2026 Q1 Portfolio Activity
In 2026 Q1, Y.D. More Investments Ltd maintained a portfolio of 524 distinct positions. The most significant new addition was VERTIV HOLDINGS CO, now representing 0.13% of the total fund value. They heavily accumulated shares in PALO ALTO NETWORKS INC, increasing the position by 623.3%. The fund also reduced its exposure to ZIM INTEGRATED SHIPPING SERV by 73.0%.
Position History
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Total Positions
524
Quarter
2026 Q1
Top Holding
ESLT (18.0%)
Top 10 Concentration
64.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 524
Y.D. More Investments Ltd Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ESLT
ELBIT SYS LTD
|
Industrials | 17.98% | 17.07% |
#1
Prev: #1
|
6.5 |
—
|
-67,308 | -10.9% |
P
S
|
551,017 | $459,144,247 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ENLT
ENLIGHT RENEWAB...
|
Utilities | 14.29% | 12.69% |
#2
Prev: #2
|
6.0 |
—
|
-322,270 | -5.5% |
P
S
|
5,514,993 | $364,789,190 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
NVMI
NOVA LTD
|
Technology | 6.34% | 5.24% |
#3
1
Prev: #4
|
5.5 |
—
|
50,154 | 15.3% |
P
S
|
377,579 | $161,887,796 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TSEM
TOWER SEMICONDU...
|
Technology | 6.21% | 5.66% |
#4
1
Prev: #3
|
3.5 |
—
|
-79,156 | -7.8% |
P
S
|
930,690 | $158,464,080 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CAMT
CAMTEK LTD
|
Technology | 4.50% | 3.33% |
#5
3
Prev: #8
|
4.8 |
—
|
134,791 | 20.8% |
P
S
|
783,365 | $114,901,402 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ICL
ICL GROUP LTD
|
Basic Materials | 3.93% | 5.15% |
#6
1
Prev: #5
|
2.1 |
—
|
877,644 | 4.7% |
P
S
|
19,616,583 | $100,349,184 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ORA
ORMAT TECHNOLOG...
|
Utilities | 3.83% | 3.39% |
#7
Prev: #7
|
4.0 |
—
|
237,239 | 36.9% |
P
S
|
880,430 | $97,721,633 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 3.54% | 0.69% |
#8
16
Prev: #24
|
4.4 |
—
|
485,464 | 623.3% |
P
S
|
563,353 | $90,305,695 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.14% | 1.93% |
#9
4
Prev: #13
|
3.4 |
—
|
28,890 | 21.8% |
P
S
|
161,403 | $54,525,680 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SOXX
ISHARES TR
|
ETF | 2.05% | 0.05% |
#10
110
Prev: #120
|
3.8 |
—
|
155,277 | 4175.2% |
P
S
|
158,996 | $52,240,487 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TEVA
TEVA PHARMACEUT...
|
Healthcare | 1.91% | 2.42% |
#11
1
Prev: #10
|
1.3 |
—
|
1,900 | 0.1% |
P
S
|
1,617,800 | $48,727,074 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
NYAX
NAYAX LTD
|
Technology | 1.90% | 2.03% |
#12
1
Prev: #11
|
1.3 |
—
|
25,694 | 3.1% |
P
S
|
865,171 | $48,386,912 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ITRN
ITURAN LOCATION...
|
Technology | 1.71% | 1.78% |
#13
1
Prev: #14
|
1.2 |
—
|
33,000 | 3.8% |
P
S
|
891,274 | $43,681,339 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.53% | 3.03% |
#14
5
Prev: #9
|
0.6 |
—
|
-35,226 | -34.2% |
P
S
|
67,694 | $39,029,772 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.26% | 1.47% |
#15
Prev: #15
|
2.5 |
—
|
21,260 | 16.0% |
P
S
|
154,308 | $32,119,397 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TATT
TAT TECHNOLOGIE...
|
Industrials | 1.26% | 1.93% |
#16
4
Prev: #12
|
1.0 |
—
|
-90,146 | -10.0% |
P
S
|
810,001 | $32,054,409 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
LHX
L3HARRIS TECHNO...
|
Industrials | 1.16% | 0.01% |
#17
163
Prev: #180
|
3.5 |
—
|
84,495 | 8838.4% |
P
S
|
85,451 | $29,493,413 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ZIM
ZIM INTEGRATED ...
|
Industrials | 1.05% | 3.85% |
#18
12
Prev: #6
|
0.4 |
—
|
-2,762,872 | -73.0% |
P
S
|
1,019,873 | $26,873,654 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.05% | 1.22% |
#19
Prev: #19
|
2.4 |
—
|
12,271 | 15.1% |
P
S
|
93,770 | $26,829,702 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
N/A
ORMAT TECHNOLOG...
|
|
Bond/Debt | 1.02% | 1.33% |
#20
3
Prev: #17
|
1.4 |
—
|
no change | no change |
P
S
|
20,150,000 | $26,069,063 | — | 13F Filing | 2026-03-31 | 2026-05-04 | ||
|
SEDG
SOLAREDGE TECHN...
