Fund Holdings

Y.D. More Investments Ltd

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
ELBIT SYS LTD0551,017+551,0170459,144,247+459,144,247
ENLIGHT RENEWABLE ENERGY LTD05,514,993+5,514,9930364,789,190+364,789,190
PALO ALTO NETWORKS INC0563,353+563,353090,305,695+90,305,695
NOVA LTD0377,579+377,5790161,887,796+161,887,796
ISHARES TR0158,996+158,996052,240,487+52,240,487
CAMTEK LTD648,574783,365+134,79169,605,629114,901,402+45,295,773
TOWER SEMICONDUCTOR LTD0930,690+930,6900158,464,080+158,464,080
L3HARRIS TECHNOLOGIES INC085,451+85,451029,493,413+29,493,413
ORMAT TECHNOLOGIES INC0880,430+880,430097,721,633+97,721,633
ORMAT TECHNOLOGIES INC020,150,000+20,150,000026,069,063+26,069,063
KLA CORP013,591+13,591017,797,742+17,797,742
SOLAREDGE TECHNOLOGIES INC0503,110+503,110025,683,766+25,683,766
TAIWAN SEMICONDUCTOR MANUFAC0161,403+161,403054,525,680+54,525,680
ISHARES TR0134,760+134,760010,782,459+10,782,459
VANECK ETF TRUST035,446+35,446013,589,474+13,589,474
ITURAN LOCATION AND CONTROL0891,274+891,274043,681,339+43,681,339
NAYAX LTD0865,171+865,171048,386,912+48,386,912
GILAT SATELLITE NETWORKS LTD0715,697+715,697010,560,205+10,560,205
LOCKHEED MARTIN CORP08,695+8,69505,248,980+5,248,980
SOLSTICE ADVANCED MATLS INC047,579+47,57903,623,473+3,623,473
VERTIV HOLDINGS CO013,202+13,20203,308,157+3,308,157
KENON HLDGS LTD0211,353+211,353017,262,164+17,262,164
LEONARDO DRS INC0298,000+298,000013,266,960+13,266,960
INVESCO EXCH TRADED FD TR II019,300+19,30004,586,066+4,586,066
INTEL CORP0121,204+121,20405,352,986+5,352,986
JPMORGAN CHASE & CO017,679+17,67905,192,016+5,192,016
JACOBS SOLUTIONS INC030,535+30,53503,886,495+3,886,495
ODYSIGHT AI INC0973,543+973,54306,734,002+6,734,002
ASML HLDG NV2,2093,332+1,1232,363,3494,396,732+2,033,383
G WILLI FOOD INTL LTD068,750+68,75001,751,442+1,751,442
COLUMBIA ETF TR I01,477+1,47701,687,567+1,687,567
CATERPILLAR INC13,65813,207-4517,827,6359,306,301+1,478,666
CHENIERE ENERGY INC5005,400+4,90097,1951,532,304+1,435,109
BRAINSWAY LTD114,962272,004+157,0422,186,5773,614,933+1,428,356
AMAZON COM INC133,048154,308+21,26030,712,07232,119,397+1,407,325
NUTRIEN LTD017,500+17,50001,320,550+1,320,550
ALPHABET INC81,49993,770+12,27125,574,73726,829,702+1,254,965
ISHARES TR042,739+42,73905,841,695+5,841,695
ISHARES TR017,500+17,50001,172,675+1,172,675
SPDR SERIES TRUST028,910+28,91007,241,193+7,241,193
EMCOR GROUP INC01,537+1,53701,134,782+1,134,782
BROADCOM INC32,00139,140+7,13911,075,70412,114,221+1,038,517
APPLIED MATLS INC602,560+2,50015,419873,862+858,443
WALMART INC057,015+57,01507,082,741+7,082,741
NVIDIA CORPORATION0106,987+106,987018,647,532+18,647,532
