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Y.D. More Investments Ltd Top Holdings and 13F Report (2026)

About Y.D. More Investments Ltd

Investment Activity

  • Y.D. More Investments Ltd has $3.21 billion in total holdings as of June 30, 2026.
  • Y.D. More Investments Ltd owns shares of 510 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
  • Approximately 10.67% of the portfolio was purchased this quarter.
  • About 6.47% of the portfolio was sold this quarter.
  • This quarter, Y.D. More Investments Ltd has purchased 474 new stocks and bought additional shares in 239 stocks.
  • Y.D. More Investments Ltd sold shares of 107 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

Elbit Systems
$367,107,180
Tower Semiconductor
$243,784,603
Nova
$216,824,559
Palo Alto Networks
$202,125,480

Largest New Holdings this Quarter

46429B606 - iShares MSCI Poland ETF
$4,918,914 Holding
G29183103 - Eaton
$4,745,698 Holding
219350105 - Corning
$4,301,952 Holding
G8068L108 - SharkNinja
$3,835,681 Holding
552953101 - MGM Resorts International
$3,719,618 Holding

Largest Purchases this Quarter

Invesco QQQ
50,598 shares (about $37.25M)
Teva Pharmaceutical Industries
1,001,450 shares (about $33.93M)
KLA
104,133 shares (about $31.33M)
iShares Semiconductor ETF
43,146 shares (about $27.65M)
Nova
32,111 shares (about $16.99M)

