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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 401 | ERIE | ERIE INDTY CO | Financial Services | 16.0 | $4K | — | -2.0 | -11.1% | $251.31 | -10.2% |
| 402 | VMC | VULCAN MATLS CO | Basic Materials | 4,506.0 | $4K | — | -114.0 | -2.5% | $0.86 | +33952.4% |
| 403 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 2,081.0 | $4K | — | -28.0 | -1.3% | $1.86 | +32347.1% |
| 404 | NEM | NEWMONT CORP | Basic Materials | 34.0 | $4K | — | -24.0 | -41.4% | $108.24 | +0.2% |
| 405 | — | INGERSOLL RAND INC | — | 13,513.0 | $3K | — | -302.0 | -2.2% | $0.25 | — |
| 406 | OTIS | OTIS WORLDWIDE CORP | Industrials | 13,413.0 | $3K | — | -213.0 | -1.6% | $0.24 | +30080.3% |
| 407 | XYL | XYLEM INC | Industrials | 8,390.0 | $3K | — | -123.0 | -1.4% | $0.38 | +29288.8% |
| 408 | DOV | DOVER CORP | Industrials | 4,654.0 | $3K | — | -142.0 | -3.0% | $0.66 | +33704.9% |
| 409 | HUBB | HUBBELL INC | Industrials | 1,834.0 | $3K | — | -24.0 | -1.3% | $1.55 | +32314.2% |
| 410 | STLD | STEEL DYNAMICS INC | Basic Materials | 4,999.0 | $3K | — | -107.0 | -2.1% | $0.57 | +48129.9% |
| 411 | ROL | ROLLINS INC | Consumer Cyclical | 16,600.0 | $3K | — | -223.0 | -1.3% | $0.17 | +27629.9% |
| 412 | AMT | AMERICAN TOWER CORP | Real Estate | 15.0 | $3K | — | -114.0 | -88.4% | $172.60 | +6.9% |
| 413 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 17.0 | $2K | — | -760.0 | -97.8% | $131.06 | -1.0% |
| 414 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 10.0 | $2K | — | -729.0 | -98.7% | $186.50 | +15.4% |
| 415 | FTV | FORTIVE CORP | Technology | 10,623.0 | $2K | — | -482.0 | -4.3% | $0.17 | +35079.0% |
| 416 | IEX | IDEX CORP | Industrials | 2,565.0 | $2K | — | -52.0 | -2.0% | $0.60 | +37274.5% |
| 417 | MAS | MASCO CORP | Industrials | 7,026.0 | $1K | — | -236.0 | -3.2% | $0.19 | +39119.8% |
| 418 | AOS | SMITH A O CORP | Industrials | 4,770.0 | $994.0 | — | -98.0 | -2.0% | $0.21 | +28807.9% |
| 419 | VMI | VALMONT INDS INC | Industrials | 674.0 | $851.0 | — | NEW | — | $1.26 | +42717.6% |
| 420 | DUK | DUKE ENERGY CORP NEW | Utilities | 2,031.0 | $840.0 | — | +190.0 | +10.3% | $0.41 | +30379.5% |
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%