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 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 2,188.0 | $4K | — | +107.0 | +5.1% | $1.94 | +27381.9% |
| 422 | BA | BOEING CO | Industrials | 19.0 | $4K | — | -30.0 | -61.2% | $216.47 | -2.0% |
| 423 | STLD | STEEL DYNAMICS INC | Basic Materials | 5,255.0 | $4K | — | +256.0 | +5.1% | $0.77 | +30516.3% |
| 424 | — | INGERSOLL RAND INC | — | 14,260.0 | $4K | — | +747.0 | +5.5% | $0.28 | — |
| 425 | WELL | WELLTOWER INC | Real Estate | 17.0 | $4K | — | -5.0 | -22.7% | $226.94 | +6.4% |
| 426 | ERIE | ERIE INDTY CO | Financial Services | 16.0 | $4K | — | — | — | $239.75 | +7.3% |
| 427 | DOV | DOVER CORP | Industrials | 4,907.0 | $4K | — | +253.0 | +5.4% | $0.75 | +27071.7% |
| 428 | XYL | XYLEM INC | Industrials | 8,661.0 | $3K | — | +271.0 | +3.2% | $0.40 | +28472.7% |
| 429 | HUBB | HUBBELL INC | Industrials | 1,926.0 | $3K | — | +92.0 | +5.0% | $1.76 | +26790.0% |
| 430 | OTIS | OTIS WORLDWIDE CORP | Industrials | 13,982.0 | $3K | — | +569.0 | +4.2% | $0.24 | +29993.3% |
| 431 | AMTM | AMENTUM HOLDINGS INC | Industrials | 158.0 | $3K | — | -178.0 | -53.0% | $20.65 | -0.2% |
| 432 | COP | CONOCOPHILLIPS | Energy | 29.0 | $3K | — | -9.0 | -23.7% | $103.97 | +25.6% |
| 433 | ROL | ROLLINS INC | Consumer Cyclical | 17,544.0 | $2K | — | +944.0 | +5.7% | $0.14 | +26084.0% |
| 434 | CIFR | CIPHER DIGITAL INC | Financial Services | 100.0 | $2K | — | NEW | — | $24.50 | -34.6% |
| 435 | FTV | FORTIVE CORP | Technology | 11,109.0 | $2K | — | +486.0 | +4.6% | $0.21 | +29268.9% |
| 436 | IEX | IDEX CORP | Industrials | 2,697.0 | $2K | — | +132.0 | +5.2% | $0.76 | +30727.2% |
| 437 | PEP | PEPSICO INC | Consumer Defensive | 15.0 | $2K | — | NEW | — | $135.40 | +5.0% |
| 438 | MAS | MASCO CORP | Industrials | 7,351.0 | $2K | — | +325.0 | +4.6% | $0.27 | +26830.5% |
| 439 | AMT | AMERICAN TOWER CORP | Real Estate | 11.0 | $2K | — | -4.0 | -26.7% | $163.55 | +7.5% |
| 440 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 13.0 | $2K | — | -4.0 | -23.5% | $136.85 | -9.9% |
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%