Y.D. More Investments Ltd

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Y.D. More Investments Ltd reported 449 stock positions worth $1.5 billion. Its top holding was Elbit Systems (ESLT) at 18.7% of the portfolio, followed by Icl (ICL, 8.3%) and Nova (NVMI, 6.2%). Compared with Q1 2025, it opened 12 new positions, sold out of 27, added to 165 and reduced 165. The biggest buy was Elbit Systems (ESLT, shares +35%) and the biggest sale Vanguard Int-Term Corporate (VCIT, shares −60%).

Most Recent 13F
Q2 2026
Location
Ramat Gan, L3
CIK
0001870364
Portfolio Value
$1.5B (Q2 2025)
SEC Filing
0001178913-25-002720 ↗ filed Aug 11, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $564.1M Q1 2024 Q2 2024: $980.3M Q2 2024 Q3 2024: $954.6M Q3 2024 Q4 2024: $1.1B Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.5B $1.5B Q2 2025 Q3 2025: $1.8B Q3 2025 Q4 2025: $2.1B Q4 2025 Q1 2026: $2.6B Q1 2026 Q2 2026: $3.2B Q2 2026

Holdings 449 stocks · $1.5B

ESLT Elbit Systems Ltd. 18.71% 610,977 $271.4M Add +35.1%
ICL Icl Group Ltd. 8.34% 17,665,030 $121.0M Reduce -0.2%
NVMI Nova Ltd. 6.19% 318,035 $89.8M Add +6.8%
ENLT Enlight Renewable Energy Ltd. 5.79% 3,709,733 $84.1M Add +2.4%
NYAX Nayax Ltd. 4.07% 1,170,927 $59.0M Add +6.6%
CAMT Camtek Ltd. 3.82% 644,657 $55.4M Add +22.5%
ORA Ormat Technologies Inc. 3.25% 571,488 $47.1M Add +3.8%
TSEM Tower Semiconductor Ltd. 2.69% 899,905 $39.0M Add +3.5%
TATT Tat Technologies Ltd. 2.16% 1,015,537 $31.3M Reduce -4.6%
ITRN Ituran Location and Control 2.13% 796,056 $30.8M Reduce -0.1%
META Meta Platforms Inc. Class A 2.07% 40,704 $30.0M Add +6.7%
TSM Taiwan Semiconductor-SP ADR 1.77% 113,458 $25.7M Add +13.7%
MSFT Microsoft Corp. 1.72% 50,319 $25.0M Add +2.8%
AMZN Amazon.com Inc. 1.54% 101,623 $22.3M Add +3.4%
ORMAT TECHNOLOGIES INC (ORA 2.5 07/15/27 SEPT) 1.36% 20,150,000 $19.7M No change
VOO Vanguard S&P 500 ETF 1.30% 33,106 $18.8M Add +0.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.21% 28,515 $17.6M Add +3.6%
CGNT Cognyte Software Ltd. 1.18% 1,854,798 $17.1M No change
TEVA Teva Pharmaceutical-SP ADR 1.08% 932,750 $15.6M Add +981.5%
QQQ Invesco QQQ Trust Series 1 1.03% 27,052 $14.9M Add +33.1%
DRS Leonardo DRS Inc. 0.95% 298,000 $13.9M No change
WIX Wix.com Ltd. 0.93% 85,427 $13.5M Add +4.5%
PANW Palo Alto Networks Inc. 0.88% 62,583 $12.8M Add +4.3%
NVDA Nvidia Corp. 0.69% 63,164 $10.0M Add +52.7%
SMWB Similarweb Ltd. 0.67% 1,234,298 $9.7M Reduce -11.8%
ODYS Odysight.ai Inc. 0.64% 1,792,353 $9.3M Add +5.6%
KEN Kenon Holdings Ltd. 0.62% 217,649 $9.0M Add +9.1%
VCIT Vanguard Int-Term Corporate 0.61% 106,369 $8.8M Reduce -59.5%
GOOG Alphabet Inc. Class C 0.59% 47,972 $8.5M Add +7.8%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.58% 76,944 $8.4M Reduce -60.2%
CLBT Cellebrite Di Ltd. 0.49% 441,579 $7.1M Add +76.2%
CRWD CrowdStrike Holdings Inc. Class A 0.46% 13,418 $6.7M Add +1.2%
SPNS Sapiens International Corp. 0.43% 214,680 $6.3M Add +187.2%
VEEV Veeva Systems Inc. Class A 0.42% 20,973 $6.0M Reduce -35.8%
BRK.B Berkshire Hathaway Inc. Class B 0.41% 12,391 $6.0M Reduce -2.5%
FTNT Fortinet Inc. 0.41% 57,947 $6.0M Add +18.6%
MA Mastercard Inc. Class A 0.41% 10,685 $6.0M Reduce -21.6%
V Visa Inc. Class A 0.40% 16,513 $5.9M Reduce -16.0%
ODD Oddity Tech Ltd. Class A 0.40% 77,387 $5.8M Reduce -17.7%
