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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | AFL | AFLAC INC | Financial Services | 295.0 | $116.0 | — | -3.0 | -1.0% | $0.39 | +30854.7% |
| 482 | STT | STATE STR CORP | Financial Services | 178.0 | $101.0 | — | — | — | $0.57 | +33715.6% |
| 483 | PTC | PTC INC | Technology | 241.0 | $92.0 | — | NEW | — | $0.38 | +38271.4% |
| 484 | AMP | AMERIPRISE FINL INC | Financial Services | 58.0 | $89.0 | — | — | — | $1.53 | +36539.1% |
| 485 | MSCI | MSCI INC | Financial Services | 47.0 | $88.0 | — | — | — | $1.87 | +30007.8% |
| 486 | TYL | TYLER TECHNOLOGIES INC | Technology | 88.0 | $86.0 | — | NEW | — | $0.98 | +33908.9% |
| 487 | GDDY | GODADDY INC | Technology | 276.0 | $79.0 | — | NEW | — | $0.29 | +33372.9% |
| 488 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 176.0 | $78.0 | — | -2.0 | -1.1% | $0.44 | +31256.2% |
| 489 | MTB | M & T BK CORP | Financial Services | 94.0 | $75.0 | — | -3.0 | -3.1% | $0.80 | +31423.8% |
| 490 | NTRS | NORTHERN TR CORP | Financial Services | 119.0 | $69.0 | — | — | — | $0.58 | +32768.1% |
| 491 | CFG | CITIZENS FINL GROUP INC | Financial Services | 272.0 | $64.0 | — | — | — | $0.24 | +31120.5% |
| 492 | CINF | CINCINNATI FINL CORP | Financial Services | 100.0 | $62.0 | — | — | — | $0.62 | +27537.1% |
| 493 | RJF | RAYMOND JAMES FINL INC | Financial Services | 112.0 | $57.0 | — | — | — | $0.51 | +35137.8% |
| 494 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 67.0 | $55.0 | — | — | — | $0.82 | +35347.9% |
| 495 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 61.0 | $54.0 | — | — | — | $0.89 | +36940.6% |
| 496 | WRB | BERKLEY W R CORP | Financial Services | 189.0 | $45.0 | — | -1.0 | -0.5% | $0.24 | +29384.0% |
| 497 | L | LOEWS CORP | Financial Services | 109.0 | $41.0 | — | +1.0 | +0.9% | $0.38 | +29803.2% |
| 498 | BRO | BROWN & BROWN INC | Financial Services | 188.0 | $40.0 | — | +1.0 | +0.5% | $0.21 | +32508.6% |
| 499 | ECL | ECOLAB INC | Basic Materials | 14.0 | $39.0 | — | +5.0 | +55.6% | $2.79 | +9952.4% |
| 500 | GL | GLOBE LIFE INC | Financial Services | 50.0 | $30.0 | — | -1.0 | -2.0% | $0.60 | +29593.3% |
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%