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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | DT | DYNATRACE INC | Technology | 26,685.0 | $1.2M | 0.04% | +2K | +9.4% | $43.91 | +12.2% |
| 62 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 1,811.0 | $1.1M | 0.04% | +92.0 | +5.3% | $616.84 | -13.8% |
| 63 | WMS | ADVANCED DRAIN SYS INC DEL | Industrials | 6,793.0 | $1.1M | 0.03% | +105.0 | +1.6% | $156.96 | -8.2% |
| 64 | ATI | ATI INC | Industrials | 4,973.0 | $980K | 0.03% | +248.0 | +5.2% | $197.10 | +14.9% |
| 65 | ALSN | ALLISON TRANSMISSION HLDGS I | Consumer Cyclical | 5,956.0 | $807K | 0.03% | +325.0 | +5.8% | $135.51 | -7.4% |
| 66 | PFE | PFIZER INC | Healthcare | 32,930.0 | $793K | 0.03% | +215.0 | +0.7% | $24.08 | +13.2% |
| 67 | AGG | ISHARES TR | — | 7,375.0 | $729K | 0.02% | +830.0 | +12.7% | $98.89 | -1.6% |
| 68 | KO | COCA COLA CO | Consumer Defensive | 8,704.0 | $707K | 0.02% | +84.0 | +1.0% | $81.26 | +9.3% |
| 69 | WM | WASTE MGMT INC DEL | Industrials | 17,733.0 | $702K | 0.02% | +716.0 | +4.2% | $39.58 | +464.9% |
| 70 | APG | API GROUP CORP | Industrials | 15,787.0 | $669K | 0.02% | +899.0 | +6.0% | $42.35 | +1.0% |
| 71 | XLI | SELECT SECTOR SPDR TR | — | 3,613.0 | $668K | 0.02% | +504.0 | +16.2% | $184.90 | -0.7% |
| 72 | BB | BLACKBERRY LTD | Technology | 52,200.0 | $660K | 0.02% | +4K | +8.0% | $12.65 | -32.2% |
| 73 | DE | DEERE & CO | Industrials | 9,234.0 | $652K | 0.02% | +3K | +37.2% | $70.59 | +733.9% |
| 74 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 10,714.0 | $650K | 0.02% | +848.0 | +8.6% | $60.67 | +24.9% |
| 75 | UBER | UBER TECHNOLOGIES INC | Technology | 8,402.0 | $606K | 0.02% | +52.0 | +0.6% | $72.16 | +3.5% |
| 76 | NEE | NEXTERA ENERGY INC | Utilities | 6,770.0 | $594K | 0.02% | +740.0 | +12.3% | $87.77 | -1.8% |
| 77 | CLH | CLEAN HARBORS INC | Industrials | 1,926.0 | $575K | 0.02% | +100.0 | +5.5% | $298.75 | +6.9% |
| 78 | S | SENTINELONE INC | Technology | 85,670.0 | $561K | 0.02% | +3K | +3.5% | $6.55 | +243.2% |
| 79 | CSL | CARLISLE COS INC | Industrials | 1,475.0 | $535K | 0.02% | +64.0 | +4.5% | $362.75 | -1.8% |
| 80 | ESTC | ELASTIC N V | Technology | 9,372.0 | $534K | 0.02% | +905.0 | +10.7% | $57.02 | +49.1% |
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
49.6%
Industrials
21.9%
Financial Services
5.8%
Utilities
5.6%
Basic Materials
4.4%
Communication Services
4.3%
Healthcare
4.2%
Consumer Cyclical
2.9%
Energy
0.7%
Consumer Defensive
0.6%