NET Cloudflare Inc. Class A 0.39% 29,476 $5.7M Add +5.4%
FTCS First Trust Capital Strength 0.37% 58,464 $5.3M Add +7.7%
GLBE Global-E Online Ltd. 0.36% 154,620 $5.2M Reduce -10.0%
ARBE Arbe Robotics Ltd. 0.35% 2,844,422 $5.1M No change
WMT Walmart Inc. 0.35% 51,589 $5.0M Reduce -9.4%
SMH Vaneck Semiconductor ETF 0.33% 17,003 $4.7M Add +10.5%
SPOT Spotify Technology SA 0.32% 6,040 $4.6M Reduce -48.8%
IEI iShares 3-7 Year Treasury Bo 0.32% 38,423 $4.6M Reduce -4.6%
ZS Zscaler Inc. 0.31% 14,358 $4.5M Add +11.3%
IVV iShares Core S&P 500 ETF 0.31% 7,277 $4.5M Add +256.4%
NFLX Netflix Inc. 0.31% 3,353 $4.5M Reduce -15.8%
DAX Global X Dax Germany ETF 0.31% 99,455 $4.5M Add +39.0%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.30% 53,400 $4.3M Add +3.4%
AVGO Broadcom Inc. 0.29% 15,332 $4.2M Add +57.9%
GOOGL Alphabet Inc. Class A 0.29% 23,873 $4.2M Reduce -0.6%
DDOG Datadog Inc. Class A 0.29% 31,571 $4.2M Add +10.1%
PAVE Global X US Infrastructure 0.27% 91,146 $4.0M Add +31.8%
USHY iShares Broad Usd High Yield 0.27% 104,903 $3.9M Reduce -73.0%
MGIC Magic Software Enterprises 0.25% 189,327 $3.6M Add +8.6%
XAR SS SPDR S&P Aerospace Def 0.25% 17,000 $3.6M Add +37.0%
UBER Uber Technologies Inc. 0.25% 38,462 $3.6M Reduce -27.6%
ORCL Oracle Corp. 0.24% 15,993 $3.5M Reduce -10.0%
CRM Salesforce Inc. 0.23% 12,094 $3.3M Reduce -17.6%
CYBR Cyberark Software Ltd./Israel 0.22% 7,808 $3.1M Add +12.0%
OKTA Okta Inc. 0.22% 31,595 $3.1M Add +118.6%
MNDY Monday.com Ltd. 0.21% 9,790 $3.1M Reduce -0.7%
TSLA Tesla Inc. 0.20% 9,771 $3.0M Reduce -1.3%
FROG Jfrog Ltd. 0.20% 65,350 $2.9M Add +12.4%
CVX Chevron Corp. 0.19% 19,550 $2.8M Reduce -1.1%
XLF SS Financial Select Sector 0.19% 53,091 $2.8M Reduce -18.9%
ONON On Holding AG Class A filed as ON HLDG AG 0.19% 51,900 $2.7M Add +2.4%
JPM JPMorgan Chase & Co. 0.18% 8,912 $2.6M Reduce -12.7%
AAPL Apple Inc. 0.18% 12,528 $2.6M Reduce -13.4%
KMDA Kamada Ltd. 0.18% 329,704 $2.6M Reduce -0.2%
PG The Procter & Gamble Co. 0.17% 15,040 $2.4M Add +4.4%
DASH DoorDash Inc. Class A 0.16% 9,696 $2.4M Reduce -20.1%
ESTC Elastic NV 0.15% 25,871 $2.2M Reduce -13.0%
WDAY Workday Inc. Class A 0.15% 8,953 $2.1M Add +9.3%
ASML ASML Holding NV-NY Reg SHS 0.15% 2,658 $2.1M Add +1.2%
PCTY Paylocity Holding Corp. 0.14% 11,538 $2.1M Reduce -15.2%
ULTA Ulta Beauty Inc. 0.14% 4,468 $2.1M No change
SONY Sony Group Corp. - SP ADR 0.14% 78,065 $2.0M No change
CAT Caterpillar Inc. 0.14% 5,226 $2.0M Add +2.7%
OPK Opko Health Inc. 0.14% 1,528,899 $2.0M Reduce -13.8%
VRNS Varonis Systems Inc. 0.13% 38,532 $2.0M Add +311.2%
CEG Constellation Energy 0.13% 5,935 $1.9M Add +1050.2%
SUNRUN INC (RUN 4 03/01/30) 0.13% 3,000,000 $1.9M No change
IAU iShares Gold Trust 0.12% 28,000 $1.7M Add +55.6%
SOXX iShares Semiconductor ETF 0.12% 7,125 $1.7M Add +2.2%
MCD McDonald's Corp. 0.12% 5,747 $1.7M Reduce -2.2%
GEN Gen Digital Inc. 0.11% 56,700 $1.7M Add +8.1%
CMG Chipotle Mexican Grill Inc. 0.11% 29,505 $1.7M Reduce -4.8%
XYZ Block Inc. 0.11% 24,030 $1.6M Reduce -33.6%
KLAC KLA Corp. 0.11% 1,750 $1.6M No change
XOP SS SPDR S&P Og Exp & Prod 0.10% 12,000 $1.5M No change
DT Dynatrace Inc. 0.10% 27,395 $1.5M Add +9.9%
BKNG Booking Holdings Inc. 0.10% 259 $1.5M Reduce -1.5%
MRVL Marvell Technology Inc. 0.10% 19,113 $1.5M Reduce -2.2%
VERX Vertex Inc. Class A 0.10% 41,000 $1.4M No change
