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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 381 | — | CORPAY INC | — | 42.0 | $14K | — | -3.0 | -6.7% | $333.26 | — |
| 382 | QUAL | ISHARES TR | — | 64.0 | $14K | — | +32.0 | +100.0% | $217.62 | +2.8% |
| 383 | KEY | KEYCORP | Financial Services | 593.0 | $14K | — | -5.0 | -0.8% | $23.05 | -4.2% |
| 384 | RUN | SUNRUN INC | Energy | 1,000.0 | $13K | — | — | — | $13.38 | -31.8% |
| 385 | TT | TRANE TECHNOLOGIES PLC | Industrials | 8,055.0 | $13K | — | NEW | — | $1.65 | +27997.0% |
| 386 | UPST | UPSTART HLDGS INC | Financial Services | 370.0 | $13K | — | — | — | $35.43 | -14.0% |
| 387 | FIS | FIDELITY NATL INFORMATION SV | Technology | 333.0 | $13K | — | +2.0 | +0.6% | $38.88 | +4.5% |
| 388 | EWG | ISHARES INC | — | 302.0 | $12K | — | +151.0 | +100.0% | $40.98 | +8.1% |
| 389 | CMI | CUMMINS INC | Industrials | 5,028.0 | $12K | — | +260.0 | +5.5% | $2.40 | +24039.6% |
| 390 | QBTS | D-WAVE QUANTUM INC | Technology | 500.0 | $12K | — | NEW | — | $23.99 | -27.0% |
| 391 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 240.0 | $12K | — | -146.0 | -37.8% | $49.28 | +2.0% |
| 392 | VCLT | VANGUARD SCOTTSDALE FDS | — | 150.0 | $11K | — | — | — | $75.25 | -3.4% |
| 393 | GPN | GLOBAL PMTS INC | Industrials | 150.0 | $11K | — | -2.0 | -1.3% | $72.56 | +28.1% |
| 394 | CSX | CSX CORP | Industrials | 67,709.0 | $11K | — | +4K | +5.5% | $0.16 | +32329.1% |
| 395 | VEEV | VEEVA SYS INC | Healthcare | 60.0 | $11K | — | -10K | -99.4% | $177.47 | +38.0% |
| 396 | MINT | PIMCO ETF TR | — | 99.0 | $10K | — | — | — | $100.81 | -0.0% |
| 397 | EMR | EMERSON ELEC CO | Industrials | 20,410.0 | $10K | — | +1K | +5.2% | $0.48 | +32829.4% |
| 398 | ITW | ILLINOIS TOOL WKS INC | Industrials | 10,484.0 | $10K | — | +539.0 | +5.4% | $0.91 | +31335.5% |
| 399 | GE | GE AEROSPACE | Industrials | 25.0 | $9K | — | -41.0 | -62.1% | $373.72 | -5.2% |
| 400 | CCJ | CAMECO CORP | Energy | 90.0 | $9K | — | NEW | — | $101.86 | +5.4% |
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%