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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | RTX | RTX CORPORATION | Industrials | 71.0 | $41.0 | — | NEW | — | $0.58 | +32937.5% |
| 462 | L | LOEWS CORP | Financial Services | 122.0 | $40.0 | — | NEW | — | $0.33 | +32870.5% |
| 463 | — | EVEREST GROUP LTD | — | 30.0 | $32.0 | — | NEW | — | $1.07 | — |
| 464 | AIZ | ASSURANT INC | Financial Services | 36.0 | $27.0 | — | NEW | — | $0.75 | +35019.3% |
| 465 | FDS | FACTSET RESH SYS INC | Financial Services | 27.0 | $25.0 | — | NEW | — | $0.93 | +25514.4% |
| 466 | GL | GLOBE LIFE INC | Financial Services | 57.0 | $25.0 | — | NEW | — | $0.44 | +38861.8% |
| 467 | LILAK | LIBERTY LATIN AMERICA LTD | Communication Services | 3.0 | $22.0 | — | NEW | — | $7.33 | -27.4% |
| 468 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 13.0 | $13.0 | — | NEW | — | $1.00 | +32011.0% |
| 469 | APD | AIR PRODS & CHEMS INC | Basic Materials | 12.0 | $9.0 | — | NEW | — | $0.75 | +37484.0% |
| 470 | LILA | LIBERTY LATIN AMERICA LTD | Communication Services | 1.0 | $7.0 | — | NEW | — | $7.00 | -23.9% |
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
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%