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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | FSLR | FIRST SOLAR INC | Energy | 2,007.0 | $474K | 0.01% | -63.0 | -3.0% | $235.96 | -7.1% |
| 42 | VRNS | VARONIS SYS INC | Technology | 10,272.0 | $431K | 0.01% | -486.0 | -4.5% | $41.96 | +4.6% |
| 43 | IHI | ISHARES TR | — | 7,584.0 | $375K | 0.01% | -984.0 | -11.5% | $49.41 | +13.1% |
| 44 | AIQ | GLOBAL X FDS | — | 5,500.0 | $361K | 0.01% | -150.0 | -2.6% | $65.55 | -4.2% |
| 45 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,026.0 | $346K | 0.01% | -460.0 | -31.0% | $337.70 | -0.0% |
| 46 | HD | HOME DEPOT INC | Consumer Cyclical | 927.0 | $327K | 0.01% | -747.0 | -44.6% | $352.68 | -3.3% |
| 47 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,123.0 | $304K | 0.01% | -2K | -62.2% | $270.31 | -0.6% |
| 48 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 600.0 | $275K | 0.01% | -3K | -85.0% | $459.13 | +14.3% |
| 49 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 1,856.0 | $272K | 0.01% | -90.0 | -4.6% | $146.64 | -2.0% |
| 50 | INDA | ISHARES TR | — | 3,500.0 | $173K | 0.01% | -240.0 | -6.4% | $49.39 | +0.0% |
| 51 | XLC | SELECT SECTOR SPDR TR | — | 1,381.0 | $148K | 0.01% | -619.0 | -30.9% | $107.13 | +3.9% |
| 52 | IEI | ISHARES TR | — | 1,250.0 | $147K | 0.01% | -160.0 | -11.3% | $117.45 | -0.7% |
| 53 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 258.0 | $107K | 0.00% | -106.0 | -29.1% | $415.63 | -4.8% |
| 54 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 400.0 | $102K | 0.00% | -250.0 | -38.5% | $255.88 | +28.0% |
| 55 | BLK | BLACKROCK INC | Financial Services | 97.0 | $93K | 0.00% | -17.0 | -14.9% | $961.56 | +20.2% |
| 56 | WCLD | WISDOMTREE TR | — | 2,651.0 | $85K | 0.00% | -150.0 | -5.4% | $32.06 | +26.6% |
| 57 | IWM | ISHARES TR | — | 259.0 | $78K | 0.00% | -191.0 | -42.4% | $300.45 | +0.2% |
| 58 | FEZ | SPDR INDEX SHS FDS | — | 940.0 | $64K | 0.00% | -60.0 | -6.0% | $68.54 | +4.1% |
| 59 | MOAT | VANECK ETF TRUST | — | 590.0 | $61K | 0.00% | -140.0 | -19.2% | $103.96 | +8.4% |
| 60 | ROKU | ROKU INC | Communication Services | 750.0 | $60K | 0.00% | -7K | -90.6% | $79.41 | +100.9% |
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%