AZO AutoZone Inc. 0.10% 390 $1.4M No change
DOCU Docusign Inc. 0.10% 18,512 $1.4M Add +10.1%
FISV Fiserv Inc. 0.10% 8,157 $1.4M Add +317.2%
J Jacobs Solutions Inc. 0.10% 10,661 $1.4M Reduce -1.1%
KWEB Kranesh Csi China Internet 0.09% 40,000 $1.4M Reduce -41.2%
FSLR First Solar Inc. 0.09% 8,108 $1.3M Add +0.1%
IGSB iShares 1-5Y Inv Grade Corp. 0.09% 25,130 $1.3M No change
ACWI iShares MSCI Acwi ETF 0.09% 10,299 $1.3M Add +69.1%
COST Costco Wholesale Corp. 0.09% 1,371 $1.3M Add +64.0%
SHLD Global X Defense Tech ETF 0.09% 21,575 $1.3M Reduce -1.9%
CCJ Cameco Corp. 0.09% 17,500 $1.3M New
MU Micron Technology Inc. 0.09% 10,495 $1.3M Reduce -5.2%
AMD Advanced Micro Devices 0.08% 8,603 $1.2M Reduce -14.9%
BAH Booz Allen Hamilton Holdings 0.08% 11,353 $1.2M Add +7.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 9,275 $1.1M Add +15.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 24,216 $1.1M Reduce -15.1%
QCOM Qualcomm Inc. 0.08% 7,000 $1.1M Reduce -0.7%
TBLA Taboola.com Ltd. 0.08% 300,000 $1.1M No change
AKAM Akamai Technologies Inc. 0.07% 13,366 $1.1M Add +6.8%
NOW ServiceNow Inc. 0.07% 1,020 $1.0M Reduce -1.9%
ADSK Autodesk Inc. 0.07% 3,349 $1.0M Reduce -1.0%
MDLZ Mondelez International Inc. Class A 0.07% 14,722 $992K Reduce -1.1%
LRCX Lam Research Corp. 0.07% 9,750 $949K No change
VT Vanguard Tot World STK ETF 0.06% 7,085 $911K No change
SNOW Snowflake Inc. 0.06% 4,000 $895K Add +14.3%
GS Goldman Sachs Group Inc. 0.06% 1,552 $894K Reduce -11.0%
EQIX Equinix Inc. 0.06% 1,086 $863K Reduce -4.1%
ITB iShares U.S. Home Constructi 0.06% 8,700 $811K Reduce -12.1%
WCN Waste Connections Inc. 0.05% 4,250 $794K No change
S Sentinelone Inc. Class A 0.05% 44,095 $793K Add +9.0%
XLE SS Energy Select Sector 0.05% 9,077 $770K Reduce -35.8%
DFND Siren Divcon Dividend Defend 0.05% 90,000 $746K Add +125.0%
NKE Nike Inc. Class B 0.05% 10,410 $740K Reduce -67.8%
XME SS SPDR S&P Metals Mining 0.05% 11,000 $739K No change
LLY Eli Lilly & Co. 0.05% 975 $713K Add +2.9%
ZZPWF Zooz Power Ltd. filed as ZOOZ PWR LTD 0.05% 721,999 $682K No change
INTC Intel Corp. 0.05% 30,145 $675K Add +68.9%
IHI iShares U.S. Medical Devices 0.04% 10,254 $642K Reduce -19.2%
XLV SS Health Care Select Sector 0.04% 4,588 $618K Add +18.6%
JNJ Johnson & Johnson 0.04% 4,029 $615K Reduce -4.8%
VTWO Vanguard Russell 2000 ETF 0.04% 7,020 $612K No change
LIN Linde PLC 0.04% 1,305 $612K No change
CIBR First Trust Nasdaq Cybersecu 0.04% 7,748 $584K Add +14.0%
XLK SS Technology Select Sector 0.04% 2,240 $567K Reduce -1.8%
MCHI iShares MSCI China ETF 0.04% 10,000 $551K No change
PFE Pfizer Inc. 0.04% 22,028 $534K Add +8.0%
OLLI Ollie's Bargain Outlet Holdi 0.04% 4,000 $527K No change
FICO Fair Isaac Corp. 0.03% 265 $484K No change
RSPT Invesco S&P 500 Equal Weight 0.03% 11,600 $473K No change
QLYS Qualys Inc. 0.03% 3,321 $468K Add +9.3%
VCSH Vanguard S/T Corp. Bond ETF 0.03% 5,683 $452K Add +57.4%
IGV iShares Expanded Tech-Softwa 0.03% 4,070 $445K Add +8.8%
AXP American Express Co. 0.03% 1,389 $442K Reduce -11.9%
SPSK SP Funds Dow Jones Global Su 0.03% 24,180 $441K No change
DRIO Dariohealth Corp. 0.03% 653,782 $438K No change
AGG iShares Core U.S. Aggregate 0.03% 4,420 $438K Add +33.1%
J Jacobs Engineering Group Inc. 0.03% 3,306 $433K Add +18.7%
HLT Hilton Worldwide Holdings Inc. 0.03% 1,500 $400K No change
