Y.D. More Investments Ltd Portfolio Stock Holdings
Y.D. More Investments Ltd disclosed 510 stock positions valued at approximately $3.2 billion in its latest SEC 13F filing. The largest holdings include ELBIT SYS LTD, PALO ALTO NETWORKS INC, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 510
- Portfolio Value
- $3.2B
Holdings by Sector
Y.D. More Investments Ltd Portfolio Holdings in Q2 2026
480 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ELBIT SYS LTD | M3760D101 | Other | 11.43% | 483,738 | -67,279 | -12.21% | $367,107,180 |
| PALO ALTO NETWORKS INC | PANW | Technology | 6.29% | 592,718 | +29,365 | +5.21% | $202,125,480 |
| ISHARES TR | SOXX | Other | 4.03% | 202,142 | +43,146 | +27.14% | $129,520,691 |
| ORMAT TECHNOLOGIES INC | ORA | Utilities | 3.48% | 1,024,426 | +143,996 | +16.36% | $111,793,207 |
| ICL GROUP LTD | M53213100 | Other | 3.04% | 19,497,433 | -119,150 | -0.61% | $97,812,242 |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | Healthcare | 2.76% | 2,619,250 | +1,001,450 | +61.90% | $88,740,190 |
| INVESCO QQQ TR | QQQ | Other | 2.71% | 118,292 | +50,598 | +74.75% | $87,097,123 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.58% | 173,610 | +12,207 | +7.56% | $82,907,283 |
| NAYAX LTD | NYAX | Other | 1.83% | 906,477 | +41,306 | +4.77% | $58,944,644 |
| ITURAN LOCATION AND CONTROL | M6158M104 | Other | 1.69% | 891,274 | - | - | $54,376,627 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.62% | 218,841 | +64,533 | +41.82% | $52,154,664 |
| ALPHABET INC | GOOG | Communication Services | 1.46% | 133,097 | +39,327 | +41.94% | $47,023,407 |
| NVIDIA CORPORATION | NVDA | Technology | 1.16% | 186,194 | +79,207 | +74.03% | $37,251,561 |
| KLA CORP | KLAC | Technology | 1.10% | 117,724 | +104,133 | +766.19% | $35,415,379 |
| TAT TECHNOLOGIES LTD | M8740S227 | Other | 1.05% | 703,048 | -106,953 | -13.20% | $33,800,384 |
| META PLATFORMS INC | META | Communication Services | 0.92% | 52,407 | +15,079 | +40.40% | $29,516,280 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.90% | 98,990 | +13,539 | +15.84% | $28,765,504 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.84% | 35,982 | +9,995 | +38.46% | $26,845,755 |
| VANECK ETF TRUST | SMH | Other | 0.76% | 37,169 | +1,723 | +4.86% | $24,378,776 |
| VANGUARD INDEX FDS | VOO | Other | 0.69% | 32,492 | -9,100 | -21.88% | $22,315,831 |
| BROADCOM INC | AVGO | Technology | 0.56% | 47,252 | +8,112 | +20.73% | $17,849,443 |
| MICROSOFT CORP | MSFT | Technology | 0.53% | 46,035 | -9,329 | -16.85% | $17,163,976 |
| INTEL CORP | INTC | Technology | 0.52% | 120,218 | -986 | -0.81% | $16,784,557 |
| ISHARES TR | IGV | Other | 0.50% | 178,220 | +43,460 | +32.25% | $16,146,709 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.50% | 13,940 | -4,380 | -23.91% | $16,090,803 |
| ALPHABET INC | GOOGL | Communication Services | 0.43% | 38,665 | +6,930 | +21.84% | $13,817,711 |
| CATERPILLAR INC | CAT | Industrials | 0.42% | 12,703 | -504 | -3.82% | $13,523,143 |
| ISHARES TR | IVV | Other | 0.38% | 16,287 | - | - | $12,195,847 |
| SPDR SERIES TRUST | XAR | Other | 0.29% | 32,470 | +3,560 | +12.31% | $9,204,075 |
