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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | LMT | LOCKHEED MARTIN CORP | Industrials | 14,675.0 | $7.5M | 0.23% | +6K | +68.8% | $509.14 | +11.1% |
| 42 | DAX | GLOBAL X FDS | — | 168,374.0 | $7.4M | 0.23% | +18K | +12.3% | $44.12 | +7.5% |
| 43 | V | VISA INC | Financial Services | 20,986.0 | $7.2M | 0.22% | +5K | +33.4% | $343.03 | +11.9% |
| 44 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 9,347.0 | $7.1M | 0.22% | -2K | -15.7% | $190.78 | -0.8% |
| 45 | SMWB | SIMILARWEB LTD | Communication Services | 1,147,035.0 | $7.0M | 0.22% | — | — | $6.13 | +47.8% |
| 46 | ASML | ASML HLDG NV | Technology | 3,259.0 | $6.5M | 0.20% | -73.0 | -2.2% | $1989.17 | -12.2% |
| 47 | DRS | LEONARDO DRS INC | Industrials | 150,000.0 | $6.4M | 0.20% | -148K | -49.7% | $42.67 | -9.5% |
| 48 | — | BERKSHIRE HATHAWAY INC DEL | — | 12,510.0 | $6.3M | 0.20% | +743.0 | +6.3% | $500.11 | — |
| 49 | MA | MASTERCARD INCORPORATED | Financial Services | 11,971.0 | $6.1M | 0.19% | +3K | +32.0% | $513.55 | +16.5% |
| 50 | JPM | JPMORGAN CHASE & CO | Financial Services | 18,561.0 | $6.1M | 0.19% | +882.0 | +5.0% | $327.13 | +9.0% |
| 51 | QQQM | INVESCO EXCH TRADED FD TR II | — | 19,300.0 | $5.8M | 0.18% | — | — | $302.97 | -3.3% |
| 52 | KEN | KENON HLDGS LTD | Utilities | 80,706.0 | $5.5M | 0.17% | -131K | -61.8% | $67.60 | -2.1% |
| 53 | NET | CLOUDFLARE INC | Technology | 21,697.0 | $5.3M | 0.17% | -1K | -4.6% | $245.28 | +16.1% |
| 54 | VST | VISTRA CORP | Utilities | 31,600.0 | $5.0M | 0.16% | +28K | +875.3% | $158.63 | -11.7% |
| 55 | EPOL | ISHARES TR | — | 127,400.0 | $4.9M | 0.15% | NEW | — | $38.61 | +15.9% |
| 56 | ETN | EATON CORP PLC | Industrials | 11,137.0 | $4.7M | 0.15% | NEW | — | $426.12 | -1.6% |
| 57 | VRT | VERTIV HOLDINGS CO | Industrials | 13,997.0 | $4.7M | 0.15% | +795.0 | +6.0% | $334.82 | -21.2% |
| 58 | UNP | UNION PAC CORP | Industrials | 16,987.0 | $4.6M | 0.14% | +991.0 | +6.2% | $272.00 | +14.2% |
| 59 | PH | PARKER-HANNIFIN CORP | Industrials | 4,601.0 | $4.5M | 0.14% | +401.0 | +9.6% | $978.12 | +6.3% |
| 60 | GLW | CORNING INC | Technology | 16,842.0 | $4.3M | 0.13% | NEW | — | $255.43 | -40.2% |
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%