XOM Exxon Mobil Corp. 0.03% 3,657 $396K Reduce -57.0%
KIM Kimco Realty Corp. 0.03% 18,525 $389K Add +1.1%
ADBE Adobe Inc. 0.03% 981 $379K Reduce -68.6%
DOX Amdocs Ltd. 0.03% 4,115 $375K Reduce -46.5%
HD Home Depot Inc. 0.03% 1,021 $374K Reduce -8.8%
XLI SS Industrial Select Sector 0.03% 2,526 $372K Add +60.8%
TENB Tenable Holdings Inc. 0.03% 11,169 $366K Add +11.5%
SPUS SP Funds S&P Sharia Indu Exc 0.02% 7,900 $350K No change
MAC The Macerich Co. 0.02% 20,880 $338K No change
XLP SS Consumer Staples Sel Sect 0.02% 4,005 $323K Add +84.1%
BXP BXP Inc. 0.02% 4,690 $316K No change
SNY Sanofi-ADR 0.02% 6,500 $314K No change
MBLY Mobileye Global Inc. Class A 0.02% 17,250 $310K Reduce -75.6%
SHOP Shopify Inc. Class A 0.02% 2,681 $305K Reduce -9.2%
PYPL PayPal Holdings Inc. 0.02% 4,022 $296K Reduce -19.5%
FLOT iShares Floating Rate Bond E 0.02% 23,760 $294K Add +2.1%
AIRR First Trust Rba American Ind 0.02% 3,600 $293K No change
XLC SS Comm Select Sector SPDR 0.02% 2,700 $292K Add +26.8%
NEE Nextera Energy Inc. 0.02% 3,944 $274K Reduce -15.8%
BX Blackstone Inc. 0.02% 2,460 $269K Reduce -0.3%
TASEKO MINES LTD 0.02% 85,000 $267K Reduce -15.0%
MO Altria Group Inc. 0.02% 4,516 $265K Add +24.9%
CCI Crown Castle Inc. 0.02% 2,593 $261K Add +25.3%
WFC Wells Fargo & Co. 0.02% 3,203 $255K Reduce -34.1%
ITA iShares U.S. Aerospace & Def 0.02% 1,344 $252K Add +43.6%
UMMA Wahed Dow Jones Islamic WRLD 0.02% 9,450 $252K No change
BB Blackberry Ltd. 0.02% 54,306 $247K Add +10.1%
PM Philip Morris International 0.02% 1,360 $246K Reduce -11.1%
FIS Fidelity National Info Serv 0.02% 3,037 $245K Reduce -17.0%
ABBV Abbvie Inc. 0.02% 1,317 $242K Reduce -6.5%
CXSE Wisdomtree China Ex-St Ow 0.02% 7,000 $241K No change
LHX L3HARRIS Technologies Inc. 0.02% 956 $240K No change
VZ Verizon Communications Inc. 0.02% 5,654 $239K Add +25.1%
IGIB iShares 5-10Y Inv Grade Corp. 0.02% 4,450 $236K Add +270.8%
C Citigroup Inc. 0.02% 2,785 $236K Reduce -27.3%
FXO First Trust Financial Alphad 0.02% 4,200 $235K Add +20.0%
PERI Perion Network Ltd. 0.02% 22,565 $230K Reduce -93.9%
MS Morgan Stanley 0.02% 1,638 $230K Reduce -23.7%
RSP Invesco S&P 500 Equal Weight 0.02% 1,275 $230K Add +58.4%
ELLO Ellomay Capital Ltd. 0.02% 12,318 $222K Add +0.1%
INDA iShares MSCI India ETF 0.02% 3,970 $221K Add +3.1%
XLY SS Consumer Disc Select Sect 0.02% 1,011 $218K Add +53.0%
GILT Gilat Satellite Networks Ltd. 0.01% 29,631 $216K Reduce -5.0%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.01% 6,579 $212K Add +25.0%
KO The Coca-Cola Co. 0.01% 2,946 $208K Reduce -21.5%
NABL N-Able Inc. 0.01% 25,589 $208K Add +51.1%
O Realty Income Corp. 0.01% 3,609 $206K Add +25.0%
T AT&T Inc. 0.01% 7,175 $201K Add +25.1%
RSKD Riskified Ltd. Class A 0.01% 39,789 $198K Add +20.4%
RPD RAPID7 Inc. 0.01% 8,686 $197K Add +48.8%
LMT Lockheed Martin Corp. 0.01% 422 $195K Add +31.1%
SPHD Invesco S&P 500 High Dividen 0.01% 4,120 $195K Reduce -8.8%
AUDC Audiocodes Ltd. 0.01% 19,797 $194K Add +0.6%
NICE Nice Ltd. - Spon ADR 0.01% 1,144 $193K Reduce -69.8%
WCLD Wisdomtree Cloud Computing 0.01% 5,251 $190K Add +32.9%
ES Eversource Energy 0.01% 2,956 $187K Add +25.1%
CSCO Cisco Systems Inc. 0.01% 2,667 $185K Add +75.8%
LYB Lyondellbasell Indu Class A 0.01% 3,075 $180K Add +24.5%
IHE iShares US Pharmaceuticals E 0.01% 2,700 $177K No change
D Dominion Energy Inc. 0.01% 3,115 $174K Add +24.9%