| SOLAREDGE TECHNOLOGIES INC | SEDG | Technology | 0.28% | 155,979 | -347,131 | -69.00% | $9,115,413 |
| GLOBAL X FDS | PAVE | Other | 0.27% | 149,999 | +12,332 | +8.96% | $8,824,925 |
| ISHARES TR | ACWI | Other | 0.26% | 53,768 | +11,029 | +25.81% | $8,431,258 |
| WALMART INC | WMT | Consumer Defensive | 0.24% | 66,977 | +9,962 | +17.47% | $7,585,709 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.23% | 14,675 | +5,980 | +68.78% | $7,471,665 |
| GLOBAL X FDS | DAX | Other | 0.23% | 168,374 | +18,480 | +12.33% | $7,428,878 |
| VISA INC | V | Financial Services | 0.22% | 20,986 | +5,253 | +33.39% | $7,198,732 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.22% | 9,347 | -1,746 | -15.74% | $7,133,070 |
| SIMILARWEB LTD | M84137104 | Other | 0.22% | 1,147,035 | -4,263 | -0.37% | $7,031,325 |
| ASML HLDG NV | ASML | Other | 0.20% | 3,259 | -73 | -2.19% | $6,482,710 |
| LEONARDO DRS INC | DRS | Industrials | 0.20% | 150,000 | -148,000 | -49.66% | $6,400,500 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.19% | 12,510 | +743 | +6.31% | $6,256,338 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.19% | 11,971 | +2,905 | +32.04% | $6,147,757 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.19% | 18,561 | +882 | +4.99% | $6,071,897 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.18% | 19,300 | - | - | $5,847,321 |
| CLOUDFLARE INC | NET | Technology | 0.17% | 21,697 | -1,042 | -4.58% | $5,321,840 |
| VISTRA CORP | VST | Utilities | 0.16% | 31,600 | +28,360 | +875.31% | $5,012,708 |
| ISHARES TR | EPOL | Other | 0.15% | 127,400 | +127,400 | +100.00% | $4,918,914 |
| EATON CORP PLC | ETN | Other | 0.15% | 11,137 | +11,137 | +100.00% | $4,745,698 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.15% | 13,997 | +795 | +6.02% | $4,686,476 |
| UNION PAC CORP | UNP | Industrials | 0.14% | 16,987 | +991 | +6.20% | $4,620,464 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.14% | 4,601 | +401 | +9.55% | $4,500,330 |
| CORNING INC | GLW | Technology | 0.13% | 16,842 | +16,842 | +100.00% | $4,301,952 |
| APPLE INC | AAPL | Technology | 0.13% | 14,131 | +361 | +2.62% | $4,087,886 |
| FORTINET INC | FTNT | Technology | 0.12% | 25,757 | -3,446 | -11.80% | $3,956,790 |
| GE VERNOVA INC | GEV | Utilities | 0.12% | 8,504 | +3,167 | +59.34% | $3,920,987 |
| JACOBS SOLUTIONS INC | J | Industrials | 0.12% | 30,929 | +394 | +1.29% | $3,897,054 |
| SHARKNINJA INC | SN | Other | 0.12% | 25,190 | +25,190 | +100.00% | $3,835,681 |
| MGM RESORTS INTERNATIONAL | MGM | Consumer Cyclical | 0.12% | 77,800 | +77,800 | +100.00% | $3,719,618 |
| BRAINSWAY LTD | BWAY | Healthcare | 0.11% | 237,433 | -34,571 | -12.71% | $3,682,586 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.11% | 44,414 | -2,480 | -5.29% | $3,670,356 |
| DATADOG INC | DDOG | Technology | 0.11% | 13,545 | -5,923 | -30.42% | $3,526,576 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.11% | 14,022 | -1,785 | -11.29% | $3,482,321 |
| ISHARES TR | HYG | Other | 0.11% | 43,470 | +600 | +1.40% | $3,476,296 |
| ISHARES TR | LQD | Other | 0.11% | 31,737 | -2,513 | -7.34% | $3,461,555 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.11% | 7,920 | +7,920 | +100.00% | $3,417,163 |
