Y.D. More Investments Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ELBIT SYS LTD(ESLT) | 618,325 | 551,017 | -67,308 | 356,345,153 | 459,144,247 | 17.98% | +102,799,094 |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 5,837,263 | 5,514,993 | -322,270 | 264,964,871 | 364,789,190 | 14.29% | +99,824,319 |
| PALO ALTO NETWORKS INC(PANW) | 77,889 | 563,353 | +485,464 | 14,348,762 | 90,305,695 | 3.54% | +75,956,933 |
| NOVA LTD(NVMI) | 327,425 | 377,579 | +50,154 | 109,364,919 | 161,887,796 | 6.34% | +52,522,877 |
| ISHARES TR | 3,719 | 158,996 | +155,277 | 1,120,259 | 52,240,487 | 2.05% | +51,120,228 |
| CAMTEK LTD(CAMT) | 648,574 | 783,365 | +134,791 | 69,605,629 | 114,901,402 | 4.50% | +45,295,773 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 1,009,846 | 930,690 | -79,156 | 118,084,243 | 158,464,080 | 6.21% | +40,379,837 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 956 | 85,451 | +84,495 | 280,653 | 29,493,413 | 1.16% | +29,212,760 |
| ORMAT TECHNOLOGIES INC(ORA) | 643,191 | 880,430 | +237,239 | 70,683,360 | 97,721,633 | 3.83% | +27,038,273 |
| ORMAT TECHNOLOGIES INC(ORA) | 0 | 20,150,000 | +20,150,000 | 0 | 26,069,063 | 1.02% | +26,069,063 |
| KLA CORP(KLAC) | 1,500 | 13,591 | +12,091 | 1,822,620 | 17,797,742 | 0.70% | +15,975,122 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 360,460 | 503,110 | +142,650 | 10,399,271 | 25,683,766 | 1.01% | +15,284,495 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 132,513 | 161,403 | +28,890 | 40,348,426 | 54,525,680 | 2.14% | +14,177,254 |
| ISHARES TR | 4,722 | 134,760 | +130,038 | 499,086 | 10,782,459 | 0.42% | +10,283,373 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 19,813 | 35,446 | +15,633 | 7,135,255 | 13,589,474 | 0.53% | +6,454,219 |
| ITURAN LOCATION AND CONTROL SHS | 858,274 | 891,274 | +33,000 | 37,236,218 | 43,681,339 | 1.71% | +6,445,121 |
| NAYAX LTD(NYAX) | 839,477 | 865,171 | +25,694 | 42,398,651 | 48,386,912 | 1.90% | +5,988,261 |
| GILAT SATELLITE NETWORKS LTD(GILT) | 403,746 | 715,697 | +311,951 | 5,234,776 | 10,560,205 | 0.41% | +5,325,429 |
| LOCKHEED MARTIN CORP(LMT) | 686 | 8,695 | +8,009 | 332,775 | 5,248,980 | 0.21% | +4,916,205 |
| SOLSTICE ADVANCED MATLS INC(SOLS) | 109 | 47,579 | +47,470 | 5,294 | 3,623,473 | 0.14% | +3,618,179 |
| VERTIV HOLDINGS CO(VRT) | 0 | 13,202 | +13,202 | 0 | 3,308,157 | 0.13% | +3,308,157 |
| KENON HLDGS LTD(KEN) | 212,102 | 211,353 | -749 | 13,962,828 | 17,262,164 | 0.68% | +3,299,336 |
| LEONARDO DRS INC(DRS) | 298,000 | 298,000 | 0 | 10,158,820 | 13,266,960 | 0.52% | +3,108,140 |
| INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | 6,000 | 19,300 | +13,300 | 1,517,520 | 4,586,066 | 0.18% | +3,068,546 |
| INTEL CORP(INTC) | 63,000 | 121,204 | +58,204 | 2,324,700 | 5,352,986 | 0.21% | +3,028,286 |
| JPMORGAN CHASE & CO(JPM) | 7,968 | 17,679 | +9,711 | 2,567,691 | 5,192,016 | 0.20% | +2,624,325 |
| JACOBS SOLUTIONS INC(J) | 10,300 | 30,535 | +20,235 | 1,366,527 | 3,886,495 | 0.15% | +2,519,968 |
| ODYSIGHT AI INC | 1,328,686 | 973,543 | -355,143 | 4,384,664 | 6,734,002 | 0.26% | +2,349,338 |