PRU Prudential Financial Inc. 0.01% 1,621 $174K Add +4.6%
AMCR Amcor PLC 0.01% 18,178 $167K Add +25.3%
SPIB SS SPDR P Int C Corp. ETF 0.01% 4,950 $166K Reduce -5.0%
DOC Healthpeak Properties Inc. 0.01% 9,575 $166K Add +24.9%
VST Vistra Corp. 0.01% 855 $166K Add +23.9%
NOBL Proshares S&P 500 Dividend A 0.01% 1,600 $161K No change
UPS United Parcel Service Class B 0.01% 1,582 $160K Add +19.8%
DOW Dow Inc. 0.01% 5,749 $155K Add +24.5%
KHC The Kraft Heinz Co. 0.01% 5,999 $154K Add +24.8%
HON Honeywell International Inc. 0.01% 654 $152K Add +12.0%
EVRG Evergy Inc. 0.01% 2,217 $151K Add +25.2%
SPGI S&P Global Inc. 0.01% 290 $150K Reduce -35.1%
EXC Exelon Corp. 0.01% 3,420 $147K Add +25.2%
FE Firstenergy Corp. 0.01% 3,617 $144K Add +25.0%
PNW Pinnacle West Capital 0.01% 1,620 $143K Add +25.2%
COF Capital One Financial Corp. 0.01% 678 $143K Add +25.6%
HST Host Hotels & Resorts Inc. 0.01% 9,078 $143K Add +24.8%
SPG Simon Property Group Inc. 0.01% 885 $142K Add +15.4%
AEP American Electric Power 0.01% 1,379 $141K Add +10.1%
PGR Progressive Corp. 0.01% 531 $140K Reduce -47.4%
KMB Kimberly-Clark Corp. 0.01% 1,081 $138K Add +21.9%
IPG Interpublic Group of Cos Inc. 0.01% 5,687 $138K Add +24.2%
EXR Extra Space Storage Inc. 0.01% 944 $138K Add +25.4%
PSX Phillips 66 0.01% 1,147 $137K Add +30.9%
SPSB SS SPDR P St C Corp. ETF 0.01% 4,460 $134K Add +44.8%
KMI Kinder Morgan Inc. 0.01% 4,630 $134K Add +24.9%
HCA HCA Healthcare Inc. 0.01% 350 $134K No change
CAG Conagra Brands Inc. 0.01% 6,572 $134K Add +25.0%
WSO Watsco Inc. 0.01% 300 $132K No change
CPAY Corpay Inc. 0.01% 405 $132K Reduce -16.1%
WM Waste Management Inc. 0.01% 570 $130K New
KVUE Kenvue Inc. 0.01% 6,160 $129K Add +24.7%
IHAK iShares Cybersecurity & Tech 0.01% 2,395 $127K Add +2.6%
WMB Williams Cos Inc. 0.01% 2,029 $127K Add +13.2%
ENPH Enphase Energy Inc. 0.01% 3,100 $123K Reduce -57.4%
LNG Cheniere Energy Inc. 0.01% 500 $122K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.01% 1,268 $121K Add +24.7%
MTUM iShares MSCI USA Momentum Fa 0.01% 496 $118K Add +81.7%
MDT Medtronic PLC 0.01% 1,370 $118K Add +4.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 400 $118K No change
IJH iShares Core S&P Midcap ETF 0.01% 1,845 $114K No change
EIX Edison International 0.01% 2,242 $114K Add +25.2%
GPN Global Payments Inc. 0.01% 1,415 $111K Reduce -17.5%
LEN Lennar Corp. Class A 0.01% 1,000 $111K No change
EXPE Expedia Group Inc. 0.01% 650 $110K New
UNH Unitedhealth Group Inc. 0.01% 345 $107K Reduce -53.5%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 1,318 $107K Add +176.9%
AFRM Affirm Holdings Inc. 0.01% 1,563 $106K Reduce -10.9%
GIS General Mills Inc. 0.01% 2,061 $104K Add +25.1%
OKE Oneok Inc. 0.01% 1,260 $102K Add +25.0%
EMN Eastman Chemical Co. 0.01% 1,303 $99K Add +24.8%
CHRD Chord Energy Corp. 0.01% 1,012 $98K No change
CHKP Check Point Software Tech 0.01% 435 $96K No change
ICE Intercontinental Exchange Inc. 0.01% 528 $96K Reduce -35.0%
CME Cme Group Inc. 0.01% 327 $90K Reduce -35.1%
IYG iShares U.S. Financial Servi 0.01% 1,000 $85K Add +53.9%
IAK iShares U.S. Insurance ETF 0.01% 630 $85K No change
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.01% 2,150 $84K Add +795.8%
VIS Vanguard Industrials ETF 0.01% 300 $84K No change
ANET Arista Networks Inc. 0.01% 800 $82K No change
