00% | NEW | — | $74.43 | -0.7% |
| 300 | DOX | AMDOCS LTD | Technology | 550.0 | $44K | 0.00% | NEW | — | $80.51 | -34.2% |
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
35.0%
Industrials
32.0%
Basic Materials
6.8%
Financial Services
6.4%
Utilities
5.7%
Communication Services
5.1%
Healthcare
4.0%
Consumer Cyclical
3.2%
Energy
0.9%
Consumer Defensive
0.7%