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 | DAC | DANAOS CORPORATION | Industrials | 250.0 | $21K | 0.00% | NEW | — | $85.58 | +72.7% |
| 362 | COIN | COINBASE GLOBAL INC | Financial Services | 143.0 | $21K | 0.00% | +1.0 | +0.7% | $146.19 | +24.3% |
| 363 | MGY | MAGNOLIA OIL & GAS CORP | Energy | 750.0 | $19K | 0.00% | — | — | $25.58 | +3.3% |
| 364 | FRDM | EA SERIES TRUST | — | 263.0 | $19K | 0.00% | — | — | $72.93 | -5.3% |
| 365 | DIS | DISNEY WALT CO | Communication Services | 199.0 | $19K | 0.00% | -1K | -87.5% | $96.25 | +13.9% |
| 366 | KMDA | KAMADA LTD | Healthcare | 142.0 | $18K | 0.00% | -136K | -99.9% | $127.30 | -93.4% |
| 367 | DOCU | DOCUSIGN INC | Technology | 405.0 | $18K | 0.00% | NEW | — | $44.42 | +33.6% |
| 368 | MUB | ISHARES TR | — | 160.0 | $17K | 0.00% | — | — | $107.62 | -2.0% |
| 369 | VTI | VANGUARD INDEX FDS | — | 46.0 | $17K | 0.00% | NEW | — | $370.04 | +2.2% |
| 370 | FISV | FISERV INC | Technology | 343.0 | $17K | 0.00% | — | — | $49.05 | +6.9% |
| 371 | — | HONEYWELL INTL INC | — | 75.0 | $17K | 0.00% | NEW | — | $222.12 | — |
| 372 | KNSL | KINSALE CAP GROUP INC | Financial Services | 50.0 | $16K | 0.00% | — | — | $329.82 | +17.4% |
| 373 | SYF | SYNCHRONY FINANCIAL | Financial Services | 216.0 | $16K | 0.00% | -6.0 | -2.7% | $76.05 | +4.9% |
| 374 | SHY | ISHARES TR | — | 200.0 | $16K | 0.00% | -200.0 | -50.0% | $82.11 | -0.1% |
| 375 | HACK | AMPLIFY ETF TR | — | 150.0 | $16K | — | -438.0 | -74.5% | $104.93 | +4.5% |
| 376 | QLTA | ISHARES TR | — | 328.0 | $16K | — | — | — | $47.52 | -1.7% |
| 377 | UAL | UNITED AIRLS HLDGS INC | Industrials | 114.0 | $16K | — | -101.0 | -47.0% | $135.99 | -15.6% |
| 378 | MRK | MERCK & CO INC | Healthcare | 245.0 | $15K | — | -24.0 | -8.9% | $63.16 | +142.5% |
| 379 | DGRO | ISHARES TR | — | 200.0 | $15K | — | — | — | $75.79 | +5.2% |
| 380 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 136.0 | $15K | — | NEW | — | $111.31 | +27.6% |
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%