CRWV Coreweave Inc. Class A 0.01% 500 $82K New
TMO Thermo Fisher Scientific Inc. 0.01% 195 $79K Reduce -36.5%
LMBS First Trust Low Duration Opp 0.01% 1,596 $78K Add +133.7%
VHT Vanguard Health Care ETF 0.01% 310 $77K Reduce -41.5%
SPDW Ste STR SPDR PT DW Eu ETF 0.01% 1,875 $76K New
QLTA iShares Aaa - A Rated Corpor 0.01% 1,582 $75K Add +65.7%
VOOV Vanguard S&P 500 Value ETF 0.01% 388 $73K No change
EIS iShares MSCI Israel ETF 0.01% 832 $73K Add +8.1%
IHF iShares U.S. Healthcare Prov 0.01% 1,490 $72K No change
CVS CVS Health Corp. 0.00% 1,040 $72K Reduce -59.2%
WMS Advanced Drainage Systems Inc. 0.00% 600 $69K No change
PNC PNC Financial Services Group 0.00% 364 $68K Reduce -34.9%
BBEU JPMorgan Betabuilders Europe 0.00% 1,000 $67K New
MELI MercadoLibre Inc. 0.00% 25 $65K No change
IEUR iShares Core MSCI Europe ETF 0.00% 984 $65K New
QMNV FT NDQ100 Mod Buff ETF - Nov 0.00% 3,008 $63K New
AXON Axon Enterprise Inc. 0.00% 75 $62K No change
IJK iShares S&P Mid-Cap 400 Grow 0.00% 680 $62K No change
FND Floor & Decor Holdings Inc. Class A 0.00% 800 $61K No change
KBWB Invesco KBW Bank ETF 0.00% 810 $58K No change
APO Apollo Global Management Inc. 0.00% 402 $57K Reduce -35.1%
QTEC First Trust Nasdq 100 Tech I 0.00% 260 $55K No change
TRV The Travelers Cos Inc. 0.00% 207 $55K Reduce -35.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.00% 430 $53K Reduce -21.5%
BUG Global X Cybersecurity ETF 0.00% 1,400 $52K No change
IGM iShares Expanded Tech Sector 0.00% 450 $51K No change
WILCF G. Willi-Food International 0.00% 2,590 $50K Reduce -20.1%
DAL Delta Air Lines Inc. 0.00% 1,000 $49K No change
AIG American International Group 0.00% 579 $49K Reduce -35.1%
IBB iShares Biotechnology ETF 0.00% 385 $49K No change
TIP iShares Tips Bond ETF 0.00% 430 $47K No change
IWM iShares Russell 2000 ETF 0.00% 200 $43K No change
MET Metlife Inc. 0.00% 532 $43K Reduce -35.0%
MRK Merck & Co. Inc. 0.00% 542 $43K Reduce -52.1%
EUAD Select Stoxx Eur Aer DE ETF 0.00% 1,000 $42K New
MOAT Vaneck Morningstar Wide Moat 0.00% 450 $42K No change
FOUR SHIFT4 Payments Inc. Class A 0.00% 429 $42K Reduce -12.1%
IAGG iShares Intl Aggregate Bond 0.00% 800 $41K Reduce -37.5%
BSV Vanguard Short-Term Bond ETF 0.00% 508 $40K No change
AMT American Tower Corp. 0.00% 180 $40K Reduce -12.2%
BSCT Invesco Bulletshares 2029 CB 0.00% 2,100 $39K No change
HLMN Hillman Solutions Corp. 0.00% 5,489 $39K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.00% 222 $39K Add +14.4%
XLG Invesco S&P 500 Top 50 ETF 0.00% 720 $37K Add +11.1%
XHE SS SPDR S&P HC Equip ETF 0.00% 454 $37K Add +47.9%
URTH iShares MSCI World ETF 0.00% 215 $36K No change
BLK BlackRock Inc. 0.00% 34 $36K No change
SHY iShares 1-3 Year Treasury Bo 0.00% 400 $33K No change
SCHG Schwab US Large-Cap Growth 0.00% 1,122 $33K Reduce -21.0%
IXJ iShares Global Healthcare Et 0.00% 380 $33K Add +9.8%
EPAM Epam Systems Inc. 0.00% 180 $32K No change
EW Edwards Lifesciences Corp. 0.00% 400 $31K No change
ACGL Arch Capital Group Ltd. 0.00% 345 $31K Reduce -57.7%
SKYY First Trust Cloud Computing 0.00% 240 $29K No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.00% 400 $29K No change
SHEL Shell PLC-ADR 0.00% 400 $28K No change
VIG Vanguard Dividend Apprec ETF 0.00% 136 $28K No change
FLTR Vaneck Ig Floating Rate ETF 0.00% 1,086 $28K No change
FDN First Trust DJ Internet Ind 0.00% 100 $27K No change
