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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 301 | IWM | ISHARES TR | — | 259.0 | $78K | 0.00% | -191.0 | -42.4% | $300.45 | -0.1% |
| 302 | KBWB | INVESCO EXCH TRADED FD TR II | — | 810.0 | $75K | 0.00% | — | — | $92.98 | +6.4% |
| 303 | OMC | OMNICOM GROUP INC | Communication Services | 1,033.0 | $75K | 0.00% | +37.0 | +3.7% | $72.83 | +18.5% |
| 304 | IBB | ISHARES TR | — | 385.0 | $73K | 0.00% | — | — | $190.19 | +7.0% |
| 305 | ELLO | ELLOMAY CAPITAL LIMITED | Utilities | 3,651.0 | $69K | 0.00% | NEW | — | $18.96 | +7.9% |
| 306 | TIP | ISHARES TR | — | 610.0 | $67K | 0.00% | — | — | $109.43 | -2.2% |
| 307 | GPC | GENUINE PARTS CO | Consumer Cyclical | 556.0 | $66K | 0.00% | +20.0 | +3.7% | $117.98 | +11.8% |
| 308 | FEZ | SPDR INDEX SHS FDS | — | 940.0 | $64K | 0.00% | -60.0 | -6.0% | $68.54 | +4.1% |
| 309 | WDC | WESTERN DIGITAL CORP | Technology | 100.0 | $64K | 0.00% | NEW | — | $638.72 | -22.3% |
| 310 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 258.0 | $64K | 0.00% | — | — | $246.22 | +3.3% |
| 311 | MSTR | STRATEGY INC | Technology | 730.0 | $63K | 0.00% | NEW | — | $86.93 | +6.4% |
| 312 | MOAT | VANECK ETF TRUST | — | 590.0 | $61K | 0.00% | -140.0 | -19.2% | $103.96 | +7.7% |
| 313 | ROKU | ROKU INC | Communication Services | 750.0 | $60K | 0.00% | -7K | -90.6% | $79.41 | +98.7% |
| 314 | LPLA | LPL FINL HLDGS INC | Financial Services | 210.0 | $59K | 0.00% | — | — | $281.68 | +30.9% |
| 315 | EIS | ISHARES INC | — | 532.0 | $57K | 0.00% | -80.0 | -13.1% | $106.78 | +14.5% |
| 316 | IBDV | ISHARES TR | — | 2,560.0 | $55K | 0.00% | -5K | -64.8% | $21.60 | +0.1% |
| 317 | — | BLOCK INC | — | 724.0 | $55K | 0.00% | -6.0 | -0.8% | $76.00 | — |
| 318 | FALN | ISHARES TR | — | 2,000.0 | $54K | 0.00% | — | — | $27.24 | -0.9% |
| 319 | VWO | VANGUARD INTL EQUITY INDEX F | — | 896.0 | $53K | 0.00% | +121.0 | +15.6% | $59.58 | +0.1% |
| 320 | CME | CME GROUP INC | Financial Services | 233.0 | $51K | 0.00% | -317.0 | -57.6% | $220.83 | +23.0% |
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%