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 | LLY | ELI LILLY & CO | Healthcare | 900.0 | $797K | 0.03% | +80.0 | +9.8% | $885.53 | +26.8% |
| 122 | TER | TERADYNE INC | Technology | 2,600.0 | $771K | 0.03% | — | — | $296.46 | +38.1% |
| 123 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 9,866.0 | $770K | 0.03% | -1K | -9.3% | $78.03 | -5.2% |
| 124 | JNJ | JOHNSON & JOHNSON | Healthcare | 3,076.0 | $752K | 0.03% | -491.0 | -13.8% | $244.43 | -3.8% |
| 125 | AMD | ADVANCED MICRO DEVICES INC | Technology | 3,740.0 | $747K | 0.03% | -2K | -37.7% | $199.81 | +153.9% |
| 126 | ROKU | ROKU INC | Communication Services | 8,009.0 | $728K | 0.03% | NEW | — | $90.84 | +51.9% |
| 127 | WM | WASTE MGMT INC DEL | Industrials | 17,017.0 | $722K | 0.03% | -169.0 | -1.0% | $42.45 | +414.9% |
| 128 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 11,273.0 | $702K | 0.03% | -13K | -52.7% | $62.25 | +36.7% |
| 129 | ATI | ATI INC | Industrials | 4,725.0 | $687K | 0.03% | NEW | — | $145.46 | +35.0% |
| 130 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 1,719.0 | $678K | 0.03% | NEW | — | $394.15 | +42.5% |
| 131 | KO | COCA COLA CO | Consumer Defensive | 8,620.0 | $657K | 0.03% | -867.0 | -9.1% | $76.18 | +5.4% |
| 132 | AGG | ISHARES TR | — | 6,545.0 | $649K | 0.03% | +1K | +18.0% | $99.15 | -0.2% |
| 133 | EQIX | EQUINIX INC | Real Estate | 663.0 | $649K | 0.03% | -28.0 | -4.0% | $978.41 | +11.9% |
| 134 | RKLB | ROCKET LAB CORP | Industrials | 10,000.0 | $642K | 0.03% | NEW | — | $64.22 | +62.9% |
| 135 | XLV | SELECT SECTOR SPDR TR | — | 4,366.0 | $637K | 0.03% | -100.0 | -2.2% | $145.85 | +4.9% |
| 136 | ALSN | ALLISON TRANSMISSION HLDGS I | Consumer Cyclical | 5,631.0 | $635K | 0.03% | NEW | — | $112.71 | +7.4% |
| 137 | WCN | WASTE CONNECTIONS INC | Industrials | 3,837.0 | $623K | 0.02% | — | — | $162.44 | -3.3% |
| 138 | AA | ALCOA CORP | Basic Materials | 9,104.0 | $604K | 0.02% | +49.0 | +0.5% | $66.33 | -5.2% |
| 139 | SNOW | SNOWFLAKE INC | Technology | 4,000.0 | $603K | 0.02% | — | — | $150.82 | +58.0% |
| 140 | APG | API GROUP CORP | Industrials | 14,888.0 | $603K | 0.02% | NEW | — | $40.52 | +4.9% |
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
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%