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 | UBER | UBER TECHNOLOGIES INC | Technology | 8,350.0 | $601K | 0.02% | -29K | -77.9% | $71.93 | -1.4% |
| 142 | SONY | SONY GROUP CORP | Technology | 27,900.0 | $578K | 0.02% | -51K | -64.6% | $20.70 | -2.2% |
| 143 | VCSH | VANGUARD SCOTTSDALE FDS | — | 7,193.0 | $570K | 0.02% | +1K | +17.5% | $79.19 | -0.6% |
| 144 | NEE | NEXTERA ENERGY INC | Utilities | 6,030.0 | $560K | 0.02% | +2K | +56.8% | $92.88 | -7.7% |
| 145 | HD | HOME DEPOT INC | Consumer Cyclical | 1,674.0 | $547K | 0.02% | -167.0 | -9.1% | $326.50 | +0.3% |
| 146 | WPM | WHEATON PRECIOUS METALS CORP | Basic Materials | 4,000.0 | $524K | 0.02% | NEW | — | $131.01 | -2.1% |
| 147 | CLH | CLEAN HARBORS INC | Industrials | 1,826.0 | $524K | 0.02% | NEW | — | $286.73 | +0.2% |
| 148 | OLLI | OLLIES BARGAIN OUTLET HLDGS | Consumer Defensive | 5,500.0 | $506K | 0.02% | — | — | $92.04 | -15.8% |
| 149 | PERI | PERION NETWORK LTD | Communication Services | 50,002.0 | $503K | 0.02% | +11K | +29.6% | $10.07 | -16.1% |
| 150 | XLI | SELECT SECTOR SPDR TR | — | 3,109.0 | $498K | 0.02% | +674.0 | +27.7% | $160.02 | +12.2% |
| 151 | VST | VISTRA CORP | Utilities | 3,240.0 | $487K | 0.02% | +2K | +159.2% | $150.33 | +5.5% |
| 152 | TGB | TASEKO MINES LTD | Basic Materials | 75,000.0 | $485K | 0.02% | — | — | $6.46 | +15.0% |
| 153 | GGG | GRACO INC | Industrials | 5,705.0 | $483K | 0.02% | NEW | — | $84.65 | -11.1% |
| 154 | — | AIRSHIP AI HLDGS INC | — | 675,000.0 | $479K | 0.02% | — | — | $0.71 | — |
| 155 | RSPT | INVESCO EXCHANGE TRADED FD T | — | 10,540.0 | $473K | 0.02% | -2K | -12.5% | $44.92 | +39.1% |
| 156 | LECO | LINCOLN ELEC HLDGS INC | Industrials | 1,891.0 | $471K | 0.02% | NEW | — | $249.08 | +8.2% |
| 157 | CSL | CARLISLE COS INC | Industrials | 1,411.0 | $471K | 0.02% | NEW | — | $333.62 | +2.5% |
| 158 | IHI | ISHARES TR | — | 8,568.0 | $456K | 0.02% | -2K | -15.4% | $53.23 | -9.1% |
| 159 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,486.0 | $446K | 0.02% | +340.0 | +29.7% | $299.84 | +13.6% |
| 160 | SPSK | TIDAL TRUST I | — | 24,180.0 | $433K | 0.02% | — | — | $17.90 | +0.5% |
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
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%