Fund Holdings — Y.D. More Investments Ltd

Total Portfolio Value:
$1.77B
Total Bought:
$366.99M
Total Sold:
$128.10M
Net Transaction:
+$238.89M
Securities
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SharesValue
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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Elbit Systems Ltd.(ESLT)610,977600,036-10,941$271.44M$304.38M17.18%+$32.94M
Enlight Renewable Energy LtdSHS(ENLT)3,709,7335,584,817+1,875,084$84.05M$172.14M9.72%+$88.09M
ICL Group LtdSHS(ICL)17,665,03017,759,618+94,588$120.96M$111.20M6.28%-$9.77M
Nova Ltd.(NVMI)318,035329,780+11,745$89.78M$104.72M5.91%+$14.94M
Invesco Qqq TrUNIT SER 127,052128,934+101,882$14.91M$77.04M4.35%+$62.13M
Camtek Ltd.(CAMT)644,657732,664+88,007$55.43M$76.68M4.33%+$21.25M
Tower Semiconductor Ltd.SHS NEW(TSEM)899,905965,445+65,540$39.02M$68.75M3.88%+$29.74M
Ormat Technologies, Inc.(ORA)571,488568,618-2,870$47.09M$54.70M3.09%+$7.60M
TAT Technologies Ltd.(TATT)1,015,537950,765-64,772$31.26M$39.44M2.23%+$8.18M
Nayax Ltd.SHS(NYAX)1,170,927813,331-357,596$59.03M$38.93M2.20%-$20.09M
Taiwan Semiconductor Manufacturing Company LimitedADS(TSM)113,458133,817+20,359$25.69M$37.37M2.11%+$11.68M
Teva Pharmaceutical Industries LimitedADS(TEVA)932,7501,615,900+683,150$15.63M$32.64M1.84%+$17.01M
Meta Platforms, Inc.CL A(META)40,70443,519+2,815$30.04M$31.96M1.80%+$1.92M
Ituran Location And ControlSHS
SHS
796,056818,556+22,500$30.83M$29.24M1.65%-$1.59M
Microsoft Corporation(MSFT)50,31954,456+4,137$25.02M$28.20M1.59%+$3.18M
Amazon.com, Inc.(AMZN)101,623117,947+16,324$22.29M$25.90M1.46%+$3.60M
Ormat Technologies, Inc.NOTE 2 500 7 1(ORA)020,150,000+20,150,000$0$24.12M1.36%+$24.12M
Vanguard Index FdsS P 500 ETF SHS33,10638,170+5,064$18.81M$23.37M1.32%+$4.57M
Palo Alto Networks, Inc.(PANW)62,58382,679+20,096$12.80M$16.83M0.95%+$4.03M
State Street SPDR S&P 500 ETF TrustTR UNIT(SPY)28,51524,455-4,060$17.60M$16.28M0.92%-$1.32M
NVIDIA Corporation(NVDA)63,16487,170+24,006$9.98M$16.26M0.92%+$6.29M
Alphabet Inc.CL C(GOOG)47,97265,179+17,207$8.50M$15.87M0.90%+$7.37M
Cognyte Software Ltd.(CGNT)1,854,7981,854,7980$17.14M$15.58M0.88%-$1.56M
Wix Com LtdSHS
SHS
85,42779,694-5,733$13.54M$14.16M0.80%+$619.3K
Leonardo DRS, Inc.(DRS)298,000298,0000$13.85M$13.53M0.76%-$321.8K
Ishares TrCORE S P500 ETF7,27717,362+10,085$4.49M$11.62M0.66%+$7.13M
Similarweb Ltd.SHS(SMWB)1,234,2981,182,798-51,500$9.68M$11.34M0.64%+$1.67M
Sapiens Intl Corp N VSHS214,680221,261+6,581$6.29M$9.52M0.54%+$3.22M
Kenon Holdings Ltd.SHS(KEN)217,649190,057-27,592$8.97M$8.53M0.48%-$439.9K