| SERVICENOW INC | NOW | Technology | 0.10% | 33,348 | +17,348 | +108.42% | $3,310,789 |
| ZIM INTEGRATED SHIPPING SERV | M9T951109 | Other | 0.10% | 127,030 | -892,843 | -87.54% | $3,308,135 |
| SALESFORCE INC | CRM | Technology | 0.10% | 21,039 | +16,706 | +385.55% | $3,295,970 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.10% | 11,657 | +11,157 | +2231.40% | $3,278,065 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.10% | 22,232 | +22,232 | +100.00% | $3,248,318 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.10% | 10,550 | -3,792 | -26.44% | $3,139,967 |
| CUSTOM TRUCK ONE SOURCE INC | CTOS | Industrials | 0.09% | 254,500 | +254,500 | +100.00% | $3,005,645 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.09% | 53,015 | +2,855 | +5.69% | $2,839,952 |
| TESLA INC | TSLA | Consumer Cyclical | 0.08% | 6,458 | +41 | +0.64% | $2,658,387 |
| UNITED RENTALS INC | URI | Industrials | 0.08% | 2,283 | +109 | +5.01% | $2,586,388 |
| CHEVRON CORPORATION | CVX | Energy | 0.07% | 14,483 | +3,476 | +31.58% | $2,400,209 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.07% | 12,442 | +220 | +1.80% | $2,369,500 |
| OKTA INC | OKTA | Technology | 0.07% | 15,915 | +1,444 | +9.98% | $2,171,602 |
| ZSCALER INC | ZS | Technology | 0.07% | 14,930 | +1,651 | +12.43% | $2,107,370 |
| SNOWFLAKE INC | SNOW | Technology | 0.06% | 8,120 | +4,120 | +103.00% | $2,066,540 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.06% | 4,055 | +178 | +4.59% | $2,007,549 |
| SPDR SERIES TRUST | XBI | Other | 0.06% | 12,500 | - | - | $1,978,125 |
| OPKO HEALTH INC | OPK | Healthcare | 0.06% | 1,257,568 | -41,905 | -3.22% | $1,876,217 |
| APPLIED MATLS INC | AMAT | Technology | 0.06% | 2,560 | - | - | $1,850,880 |
| ISHARES INC | EWJ | Other | 0.06% | 19,503 | - | - | $1,819,046 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 0.06% | 2,155 | +2,155 | +100.00% | $1,808,821 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.05% | 11,199 | -76 | -0.67% | $1,688,495 |
| WABTEC | WAB | Industrials | 0.05% | 6,183 | +299 | +5.08% | $1,666,937 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.05% | 2,666 | -1,074 | -28.72% | $1,547,300 |
| AKAMAI TECHNOLOGIES INC | AKAM | Technology | 0.05% | 13,007 | +1,154 | +9.74% | $1,537,557 |
| ULTA BEAUTY INC | ULTA | Consumer Cyclical | 0.05% | 3,300 | - | - | $1,488,234 |
| NETFLIX INC. | NFLX | Communication Services | 0.05% | 20,674 | -8,531 | -29.21% | $1,476,124 |
| TALEN ENERGY CORP | TLN | Other | 0.04% | 3,625 | +3,625 | +100.00% | $1,392,943 |
| ISHARES TR | IGSB | Other | 0.04% | 26,346 | +685 | +2.67% | $1,380,794 |
| GEN DIGITAL INC | GEN | Technology | 0.04% | 55,154 | +5,605 | +11.31% | $1,372,783 |
| EMCOR GROUP INC | EME | Industrials | 0.04% | 1,619 | +82 | +5.34% | $1,343,576 |
| CHENIERE ENERGY INC | LNG | Energy | 0.04% | 5,400 | - | - | $1,290,654 |
| ISHARES TR | USHY | Other | 0.04% | 34,775 | -10,152 | -22.60% | $1,287,376 |
| ISHARES TR | MCHI | Other | 0.04% | 25,000 | - | - | $1,275,625 |
| ON HLDG AG | ONON | Other | 0.04% | 35,900 | -31,150 | -46.46% | $1,271,578 |