Fund Holdings — Y.D. More Investments Ltd

Total Portfolio Value:
$2.09B
Total Bought:
$415.63M
Total Sold:
$123.34M
Net Transaction:
+$292.29M
Securities
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SharesValue
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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Elbit Systems Ltd.(ESLT)600,036618,325+18,289$304.38M$356.35M17.07%+$51.96M
Enlight Renewable Energy LtdSHS(ENLT)5,584,8175,837,263+252,446$172.14M$264.96M12.69%+$92.82M
Tower Semiconductor Ltd.SHS NEW(TSEM)965,4451,009,846+44,401$68.75M$118.08M5.66%+$49.33M
Nova Ltd.(NVMI)329,780327,425-2,355$104.72M$109.36M5.24%+$4.64M
ICL Group LtdSHS(ICL)17,759,61818,738,939+979,321$111.20M$107.50M5.15%-$3.70M
Zim Integrated Shipping ServSHS
SHS
1,0003,782,745+3,781,745$13.6K$80.31M3.85%+$80.29M
Ormat Technologies, Inc.(ORA)568,618643,191+74,573$54.70M$70.68M3.39%+$15.99M
Camtek Ltd.(CAMT)732,664648,574-84,090$76.68M$69.61M3.33%-$7.08M
Invesco Qqq TrUNIT SER 1128,934102,920-26,014$77.04M$63.23M3.03%-$13.81M
Teva Pharmaceutical Industries LimitedADS(TEVA)1,615,9001,615,9000$32.64M$50.43M2.42%+$17.79M
Nayax Ltd.SHS(NYAX)813,331839,477+26,146$38.93M$42.40M2.03%+$3.47M
TAT Technologies Ltd.(TATT)950,765900,147-50,618$39.44M$40.39M1.93%+$940.3K
Taiwan Semiconductor Manufacturing Company LimitedADS(TSM)133,817132,513-1,304$37.37M$40.35M1.93%+$2.98M
Ituran Location And ControlSHS
SHS
818,556858,274+39,718$29.24M$37.24M1.78%+$8.00M
Amazon.com, Inc.(AMZN)117,947133,048+15,101$25.90M$30.71M1.47%+$4.82M
Microsoft Corporation(MSFT)54,45658,569+4,113$28.20M$28.33M1.36%+$131.6K
Ormat Technologies, Inc.NOTE 2 500 7 1(ORA)20,150,00020,150,0000$24.12M$27.79M1.33%+$3.67M
Meta Platforms, Inc.CL A(META)43,51939,442-4,077$31.96M$26.04M1.25%-$5.92M
Alphabet Inc.CL C(GOOG)65,17981,499+16,320$15.87M$25.57M1.22%+$9.71M
Vanguard Index FdsS P 500 ETF SHS38,17040,461+2,291$23.37M$25.37M1.22%+$2.00M
NVIDIA Corporation(NVDA)87,17095,936+8,766$16.26M$17.90M0.86%+$1.63M
Cognyte Software Ltd.(CGNT)1,854,7981,854,7980$15.58M$17.44M0.83%+$1.85M
State Street SPDR S&P 500 ETF TrustTR UNIT(SPY)24,45525,172+717$16.28M$17.19M0.82%+$910.2K
Palo Alto Networks, Inc.(PANW)82,67977,889-4,790$16.83M$14.35M0.69%-$2.49M
Kenon Holdings Ltd.SHS(KEN)190,057212,102+22,045$8.53M$13.96M0.67%+$5.44M
Ishares TrCORE S P500 ETF17,36218,907+1,545$11.62M$12.95M0.62%+$1.33M
Broadcom Inc.(AVGO)22,67632,001+9,325$7.48M$11.08M0.53%+$3.60M
Micron Technology, Inc.(MU)19,52736,848+17,321$3.27M$10.53M0.50%+$7.27M
SolarEdge Technologies, Inc.(SEDG)4,655360,460+355,805$172.2K$10.40M0.50%+$10.23M
