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 | CHRD | CHORD ENERGY CORPORATION | Energy | 1,012.0 | $116K | 0.00% | — | — | $114.30 | +29.2% |
| 262 | IJH | ISHARES TR | — | 1,500.0 | $116K | 0.00% | — | — | $77.11 | +0.0% |
| 263 | D | DOMINION ENERGY INC | Utilities | 1,691.0 | $115K | 0.00% | +61.0 | +3.7% | $68.29 | +1.1% |
| 264 | IHAK | ISHARES TR | — | 1,895.0 | $115K | 0.00% | +150.0 | +8.6% | $60.62 | +4.9% |
| 265 | XLE | SELECT SECTOR SPDR TR | — | 2,154.0 | $114K | 0.00% | — | — | $53.11 | +20.6% |
| 266 | CRWV | COREWEAVE INC | Technology | 1,136.0 | $113K | 0.00% | NEW | — | $99.54 | -10.6% |
| 267 | HRL | HORMEL FOODS CORP | Consumer Defensive | 4,528.0 | $112K | 0.00% | +162.0 | +3.7% | $24.82 | -0.5% |
| 268 | EXR | EXTRA SPACE STORAGE INC | Real Estate | 773.0 | $112K | 0.00% | +27.0 | +3.6% | $145.30 | +2.9% |
| 269 | UDR | UDR INC | Real Estate | 2,805.0 | $112K | 0.00% | +100.0 | +3.7% | $39.92 | -5.6% |
| 270 | — | ENTERGY CORP NEW | — | 972.0 | $112K | 0.00% | +186.0 | +23.7% | $114.86 | — |
| 271 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 1,914.0 | $110K | 0.00% | +68.0 | +3.7% | $57.62 | +18.6% |
| 272 | VIS | VANGUARD WORLD FD | — | 300.0 | $108K | 0.00% | — | — | $360.38 | -3.0% |
| 273 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 258.0 | $107K | 0.00% | -106.0 | -29.1% | $415.63 | -5.4% |
| 274 | KMI | KINDER MORGAN INC DEL | Energy | 3,351.0 | $107K | 0.00% | +119.0 | +3.7% | $31.97 | +1.8% |
| 275 | CCI | CROWN CASTLE INC | Real Estate | 1,386.0 | $105K | 0.00% | +49.0 | +3.7% | $75.73 | -0.8% |
| 276 | PNW | PINNACLE WEST CAP CORP | Utilities | 980.0 | $105K | 0.00% | +35.0 | +3.7% | $107.00 | -6.1% |
| 277 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 400.0 | $102K | 0.00% | -250.0 | -38.5% | $255.88 | +29.8% |
| 278 | ES | EVERSOURCE ENERGY | Utilities | 1,415.0 | $102K | 0.00% | +50.0 | +3.7% | $72.27 | +0.4% |
| 279 | MTUM | ISHARES TR | — | 290.0 | $99K | 0.00% | +120.0 | +70.6% | $340.17 | -10.3% |
| 280 | COF | CAPITAL ONE FINL CORP | Financial Services | 491.0 | $99K | 0.00% | — | — | $200.62 | +11.4% |
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%