|
Technology | 1.01% | 0.50% |
#21
8
Prev: #29
|
2.9 |
—
|
142,650 | 39.6% |
P
S
|
503,110 | $25,683,766 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.97% | 1.22% |
#22
2
Prev: #20
|
0.9 |
—
|
1,131 | 2.8% |
P
S
|
41,592 | $24,845,106 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.84% | 1.25% |
#23
5
Prev: #18
|
0.8 |
—
|
-2,114 | -5.4% |
P
S
|
37,328 | $21,324,647 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.80% | 1.36% |
#24
8
Prev: #16
|
0.8 |
—
|
-3,205 | -5.5% |
P
S
|
55,364 | $20,457,498 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.73% | 0.86% |
#25
4
Prev: #21
|
2.3 |
—
|
11,051 | 11.5% |
P
S
|
106,987 | $18,647,532 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
KLAC
KLA CORP
|
Technology | 0.70% | 0.09% |
#26
63
Prev: #89
|
3.3 |
—
|
12,091 | 806.1% |
P
S
|
13,591 | $17,797,742 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
KEN
KENON HLDGS LTD
|
Utilities | 0.68% | 0.67% |
#27
2
Prev: #25
|
0.8 |
—
|
-749 | -0.4% |
P
S
|
211,353 | $17,262,164 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.66% | 0.82% |
#28
5
Prev: #23
|
0.8 |
—
|
815 | 3.2% |
P
S
|
25,987 | $16,832,945 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CGNT
COGNYTE SOFTWAR...
|
Technology | 0.59% | 0.83% |
#29
7
Prev: #22
|
1.2 |
—
|
no change | no change |
P
S
|
1,854,798 | $15,023,864 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 0.53% | 0.34% |
#30
4
Prev: #34
|
3.2 |
—
|
15,633 | 78.9% |
P
S
|
35,446 | $13,589,474 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DRS
LEONARDO DRS IN...
|
Industrials | 0.52% | 0.49% |
#31
Prev: #31
|
1.2 |
—
|
no change | no change |
P
S
|
298,000 | $13,266,960 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.47% | 0.53% |
#32
5
Prev: #27
|
2.7 |
—
|
7,139 | 22.3% |
P
S
|
39,140 | $12,114,221 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IGV
ISHARES TR
|
ETF | 0.42% | 0.02% |
#33
121
Prev: #154
|
3.2 |
—
|
130,038 | 2753.9% |
P
S
|
134,760 | $10,782,459 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IVV
ISHARES TR
|
ETF | 0.42% | 0.62% |
#34
8
Prev: #26
|
0.7 |
—
|
-2,620 | -13.9% |
P
S
|
16,287 | $10,636,356 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GILT
GILAT SATELLITE...
|
Technology | 0.41% | 0.25% |
#35
11
Prev: #46
|
3.2 |
—
|
311,951 | 77.3% |
P
S
|
715,697 | $10,560,205 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.36% | 0.37% |
#36
3
Prev: #33
|
0.6 |
—
|
-451 | -3.3% |
P
S
|
13,207 | $9,306,301 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.36% | 0.49% |
#37
7
Prev: #30
|
0.6 |
—
|
-1,020 | -3.1% |
P
S
|
31,735 | $9,123,284 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SMWB
SIMILARWEB LTD
|
Technology | 0.33% | 0.40% |
#38
6
Prev: #32
|
0.6 |
—
|
-20,000 | -1.7% |
P
S
|
1,151,298 | $8,338,601 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XAR
SPDR SERIES TRU...
|
ETF | 0.28% | 0.29% |
#39
4
Prev: #43
|
2.1 |
—
|
3,722 | 14.8% |
P
S
|
28,910 | $7,241,193 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.28% | 0.30% |
#40
Prev: #40
|
0.6 |
—
|
505 | 0.9% |
P
S
|
57,015 | $7,082,741 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PAVE
GLOBAL X FDS
|
ETF | 0.27% | 0.32% |
#41
5
Prev: #36
|
0.6 |
—
|
-606 | -0.4% |
P
S
|
137,667 | $6,914,621 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ODYS
ODYSIGHT AI INC
|
Technology | 0.26% | 0.21% |
#42
12
Prev: #54
|
0.1 |
—
|
-355,143 | -26.7% |
P
S
|
973,543 | $6,734,002 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DAX
GLOBAL X FDS
|
ETF | 0.25% | 0.31% |
#43
6
Prev: #37
|
0.6 |
—
|
6,330 | 4.4% |
P
S
|
149,894 | $6,256,161 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.24% | 0.50% |
#44
16
Prev: #28
|
0.1 |
—
|
-18,528 | -50.3% |
P
S
|
18,320 | $6,184,818 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ACWI
ISHARES TR
|
ETF | 0.23% | 0.22% |
#45
7
Prev: #52
|
2.6 |
—
|
10,110 | 31.0% |
P
S
|
42,739 | $5,841,695 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.22% | 0.30% |
#46
4
Prev: #42
|
0.6 |
—
|
-734 | -5.9% |
P
S
|
11,767 | $5,627,820 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
INTC
INTEL CORP
|
Technology | 0.21% | 0.11% |
#47
31
Prev: #78
|
3.1 |
—
|
58,204 | 92.4% |
P
S
|
121,204 | $5,352,986 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.21% | 0.02% |
#48
123
Prev: #171
|
3.1 |
—
|
8,009 | 1167.5% |
P
S
|
8,695 | $5,248,980 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.20% | 0.12% |
#49
25
Prev: #74
|
3.1 |
—
|
9,711 | 121.9% |
P
S
|
17,679 | $5,192,016 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
V
VISA INC
|
Financial Services | 0.19% | 0.31% |
#50
11
Prev: #39
|
0.6 |
—
|
-2,759 | -14.9% |
P
S
|
15,733 | $4,753,105 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 |
Showing 1-50 of 524 holdings