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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 450.0 | $22K | 0.00% | — | — | $49.81 | +0.0% |
| 342 | ACGL | ARCH CAP GROUP LTD | Financial Services | 228.0 | $22K | 0.00% | -32.0 | -12.3% | $95.99 | -3.8% |
| 343 | IWF | ISHARES TR | — | 48.0 | $20K | 0.00% | — | — | $426.40 | -71.5% |
| 344 | UAL | UNITED AIRLS HLDGS INC | Industrials | 215.0 | $20K | 0.00% | — | — | $92.07 | +25.8% |
| 345 | FISV | FISERV INC | Technology | 343.0 | $19K | 0.00% | -7K | -95.5% | $55.80 | -12.6% |
| 346 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 284.0 | $19K | 0.00% | -37.0 | -11.5% | $67.07 | +41.8% |
| 347 | GE | GE AEROSPACE | Industrials | 66.0 | $19K | 0.00% | +10.0 | +17.9% | $283.77 | +25.8% |
| 348 | ITB | ISHARES TR | — | 200.0 | $18K | 0.00% | -8K | -97.7% | $90.55 | +5.8% |
| 349 | KNSL | KINSALE CAP GROUP INC | Financial Services | 50.0 | $17K | 0.00% | — | — | $341.66 | -9.5% |
| 350 | MUB | ISHARES TR | — | 160.0 | $17K | 0.00% | — | — | $106.15 | +0.8% |
| 351 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 98.0 | $16K | 0.00% | +16.0 | +19.5% | $165.34 | +8.5% |
| 352 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 386.0 | $16K | 0.00% | — | — | $40.95 | +18.4% |
| 353 | QLTA | ISHARES TR | — | 328.0 | $16K | 0.00% | -627.0 | -65.7% | $47.59 | -0.4% |
| 354 | FIS | FIDELITY NATL INFORMATION SV | Technology | 331.0 | $16K | 0.00% | -977.0 | -74.7% | $46.91 | -17.7% |
| 355 | SYF | SYNCHRONY FINANCIAL | Financial Services | 222.0 | $15K | 0.00% | -38.0 | -14.6% | $68.02 | +9.0% |
| 356 | GEV | GE VERNOVA INC | Utilities | 5,337.0 | $15K | 0.00% | -1K | -19.2% | $2.76 | +37930.9% |
| 357 | FRDM | EA SERIES TRUST | — | 263.0 | $14K | 0.00% | NEW | — | $54.65 | +34.1% |
| 358 | DGRO | ISHARES TR | — | 200.0 | $14K | 0.00% | — | — | $70.18 | +6.9% |
| 359 | RUN | SUNRUN INC | Energy | 1,000.0 | $14K | 0.00% | — | — | $13.56 | -8.3% |
| 360 | — | CORPAY INC | — | 45.0 | $13K | 0.00% | -131.0 | -74.4% | $291.00 | — |
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%