ABT Abbott Laboratories 0.00% 192 $26K Reduce -53.7%
DOCS Doximity Inc. Class A 0.00% 400 $25K No change
WEX Wex Inc. 0.00% 166 $24K Reduce -22.1%
KNSL Kinsale Capital Group Inc. 0.00% 50 $24K No change
UPST Upstart Holdings Inc. 0.00% 370 $24K No change
SYF Synchrony Financial 0.00% 356 $24K Reduce -35.0%
SEDG Solaredge Technologies Inc. 0.00% 1,100 $22K No change
RTX RTX Corp. 0.00% 236 $22K Reduce -64.5%
QGRO American Century US Quality 0.00% 201 $22K New
QTUM Defiance Quantum ETF 0.00% 240 $22K Add +100.0%
AIQ Global X Art Intel & Tech 0.00% 500 $22K Add +100.0%
EEFT Euronet Worldwide Inc. 0.00% 210 $21K Reduce -12.5%
IWF iShares Russell 1000 Growth 0.00% 48 $20K No change
TAN Invesco Solar ETF 0.00% 600 $20K Add +100.0%
STNE Stoneco Ltd. Class A 0.00% 1,316 $20K Add +70.0%
PAY Paymentus Holdings Inc. Class A 0.00% 606 $20K Reduce -11.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.00% 44 $19K No change
RELY Remitly Global Inc. 0.00% 988 $19K Reduce -10.1%
AMTM Amentum Holdings Inc. 0.00% 779 $18K Add +83.7%
TEAM Atlassian Corp. Class A 0.00% 90 $18K No change
GE General Electric filed as GE AEROSPACE 0.00% 68 $17K Reduce -83.6%
MGY Magnolia Oil & Gas Corp. Class A 0.00% 750 $17K No change
KBE SS SPDR S&P Bank ETF 0.00% 300 $17K No change
MUB iShares National Muni Bond E 0.00% 160 $17K No change
GRID First TRST Nasd Class Edg Sgiif 0.00% 120 $17K No change
DLO Dlocal Ltd. 0.00% 1,383 $16K Add +84.4%
KEY Keycorp 0.00% 913 $16K Reduce -35.1%
EWJ iShares MSCI Japan ETF 0.00% 203 $15K No change
PAGS Pagseguro Digital Ltd. Class A 0.00% 1,597 $15K Add +64.1%
PAYO Payoneer Global Inc. 0.00% 2,100 $14K Add +6.5%
WU Western Union Co. 0.00% 1,601 $13K Reduce -13.6%
HACK Amplify Cybersecurity ETF 0.00% 150 $13K No change
IBDT iShares Ibonds Dec 2028 ETF 0.00% 500 $13K No change
FEZ State Street SPDR Euro Stoxx 0.00% 200 $12K Add +100.0%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.00% 66 $12K Reduce -35.9%
QUAL iShares MSCI USA Quality Fac 0.00% 64 $12K Add +100.0%
VCLT Vanguard Long-Term Corp. Bond 0.00% 150 $11K No change
AMAT Applied Materials Inc. 0.00% 60 $11K No change
BA The Boeing Co. 0.00% 49 $11K New
MINT PIMCO Enhanced Short Maturit 0.00% 99 $10K No change
IEF iShares 7-10 Year Treasury B 0.00% 100 $10K No change
IXN iShares Global Tech ETF 0.00% 100 $9K No change
NDAQ Nasdaq Inc. 0.00% 475 $9K Reduce -29.8%
VRTX Vertex Pharmaceuticals Inc. 0.00% 20 $9K No change
VWO Vanguard Ftse Emerging Marke 0.00% 180 $9K Add +100.0%
POOL Pool Corp. 0.00% 30 $9K Reduce -97.6%
RUN Sunrun Inc. 0.00% 1,000 $8K No change
ERIE Erie Indemnity Company Class A 0.00% 23 $8K Reduce -34.3%
COP Conocophillips 0.00% 81 $7K Reduce -76.5%
MQ Marqeta Inc. 0.00% 1,139 $7K Reduce -33.5%
FLYW Flywire Corp.-Voting 0.00% 570 $7K Reduce -9.2%
WELL Welltower Inc. 0.00% 42 $6K Reduce -66.1%
OHI Omega Healthcare Investors 0.00% 170 $6K No change
EVTC Evertec Inc. 0.00% 169 $6K Reduce -12.0%
RPAY Repay Holdings Corp. 0.00% 1,274 $6K Add +28.3%
IXC iShares Global Energy ETF 0.00% 115 $5K No change
GM General Motors Co. 0.00% 90 $4K No change
NEM Newmont Corp. 0.00% 71 $4K Reduce -70.9%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.00% 9 $4K No change
DLR Digital Realty Trust Inc. 0.00% 21 $4K New
PPA Invesco Aerospace & Defense 0.00% 25 $4K Reduce -50.0%
