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 | 8,704.0 | $707K | 0.02% | +84.0 | +1.0% | $81.26 | +10.9% |
| 142 | WM | WASTE MGMT INC DEL | Industrials | 17,733.0 | $702K | 0.02% | +716.0 | +4.2% | $39.58 | +459.0% |
| 143 | RSPT | INVESCO EXCHANGE TRADED FD T | — | 10,540.0 | $680K | 0.02% | — | — | $64.50 | -0.8% |
| 144 | STM | STMICROELECTRONICS N V | Technology | 9,000.0 | $674K | 0.02% | NEW | — | $74.89 | -33.7% |
| 145 | EQIX | EQUINIX INC | Real Estate | 643.0 | $670K | 0.02% | -20.0 | -3.0% | $1042.18 | +3.6% |
| 146 | APG | API GROUP CORP | Industrials | 15,787.0 | $669K | 0.02% | +899.0 | +6.0% | $42.35 | -2.7% |
| 147 | XLI | SELECT SECTOR SPDR TR | — | 3,613.0 | $668K | 0.02% | +504.0 | +16.2% | $184.90 | -2.5% |
| 148 | VIA | VIA TRANSN INC | Technology | 36,819.0 | $668K | 0.02% | NEW | — | $18.14 | +52.2% |
| 149 | BB | BLACKBERRY LTD | Technology | 52,200.0 | $660K | 0.02% | +4K | +8.0% | $12.65 | -38.4% |
| 150 | DE | DEERE & CO | Industrials | 9,234.0 | $652K | 0.02% | +3K | +37.2% | $70.59 | +798.9% |
| 151 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 10,714.0 | $650K | 0.02% | +848.0 | +8.6% | $60.67 | +22.4% |
| 152 | WCN | WASTE CONNECTIONS INC | Industrials | 3,837.0 | $640K | 0.02% | — | — | $166.69 | +0.3% |
| 153 | UBER | UBER TECHNOLOGIES INC | Technology | 8,402.0 | $606K | 0.02% | +52.0 | +0.6% | $72.16 | +8.8% |
| 154 | NEE | NEXTERA ENERGY INC | Utilities | 6,770.0 | $594K | 0.02% | +740.0 | +12.3% | $87.77 | -4.0% |
| 155 | CLH | CLEAN HARBORS INC | Industrials | 1,926.0 | $575K | 0.02% | +100.0 | +5.5% | $298.75 | +5.0% |
| 156 | VCSH | VANGUARD SCOTTSDALE FDS | — | 7,194.0 | $569K | 0.02% | — | — | $79.03 | -0.4% |
| 157 | XLV | SELECT SECTOR SPDR TR | — | 3,553.0 | $563K | 0.02% | -813.0 | -18.6% | $158.59 | +9.4% |
| 158 | S | SENTINELONE INC | Technology | 85,670.0 | $561K | 0.02% | +3K | +3.5% | $6.55 | +213.0% |
| 159 | SONY | SONY GROUP CORP | Technology | 27,900.0 | $560K | 0.02% | — | — | $20.06 | +20.2% |
| 160 | CSL | CARLISLE COS INC | Industrials | 1,475.0 | $535K | 0.02% | +64.0 | +4.5% | $362.75 | +0.8% |
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%