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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | SOLV | SOLVENTUM CORP | Healthcare | 12.0 | $951.0 | — | NEW | — | $79.25 | +11.1% |
| 422 | DUK | DUKE ENERGY CORP NEW | Utilities | 1,841.0 | $676.0 | — | NEW | — | $0.37 | +33746.1% |
| 423 | CB | CHUBB LIMITED | Financial Services | 264.0 | $526.0 | — | NEW | — | $1.99 | +17377.7% |
| 424 | TFC | TRUIST FINL CORP | Financial Services | 3,323.0 | $513.0 | — | NEW | — | $0.15 | +33531.6% |
| 425 | SO | SOUTHERN CO | Utilities | 1,675.0 | $458.0 | — | NEW | — | $0.27 | +33890.1% |
| 426 | TROW | PRICE T ROWE GROUP INC | Financial Services | 1,254.0 | $402.0 | — | NEW | — | $0.32 | +35308.3% |
| 427 | PLX | PROTALIX BIOTHERAPEUTICS INC | Healthcare | 220.0 | $383.0 | — | NEW | — | $1.74 | +33.3% |
| 428 | SCHW | SCHWAB CHARLES CORP | Financial Services | 1,204.0 | $377.0 | — | NEW | — | $0.31 | +33711.0% |
| 429 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 1,187.0 | $328.0 | — | NEW | — | $0.28 | +41564.4% |
| 430 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 3,455.0 | $302.0 | — | NEW | — | $0.09 | +25492.2% |
| 431 | ALL | ALLSTATE CORP | Financial Services | 189.0 | $271.0 | — | NEW | — | $1.43 | +18219.7% |
| 432 | AMGN | AMGEN INC | Healthcare | 243.0 | $249.0 | — | NEW | — | $1.02 | +36874.1% |
| 433 | FITB | FIFTH THIRD BANCORP | Financial Services | 477.0 | $213.0 | — | NEW | — | $0.45 | +12642.4% |
| 434 | MTB | M & T BK CORP | Financial Services | 111.0 | $205.0 | — | NEW | — | $1.85 | +13408.4% |
| 435 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 353.0 | $205.0 | — | NEW | — | $0.58 | +33106.1% |
| 436 | HOOD | ROBINHOOD MKTS INC | Financial Services | 567.0 | $201.0 | — | NEW | — | $0.35 | +25384.0% |
| 437 | KKR | KKR & CO INC | Financial Services | 495.0 | $198.0 | — | NEW | — | $0.40 | +26540.0% |
| 438 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 1,134.0 | $194.0 | — | NEW | — | $0.17 | +10047.5% |
| 439 | BK | BANK NEW YORK MELLON CORP | Financial Services | 503.0 | $183.0 | — | NEW | — | $0.36 | +39425.4% |
| 440 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 201.0 | $181.0 | — | NEW | — | $0.90 | +15769.0% |
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
35.0%
Industrials
32.0%
Basic Materials
6.8%
Financial Services
6.4%
Utilities
5.7%
Communication Services
5.1%
Healthcare
4.0%
Consumer Cyclical
3.2%
Energy
0.9%
Consumer Defensive
0.7%