Fund Holdings — Y.D. More Investments Ltd

Total Portfolio Value:
$2.55B
Total Bought:
$431.39M
Total Sold:
$446.64M
Net Transaction:
-$15.25M
Securities
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SharesValue
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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Elbit Systems Ltd.(ESLT)618,325551,017-67,308$356.35M$459.14M17.98%+$102.80M
Enlight Renewable Energy LtdSHS(ENLT)5,837,2635,514,993-322,270$264.96M$364.79M14.29%+$99.82M
Nova Ltd.(NVMI)327,425377,579+50,154$109.36M$161.89M6.34%+$52.52M
Tower Semiconductor Ltd.SHS NEW(TSEM)1,009,846930,690-79,156$118.08M$158.46M6.21%+$40.38M
Camtek Ltd.(CAMT)648,574783,365+134,791$69.61M$114.90M4.50%+$45.30M
ICL Group LtdSHS(ICL)18,738,93919,616,583+877,644$107.50M$100.35M3.93%-$7.15M
Ormat Technologies, Inc.(ORA)643,191880,430+237,239$70.68M$97.72M3.83%+$27.04M
Palo Alto Networks, Inc.(PANW)77,889563,353+485,464$14.35M$90.31M3.54%+$75.96M
Taiwan Semiconductor Manufacturing Company LimitedADS(TSM)132,513161,403+28,890$40.35M$54.53M2.14%+$14.18M
Ishares TrISHARES SEMICDTR3,719158,996+155,277$1.12M$52.24M2.05%+$51.12M
Teva Pharmaceutical Industries LimitedADS(TEVA)1,615,9001,617,800+1,900$50.43M$48.73M1.91%-$1.71M
Nayax Ltd.SHS(NYAX)839,477865,171+25,694$42.40M$48.39M1.90%+$5.99M
Ituran Location And ControlSHS
SHS
858,274891,274+33,000$37.24M$43.68M1.71%+$6.45M
Invesco Qqq TrUNIT SER 1102,92067,694-35,226$63.23M$39.03M1.53%-$24.20M
Amazon.com, Inc.(AMZN)133,048154,308+21,260$30.71M$32.12M1.26%+$1.41M
TAT Technologies Ltd.(TATT)900,147810,001-90,146$40.39M$32.05M1.26%-$8.33M
L3Harris Technologies, Inc.(LHX)95685,451+84,495$280.7K$29.49M1.16%+$29.21M
Zim Integrated Shipping ServSHS
SHS
3,782,7451,019,873-2,762,872$80.31M$26.87M1.05%-$53.43M
Alphabet Inc.CL C(GOOG)81,49993,770+12,271$25.57M$26.83M1.05%+$1.25M
Ormat Technologies, Inc.NOTE 2 500 7 1(ORA)20,150,00020,150,0000$27.79M$26.07M1.02%-$1.72M
SolarEdge Technologies, Inc.(SEDG)360,460503,110+142,650$10.40M$25.68M1.01%+$15.28M
Vanguard Index FdsS P 500 ETF SHS40,46141,592+1,131$25.37M$24.85M0.97%-$529.2K
Meta Platforms, Inc.CL A(META)39,44237,328-2,114$26.04M$21.32M0.84%-$4.71M
Microsoft Corporation(MSFT)58,56955,364-3,205$28.33M$20.46M0.80%-$7.87M
NVIDIA Corporation(NVDA)95,936106,987+11,051$17.90M$18.65M0.73%+$751.9K
KLA Corporation(KLAC)1,50013,591+12,091$1.82M$17.80M0.70%+$15.98M
Kenon Holdings Ltd.SHS(KEN)212,102211,353-749$13.96M$17.26M0.68%+$3.30M
State Street SPDR S&P 500 ETF TrustTR UNIT(SPY)25,17225,987+815$17.19M$16.83M0.66%-$359.3K
Cognyte Software Ltd.(CGNT)1,854,7981,854,7980$17.44M$15.02M0.59%-$2.41M
Vaneck Etf TrustSEMICONDUCTR ETF
