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 | MS | MORGAN STANLEY | Financial Services | 982.0 | $205K | 0.01% | +27.0 | +2.8% | $209.04 | +4.1% |
| 122 | XLY | SELECT SECTOR SPDR TR | — | 1,760.0 | $205K | 0.01% | +700.0 | +66.0% | $116.41 | -0.0% |
| 123 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 20,786.0 | $195K | 0.01% | +1K | +5.6% | $9.39 | +26.5% |
| 124 | SPSB | SPDR SERIES TRUST | — | 6,500.0 | $195K | 0.01% | +1K | +22.6% | $30.01 | -0.2% |
| 125 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 8,923.0 | $191K | 0.01% | +318.0 | +3.7% | $21.40 | -4.5% |
| 126 | MO | ALTRIA GROUP INC | Consumer Defensive | 2,616.0 | $188K | 0.01% | +93.0 | +3.7% | $71.95 | -9.4% |
| 127 | ANET | ARISTA NETWORKS INC | Technology | 1,082.0 | $184K | 0.01% | +212.0 | +24.4% | $169.88 | +13.7% |
| 128 | NOBL | PROSHARES TR | — | 3,200.0 | $180K | 0.01% | +2K | +100.0% | $56.16 | +3.5% |
| 129 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,052.0 | $172K | 0.01% | +75.0 | +1.9% | $42.34 | +14.6% |
| 130 | KHC | KRAFT HEINZ CO | Consumer Defensive | 6,657.0 | $157K | 0.01% | +238.0 | +3.7% | $23.62 | +5.1% |
| 131 | NABL | N-ABLE INC | Technology | 39,629.0 | $145K | 0.01% | +15K | +63.2% | $3.67 | -7.1% |
| 132 | OKE | ONEOK INC NEW | Energy | 1,671.0 | $145K | 0.01% | +60.0 | +3.7% | $86.94 | +11.7% |
| 133 | TAN | INVESCO EXCH TRADED FD TR II | — | 2,450.0 | $145K | 0.01% | +300.0 | +13.9% | $59.02 | -15.5% |
| 134 | RPD | RAPID7 INC | Technology | 17,497.0 | $142K | 0.00% | +319.0 | +1.9% | $8.10 | +55.4% |
| 135 | TLS | TELOS CORP MD | Technology | 30,611.0 | $141K | 0.00% | +4K | +15.2% | $4.60 | -4.3% |
| 136 | KIM | KIMCO REALTY CORP | Real Estate | 5,383.0 | $136K | 0.00% | +192.0 | +3.7% | $25.35 | -4.5% |
| 137 | VICI | VICI PPTYS INC | Real Estate | 5,000.0 | $133K | 0.00% | +178.0 | +3.7% | $26.55 | -2.4% |
| 138 | PRU | PRUDENTIAL FINL INC | Financial Services | 1,210.0 | $131K | 0.00% | +36.0 | +3.1% | $107.93 | +15.4% |
| 139 | O | REALTY INCOME CORP | Real Estate | 2,091.0 | $130K | 0.00% | +74.0 | +3.7% | $61.96 | +0.4% |
| 140 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 9,238.0 | $124K | 0.00% | +330.0 | +3.7% | $13.46 | +15.3% |
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%