Y.D. More Investments Ltd Top Holdings and 13F Report (2026) About Y.D. More Investments LtdInvestment ActivityY.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 Enlight Renewable Energy $457,544,138Elbit Systems $367,107,180Tower Semiconductor $243,784,603Nova $216,824,559Palo Alto Networks $202,125,480 Largest New Holdings this Quarter 46429B606 - iShares MSCI Poland ETF $4,918,914 HoldingG29183103 - Eaton $4,745,698 Holding219350105 - Corning $4,301,952 HoldingG8068L108 - SharkNinja $3,835,681 Holding552953101 - 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 TimeMap of 500 Largest Holdings ofY.D. More Investments Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorENLTEnlight Renewable Energy$457,544,138$29,508,635 â–¼-6.1%5,180,86114.2%UtilitiesESLTElbit Systems$367,107,180$51,057,812 â–¼-12.2%483,73811.4%IndustrialsTSEMTower Semiconductor$243,784,603$4,841,808 â–²2.0%949,5497.6%TechnologyNVMINova$216,824,559$16,994,443 â–²8.5%409,6906.7%TechnologyPANWPalo Alto Networks$202,125,480$10,013,893 â–²5.2%592,7186.3%TechnologySOXXiShares Semiconductor ETF$129,520,691$27,645,416 â–²27.1%202,1424.0%ETFCAMTCamtek$125,919,662$2,113,367 â–²1.7%796,7373.9%TechnologyORAOrmat Technologies$111,793,207$15,713,946 â–²16.4%1,024,4263.5%UtilitiesICLICL Group$97,812,242$597,737 â–¼-0.6%19,497,4333.0%MaterialsTEVATeva Pharmaceutical Industries$88,740,190$33,929,126 â–²61.9%2,619,2502.8%HealthcareQQQInvesco QQQ$87,097,123$37,254,761 â–²74.7%118,2922.7%ETFTSMTaiwan Semiconductor Manufacturing$82,907,283$5,829,441 â–²7.6%173,6102.6%TechnologyNYAXNayax$58,944,644$2,685,967 â–²4.8%906,4771.8%FinanceITRNIturan Location and Control$54,376,6270.0%891,2741.7%TechnologyAMZNAmazon.com$52,154,664$15,379,645 â–²41.8%218,8411.6%Consumer DiscretionaryGOOGAlphabet$47,023,407$13,894,299 â–²41.9%133,0971.5%Communication ServicesNVDANVIDIA$37,251,561$15,846,829 â–²74.0%186,1941.2%TechnologyKLACKLA$35,415,379$31,326,744 â–²766.2%117,7241.1%TechnologyTATTTAT Technologies$33,800,384$5,141,971 â–¼-13.2%703,0481.1%IndustrialsMETAMeta Platforms$29,516,280$8,492,682 â–²40.4%52,4070.9%Communication ServicesLHXL3Harris Technologies$28,765,504$3,934,298 â–²15.8%98,9900.9%IndustrialsORMAT TECHNOLOGIES INC$27,879,5400.0%20,150,0000.9%NOTE 2.500% 7/1SPYSPDR S&P 500 ETF Trust$26,845,755$7,457,154 â–²38.5%35,9820.8%ETFSMHVanEck Semiconductor ETF$24,378,776$1,130,098 â–²4.9%37,1690.8%ETFVOOVanguard S&P 500 ETF$22,315,831$6,249,971 â–¼-21.9%32,4920.7%ETFAVGOBroadcom$17,849,443$3,064,308 â–²20.7%47,2520.6%TechnologyMSFTMicrosoft$17,163,976$3,478,282 â–¼-16.9%46,0350.5%TechnologyINTCIntel$16,784,557$137,663 â–¼-0.8%120,2180.5%TechnologyCGNTCognyte Software$16,285,1260.0%1,854,7980.5%TechnologyIGViShares Expanded Tech-Software Sector ETF$16,146,709$3,937,470 â–²32.2%178,2200.5%ETFMUMicron Technology$16,090,803$5,055,790 â–¼-23.9%13,9400.5%TechnologyGOOGLAlphabet$13,817,711$2,476,574 â–²21.8%38,6650.4%Communication ServicesCATCaterpillar$13,523,143$536,540 â–¼-3.8%12,7030.4%IndustrialsIVViShares Core S&P 500 ETF$12,195,8470.0%16,2870.4%ETFXARSPDR S&P Aerospace & Defense ETF$9,204,075$1,009,132 â–²12.3%32,4700.3%ETFSEDGSolarEdge Technologies$9,115,413$20,286,336 â–¼-69.0%155,9790.3%IndustrialsGILTGilat Satellite Networks$8,988,192$502,364 â–¼-5.3%677,8130.3%TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$8,824,925$725,531 â–²9.0%149,9990.3%ETFACWIiShares MSCI ACWI ETF$8,431,258$1,729,437 â–²25.8%53,7680.3%ETFWALMART INC$7,585,709$1,128,280 â–²17.5%66,9770.2%COMLMTLockheed Martin$7,471,665$3,044,672 â–²68.8%14,6750.2%IndustrialsDAXGlobal X DAX Germany ETF$7,428,878$815,361 â–²12.3%168,3740.2%ETFVVisa$7,198,732$1,801,913 â–²33.4%20,9860.2%FinanceCRWDCrowdStrike$7,133,070$1,332,443 â–¼-15.7%9,3470.2%TechnologySMWBSimilarweb$7,031,325$26,132 â–¼-0.4%1,147,0350.2%TechnologyASMLASML$6,482,710$145,210 â–¼-2.2%3,2590.2%TechnologyDRSLeonardo DRS$6,400,500$6,315,160 â–¼-49.7%150,0000.2%IndustrialsBRK.BBerkshire Hathaway$6,256,338$371,579 â–²6.3%12,5100.2%FinanceMAMastercard$6,147,757$1,491,875 â–²32.0%11,9710.2%FinanceJPMJPMorgan Chase & Co.