Largest Sales this Quarter

Elbit Systems
67,279 shares (about $51.06M)
Enlight Renewable Energy
334,132 shares (about $29.51M)
ZIM Integrated Shipping Services
892,843 shares (about $23.25M)
SolarEdge Technologies
347,131 shares (about $20.29M)
Kamada
136,296 shares (about $17.35M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofY.D. More Investments Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Enlight Renewable Energy Ltd. stock logo
ENLT
Enlight Renewable Energy
$457,544,138$29,508,635 â–¼-6.1%5,180,86114.2%Utilities
Elbit Systems Ltd. stock logo
ESLT
Elbit Systems
$367,107,180$51,057,812 â–¼-12.2%483,73811.4%Industrials
Tower Semiconductor Ltd. stock logo
TSEM
Tower Semiconductor
$243,784,603$4,841,808 â–²2.0%949,5497.6%Technology
Nova Ltd. stock logo
NVMI
Nova
$216,824,559$16,994,443 â–²8.5%409,6906.7%Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$202,125,480$10,013,893 â–²5.2%592,7186.3%Technology
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$129,520,691$27,645,416 â–²27.1%202,1424.0%ETF
Camtek Ltd. stock logo
CAMT
Camtek
$125,919,662$2,113,367 â–²1.7%796,7373.9%Technology
Ormat Technologies, Inc. stock logo
ORA
Ormat Technologies
$111,793,207$15,713,946 â–²16.4%1,024,4263.5%Utilities
ICL Group Ltd. stock logo
ICL
ICL Group
$97,812,242$597,737 â–¼-0.6%19,497,4333.0%Materials
Teva Pharmaceutical Industries Ltd. stock logo
TEVA
Teva Pharmaceutical Industries
$88,740,190$33,929,126 â–²61.9%2,619,2502.8%Healthcare
Invesco QQQ stock logo
QQQ
Invesco QQQ
$87,097,123$37,254,761 â–²74.7%118,2922.7%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$82,907,283$5,829,441 â–²7.6%173,6102.6%Technology
Nayax Ltd. stock logo
NYAX
Nayax
$58,944,644$2,685,967 â–²4.8%906,4771.8%Finance
Ituran Location and Control Ltd. stock logo
ITRN
Ituran Location and Control
$54,376,6270.0%891,2741.7%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$52,154,664$15,379,645 â–²41.8%218,8411.6%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$47,023,407$13,894,299 â–²41.9%133,0971.5%Communication Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$37,251,561$15,846,829 â–²74.0%186,1941.2%Technology
KLA Corporation stock logo
KLAC
KLA
$35,415,379$31,326,744 â–²766.2%117,7241.1%Technology
TAT Technologies Ltd. stock logo
TATT
TAT Technologies
$33,800,384$5,141,971 â–¼-13.2%703,0481.1%Industrials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$29,516,280$8,492,682 â–²40.4%52,4070.9%Communication Services
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$28,765,504$3,934,298 â–²15.8%98,9900.9%Industrials
ORMAT TECHNOLOGIES INC
$27,879,5400.0%20,150,0000.9%NOTE 2.500% 7/1
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$26,845,755$7,457,154 â–²38.5%35,9820.8%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$24,378,776$1,130,098 â–²4.9%37,1690.8%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$22,315,831$6,249,971 â–¼-21.9%32,4920.7%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$17,849,443$3,064,308 â–²20.7%47,2520.6%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$17,163,976$3,478,282 â–¼-16.9%46,0350.5%Technology
Intel Corporation stock logo
INTC
Intel
$16,784,557$137,663 â–¼-0.8%120,2180.5%Technology
Cognyte Software Ltd. stock logo
CGNT
Cognyte Software
$16,285,1260.0%1,854,7980.5%Technology
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$16,146,709$3,937,470 â–²32.2%178,2200.5%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$16,090,803$5,055,790 â–¼-23.9%13,9400.5%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$13,817,711$2,476,574 â–²21.8%38,6650.4%Communication Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$13,523,143$536,540 â–¼-3.8%12,7030.4%Industrials
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$12,195,8470.0%16,2870.4%ETF
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$9,204,075$1,009,132 â–²12.3%32,4700.3%ETF
SolarEdge Technologies, Inc. stock logo
SEDG
SolarEdge Technologies
$9,115,413$20,286,336 â–¼-69.0%155,9790.3%Industrials
Gilat Satellite Networks Ltd. stock logo
GILT
Gilat Satellite Networks
$8,988,192$502,364 â–¼-5.3%677,8130.3%Technology
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$8,824,925$725,531 â–²9.0%149,9990.3%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$8,431,258$1,729,437 â–²25.8%53,7680.3%ETF
WALMART INC
$7,585,709$1,128,280 â–²17.5%66,9770.2%COM
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$7,471,665$3,044,672 â–²68.8%14,6750.2%Industrials
Global X DAX Germany ETF stock logo
DAX
Global X DAX Germany ETF
$7,428,878$815,361 â–²12.3%168,3740.2%ETF
Visa Inc. stock logo
V
Visa
$7,198,732$1,801,913 â–²33.4%20,9860.2%Finance
CrowdStrike stock logo
CRWD
CrowdStrike
$7,133,070$1,332,443 â–¼-15.7%9,3470.2%Technology
Similarweb Ltd. stock logo
SMWB
Similarweb
$7,031,325$26,132 â–¼-0.4%1,147,0350.2%Technology
ASML Holding N.V. stock logo
ASML
ASML
$6,482,710$145,210 â–¼-2.2%3,2590.2%Technology
Leonardo DRS, Inc. stock logo
DRS
Leonardo DRS