Odysight.ai Inc.(ODYS)1,792,3531,755,253-37,100$9.28M$7.88M0.45%-$1.40M
Broadcom Inc.(AVGO)15,33222,676+7,344$4.22M$7.48M0.42%+$3.25M
Alphabet Inc.CL A(GOOG)23,87329,848+5,975$4.21M$7.26M0.41%+$3.05M
Vanguard Scottsdale FdsINT TERM CORP
INT-TERM CORP
106,36984,549-21,820$8.82M$7.11M0.40%-$1.71M
Ishares TrIBOXX INV CP ETF76,94460,404-16,540$8.43M$6.73M0.38%-$1.70M
Berkshire Hathaway Inc DelCL B12,39113,064+673$6.02M$6.57M0.37%+$549.1K
CrowdStrike Holdings, Inc.CL A(CRWD)13,41812,962-456$6.73M$6.34M0.36%-$397.1K
Walmart Inc.(WMT)51,58961,406+9,817$5.04M$6.33M0.36%+$1.28M
Oddity Tech LtdCL A
SHS CL A
77,38799,987+22,600$5.84M$6.14M0.35%+$295.2K
Mastercard IncorporatedCL A(MA)10,68510,724+39$6.00M$6.10M0.34%+$95.8K
Cloudflare, Inc.CL A(NET)29,47627,594-1,882$5.73M$6.01M0.34%+$282.2K
Vaneck Etf TrustSEMICONDUCTR ETF
SEMICONDUCTR ETF
17,00318,363+1,360$4.74M$5.99M0.34%+$1.25M
Global X FdsUS INFR DEV ETF
US INFR DEV ETF
91,146118,989+27,843$3.97M$5.66M0.32%+$1.69M
Global X FdsDAX GERMANY ETF
DAX GERMANY ETF
99,455126,534+27,079$4.46M$5.66M0.32%+$1.20M
Fortinet, Inc.(FTNT)57,94766,610+8,663$6.01M$5.63M0.32%-$377.8K
Visa Inc.CL A(V)16,51316,263-250$5.86M$5.55M0.31%-$308.9K
Cellebrite DI Ltd.(CLBT)441,579287,584-153,995$7.07M$5.33M0.30%-$1.74M
Global E Online LtdSHS
SHS
154,620144,580-10,040$5.19M$5.17M0.29%-$15.8K
Spdr Series TrustAEROSPACE DEF
ST STR SP AERO
17,00021,838+4,838$3.58M$5.13M0.29%+$1.55M
Veeva Systems Inc.CL A(VEEV)20,97316,838-4,135$6.04M$5.02M0.28%-$1.02M
First Tr Exchange-Traded FdCAP STRENGTH ETF58,46452,509-5,955$5.31M$4.91M0.28%-$393.4K
Arbe Robotics Ltd.(ARBE)2,844,4222,844,4220$5.06M$4.78M0.27%-$284.4K
Oracle Corporation(ORCL)15,99316,957+964$3.49M$4.77M0.27%+$1.27M
Magic Software Enterprises L189,327231,768+42,441$3.62M$4.72M0.27%+$1.10M
Netflix, Inc.(NFLX)3,3533,640+287$4.49M$4.36M0.25%-$122.7K
Datadog, Inc.CL A(DDOG)31,57129,839-1,732$4.17M$4.33M0.24%+$164.5K
Spotify Technology S.A.SHS(SPOT)6,0406,105+65$4.63M$4.26M0.24%-$373.4K
Zscaler, Inc.(ZS)14,35814,169-189$4.53M$4.21M0.24%-$320.1K
Ishares TrIBOXX HI YD ETF53,40051,400-2,000$4.31M$4.17M0.24%-$133.5K
Tesla, Inc.(TSLA)9,77110,145+374$2.96M$4.08M0.23%+$1.12M
Uber Technologies, Inc.(UBER)38,46238,417-45$3.58M$3.75M0.21%+$169.2K
Ishares TrBROAD USD HIGH
BROAD USD HIGH
104,90398,094-6,809$3.93M$3.71M0.21%-$228.9K
Caterpillar Inc.(CAT)5,2267,592+2,366$2.03M$3.62M0.20%+$1.59M
Apple Inc.(AAPL)12,52814,060+1,532$2.57M$3.58M0.20%+$1.01M
Micron Technology, Inc.(MU)10,49519,527+9,032$1.29M$3.27M0.18%+$1.97M
Chevron Corporation(CVX)19,55020,684+1,134$2.80M$3.21M0.18%+$412.8K
