Fund HoldingsYelin Lapidot Holdings Management Ltd.

Total Portfolio Value
$527.40M
Total Bought
$84.03M
Total Sold
$88.97M
Net Transaction
-$4.94M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR FINL ETF
0636,382+636,382034,1166.47%+34,116
SPDR SERIES TRUST
ST STR SP BIOT
0104,532+104,532016,5423.14%+16,542
MICRON TECHNOLOGY INC(MU)15,28511,960-3,3255,16413,8052.62%+8,641
GLOBAL E ONLINE LTD
SHS
846,829988,629+141,80026,12534,3356.51%+8,210
SELECT SECTOR SPDR TR
ST STR TECHN ETF
030,460+30,46005,8031.10%+5,803
ALPHABET INC(GOOG)75,70875,704-421,77127,0545.13%+5,284
MARVELL TECHNOLOGY INC(MRVL)24,82424,82402,4597,3951.40%+4,936
META PLATFORMS INC(META)31,60039,487+7,88718,07922,2434.22%+4,163
SPDR SERIES TRUST
ST STR SP AERO
012,500+12,50003,5470.67%+3,547
STATE STR SPDR S&P 500 ETF T(SPY)30,65630,656019,93722,8934.34%+2,956
AMAZON COM INC(AMZN)79,57579,575016,57318,9663.60%+2,393
MICROSOFT CORP(MSFT)43,56348,411+4,84816,12618,0583.42%+1,933
ARISTA NETWORKS INC(ANET)38,73738,733-44,7566,5801.25%+1,824
INTEL CORP(INTC)18,65018,65008232,6040.49%+1,781
QXO INC(QXO)0100,000+100,00001,7280.33%+1,728
NOVA LTD(NVMI)15,44115,44106,7068,3841.59%+1,678
SHARKNINJA INC(SN)32,65032,65003,4584,9720.94%+1,514
SELECT SECTOR SPDR TR
ST STR INDL ETF
08,000+8,00001,4820.28%+1,482
TABOOLA.COM LTD(TBLA)768,731768,73102,3833,8440.73%+1,461
SELECT SECTOR SPDR TR
ST STR CARE ETF
08,540+8,54001,3550.26%+1,355
TEVA PHARMACEUTICAL INDS LTD(TEVA)354,704352,579-2,12510,68411,9452.26%+1,262
ISHARES TR10,48610,721+2356,8508,0291.52%+1,179
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
56,19056,190010,78411,9562.27%+1,172
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
03,406+3,40601,0320.20%+1,032
CF INDUSTRIES HOLD(CF)08,000+8,00008660.16%+866
RADCOM LTD404,595404,59504,9205,7051.08%+785
INVESCO QQQ TR4,2384,23802,4463,1210.59%+675
SILICOM LTD73,76544,537-29,2281,5562,1350.40%+579
CISCO SYS INC(CSCO)13,14413,111-331,0201,5400.29%+520
ALLOT LTD225,943225,94301,5052,0000.38%+495
CAMTEK LTD(CAMT)35,57735,57705,3945,8031.10%+409
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
18,85018,85001,8882,2890.43%+401
ELTEK LTD252,682252,68202,0242,4000.46%+376
BROADCOM INC(AVGO)2,7303,229+4998451,2200.23%+375
VANGUARD INDEX FDS3,83523,010+19,1751,6751,9820.38%+307
HARMONY BIOSCIENCES HLDGS IN(HRMY)35,88735,88701,0051,3070.25%+301
ISHARES INC01,436+1,43602910.06%+291
SCHWAB STRATEGIC TR57,12057,12001,6641,9330.37%+269
SIMON PPTY GROUP INC NEW(SPG)7,1507,15001,3341,5990.30%+265
SCHWAB STRATEGIC TR251,541251,54107,7177,9761.51%+259
ANHEUSER BUSCH INBEV SA NV(BUD)02,780+2,78002290.04%+229
UNITED PARCEL SVCS INC(UPS)01,995+1,99502140.04%+214
GE AEROSPACE(GE)2,1372,13706067990.15%+192
INMODE LTD(INMD)387,005373,250-13,7555,2945,4571.03%+163
GE VERNOVA INC(GEV)53453404666270.12%+161
