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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | IEUR | ISHARES TR | — | 684.0 | $51K | 0.00% | — | — | $75.16 | +3.2% |
| 322 | ABBV | ABBVIE INC | Healthcare | 193.0 | $49K | 0.00% | -383.0 | -66.5% | $251.64 | +2.9% |
| 323 | TEAM | ATLASSIAN CORPORATION | Technology | 618.0 | $48K | 0.00% | +528.0 | +586.7% | $77.79 | +109.5% |
| 324 | VRSN | VERISIGN INC | Technology | 190.0 | $48K | 0.00% | NEW | — | $251.56 | +10.0% |
| 325 | VTV | VANGUARD INDEX FDS | — | 216.0 | $47K | 0.00% | +50.0 | +30.1% | $217.93 | +3.8% |
| 326 | HLMN | HILLMAN SOLUTIONS CORP | Industrials | 5,489.0 | $46K | 0.00% | — | — | $8.44 | -0.2% |
| 327 | GRID | FIRST TR EXCHANGE-TRADED FD | — | 303.0 | $46K | 0.00% | — | — | $152.12 | +20.8% |
| 328 | TRV | TRAVELERS COMPANIES INC | Financial Services | 137.0 | $45K | 0.00% | -1.0 | -0.7% | $330.12 | +11.5% |
| 329 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 364.0 | $45K | 0.00% | — | — | $123.11 | +26.9% |
| 330 | URTH | ISHARES INC | — | 215.0 | $44K | 0.00% | — | — | $202.64 | +3.0% |
| 331 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 25.0 | $42K | 0.00% | -6.0 | -19.4% | $1697.40 | +4.8% |
| 332 | AXON | AXON ENTERPRISE INC | Industrials | 75.0 | $42K | 0.00% | — | — | $560.61 | +10.6% |
| 333 | IAGG | ISHARES TR | — | 800.0 | $40K | 0.00% | — | — | $50.58 | -1.6% |
| 334 | BSV | VANGUARD BD INDEX FDS | — | 508.0 | $40K | 0.00% | — | — | $77.91 | -0.4% |
| 335 | QTUM | ETF SER SOLUTIONS | — | 240.0 | $39K | 0.00% | +120.0 | +100.0% | $163.84 | -7.1% |
| 336 | NLR | VANECK ETF TRUST | — | 338.0 | $39K | 0.00% | — | — | $115.98 | -1.3% |
| 337 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 987.0 | $38K | 0.00% | NEW | — | $38.73 | +49.2% |
| 338 | IBDT | ISHARES TR | — | 1,513.0 | $38K | 0.00% | +1K | +202.6% | $25.25 | -0.2% |
| 339 | XHE | SPDR SERIES TRUST | — | 454.0 | $38K | 0.00% | +147.0 | +47.9% | $83.72 | +13.2% |
| 340 | IEF | ISHARES TR | — | 400.0 | $38K | 0.00% | +300.0 | +300.0% | $94.57 | -1.7% |
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%