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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | SJM | SMUCKER J M CO | Consumer Defensive | 903.0 | $88K | 0.00% | NEW | — | $97.81 | +18.3% |
| 262 | MBLY | MOBILEYE GLOBAL INC | Consumer Cyclical | 8,350.0 | $87K | 0.00% | NEW | — | $10.44 | -13.9% |
| 263 | FIS | FIDELITY NATL INFORMATION SV | Technology | 1,308.0 | $87K | 0.00% | NEW | — | $66.46 | -37.4% |
| 264 | IAK | ISHARES TR | — | 630.0 | $86K | 0.00% | NEW | — | $136.15 | +7.0% |
| 265 | CTRA | COTERRA ENERGY INC | Energy | 3,226.0 | $85K | 0.00% | NEW | — | $26.32 | +23.7% |
| 266 | PNW | PINNACLE WEST CAP CORP | Utilities | 946.0 | $84K | 0.00% | NEW | — | $88.70 | +19.1% |
| 267 | VOOV | VANGUARD ADMIRAL FDS INC | — | 388.0 | $79K | 0.00% | NEW | — | $204.85 | +8.7% |
| 268 | EXC | EXELON CORP | Utilities | 1,814.0 | $79K | 0.00% | NEW | — | $43.59 | +5.3% |
| 269 | T | AT&T INC | Communication Services | 3,138.0 | $78K | 0.00% | NEW | — | $24.84 | -10.4% |
| 270 | HON | HONEYWELL INTL INC | Industrials | 392.0 | $77K | 0.00% | NEW | — | $195.62 | +17.5% |
| 271 | ENPH | ENPHASE ENERGY INC | Energy | 2,300.0 | $74K | 0.00% | NEW | — | $32.05 | +24.6% |
| 272 | BBEU | J P MORGAN EXCHANGE TRADED F | — | 1,000.0 | $74K | 0.00% | NEW | — | $73.55 | +5.6% |
| 273 | IHF | ISHARES TR | — | 1,490.0 | $71K | 0.00% | NEW | — | $47.94 | +19.6% |
| 274 | CME | CME GROUP INC | Financial Services | 260.0 | $71K | 0.00% | NEW | — | $273.08 | -13.1% |
| 275 | CLX | CLOROX CO DEL | Consumer Defensive | 703.0 | $71K | 0.00% | NEW | — | $100.83 | -5.1% |
| 276 | IEUR | ISHARES TR | — | 984.0 | $70K | 0.00% | NEW | — | $71.17 | +5.7% |
| 277 | IGM | ISHARES TR | — | 529.0 | $68K | 0.00% | NEW | — | $129.34 | +21.7% |
| 278 | KBWB | INVESCO EXCH TRADED FD TR II | — | 810.0 | $68K | 0.00% | NEW | — | $84.29 | +14.9% |
| 279 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 411.0 | $67K | 0.00% | NEW | — | $161.96 | -14.4% |
| 280 | IJK | ISHARES TR | — | 680.0 | $66K | 0.00% | NEW | — | $96.88 | +17.2% |
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%