Ishares TrMSCI All Country World Index ETF10,29922,234+11,935$1.32M$3.07M0.17%+$1.75M
Constellation Energy Corporation(CEG)5,9359,157+3,222$1.90M$2.97M0.17%+$1.06M
Salesforce, Inc.(CRM)12,09412,227+133$3.30M$2.90M0.16%-$399.9K
Okta, Inc.CL A(OKTA)31,59530,844-751$3.13M$2.86M0.16%-$271.3K
Select Sector Spdr TrFINANCIAL
ST STR FINL ETF
53,09151,075-2,016$2.78M$2.75M0.16%-$27.9K
The Procter & Gamble Company(PG)15,04017,250+2,210$2.40M$2.65M0.15%+$254.4K
On Holding AGNAMEN AKT A(ONON)51,90062,550+10,650$2.70M$2.65M0.15%-$52.4K
JPMorgan Chase & Co.(JPM)8,9128,316-596$2.58M$2.62M0.15%+$40.2K
Intel Corporation(INTC)30,14576,170+46,025$675.2K$2.56M0.14%+$1.88M
Asml Holding N VN Y REGISTRY SHS
N Y REGISTRY SHS
2,6582,612-46$2.13M$2.53M0.14%+$398.6K
Sony Group CorporationADR(SONY)78,06585,565+7,500$2.03M$2.46M0.14%+$431.4K
Ishares Tr3 7 YR TREAS BD38,42319,749-18,674$4.58M$2.36M0.13%-$2.22M
Ulta Beauty, Inc.(ULTA)4,4684,218-250$2.09M$2.31M0.13%+$216.0K
Varonis Systems, Inc.(VRNS)38,53239,527+995$1.95M$2.29M0.13%+$339.6K
OPKO Health, Inc.(OPK)1,528,8991,499,118-29,781$2.01M$2.24M0.13%+$222.8K
Cyberark Software LtdSHS7,8084,533-3,275$3.14M$2.19M0.12%-$942.4K
Kraneshares TrustCSI CHI INTERNET40,00050,000+10,000$1.37M$2.10M0.12%+$727.3K
Marvell Technology, Inc.(MRVL)19,11324,471+5,358$1.48M$2.06M0.12%+$577.7K
iShares Gold TrustISHARES NEW(IAU)28,00028,0000$1.75M$2.04M0.12%+$291.5K
DoorDash, Inc.CL A(DASH)9,6967,579-2,117$2.39M$2.03M0.11%-$358.0K
KLA Corporation(KLAC)1,7501,785+35$1.57M$1.92M0.11%+$357.3K
Sunrun Inc.NOTE 4 000 3 0(RUN)3,000,0003,000,0000$1.90M$1.90M0.11%$0
Kamada Ltd.SHS(KMDA)329,704269,665-60,039$2.57M$1.88M0.11%-$688.0K
Ishares TrISHARES SEMICDTR7,1256,865-260$1.70M$1.86M0.11%+$160.9K
First Solar, Inc.(FSLR)8,1088,316+208$1.34M$1.83M0.10%+$491.7K
Advanced Micro Devices, Inc.(AMD)8,60311,117+2,514$1.22M$1.80M0.10%+$578.1K
AutoZone, Inc.(AZO)390405+15$1.45M$1.74M0.10%+$289.8K
Global X FdsDEFENSE TECH ETF
DEFENSE TECH ETF
21,57524,575+3,000$1.30M$1.73M0.10%+$426.3K
Block, Inc.CL A(XYZ)24,03023,556-474$1.63M$1.70M0.10%+$73.9K
Zooz Pwr LtdSHARE
SHARE
721,999721,9990$681.5K$1.65M0.09%+$970.2K
Ishares TrMSCI CHINA ETF
MSCI CHINA ETF
10,00025,000+15,000$551.0K$1.65M0.09%+$1.10M
Jacobs Solutions Inc.(J)10,66110,824+163$1.40M$1.62M0.09%+$220.7K
Gen Digital Inc.(GEN)56,70055,386-1,314$1.66M$1.59M0.09%-$65.6K
DocuSign, Inc.(DOCU)18,51218,172-340$1.42M$1.49M0.08%+$77.0K
Booking Holdings Inc.(BKNG)259272+13$1.50M$1.47M0.08%-$29.8K
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Y.D. More Investments Ltd — 13F Holdings — Q3 2025 | TickerTrail