$6,400,500$6,315,160 â–¼-49.7%150,0000.2%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,256,338$371,579 â–²6.3%12,5100.2%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$6,147,757$1,491,875 â–²32.0%11,9710.2%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,071,897$288,530 â–²5.0%18,5610.2%Finance
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$5,847,3210.0%19,3000.2%ETF
Kenon Holdings Ltd. stock logo
KEN
Kenon
$5,455,379$8,831,176 â–¼-61.8%80,7060.2%Utilities
Cloudflare, Inc. stock logo
NET
Cloudflare
$5,321,840$255,582 â–¼-4.6%21,6970.2%Technology
Vistra Corp. stock logo
VST
Vistra
$5,012,708$4,498,747 â–²875.3%31,6000.2%Utilities
iShares MSCI Poland ETF stock logo
EPOL
iShares MSCI Poland ETF
$4,918,914$4,918,914 â–²New Holding127,4000.2%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$4,745,698$4,745,698 â–²New Holding11,1370.1%Industrials
Vertiv Holdings Co. stock logo
VRT
Vertiv
$4,686,476$266,182 â–²6.0%13,9970.1%Industrials
Union Pacific Corporation stock logo
UNP
Union Pacific
$4,620,464$269,552 â–²6.2%16,9870.1%Industrials
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$4,500,330$392,226 â–²9.5%4,6010.1%Industrials
Corning Incorporated stock logo
GLW
Corning
$4,301,952$4,301,952 â–²New Holding16,8420.1%Technology
Apple Inc. stock logo
AAPL
Apple
$4,087,886$104,432 â–²2.6%14,1310.1%Technology
Fortinet, Inc. stock logo
FTNT
Fortinet
$3,956,790$529,374 â–¼-11.8%25,7570.1%Technology
GE VERNOVA INC
$3,920,987$1,460,226 â–²59.3%8,5040.1%COM
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$3,897,054$49,644 â–²1.3%30,9290.1%Industrials
SharkNinja, Inc. stock logo
SN
SharkNinja
$3,835,681$3,835,681 â–²New Holding25,1900.1%Consumer Discretionary
MGM Resorts International stock logo
MGM
MGM Resorts International
$3,719,618$3,719,618 â–²New Holding77,8000.1%Consumer Discretionary
Brainsway Ltd. Sponsored ADR stock logo
BWAY
Brainsway
$3,682,586$536,196 â–¼-12.7%237,4330.1%Healthcare
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$3,670,356$204,946 â–¼-5.3%44,4140.1%ETF
Datadog, Inc. stock logo
DDOG
Datadog
$3,526,576$1,542,112 â–¼-30.4%13,5450.1%Technology
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$3,482,321$443,299 â–¼-11.3%14,0220.1%Utilities
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$3,476,296$47,982 â–²1.4%43,4700.1%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$3,461,555$274,093 â–¼-7.3%31,7370.1%ETF
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$3,417,163$3,417,163 â–²New Holding7,9200.1%Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$3,310,789$1,722,309 â–²108.4%33,3480.1%Technology
ZIM Integrated Shipping Services Ltd. stock logo
ZIM
ZIM Integrated Shipping Services
$3,308,135$23,251,556 â–¼-87.5%127,0300.1%Industrials
Salesforce Inc. stock logo
CRM
Salesforce
$3,295,970$2,617,162 â–²385.6%21,0390.1%Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$3,278,065$3,137,460 â–²2,231.4%11,6570.1%Technology
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$3,248,318$3,248,318 â–²New Holding22,2320.1%Industrials
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$3,139,967$1,128,602 â–¼-26.4%10,5500.1%Technology
Custom Truck One Source, Inc. stock logo
CTOS
Custom Truck One Source
$3,005,645$3,005,645 â–²New Holding254,5000.1%Industrials
SOLSTICE ADVANCED MATLS INC
$3,004,426$1,211,073 â–¼-28.7%33,9100.1%COM SHS
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$2,839,952$152,939 â–²5.7%53,0150.1%ETF
G. Willi-Food International,  Ltd. stock logo
WILC
G. Willi-Food International
$2,754,291$466,010 â–²20.4%82,7510.1%Consumer Staples
ODYSIGHT AI INC
$2,697,924$1,350,538 â–¼-33.4%648,7760.1%COM NEW
Tesla, Inc. stock logo
TSLA
Tesla
$2,658,387$16,877 â–²0.6%6,4580.1%Consumer Discretionary
United Rentals, Inc. stock logo
URI
United Rentals
$2,586,388$123,485 â–²5.0%2,2830.1%Industrials
COLUMBIA ETF TR I
$2,556,331$114,092 â–²4.7%1,5460.1%RESEARCH ENHAN
Chevron Corporation stock logo
CVX
Chevron
$2,400,209$576,063 â–²31.6%14,4830.1%Energy
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,369,500$41,898 â–²1.8%12,4420.1%ETF
Taboola.com Ltd. stock logo
TBLA
Taboola.com
$2,364,590$864,590 â–²57.6%472,9180.1%Communication Services
Okta, Inc. stock logo
OKTA
Okta
$2,171,602$197,034 â–²10.0%15,9150.1%Technology
Arbe Robotics Ltd. stock logo
ARBE
Arbe Robotics
$2,147,1960.0%2,844,4220.1%Technology
Zscaler, Inc. stock logo
ZS
Zscaler
$2,107,370$233,039 â–²12.4%14,9300.1%Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$2,066,540$1,048,540 â–²103.0%8,1200.1%Technology
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$2,007,549$88,124 â–²4.6%4,0550.1%Industrials
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$1,978,1250.0%12,5000.1%ETF
OPKO Health, Inc. stock logo
OPK
OPKO Health
$1,876,217$62,520 â–¼-3.2%1,257,5680.1%Healthcare
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,850,8800.0%2,5600.1%Technology
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$1,819,0460.0%19,5030.1%ETF
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$1,808,821$1,808,821 â–²New Holding2,1550.1%Industrials

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