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 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 195.0 | $98K | 0.00% | — | — | $501.36 | +26.4% |
| 282 | IGM | ISHARES TR | — | 594.0 | $97K | 0.00% | +65.0 | +12.3% | $163.58 | -3.0% |
| 283 | CLX | CLOROX CO DEL | Consumer Defensive | 998.0 | $95K | 0.00% | +36.0 | +3.7% | $95.44 | +9.2% |
| 284 | EVRG | EVERGY INC | Utilities | 1,093.0 | $94K | 0.00% | +39.0 | +3.7% | $86.43 | -4.9% |
| 285 | BLK | BLACKROCK INC | Financial Services | 97.0 | $93K | 0.00% | -17.0 | -14.9% | $961.56 | +22.0% |
| 286 | GIS | GENERAL MILLS INC | Consumer Defensive | 2,674.0 | $93K | 0.00% | +95.0 | +3.7% | $34.80 | +15.2% |
| 287 | VHT | VANGUARD WORLD FD | — | 310.0 | $93K | 0.00% | — | — | $299.01 | +9.1% |
| 288 | WMB | WILLIAMS COS INC | Energy | 1,220.0 | $91K | 0.00% | +34.0 | +2.9% | $74.34 | +0.1% |
| 289 | IYG | ISHARES TR | — | 1,000.0 | $90K | 0.00% | — | — | $89.88 | +9.0% |
| 290 | FE | FIRSTENERGY CORP | Utilities | 1,876.0 | $89K | 0.00% | +67.0 | +3.7% | $47.54 | -1.7% |
| 291 | T | AT&T INC | Communication Services | 4,297.0 | $89K | 0.00% | +153.0 | +3.7% | $20.70 | +25.0% |
| 292 | IAK | ISHARES TR | — | 630.0 | $89K | 0.00% | — | — | $140.56 | +4.0% |
| 293 | DTE | DTE ENERGY CO | Utilities | 567.0 | $86K | 0.00% | +20.0 | +3.7% | $152.37 | -9.6% |
| 294 | EXC | EXELON CORP | Utilities | 1,843.0 | $86K | 0.00% | +65.0 | +3.7% | $46.62 | -4.7% |
| 295 | VOOV | VANGUARD ADMIRAL FDS INC | — | 388.0 | $85K | 0.00% | — | — | $219.21 | +4.8% |
| 296 | WCLD | WISDOMTREE TR | — | 2,651.0 | $85K | 0.00% | -150.0 | -5.4% | $32.06 | +25.1% |
| 297 | IHF | ISHARES TR | — | 1,490.0 | $82K | 0.00% | — | — | $55.33 | +3.8% |
| 298 | PGR | PROGRESSIVE CORP | Financial Services | 376.0 | $82K | 0.00% | +2.0 | +0.5% | $218.45 | +1.9% |
| 299 | IJK | ISHARES TR | — | 680.0 | $80K | 0.00% | — | — | $117.50 | -1.8% |
| 300 | SPGI | S&P GLOBAL INC | Financial Services | 195.0 | $79K | 0.00% | — | — | $407.26 | +7.2% |
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
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%