ZOOM COMMUNICATIONS INC(ZM)25,90025,90002,0822,2350.42%+153
COGNYTE SOFTWARE LTD100,979104,944+3,9658189210.17%+103
BERKSHIRE HATHAWAY INC DEL4,4504,45002,1322,2270.42%+94
VISA INC(V)2,2242,220-46727620.14%+89
JEFFERIES FINANCIAL GROUP IN(JEF)8,6528,65203574320.08%+75
CORPAY INC(CPAY)1,5001,50004365000.09%+63
CAESARSTONE LTD66,04253,287-12,755711120.02%+41
NVR INC(NVR)636304154290.08%+14
DISNEY WALT CO(DIS)2,5002,50002412410.05%-0
DIGITAL RLTY TR INC(DLR)2,3002,30004144130.08%-1
TEADS HLDG CO96,64379,959-16,68464610.01%-2
KKR & CO INC(KKR)14,82714,82701,3711,3610.26%-11
PERION NETWORK LTD42,08442,08404204090.08%-12
ENLIGHT RENEWABLE ENERGY LTD(ENLT)122,28393,583-28,7008,3478,3311.58%-16
PERRIGO CO PLC(PRGO)170,000170,00001,8261,7660.33%-59
T-MOBILE US INC(TMUS)1,3431,297-462822180.04%-65
COMPUGEN LTD318,852281,983-36,8696796030.11%-76
VERIZON COMMUNICATIONS INC(VZ)5,9795,231-7483002210.04%-79
LOWES COS INC(LOW)5,9005,90001,3941,3010.25%-93
AT&T INC(T)10,86310,234-6293152120.04%-103
ZIM INTEGRATED SHIPPING SERV
SHS
3,268,7733,308,773+40,00086,13286,02816.31%-104
ARVINAS INC46,66546,66504953880.07%-107
ICL GROUP LTD(ICL)537,457536,410-1,0472,7842,6710.51%-113
NVIDIA CORPORATION(NVDA)18,06615,054-3,0123,1513,0120.57%-139
CHECK POINT SOFTWARE TECH LT
ORD
12,71312,707-61,8161,6700.32%-146
AUDIOCODES LTD20,1130-20,1131690-169
PENNANTPARK FLOATING RATE CA(PFLA)74,42754,927-19,5005984110.08%-188
AMERICAN TOWER CORP(AMT)1,2560-1,2562170-217
WILLIAMS COS INC(WMB)3,0230-3,0232200-220
GSK PLC(GSK)88,50088,50004,8844,6390.88%-245
KORNIT DIGITAL LTD103,02876,440-26,5881,5101,2420.24%-268
ORMAT TECHNOLOGIES INC(ORA)106,175106,175011,88311,5622.19%-321
NICE LTD(NICE)26,39627,096+7002,9102,4620.47%-449
WIX COM LTD
SHS
13,25113,25101,1946010.11%-592
ODYSIGHT AI INC210,111205,629-4,4821,4608550.16%-605
SOL-GEL TECHNOLOGIES LTD
SHS NEW
17,75310,384-7,3691,4067700.15%-637
PFIZER INC(PFE)215,000215,00006,0375,1770.98%-860
ELBIT SYS LTD(ESLT)10,28110,28108,7297,8001.48%-929
GILAT SATELLITE NETWORKS LTD(GILT)645,549645,54909,6968,5921.63%-1,104
MEDIWOUND LTD762,817758,169-4,64812,28911,1452.11%-1,144
ELLOMAY CAPITAL LIMITED
SHS
193,565190,087-3,4784,7063,5170.67%-1,189
SELECT SECTOR SPDR TR
ST STR CARE ETF
8,5400-8,5401,2520-1,252
SELECT SECTOR SPDR TR
ST STR INDL ETF
8,0000-8,0001,2940-1,294
INTERNATIONAL FLAVORS&FRAGRA(IFF)128,23492,004-36,2309,3037,2891.38%-2,015
ALIBABA GROUP HLDG LTD(BABA)69,32069,32008,6976,6531.26%-2,044
SYNDAX PHARMACEUTICALS INC(SNDX)96,2970-96,2972,2490-2,249
SPDR SERIES TRUST
ST STR SP AERO
12,5000-12,5003,1750-3,175
SELECT SECTOR SPDR TR
ST STR TECHN ETF
30,4600-30,4604,0480-4,048
SPDR SERIES TRUST
ST STR SP BIOT
104,5320-104,53213,3520-13,352
SELECT SECTOR SPDR TR
ST STR FINL ETF
765,7640-765,76437,8060-37,806
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