$6,071,897$288,530 â–²5.0%18,5610.2%FinanceQQQMInvesco NASDAQ 100 ETF$5,847,3210.0%19,3000.2%ETFKENKenon$5,455,379$8,831,176 â–¼-61.8%80,7060.2%UtilitiesNETCloudflare$5,321,840$255,582 â–¼-4.6%21,6970.2%TechnologyVSTVistra$5,012,708$4,498,747 â–²875.3%31,6000.2%UtilitiesEPOLiShares MSCI Poland ETF$4,918,914$4,918,914 â–²New Holding127,4000.2%ETFETNEaton$4,745,698$4,745,698 â–²New Holding11,1370.1%IndustrialsVRTVertiv$4,686,476$266,182 â–²6.0%13,9970.1%IndustrialsUNPUnion Pacific$4,620,464$269,552 â–²6.2%16,9870.1%IndustrialsPHParker-Hannifin$4,500,330$392,226 â–²9.5%4,6010.1%IndustrialsGLWCorning$4,301,952$4,301,952 â–²New Holding16,8420.1%TechnologyAAPLApple$4,087,886$104,432 â–²2.6%14,1310.1%TechnologyFTNTFortinet$3,956,790$529,374 â–¼-11.8%25,7570.1%TechnologyGE VERNOVA INC$3,920,987$1,460,226 â–²59.3%8,5040.1%COMJJacobs Solutions$3,897,054$49,644 â–²1.3%30,9290.1%IndustrialsSNSharkNinja$3,835,681$3,835,681 â–²New Holding25,1900.1%Consumer DiscretionaryMGMMGM Resorts International$3,719,618$3,719,618 â–²New Holding77,8000.1%Consumer DiscretionaryBWAYBrainsway$3,682,586$536,196 â–¼-12.7%237,4330.1%HealthcareVCITVanguard Intermediate-Term Corporate Bond ETF$3,670,356$204,946 â–¼-5.3%44,4140.1%ETFDDOGDatadog$3,526,576$1,542,112 â–¼-30.4%13,5450.1%TechnologyCEGConstellation Energy$3,482,321$443,299 â–¼-11.3%14,0220.1%UtilitiesHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,476,296$47,982 â–²1.4%43,4700.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$3,461,555$274,093 â–¼-7.3%31,7370.1%ETFDELLDell Technologies$3,417,163$3,417,163 â–²New Holding7,9200.1%TechnologyNOWServiceNow$3,310,789$1,722,309 â–²108.4%33,3480.1%TechnologyZIMZIM Integrated Shipping Services$3,308,135$23,251,556 â–¼-87.5%127,0300.1%IndustrialsCRMSalesforce$3,295,970$2,617,162 â–²385.6%21,0390.1%TechnologyIBMInternational Business Machines$3,278,065$3,137,460 â–²2,231.4%11,6570.1%TechnologyJCIJohnson Controls International$3,248,318$3,248,318 â–²New Holding22,2320.1%IndustrialsMRVLMarvell Technology$3,139,967$1,128,602 â–¼-26.4%10,5500.1%TechnologyCTOSCustom Truck One Source$3,005,645$3,005,645 â–²New Holding254,5000.1%IndustrialsSOLSTICE ADVANCED MATLS INC$3,004,426$1,211,073 â–¼-28.7%33,9100.1%COM SHSXLFFinancial Select Sector SPDR Fund$2,839,952$152,939 â–²5.7%53,0150.1%ETFWILCG. Willi-Food International$2,754,291$466,010 â–²20.4%82,7510.1%Consumer StaplesODYSIGHT AI INC$2,697,924$1,350,538 â–¼-33.4%648,7760.1%COM NEWTSLATesla$2,658,387$16,877 â–²0.6%6,4580.1%Consumer DiscretionaryURIUnited Rentals$2,586,388$123,485 â–²5.0%2,2830.1%IndustrialsCOLUMBIA ETF TR I$2,556,331$114,092 â–²4.7%1,5460.1%RESEARCH ENHANCVXChevron$2,400,209$576,063 â–²31.6%14,4830.1%EnergyXLKTechnology Select Sector SPDR Fund$2,369,500$41,898 â–²1.8%12,4420.1%ETFTBLATaboola.com$2,364,590$864,590 â–²57.6%472,9180.1%Communication ServicesOKTAOkta$2,171,602$197,034 â–²10.0%15,9150.1%TechnologyARBEArbe Robotics$2,147,1960.0%2,844,4220.1%TechnologyZSZscaler$2,107,370$233,039 â–²12.4%14,9300.1%TechnologySNOWSnowflake$2,066,540$1,048,540 â–²103.0%8,1200.1%TechnologyROKRockwell Automation$2,007,549$88,124 â–²4.6%4,0550.1%IndustrialsXBISPDR S&P Biotech ETF$1,978,1250.0%12,5000.1%ETFOPKOPKO Health$1,876,217$62,520 â–¼-3.2%1,257,5680.1%HealthcareAMATApplied Materials$1,850,8800.0%2,5600.1%TechnologyEWJiShares MSCI Japan ETF$1,819,0460.0%19,5030.1%ETFSTRLSterling Infrastructure$1,808,821$1,808,821 â–²New Holding2,1550.1%IndustrialsShowing largest 100 holdings. 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