SEMICONDUCTR ETF
19,81335,446+15,633$7.14M$13.59M0.53%+$6.45M
Leonardo DRS, Inc.(DRS)298,000298,0000$10.16M$13.27M0.52%+$3.11M
Broadcom Inc.(AVGO)32,00139,140+7,139$11.08M$12.11M0.47%+$1.04M
Ishares TrEXPANDED TECH4,722134,760+130,038$499.1K$10.78M0.42%+$10.28M
Ishares TrCORE S P500 ETF18,90716,287-2,620$12.95M$10.64M0.42%-$2.31M
Gilat Satellite Networks Ltd.SHS NEW(GILT)403,746715,697+311,951$5.23M$10.56M0.41%+$5.33M
Caterpillar Inc.(CAT)13,65813,207-451$7.83M$9.31M0.36%+$1.48M
Alphabet Inc.CL A(GOOG)32,75531,735-1,020$10.25M$9.12M0.36%-$1.13M
Similarweb Ltd.SHS(SMWB)1,171,2981,151,298-20,000$8.37M$8.34M0.33%-$33.0K
Spdr Series TrustSTATE STREET SPD
ST STR SP AERO
25,18828,910+3,722$6.10M$7.24M0.28%+$1.14M
Walmart Inc.(WMT)56,51057,015+505$6.31M$7.08M0.28%+$776.7K
Global X FdsUS INFR DEV ETF
US INFR DEV ETF
138,273137,667-606$6.64M$6.91M0.27%+$274.6K
Odysight.ai Inc.(ODYS)1,328,686973,543-355,143$4.38M$6.73M0.26%+$2.35M
Global X FdsDAX GERMANY ETF
DAX GERMANY ETF
143,564149,894+6,330$6.56M$6.26M0.25%-$307.3K
Micron Technology, Inc.(MU)36,84818,320-18,528$10.53M$6.18M0.24%-$4.35M
Ishares TrMSCI All Country World Index ETF32,62942,739+10,110$4.62M$5.84M0.23%+$1.22M
Berkshire Hathaway Inc DelCL B12,50111,767-734$6.28M$5.63M0.22%-$656.2K
Intel Corporation(INTC)63,000121,204+58,204$2.32M$5.35M0.21%+$3.03M
Lockheed Martin Corporation(LMT)6868,695+8,009$332.8K$5.25M0.21%+$4.92M
JPMorgan Chase & Co.(JPM)7,96817,679+9,711$2.57M$5.19M0.20%+$2.62M
Visa Inc.CL A(V)18,49215,733-2,759$6.49M$4.75M0.19%-$1.73M
Cloudflare, Inc.CL A(NET)26,00722,739-3,268$5.13M$4.69M0.18%-$435.7K
Invesco Exch Traded Fd Tr IiNASDAQ 100 ETF
NASDAQ 100 ETF
6,00019,300+13,300$1.52M$4.59M0.18%+$3.07M
Mastercard IncorporatedCL A(MA)11,0239,066-1,957$6.30M$4.53M0.18%-$1.77M
Constellation Energy Corporation(CEG)16,91815,807-1,111$5.98M$4.42M0.17%-$1.56M
Asml Hldg NvN Y REGISTRY SHS
N Y REGISTRY SHS
2,2093,332+1,123$2.36M$4.40M0.17%+$2.03M
CrowdStrike Holdings, Inc.CL A(CRWD)12,96511,093-1,872$6.08M$4.33M0.17%-$1.75M
Jacobs Solutions Inc.(J)10,30030,535+20,235$1.37M$3.89M0.15%+$2.52M
Union Pacific Corporation(UNP)16,07015,996-74$3.72M$3.88M0.15%+$163.6K
Vanguard Scottsdale FdsINT TERM CORP
INT-TERM CORP
60,82146,894-13,927$5.09M$3.88M0.15%-$1.22M
Parker-Hannifin Corporation(PH)4,3234,200-123$3.80M$3.76M0.15%-$39.7K
Ishares TrIBOXX INV CP ETF42,86434,250-8,614$4.72M$3.73M0.15%-$990.3K
Solstice Advanced Materials, Inc.(SOLS)10947,579+47,470$5.3K$3.62M0.14%+$3.62M
BrainsWay Ltd.ADS(BWAY)114,962272,004+157,042$2.19M$3.61M0.14%+$1.43M
Apple Inc.(AAPL)23,91013,770-10,140$6.50M$3.48M0.14%-$3.02M
