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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | SHLD | GLOBAL X FDS | — | 17,187.0 | $1.1M | 0.05% | NEW | — | $64.99 | -0.4% |
| 122 | VT | VANGUARD INTL EQUITY INDEX F | — | 7,085.0 | $999K | 0.05% | NEW | — | $141.06 | +12.4% |
| 123 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 10,876.0 | $917K | 0.04% | NEW | — | $84.36 | -13.4% |
| 124 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,961.0 | $906K | 0.04% | NEW | — | $306.08 | -7.4% |
| 125 | FROG | JFROG LTD | Technology | 14,400.0 | $899K | 0.04% | NEW | — | $62.46 | +33.3% |
| 126 | SNOW | SNOWFLAKE INC | Technology | 4,000.0 | $877K | 0.04% | NEW | — | $219.36 | +8.3% |
| 127 | ITB | ISHARES TR | — | 8,700.0 | $838K | 0.04% | NEW | — | $96.30 | +3.5% |
| 128 | LLY | ELI LILLY & CO | Healthcare | 820.0 | $828K | 0.04% | NEW | — | $1009.36 | +10.6% |
| 129 | XLE | SELECT SECTOR SPDR TR | — | 18,154.0 | $812K | 0.04% | NEW | — | $44.71 | +22.7% |
| 130 | QCOM | QUALCOMM INC | Technology | 4,744.0 | $811K | 0.04% | NEW | — | $171.05 | +27.5% |
| 131 | — | BLOCK INC | — | 12,207.0 | $795K | 0.04% | NEW | — | $65.10 | — |
| 132 | ADSK | AUTODESK INC | Technology | 2,569.0 | $760K | 0.04% | NEW | — | $296.01 | -33.0% |
| 133 | XOP | SPDR SERIES TRUST | — | 6,000.0 | $758K | 0.04% | NEW | — | $126.26 | +24.1% |
| 134 | JNJ | JOHNSON & JOHNSON | Healthcare | 3,567.0 | $738K | 0.04% | NEW | — | $206.94 | +12.8% |
| 135 | VTWO | VANGUARD SCOTTSDALE FDS | — | 7,300.0 | $726K | 0.04% | NEW | — | $99.52 | +20.2% |
| 136 | ESTC | ELASTIC N V | Technology | 9,448.0 | $713K | 0.03% | NEW | — | $75.44 | -20.3% |
| 137 | XLV | SELECT SECTOR SPDR TR | — | 4,466.0 | $692K | 0.03% | NEW | — | $155.00 | -2.1% |
| 138 | WM | WASTE MGMT INC DEL | Industrials | 17,186.0 | $691K | 0.03% | NEW | — | $40.20 | +440.3% |
| 139 | XOM | EXXON MOBIL CORP | Energy | 5,675.0 | $683K | 0.03% | NEW | — | $120.34 | +17.1% |
| 140 | WCN | WASTE CONNECTIONS INC | Industrials | 3,837.0 | $673K | 0.03% | NEW | — | $175.36 | -10.6% |
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%