| ASML HLDG NV N Y REGISTRY SHS | 2,209 | 3,332 | +1,123 | 2,363,349 | 4,396,732 | 0.17% | +2,033,383 |
| G WILLI FOOD INTL LTD | 2,167 | 68,750 | +66,583 | 63,339 | 1,751,442 | 0.07% | +1,688,103 |
| COLUMBIA ETF TR I RESEARCH ENHAN | 0 | 1,477 | +1,477 | 0 | 1,687,567 | 0.07% | +1,687,567 |
| CATERPILLAR INC(CAT) | 13,658 | 13,207 | -451 | 7,827,635 | 9,306,301 | 0.36% | +1,478,666 |
| CHENIERE ENERGY INC(LNG) | 500 | 5,400 | +4,900 | 97,195 | 1,532,304 | 0.06% | +1,435,109 |
| BRAINSWAY LTD | 114,962 | 272,004 | +157,042 | 2,186,577 | 3,614,933 | 0.14% | +1,428,356 |
| AMAZON COM INC(AMZN) | 133,048 | 154,308 | +21,260 | 30,712,072 | 32,119,397 | 1.26% | +1,407,325 |
| NUTRIEN LTD(NTR) | 0 | 17,500 | +17,500 | 0 | 1,320,550 | 0.05% | +1,320,550 |
| ALPHABET INC(GOOG) | 81,499 | 93,770 | +12,271 | 25,574,737 | 26,829,702 | 1.05% | +1,254,965 |
| ISHARES TR | 32,629 | 42,739 | +10,110 | 4,624,854 | 5,841,695 | 0.23% | +1,216,841 |
| ISHARES TR | 0 | 17,500 | +17,500 | 0 | 1,172,675 | 0.05% | +1,172,675 |
| SPDR SERIES TRUST ST STR SP AERO | 25,188 | 28,910 | +3,722 | 6,097,882 | 7,241,193 | 0.28% | +1,143,311 |
| EMCOR GROUP INC(EME) | 0 | 1,537 | +1,537 | 0 | 1,134,782 | 0.04% | +1,134,782 |
| BROADCOM INC(AVGO) | 32,001 | 39,140 | +7,139 | 11,075,704 | 12,114,221 | 0.47% | +1,038,517 |
| APPLIED MATLS INC | 60 | 2,560 | +2,500 | 15,419 | 873,862 | 0.03% | +858,443 |
| WALMART INC(WMT) | 56,510 | 57,015 | +505 | 6,306,081 | 7,082,741 | 0.28% | +776,660 |
| NVIDIA CORPORATION(NVDA) | 95,936 | 106,987 | +11,051 | 17,895,631 | 18,647,532 | 0.73% | +751,901 |
| ROKU INC(ROKU) | 0 | 8,009 | +8,009 | 0 | 727,548 | 0.03% | +727,548 |
| ATI INC(ATI) | 0 | 4,725 | +4,725 | 0 | 687,299 | 0.03% | +687,299 |
| CARPENTER TECHNOLOGY CORP(CRS) | 0 | 1,719 | +1,719 | 0 | 677,544 | 0.03% | +677,544 |
| ROCKET LAB CORP(RKLB) | 0 | 10,000 | +10,000 | 0 | 642,200 | 0.03% | +642,200 |
| ALLISON TRANSMISSION HLDGS I(ALSN) | 0 | 5,631 | +5,631 | 0 | 634,643 | 0.02% | +634,643 |
| API GROUP CORP(APG) | 0 | 14,888 | +14,888 | 0 | 603,262 | 0.02% | +603,262 |
| LAM RESEARCH CORP(LRCX) | 14,023 | 14,023 | 0 | 2,402,505 | 2,996,154 | 0.12% | +593,649 |
| CHEVRON CORPORATION(CVX) | 11,137 | 11,007 | -130 | 1,697,185 | 2,287,295 | 0.09% | +590,110 |
| WHEATON PRECIOUS METALS CORP(WPM) | 0 | 4,000 | +4,000 | 0 | 524,040 | 0.02% | +524,040 |
| CLEAN HARBORS INC(CLH) | 0 | 1,826 | +1,826 | 0 | 523,569 | 0.02% | +523,569 |
| EXXON MOBIL CORP | 5,675 | 6,873 | +1,198 | 682,930 | 1,166,073 | 0.05% | +483,143 |
| GRACO INC(GGG) | 0 | 5,705 | +5,705 | 0 | 482,928 | 0.02% | +482,928 |
| LINCOLN ELEC HLDGS INC(LECO) | 0 | 1,891 | +1,891 | 0 | 471,010 | 0.02% | +471,010 |
| CARLISLE COS INC(CSL) | 0 | 1,411 | +1,411 | 0 | 470,738 | 0.02% | +470,738 |
| ADVANCED ENERGY INDS | 0 | 1,303 | +1,303 | 0 | 420,491 | 0.02% | +420,491 |
| MODINE MFG CO(MOD) | 0 | 1,820 | +1,820 | 0 | 394,412 | 0.02% | +394,412 |
| WISDOMTREE TR(WT) | 0 | 1,286 | +1,286 | 0 | 345,482 | 0.01% | +345,482 |
| APPLIED INDL TECHNOLOGIES IN(AIT) | 0 | 1,287 | +1,287 | 0 | 341,467 | 0.01% | +341,467 |
