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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | SSD | SIMPSON MFG INC | Industrials | 1,499.0 | $314K | 0.01% | +70.0 | +4.9% | $209.35 | -9.3% |
| 202 | SPIB | SPDR SERIES TRUST | — | 9,312.0 | $311K | 0.01% | +4K | +90.0% | $33.39 | -0.8% |
| 203 | ZWS | ZURN ELKAY WATER SOLNS CORP | Industrials | 6,081.0 | $307K | 0.01% | +326.0 | +5.7% | $50.53 | -2.6% |
| 204 | BXP | BXP INC | Real Estate | 6,307.0 | $305K | 0.01% | +61.0 | +1.0% | $48.42 | +36.7% |
| 205 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,123.0 | $304K | 0.01% | -2K | -62.2% | $270.31 | -1.2% |
| 206 | C | CITIGROUP INC | Financial Services | 2,153.0 | $301K | 0.01% | +109.0 | +5.3% | $139.80 | -1.5% |
| 207 | FLOT | ISHARES TR | — | 30,169.0 | $293K | 0.01% | +500.0 | +1.7% | $9.71 | +425.1% |
| 208 | CVS | CVS HEALTH CORP | Healthcare | 2,805.0 | $290K | 0.01% | +250.0 | +9.8% | $103.45 | -8.3% |
| 209 | POOL | POOL CORP | Industrials | 1,328.0 | $285K | 0.01% | +59.0 | +4.7% | $214.90 | -12.8% |
| 210 | FLR | FLUOR CORP | Industrials | 5,385.0 | $282K | 0.01% | +74.0 | +1.4% | $52.39 | +2.0% |
| 211 | EQT | EQT CORP | Energy | 5,200.0 | $276K | 0.01% | NEW | — | $53.17 | -0.1% |
| 212 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 600.0 | $275K | 0.01% | -3K | -85.0% | $459.13 | +12.4% |
| 213 | TTEK | TETRA TECH INC NEW | Industrials | 9,457.0 | $273K | 0.01% | NEW | — | $28.89 | +22.5% |
| 214 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 1,856.0 | $272K | 0.01% | -90.0 | -4.6% | $146.64 | -2.2% |
| 215 | IHE | ISHARES TR | — | 2,700.0 | $267K | 0.01% | — | — | $99.01 | +6.4% |
| 216 | CMC | COMMERCIAL METALS CO | Basic Materials | 4,041.0 | $254K | 0.01% | +214.0 | +5.6% | $62.75 | +13.1% |
| 217 | AWI | ARMSTRONG WORLD INDS INC NEW | Industrials | 1,555.0 | $249K | 0.01% | +77.0 | +5.2% | $160.42 | +10.4% |
| 218 | XLP | SELECT SECTOR SPDR TR | — | 2,990.0 | $247K | 0.01% | +500.0 | +20.1% | $82.75 | +3.4% |
| 219 | RSP | INVESCO EXCHANGE TRADED FD T | — | 1,116.0 | $236K | 0.01% | +311.0 | +38.6% | $211.53 | +3.9% |
| 220 | — | VENTURE GLOBAL INC | — | 20,800.0 | $232K | 0.01% | NEW | — | $11.13 | — |
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%