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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | KO | COCA COLA CO | Consumer Defensive | 9,487.0 | $664K | 0.03% | NEW | — | $69.94 | +14.3% |
| 142 | HD | HOME DEPOT INC | Consumer Cyclical | 1,841.0 | $634K | 0.03% | NEW | — | $344.21 | -4.9% |
| 143 | IHI | ISHARES TR | — | 10,128.0 | $630K | 0.03% | NEW | — | $62.18 | -22.2% |
| 144 | OLLI | OLLIES BARGAIN OUTLET HLDGS | Consumer Defensive | 5,500.0 | $603K | 0.03% | NEW | — | $109.61 | -29.3% |
| 145 | WMS | ADVANCED DRAIN SYS INC DEL | Industrials | 4,000.0 | $579K | 0.03% | NEW | — | $144.83 | -4.0% |
| 146 | AGG | ISHARES TR | — | 5,545.0 | $554K | 0.03% | NEW | — | $99.88 | -1.3% |
| 147 | RSPT | INVESCO EXCHANGE TRADED FD T | — | 12,040.0 | $553K | 0.03% | NEW | — | $45.90 | +36.0% |
| 148 | — | AIRSHIP AI HLDGS INC | — | 675,000.0 | $540K | 0.03% | NEW | — | $0.80 | — |
| 149 | EQIX | EQUINIX INC | Real Estate | 691.0 | $530K | 0.03% | NEW | — | $767.25 | +41.9% |
| 150 | LIN | LINDE PLC | Basic Materials | 1,197.0 | $510K | 0.02% | NEW | — | $426.39 | +21.0% |
| 151 | FISV | FISERV INC | Technology | 7,569.0 | $508K | 0.02% | NEW | — | $67.17 | -27.4% |
| 152 | TGT | TARGET CORP | Consumer Defensive | 5,200.0 | $508K | 0.02% | NEW | — | $97.75 | +30.7% |
| 153 | TER | TERADYNE INC | Technology | 2,600.0 | $503K | 0.02% | NEW | — | $193.56 | +111.1% |
| 154 | IGV | ISHARES TR | — | 4,722.0 | $499K | 0.02% | NEW | — | $105.69 | -15.5% |
| 155 | VCSH | VANGUARD SCOTTSDALE FDS | — | 6,123.0 | $488K | 0.02% | NEW | — | $79.77 | -1.3% |
| 156 | AA | ALCOA CORP | Basic Materials | 9,055.0 | $481K | 0.02% | NEW | — | $53.14 | +16.2% |
| 157 | S | SENTINELONE INC | Technology | 30,472.0 | $457K | 0.02% | NEW | — | $15.00 | -1.3% |
| 158 | FICO | FAIR ISAAC CORP | Technology | 265.0 | $448K | 0.02% | NEW | — | $1690.62 | -33.3% |
| 159 | PCTY | PAYLOCITY HLDG CORP | Technology | 2,900.0 | $442K | 0.02% | NEW | — | $152.50 | -34.1% |
| 160 | SPSK | TIDAL TRUST I | — | 24,180.0 | $441K | 0.02% | NEW | — | $18.26 | -1.5% |
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%