| CRANE COMPANY(CR) | 0 | 1,990 | +1,990 | 0 | 340,290 | 0.01% | +340,290 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 4,000 | 6,688 | +2,688 | 579,320 | 917,125 | 0.04% | +337,805 |
| CORE & MAIN INC(CNM) | 0 | 6,746 | +6,746 | 0 | 333,252 | 0.01% | +333,252 |
| MARRIOTT INTL INC NEW(MAR) | 0 | 1,000 | +1,000 | 0 | 327,070 | 0.01% | +327,070 |
| FLOWSERVE CORP(FLS) | 0 | 4,391 | +4,391 | 0 | 322,782 | 0.01% | +322,782 |
| OSHKOSH CORP(OSK) | 0 | 2,158 | +2,158 | 0 | 317,679 | 0.01% | +317,679 |
| VISTRA CORP(VST) | 1,250 | 3,240 | +1,990 | 201,662 | 487,069 | 0.02% | +285,407 |
| GLOBAL X FDS US INFR DEV ETF | 138,273 | 137,667 | -606 | 6,640,052 | 6,914,621 | 0.27% | +274,569 |
| NETSKOPE INC(NTSK) | 0 | 32,172 | +32,172 | 0 | 273,140 | 0.01% | +273,140 |
| TERADYNE INC(TER) | 2,600 | 2,600 | 0 | 503,256 | 770,796 | 0.03% | +267,540 |
| ZURN ELKAY WATER SOLNS CORP(ZWS) | 0 | 5,755 | +5,755 | 0 | 258,054 | 0.01% | +258,054 |
| NEXTERA ENERGY INC(NEE) | 3,845 | 6,030 | +2,185 | 308,765 | 560,067 | 0.02% | +251,302 |
| FLUOR CORP(FLR) | 0 | 5,311 | +5,311 | 0 | 247,758 | 0.01% | +247,758 |
| SIMPSON MFG INC(SSD) | 0 | 1,429 | +1,429 | 0 | 245,245 | 0.01% | +245,245 |
| ARMSTRONG WORLD INDS INC NEW(AWI) | 0 | 1,478 | +1,478 | 0 | 243,574 | 0.01% | +243,574 |
| AKAMAI TECHNOLOGIES INC(AKAM) | 12,899 | 11,853 | -1,046 | 1,125,438 | 1,361,317 | 0.05% | +235,879 |
| COMMERCIAL METALS CO(CMC) | 0 | 3,827 | +3,827 | 0 | 235,093 | 0.01% | +235,093 |
| AAON INC | 0 | 2,812 | +2,812 | 0 | 232,693 | 0.01% | +232,693 |
| TJX COS INC NEW(TJX) | 10,375 | 11,275 | +900 | 1,593,704 | 1,800,618 | 0.07% | +206,914 |
| WABTEC(WAB) | 5,977 | 5,884 | -93 | 1,275,791 | 1,470,470 | 0.06% | +194,679 |
| T3 DEFENSE INC | 0 | 2,711 | +2,711 | 0 | 176,378 | 0.01% | +176,378 |
| FREEPORT MCMORAN INC(FCX) | 426 | 3,325 | +2,899 | 17,788 | 189,296 | 0.01% | +171,508 |
| ENPHASE ENERGY INC(ENPH) | 2,300 | 6,460 | +4,160 | 73,715 | 244,253 | 0.01% | +170,538 |
| CLEVELAND-CLIFFS INC NEW(CLF) | 0 | 19,682 | +19,682 | 0 | 166,313 | 0.01% | +166,313 |
| UNION PAC CORP(UNP) | 16,070 | 15,996 | -74 | 3,717,312 | 3,880,950 | 0.15% | +163,638 |
| GLOBAL X FDS DEFENSE TECH ETF | 17,187 | 17,896 | +709 | 1,116,995 | 1,266,444 | 0.05% | +149,449 |
| PERION NETWORK LTD | 38,567 | 50,002 | +11,435 | 364,633 | 503,338 | 0.02% | +138,705 |
| ALCOA CORP(AA) | 9,055 | 9,104 | +49 | 481,183 | 603,868 | 0.02% | +122,685 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 2,435 | 3,109 | +674 | 378,268 | 497,517 | 0.02% | +119,249 |
| EQUINIX INC(EQIX) | 691 | 663 | -28 | 530,173 | 648,683 | 0.03% | +118,510 |
| TELOS CORP MD | 0 | 26,579 | +26,579 | 0 | 111,366 | 0.00% | +111,366 |
| KIMBERLY-CLARK CORP(KMB) | 0 | 1,088 | +1,088 | 0 | 104,959 | 0.00% | +104,959 |
| DISNEY WALT CO(DIS) | 438 | 1,599 | +1,161 | 49,955 | 151,228 | 0.01% | +101,273 |
| HORMEL FOODS CORP(HRL) | 0 | 4,366 | +4,366 | 0 | 98,890 | 0.00% | +98,890 |
| EXTRA SPACE STORAGE INC(EXR) | 0 | 746 | +746 | 0 | 97,823 | 0.00% | +97,823 |
| ISHARES TR | 5,545 | 6,545 | +1,000 | 553,835 | 648,919 | 0.03% | +95,084 |
| CME GROUP INC(CME) | 260 | 550 | +290 | 71,001 | 162,443 | 0.01% | +91,442 |