Alphabet Inc.CL A(GOOG)29,84832,755+2,907$7.26M$10.25M0.49%+$3.00M
Leonardo DRS, Inc.(DRS)298,000298,0000$13.53M$10.16M0.49%-$3.37M
Similarweb Ltd.SHS(SMWB)1,182,7981,171,298-11,500$11.34M$8.37M0.40%-$2.97M
Caterpillar Inc.(CAT)7,59213,658+6,066$3.62M$7.83M0.37%+$4.21M
Vaneck Etf TrustSEMICONDUCTR ETF
SEMICONDUCTR ETF
18,36319,813+1,450$5.99M$7.14M0.34%+$1.14M
Magic Software Enterprises L231,768264,837+33,069$4.72M$6.89M0.33%+$2.17M
Global X FdsUS INFR DEV ETF
US INFR DEV ETF
118,989138,273+19,284$5.66M$6.64M0.32%+$979.1K
Global X FdsDAX GERMANY ETF
DAX GERMANY ETF
126,534143,564+17,030$5.66M$6.56M0.31%+$904.4K
Apple Inc.(AAPL)14,06023,910+9,850$3.58M$6.50M0.31%+$2.92M
Visa Inc.CL A(V)16,26318,492+2,229$5.55M$6.49M0.31%+$935.9K
Walmart Inc.(WMT)61,40656,510-4,896$6.33M$6.31M0.30%-$22.4K
Mastercard IncorporatedCL A(MA)10,72411,023+299$6.10M$6.30M0.30%+$197.0K
Berkshire Hathaway Inc DelCL B13,06412,501-563$6.57M$6.28M0.30%-$281.6K
Spdr Series TrustSTATE STREET SPD
ST STR SP AERO
21,83825,188+3,350$5.13M$6.10M0.29%+$969.1K
CrowdStrike Holdings, Inc.CL A(CRWD)12,96212,965+3$6.34M$6.08M0.29%-$256.1K
Constellation Energy Corporation(CEG)9,15716,918+7,761$2.97M$5.98M0.29%+$3.01M
Gilat Satellite Networks Ltd.SHS NEW(GILT)39,856403,746+363,890$508.1K$5.23M0.25%+$4.73M
Cloudflare, Inc.CL A(NET)27,59426,007-1,587$6.01M$5.13M0.25%-$880.6K
Vanguard Scottsdale FdsINT TERM CORP
INT-TERM CORP
84,54960,821-23,728$7.11M$5.09M0.24%-$2.02M
Cellebrite DI Ltd.(CLBT)287,584281,816-5,768$5.33M$5.08M0.24%-$247.8K
Ishares TrIBOXX INV CP ETF60,40442,864-17,540$6.73M$4.72M0.23%-$2.01M
Fortinet, Inc.(FTNT)66,61058,635-7,975$5.63M$4.66M0.22%-$975.6K
Ishares TrMSCI All Country World Index ETF22,23432,629+10,395$3.07M$4.62M0.22%+$1.55M
First Tr Exchange-Traded FdCAP STRENGTH ETF52,50947,369-5,140$4.91M$4.40M0.21%-$517.3K
Odysight.ai Inc.(ODYS)1,755,2531,328,686-426,567$7.88M$4.38M0.21%-$3.50M
Tesla, Inc.(TSLA)10,1459,708-437$4.08M$4.30M0.21%+$224.6K
Oddity Tech LtdCL A
SHS CL A
99,98792,987-7,000$6.14M$3.86M0.18%-$2.27M
Parker-Hannifin Corporation(PH)04,323+4,323$0$3.80M0.18%+$3.80M
Union Pacific Corporation(UNP)016,070+16,070$0$3.72M0.18%+$3.72M
Ishares TrIBOXX HI YD ETF51,40042,400-9,000$4.17M$3.42M0.16%-$754.5K
Spotify Technology S.A.SHS(SPOT)6,1055,757-348$4.26M$3.34M0.16%-$918.1K
Netflix, Inc.(NFLX)3,64035,038+31,398$4.36M$3.29M0.16%-$1.08M
Global E Online LtdSHS
SHS
144,58082,550-62,030$5.17M$3.25M0.16%-$1.93M
Veeva Systems Inc.CL A(VEEV)16,83814,416-2,422$5.02M$3.22M0.15%-$1.80M
Check Point Software Tech Lt
ORD
43516,988+16,553$90.0K$3.15M0.15%+$3.06M
On Holding AGNAMEN AKT A(ONON)62,55067,050+4,500$2.65M$3.12M0.15%+$467.5K
