2026 Q2 Portfolio Activity
In 2026 Q2, Y.D. More Investments Ltd maintained a portfolio of 536 distinct positions. The most significant new addition was ISHARES TR, now representing 0.15% of the total fund value. They heavily accumulated shares in PALO ALTO NETWORKS INC, increasing the position by 5.2%. The fund also reduced its exposure to ZIM INTEGRATED SHIPPING SERV by 87.5%.
Position History
hover any row below to update
Loading…
Total Positions
536
Quarter
2026 Q2
Top Holding
ENLT (14.2%)
Top 10 Concentration
63.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 536
Y.D. More Investments Ltd Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ENLT
ENLIGHT RENEWAB...
|
Utilities | 14.24% | 14.29% |
#1
1
Prev: #2
|
6.5 |
—
|
-334,132 | -6.1% |
P
S
|
5,180,861 | $457,544,138 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ESLT
ELBIT SYS LTD
|
Industrials | 11.43% | 17.98% |
#2
1
Prev: #1
|
6.0 |
—
|
-67,279 | -12.2% |
P
S
|
483,738 | $367,107,180 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TSEM
TOWER SEMICONDU...
|
Technology | 7.59% | 6.21% |
#3
1
Prev: #4
|
4.5 |
—
|
18,859 | 2.0% |
P
S
|
949,549 | $243,784,603 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NVMI
NOVA LTD
|
Technology | 6.75% | 6.34% |
#4
1
Prev: #3
|
5.2 |
—
|
32,111 | 8.5% |
P
S
|
409,690 | $216,824,559 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 6.29% | 3.54% |
#5
3
Prev: #8
|
5.0 |
—
|
29,365 | 5.2% |
P
S
|
592,718 | $202,125,480 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SOXX
ISHARES TR
|
ETF | 4.03% | 2.05% |
#6
4
Prev: #10
|
4.1 |
—
|
43,146 | 27.1% |
P
S
|
202,142 | $129,520,691 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CAMT
CAMTEK LTD
|
Technology | 3.92% | 4.50% |
#7
2
Prev: #5
|
2.1 |
—
|
13,372 | 1.7% |
P
S
|
796,737 | $125,919,662 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ORA
ORMAT TECHNOLOG...
|
Utilities | 3.48% | 3.83% |
#8
1
Prev: #7
|
3.4 |
—
|
143,996 | 16.4% |
P
S
|
1,024,426 | $111,793,207 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ICL
ICL GROUP LTD
|
Basic Materials | 3.04% | 3.93% |
#9
3
Prev: #6
|
1.7 |
—
|
-119,150 | -0.6% |
P
S
|
19,497,433 | $97,812,242 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TEVA
TEVA PHARMACEUT...
|
Healthcare | 2.76% | 1.91% |
#10
1
Prev: #11
|
4.1 |
—
|
1,001,450 | 61.9% |
P
S
|
2,619,250 | $88,740,190 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.71% | 1.53% |
#11
3
Prev: #14
|
4.1 |
—
|
50,598 | 74.7% |
P
S
|
118,292 | $87,097,123 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.58% | 2.14% |
#12
3
Prev: #9
|
3.0 |
—
|
12,207 | 7.6% |
P
S
|
173,610 | $82,907,283 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NYAX
NAYAX LTD
|
Technology | 1.83% | 1.90% |
#13
1
Prev: #12
|
1.2 |
—
|
41,306 | 4.8% |
P
S
|
906,477 | $58,944,644 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ITRN
ITURAN LOCATION...
|
Technology | 1.69% | 1.71% |
#14
1
Prev: #13
|
1.7 |
—
|
no change | no change |
P
S
|
891,274 | $54,376,627 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.62% | 1.26% |
#15
Prev: #15
|
3.1 |
—
|
64,533 | 41.8% |
P
S
|
218,841 | $52,154,664 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.46% | 1.05% |
#16
3
Prev: #19
|
3.1 |
—
|
39,327 | 41.9% |
P
S
|
133,097 | $47,023,407 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.16% | 0.73% |
#17
8
Prev: #25
|
3.5 |
—
|
79,207 | 74.0% |
P
S
|
186,194 | $37,251,561 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
KLAC
KLA CORP
|
Technology | 1.10% | 0.70% |
#18
8
Prev: #26
|
3.4 |
—
|
104,133 | 766.2% |
P
S
|
117,724 | $35,415,379 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TATT
TAT TECHNOLOGIE...
|
Industrials | 1.05% | 1.26% |
#19
3
Prev: #16
|
0.9 |
—
|
-106,953 | -13.2% |
P
S
|
703,048 | $33,800,384 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.92% | 0.84% |
#20
3
Prev: #23
|
2.9 |
—
|
15,079 | 40.4% |
P
S
|
52,407 | $29,516,280 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LHX
L3HARRIS TECHNO...
|
Industrials | 0.90% | 1.16% |
#21
4
Prev: #17
|
2.4 |
—
|
13,539 | 15.8% |
P
S
|
98,990 | $28,765,504 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
N/A
ORMAT TECHNOLOG...
|
|
Bond/Debt | 0.87% | 1.02% |
#22
2
Prev: #20
|
1.3 |
—
|
no change | no change |
P
S
|
20,150,000 | $27,879,540 | — | 13F Filing | 2026-06-30 | 2026-08-05 | ||
|
SPY
STATE STR SPDR ...
