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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 992.0 | $359.0 | — | +31.0 | +3.2% | $0.36 | +31298.6% |
| 462 | ELMT | ELMET GROUP CO (THE) | Industrials | 5,200.0 | $345.0 | — | NEW | — | $0.07 | +26924.9% |
| 463 | EOG | EOG RES INC | Energy | 786.0 | $342.0 | — | +28.0 | +3.7% | $0.44 | +34047.3% |
| 464 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 5,607.0 | $334.0 | — | +162.0 | +3.0% | $0.06 | +29576.6% |
| 465 | SCHW | SCHWAB CHARLES CORP | Financial Services | 1,052.0 | $326.0 | — | -15.0 | -1.4% | $0.31 | +35848.7% |
| 466 | PEG | PUBLIC SVC ENTERPRISE GROUP | Utilities | 1,058.0 | $288.0 | — | +192.0 | +22.2% | $0.27 | +27676.2% |
| 467 | ADSK | AUTODESK INC | Technology | 440.0 | $287.0 | — | NEW | — | $0.65 | +38300.3% |
| 468 | CB | CHUBB LIMITED | Financial Services | 232.0 | $265.0 | — | — | — | $1.14 | +30125.7% |
| 469 | PAYX | PAYCHEX INC | Industrials | 793.0 | $262.0 | — | +28.0 | +3.7% | $0.33 | +36493.0% |
| 470 | ROP | ROPER TECHNOLOGIES INC | Industrials | 210.0 | $239.0 | — | NEW | — | $1.14 | +34941.0% |
| 471 | BK | BANK OF NY MELLON CORP | Financial Services | 442.0 | $215.0 | — | — | — | $0.49 | +29074.1% |
| 472 | WDAY | WORKDAY INC | Technology | 514.0 | $211.0 | — | NEW | — | $0.41 | +46835.2% |
| 473 | MDB | MONGODB INC | Technology | 168.0 | $189.0 | — | NEW | — | $1.12 | +38841.3% |
| 474 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 310.0 | $173.0 | — | — | — | $0.56 | +33449.9% |
| 475 | HOOD | ROBINHOOD MKTS INC | Financial Services | 509.0 | $171.0 | — | +4.0 | +0.8% | $0.34 | +27534.8% |
| 476 | AON | AON PLC | Financial Services | 137.0 | $153.0 | — | — | — | $1.12 | +30892.4% |
| 477 | MCO | MOODYS CORP | Financial Services | 97.0 | $148.0 | — | -1.0 | -1.0% | $1.53 | +31949.3% |
| 478 | KKR | KKR & CO INC | Financial Services | 445.0 | $137.0 | — | +7.0 | +1.6% | $0.31 | +34912.1% |
| 479 | ALL | ALLSTATE CORP | Financial Services | 166.0 | $133.0 | — | — | — | $0.80 | +32648.2% |
| 480 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 165.0 | $127.0 | — | +1.0 | +0.6% | $0.77 | +32594.7% |
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%