Uber Technologies, Inc.(UBER)38,41737,840-577$3.75M$3.09M0.15%-$653.3K
Datadog, Inc.CL A(DDOG)29,83922,603-7,236$4.33M$3.07M0.15%-$1.26M
Zscaler, Inc.(ZS)14,16913,660-509$4.21M$3.07M0.15%-$1.13M
Arbe Robotics Ltd.(ARBE)2,844,4222,844,4220$4.78M$2.93M0.14%-$1.85M
Select Sector Spdr TrSTATE STREET FIN
ST STR FINL ETF
51,07549,855-1,220$2.75M$2.73M0.13%-$18.7K
ServiceNow, Inc.(NOW)86017,750+16,890$791.4K$2.72M0.13%+$1.93M
DoorDash, Inc.CL A(DASH)7,57911,599+4,020$2.03M$2.63M0.13%+$594.8K
Ulta Beauty, Inc.(ULTA)4,2184,268+50$2.31M$2.58M0.12%+$276.0K
JPMorgan Chase & Co.(JPM)8,3167,968-348$2.62M$2.57M0.12%-$53.6K
Lam Research Corporation(LRCX)10,83814,023+3,185$1.41M$2.40M0.12%+$996.4K
Asml Holding N VN Y REGISTRY SHS
N Y REGISTRY SHS
2,6122,209-403$2.53M$2.36M0.11%-$164.9K
Salesforce, Inc.(CRM)12,2278,855-3,372$2.90M$2.35M0.11%-$548.1K
Intel Corporation(INTC)76,17063,000-13,170$2.56M$2.32M0.11%-$231.9K
iShares Gold TrustISHARES NEW(IAU)28,00028,0000$2.04M$2.27M0.11%+$235.2K
BrainsWay Ltd.ADS(BWAY)17,425114,962+97,537$262.6K$2.19M0.10%+$1.92M
Ishares TrBROAD USD HIGH
BROAD USD HIGH
98,09458,153-39,941$3.71M$2.17M0.10%-$1.53M
Kamada Ltd.SHS(KMDA)269,665289,382+19,717$1.88M$2.05M0.10%+$172.5K
Cyberark Software LtdSHS4,5334,526-7$2.19M$2.02M0.10%-$174.3K
Sony Group CorporationADR(SONY)85,56578,765-6,800$2.46M$2.02M0.10%-$447.0K
Oracle Corporation(ORCL)16,95710,298-6,659$4.77M$2.01M0.10%-$2.76M
Marvell Technology, Inc.(MRVL)24,47122,965-1,506$2.06M$1.96M0.09%-$101.3K
Sunrun Inc.NOTE 4 000 3 0(RUN)3,000,0003,000,0000$1.90M$1.94M0.09%+$40.3K
Tyler Technologies, Inc.(TYL)04,235+4,235$0$1.92M0.09%+$1.92M
KLA Corporation(KLAC)1,7851,500-285$1.92M$1.82M0.09%-$102.2K
United Rentals, Inc.(URI)02,250+2,250$0$1.82M0.09%+$1.82M
Select Sector Spdr TrSTATE STREET TEC
ST STR TECHN ETF
4,38212,222+7,840$1.23M$1.76M0.08%+$529.0K
Wix Com LtdSHS
SHS
79,69416,700-62,994$14.16M$1.73M0.08%-$12.42M
First Tr Exchange Traded FdNASDAQ CYB ETF
NASDAQ CYB ETF
18,52323,823+5,300$1.41M$1.71M0.08%+$298.4K
Kraneshares TrustCSI CHI INTERNET50,00050,0000$2.10M$1.70M0.08%-$398.0K
Chevron Corporation(CVX)20,68411,137-9,547$3.21M$1.70M0.08%-$1.51M
OPKO Health, Inc.(OPK)1,499,1181,306,452-192,666$2.24M$1.67M0.08%-$564.6K
The TJX Companies, Inc.(TJX)9,57510,375+800$1.38M$1.59M0.08%+$209.7K
Ishares IncMSCI JAPAN ETF
MSCI JAPAN ETF
20319,503+19,300$16.3K$1.57M0.08%+$1.56M
Rockwell Automation, Inc.(ROK)03,926+3,926$0$1.53M0.07%+$1.53M
Spdr Series TrustSTATE STREET SPD
ST STR SP BIOT
012,500+12,500$0$1.52M0.07%+$1.52M
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