|
ETF | 0.84% | 0.66% |
#23
5
Prev: #28
|
2.8 |
—
|
9,995 | 38.5% |
P
S
|
35,982 | $26,845,755 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 0.76% | 0.53% |
#24
6
Prev: #30
|
0.8 |
—
|
1,723 | 4.9% |
P
S
|
37,169 | $24,378,776 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.69% | 0.97% |
#25
3
Prev: #22
|
0.3 |
—
|
-9,100 | -21.9% |
P
S
|
32,492 | $22,315,831 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.56% | 0.47% |
#26
6
Prev: #32
|
2.7 |
—
|
8,112 | 20.7% |
P
S
|
47,252 | $17,849,443 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.53% | 0.80% |
#27
3
Prev: #24
|
0.7 |
—
|
-9,329 | -16.9% |
P
S
|
46,035 | $17,163,976 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
INTC
INTEL CORP
|
Technology | 0.52% | 0.21% |
#28
19
Prev: #47
|
0.7 |
—
|
-986 | -0.8% |
P
S
|
120,218 | $16,784,557 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CGNT
COGNYTE SOFTWAR...
|
Technology | 0.51% | 0.59% |
#29
Prev: #29
|
1.2 |
—
|
no change | no change |
P
S
|
1,854,798 | $16,285,126 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IGV
ISHARES TR
|
ETF | 0.50% | 0.42% |
#30
3
Prev: #33
|
2.7 |
—
|
43,460 | 32.2% |
P
S
|
178,220 | $16,146,709 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.50% | 0.24% |
#31
13
Prev: #44
|
0.2 |
—
|
-4,380 | -23.9% |
P
S
|
13,940 | $16,090,803 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.43% | 0.36% |
#32
5
Prev: #37
|
2.7 |
—
|
6,930 | 21.8% |
P
S
|
38,665 | $13,817,711 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.42% | 0.36% |
#33
3
Prev: #36
|
0.7 |
—
|
-504 | -3.8% |
P
S
|
12,703 | $13,523,143 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IVV
ISHARES TR
|
ETF | 0.38% | 0.42% |
#34
Prev: #34
|
1.2 |
—
|
no change | no change |
P
S
|
16,287 | $12,195,847 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
XAR
SPDR SERIES TRU...
|
ETF | 0.29% | 0.28% |
#35
4
Prev: #39
|
2.1 |
—
|
3,560 | 12.3% |
P
S
|
32,470 | $9,204,075 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SEDG
SOLAREDGE TECHN...
|
Technology | 0.28% | 1.01% |
#36
15
Prev: #21
|
0.1 |
—
|
-347,131 | -69.0% |
P
S
|
155,979 | $9,115,413 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GILT
GILAT SATELLITE...
|
Technology | 0.28% | 0.41% |
#37
2
Prev: #35
|
0.6 |
—
|
-37,884 | -5.3% |
P
S
|
677,813 | $8,988,192 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
PAVE
GLOBAL X FDS
|
ETF | 0.27% | 0.27% |
#38
3
Prev: #41
|
2.1 |
—
|
12,332 | 9.0% |
P
S
|
149,999 | $8,824,925 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ACWI
ISHARES TR
|
ETF | 0.26% | 0.23% |
#39
6
Prev: #45
|
2.6 |
—
|
11,029 | 25.8% |
P
S
|
53,768 | $8,431,258 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.24% | 0.28% |
#40
Prev: #40
|
2.1 |
—
|
9,962 | 17.5% |
P
S
|
66,977 | $7,585,709 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.23% | 0.21% |
#41
7
Prev: #48
|
3.1 |
—
|
5,980 | 68.8% |
P
S
|
14,675 | $7,471,665 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DAX
GLOBAL X FDS
|
ETF | 0.23% | 0.25% |
#42
1
Prev: #43
|
2.1 |
—
|
18,480 | 12.3% |
P
S
|
168,374 | $7,428,878 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
V
VISA INC
|
Financial Services | 0.22% | 0.19% |
#43
7
Prev: #50
|
2.6 |
—
|
5,253 | 33.4% |
P
S
|
20,986 | $7,198,732 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.22% | 0.17% |
#44
12
Prev: #56
|
0.6 |
—
|
-1,746 | -15.7% |
P
S
|
9,347 | $7,133,070 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SMWB
SIMILARWEB LTD
|
Technology | 0.22% | 0.33% |
#45
7
Prev: #38
|
0.6 |
—
|
-4,263 | -0.4% |
P
S
|
1,147,035 | $7,031,325 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.20% | 0.17% |
#46
9
Prev: #55
|
0.6 |
—
|
-73 | -2.2% |
P
S
|
3,259 | $6,482,710 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DRS
LEONARDO DRS IN...
|
Industrials | 0.20% | 0.52% |
#47
16
Prev: #31
|
0.1 |
—
|
-148,000 | -49.7% |
P
S
|
150,000 | $6,400,500 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.19% | 0.22% |
#48
2
Prev: #46
|
2.1 |
—
|
743 | 6.3% |
P
S
|
12,510 | $6,256,338 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.19% | 0.18% |
#49
4
Prev: #53
|
2.6 |
—
|
2,905 | 32.0% |
P
S
|
11,971 | $6,147,757 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.19% | 0.20% |
#50
1
Prev: #49
|
0.6 |
—
|
882 | 5.0% |
P
S
|
18,561 | $6,071,897 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 |
Showing 1-50 of 536 holdings