ROKU INC08,009+8,0090727,548+727,548
ATI INC04,725+4,7250687,299+687,299
CARPENTER TECHNOLOGY CORP01,719+1,7190677,544+677,544
ROCKET LAB CORP010,000+10,0000642,200+642,200
ALLISON TRANSMISSION HLDGS I05,631+5,6310634,643+634,643
API GROUP CORP014,888+14,8880603,262+603,262
LAM RESEARCH CORP014,023+14,02302,996,154+2,996,154
CHEVRON CORPORATION11,13711,007-1301,697,1852,287,295+590,110
WHEATON PRECIOUS METALS CORP04,000+4,0000524,040+524,040
CLEAN HARBORS INC01,826+1,8260523,569+523,569
EXXON MOBIL CORP06,873+6,87301,166,073+1,166,073
GRACO INC05,705+5,7050482,928+482,928
LINCOLN ELEC HLDGS INC01,891+1,8910471,010+471,010
CARLISLE COS INC01,411+1,4110470,738+470,738
ADVANCED ENERGY INDS01,303+1,3030420,491+420,491
MODINE MFG CO01,820+1,8200394,412+394,412
WISDOMTREE TR01,286+1,2860345,482+345,482
APPLIED INDL TECHNOLOGIES IN01,287+1,2870341,467+341,467
CRANE COMPANY01,990+1,9900340,290+340,290
ADVANCED DRAIN SYS INC DEL4,0006,688+2,688579,320917,125+337,805
CORE & MAIN INC06,746+6,7460333,252+333,252
MARRIOTT INTL INC NEW01,000+1,0000327,070+327,070
FLOWSERVE CORP04,391+4,3910322,782+322,782
OSHKOSH CORP02,158+2,1580317,679+317,679
VISTRA CORP03,240+3,2400487,069+487,069
GLOBAL X FDS0137,667+137,66706,914,621+6,914,621
NETSKOPE INC032,172+32,1720273,140+273,140
TERADYNE INC02,600+2,6000770,796+770,796
ZURN ELKAY WATER SOLNS CORP05,755+5,7550258,054+258,054
NEXTERA ENERGY INC06,030+6,0300560,067+560,067
FLUOR CORP05,311+5,3110247,758+247,758
SIMPSON MFG INC01,429+1,4290245,245+245,245
ARMSTRONG WORLD INDS INC NEW01,478+1,4780243,574+243,574
AKAMAI TECHNOLOGIES INC12,89911,853-1,0461,125,4381,361,317+235,879
COMMERCIAL METALS CO03,827+3,8270235,093+235,093
AAON INC02,812+2,8120232,693+232,693
TJX COS INC NEW011,275+11,27501,800,618+1,800,618
WABTEC05,884+5,88401,470,470+1,470,470
T3 DEFENSE INC02,711+2,7110176,378+176,378
FREEPORT MCMORAN INC03,325+3,3250189,296+189,296
ENPHASE ENERGY INC06,460+6,4600244,253+244,253
CLEVELAND-CLIFFS INC NEW019,682+19,6820166,313+166,313
UNION PAC CORP015,996+15,99603,880,950+3,880,950
GLOBAL X FDS017,896+17,89601,266,444+1,266,444
PERION NETWORK LTD050,002+50,0020503,338+503,338
ALCOA CORP9,0559,104+49481,183603,868+122,685
SELECT SECTOR SPDR TR03,109+3,1090497,517+497,517
EQUINIX INC0663+6630648,683+648,683
TELOS CORP MD026,579+26,5790111,366+111,366
KIMBERLY-CLARK CORP01,088+1,0880104,959+104,959
DISNEY WALT CO01,599+1,5990151,228+151,228
HORMEL FOODS CORP04,366+4,366098,890+98,890
EXTRA SPACE STORAGE INC0746+746097,823+97,823
ISHARES TR06,545+6,5450648,919+648,919
CME GROUP INC260550+29071,001162,443+91,442
Page 1 of 6