Ishares TrIBOXX HI YD ETF42,40042,870+470$3.42M$3.41M0.13%-$8.0K
Vertiv Holdings CoCL A(VRT)013,202+13,202$0$3.31M0.13%+$3.31M
First Tr Exchange-Traded FdCAP STRENGTH ETF47,36933,044-14,325$4.40M$3.06M0.12%-$1.34M
Lam Research Corporation(LRCX)14,02314,0230$2.40M$3.00M0.12%+$593.6K
Arbe Robotics Ltd.(ARBE)2,844,4222,844,4220$2.93M$2.96M0.12%+$25.8K
Netflix, Inc.(NFLX)35,03829,205-5,833$3.29M$2.81M0.11%-$479.3K
Select Sector Spdr TrSTATE STREET FIN
ST STR FINL ETF
49,85550,160+305$2.73M$2.47M0.10%-$260.5K
Fortinet, Inc.(FTNT)58,63529,203-29,432$4.66M$2.39M0.09%-$2.27M
Tesla, Inc.(TSLA)9,7086,417-3,291$4.30M$2.35M0.09%-$1.95M
Datadog, Inc.CL A(DDOG)22,60319,468-3,135$3.07M$2.30M0.09%-$775.6K
Chevron Corporation(CVX)11,13711,007-130$1.70M$2.29M0.09%+$590.1K
On Holding AGNAMEN AKT A(ONON)67,05067,0500$3.12M$2.28M0.09%-$835.4K
Spotify Technology S.A.SHS(SPOT)5,7574,000-1,757$3.34M$1.94M0.08%-$1.40M
Zscaler, Inc.(ZS)13,66013,279-381$3.07M$1.86M0.07%-$1.21M
The TJX Companies, Inc.(TJX)10,37511,275+900$1.59M$1.80M0.07%+$206.9K
Veeva Systems Inc.CL A(VEEV)14,41610,111-4,305$3.22M$1.78M0.07%-$1.44M
G. Willi-Food International Ltd.(WILCF)2,16768,750+66,583$63.3K$1.75M0.07%+$1.69M
Ulta Beauty, Inc.(ULTA)4,2683,300-968$2.58M$1.72M0.07%-$857.2K
Columbia Etf Tr IRESEARCH ENHAN
RESEARCH ENHAN
01,477+1,477$0$1.69M0.07%+$1.69M
ServiceNow, Inc.(NOW)17,75016,000-1,750$2.72M$1.67M0.07%-$1.05M
Ishares TrBROAD USD HIGH
BROAD USD HIGH
58,15344,927-13,226$2.17M$1.66M0.06%-$519.5K
Ishares IncMSCI JAPAN ETF
MSCI JAPAN ETF
19,50319,5030$1.57M$1.65M0.06%+$72.1K
Spdr Series TrustSTATE STREET SPD
ST STR SP BIOT
12,50012,5000$1.52M$1.60M0.06%+$72.5K
United Rentals, Inc.(URI)2,2502,174-76$1.82M$1.58M0.06%-$237.1K
Select Sector Spdr TrSTATE STREET TEC
ST STR TECHN ETF
12,22212,2220$1.76M$1.58M0.06%-$184.7K
Cheniere Energy, Inc.(LNG)5005,400+4,900$97.2K$1.53M0.06%+$1.44M
Cellebrite DI Ltd.(CLBT)281,816110,151-171,665$5.08M$1.52M0.06%-$3.56M
Wix Com LtdSHS
SHS
16,70016,500-200$1.73M$1.49M0.06%-$248.8K
OPKO Health, Inc.(OPK)1,306,4521,299,473-6,979$1.67M$1.47M0.06%-$199.0K
Westinghouse Air Brake Technologies Corporation(WAB)5,9775,884-93$1.28M$1.47M0.06%+$194.7K
Kraneshares TrustCSI CHI INTERNET50,00050,0000$1.70M$1.42M0.06%-$281.0K
Ishares TrMSCI CHINA ETF
MSCI CHINA ETF
25,00025,0000$1.50M$1.40M0.06%-$97.3K
Rockwell Automation, Inc.(ROK)3,9263,877-49$1.53M$1.39M0.05%-$136.1K
Marvell Technology, Inc.(MRVL)22,96514,342-8,623$1.96M$1.36M0.05%-$591.0K
Akamai Technologies, Inc.(AKAM)12,89911,853-1,046$1.13M$1.36M0.05%+$235.9K
Ishares TrISHS 1 5YR INVS25,13025,661+531$1.33M$1.35M0.05%+$19.9K
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