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 | — | TABOOLA.COM LTD | — | 80,000.0 | $800.0 | — | — | — | $0.01 | — |
| 422 | SOLV | SOLVENTUM CORP | Healthcare | 12.0 | $784.0 | — | — | — | $65.33 | +17.2% |
| 423 | SO | SOUTHERN CO | Utilities | 1,978.0 | $603.0 | — | +303.0 | +18.1% | $0.30 | +30836.2% |
| 424 | PLX | PROTALIX BIOTHERAPEUTICS INC | Healthcare | 220.0 | $477.0 | — | — | — | $2.17 | -5.0% |
| 425 | USB | US BANCORP | Financial Services | 2,495.0 | $410.0 | — | -775.0 | -23.7% | $0.16 | +35067.3% |
| 426 | TFC | TRUIST FINL CORP | Financial Services | 2,648.0 | $385.0 | — | -675.0 | -20.3% | $0.15 | +33691.2% |
| 427 | BEN | FRANKLIN RESOURCES INC | Financial Services | 4,816.0 | $359.0 | — | +5K | +2069.4% | $0.07 | +44411.1% |
| 428 | EOG | EOG RES INC | Energy | 758.0 | $346.0 | — | NEW | — | $0.46 | +28828.9% |
| 429 | TROW | PRICE T ROWE GROUP INC | Financial Services | 1,159.0 | $330.0 | — | -95.0 | -7.6% | $0.28 | +38161.0% |
| 430 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 4,656.0 | $328.0 | — | +1K | +34.8% | $0.07 | +30802.8% |
| 431 | SCHW | SCHWAB CHARLES CORP | Financial Services | 1,067.0 | $317.0 | — | -137.0 | -11.4% | $0.30 | +31428.7% |
| 432 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 349.0 | $299.0 | — | NEW | — | $0.86 | +37271.0% |
| 433 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 3,445.0 | $284.0 | — | -828.0 | -19.4% | $0.08 | +35077.8% |
| 434 | FITB | FIFTH THIRD BANCORP | Financial Services | 1,931.0 | $283.0 | — | +1K | +304.8% | $0.15 | +36363.8% |
| 435 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 961.0 | $274.0 | — | -226.0 | -19.0% | $0.29 | +38890.6% |
| 436 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 5,445.0 | $269.0 | — | +4K | +380.2% | $0.05 | +34958.5% |
| 437 | CB | CHUBB LTD SWITZ | Financial Services | 232.0 | $239.0 | — | -32.0 | -12.1% | $1.03 | +31825.7% |
| 438 | PAYX | PAYCHEX INC | Industrials | 765.0 | $223.0 | — | NEW | — | $0.29 | +34301.0% |
| 439 | PEG | PUBLIC SVC ENTERPRISE GROUP | Utilities | 866.0 | $221.0 | — | +159.0 | +22.5% | $0.26 | +31593.2% |
| 440 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 309.0 | $169.0 | — | -44.0 | -12.5% | $0.55 | +30394.1% |
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%