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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 361 | IBDT | ISHARES TR | — | 500.0 | $13K | — | — | — | $25.33 | -0.4% |
| 362 | QTUM | ETF SER SOLUTIONS | — | 120.0 | $12K | — | — | — | $100.91 | +60.8% |
| 363 | KEY | KEYCORP | Financial Services | 598.0 | $12K | — | -72.0 | -10.8% | $20.05 | +13.5% |
| 364 | DE | DEERE & CO | Industrials | 6,731.0 | $12K | — | -1K | -16.1% | $1.78 | +32784.7% |
| 365 | VCLT | VANGUARD SCOTTSDALE FDS | — | 150.0 | $11K | — | — | — | $74.14 | +1.6% |
| 366 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 90.0 | $11K | — | NEW | — | $121.98 | -9.0% |
| 367 | GPN | GLOBAL PMTS INC | Industrials | 152.0 | $10K | — | -446.0 | -74.6% | $67.30 | +1.8% |
| 368 | MINT | PIMCO ETF TR | — | 99.0 | $10K | — | — | — | $100.57 | +0.1% |
| 369 | BA | BOEING CO | Industrials | 49.0 | $10K | — | +9.0 | +22.5% | $199.02 | +14.3% |
| 370 | IEF | ISHARES TR | — | 100.0 | $10K | — | — | — | $95.27 | -0.8% |
| 371 | UPST | UPSTART HLDGS INC | Financial Services | 370.0 | $9K | — | — | — | $25.65 | +26.2% |
| 372 | DOCS | DOXIMITY INC | Healthcare | 400.0 | $9K | — | — | — | $23.30 | -10.3% |
| 373 | TTD | THE TRADE DESK INC | Technology | 400.0 | $9K | — | — | — | $22.69 | -16.4% |
| 374 | PWR | QUANTA SVCS INC | Industrials | 5,163.0 | $9K | — | -51.0 | -1.0% | $1.73 | +41366.0% |
| 375 | AMTM | AMENTUM HOLDINGS INC | Industrials | 336.0 | $9K | — | -2.0 | -0.6% | $25.95 | -14.6% |
| 376 | NDAQ | NASDAQ INC | Financial Services | 387.0 | $9K | — | -38.0 | -8.9% | $22.13 | +303.4% |
| 377 | SDHY | PGIM SHORT DUR HIG YLD OPP F | Financial Services | 97.0 | $8K | — | NEW | — | $86.12 | -81.3% |
| 378 | CSX | CSX CORP | Industrials | 64,165.0 | $8K | — | -944.0 | -1.4% | $0.13 | +36061.2% |
| 379 | ABT | ABBOTT LABORATORIES | Healthcare | 80.0 | $8K | — | — | — | $102.67 | -11.7% |
| 380 | ITW | ILLINOIS TOOL WKS INC | Industrials | 9,945.0 | $8K | — | -198.0 | -1.9% | $0.82 | +32216.7% |
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%