KXI iShares Global Consumer Stap 0.00% 50 $3K No change
ONTO Onto Innovation Inc. 0.00% 30 $3K No change
TFC Truist Financial Corp. 0.00% 4,636 $586 Add +0.6%
USB US Bancorp 0.00% 4,270 $579 Reduce -4.6%
RF Regions Financial Corp. 0.00% 6,584 $456 Add +11.5%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.00% 1,543 $440 Add +10.4%
DUK Duke Energy Corp. 0.00% 1,264 $438 Add +2.7%
SCHW Schwab (charles) Corp. 0.00% 1,366 $365 Reduce -35.1%
AMGN Amgen Inc. 0.00% 401 $330 Add +26.5%
PLX Protalix Biotherapeutics Inc. 0.00% 220 $325 No change
MRSH Marsh & McLennan Cos 0.00% 448 $288 Reduce -35.1%
CB Chubb Ltd. 0.00% 339 $287 Reduce -35.1%
KKR KKR & Co. Inc. 0.00% 625 $249 Reduce -35.0%
AON Aon PLC Class A 0.00% 198 $207 Reduce -35.1%
MCO Moody's Corp. 0.00% 142 $206 Reduce -35.5%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.00% 204 $192 Reduce -35.0%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.00% 669 $181 Reduce -35.0%
AFL Aflac Inc. 0.00% 456 $142 Reduce -35.1%
ALL Allstate Corp. 0.00% 243 $141 Reduce -35.0%
AMP Ameriprise Financial Inc. 0.00% 89 $139 Reduce -35.5%
MSCI MSCI Inc. 0.00% 72 $123 Reduce -35.7%
TMUS T-Mobile US Inc. 0.00% 146 $102 Reduce -33.6%
HIG Hartford Insurance Group Inc. 0.00% 269 $99 Reduce -35.0%
MTB M & T Bank Corp. filed as M & T BK CORP 0.00% 152 $87 Reduce -35.3%
STT State Street Corp. 0.00% 271 $85 Reduce -34.9%
WTW Willis Towers Watson PLC 0.00% 93 $84 Reduce -35.0%
RJF Raymond James Financial Inc. 0.00% 171 $78 Reduce -35.0%
FITB Fifth Third Bancorp 0.00% 613 $75 Reduce -35.0%
BRO Brown & Brown Inc. 0.00% 216 $70 Reduce -35.5%
NTRS Northern Trust Corp. 0.00% 185 $68 Reduce -34.6%
HBAN Huntington Bancshares Inc. 0.00% 1,351 $67 Reduce -35.1%
CBOE Cboe Global Markets Inc. 0.00% 93 $63 Reduce -35.0%
CINF Cincinnati Financial Corp. 0.00% 142 $62 Reduce -35.5%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.00% 277 $59 Reduce -34.8%
ZIMV Zimvie Inc. 0.00% 6 $56 No change
CFG Citizens Financial Group 0.00% 405 $53 Reduce -35.1%
FDS Factset Research Systems Inc. 0.00% 35 $46 Reduce -32.7%
PFG Principal Financial Group 0.00% 196 $46 Reduce -34.9%
L Loews Corp. 0.00% 166 $45 Reduce -34.9%
EG Everest Group Ltd. 0.00% 41 $41 Reduce -34.9%
SO The Southern Co. 0.00% 141 $38 Reduce -66.7%
LILAK Liberty Latin Americ Class C 0.00% 6 $37 Add +100.0%
GL Globe Life Inc. 0.00% 75 $28 Reduce -35.9%
AIZ Assurant Inc. 0.00% 47 $27 Reduce -35.6%
MKTX Marketaxess Holdings Inc. 0.00% 36 $23 Reduce -33.3%
BEN Franklin Templeton Inc. 0.00% 280 $20 Reduce -34.9%
PLD Prologis Inc. 0.00% 59 $18 Reduce -67.0%
PSFE Paysafe Ltd. 0.00% 496 $18 Add +37.0%
SHW The Sherwin-Williams Co. 0.00% 17 $17 Reduce -65.3%
ECL Ecolab Inc. 0.00% 18 $14 Reduce -67.3%
APD Air Products & Chemicals Inc. 0.00% 15 $13 Reduce -65.1%
FCX Freeport-McMoran Inc. 0.00% 91 $12 Reduce -67.8%
LILA Liberty Latin Americ Class A 0.00% 2 $12 Add +100.0%
Other holdings (4): bonds, preferreds, convertibles and warrants · $1.5M (not counted above)
SecurityClassShares / PrincipalValueChange
AISPW Airship AI Holdings Inc.-CW28 *W EXP 12/21/202 675,000$1.3MNo change
FBYDW Falcon's Beyond Global-27 *W EXP 10/06/202 75,000$61KNo change
SYTAW Siyata Mobile Inc. -CW25 *W EXP 09/24/202 201,805$35KNo change
TBLAW Taboola.com Ltd. -CW27 *W EXP 99/99/999 80,000$19KNo change

Total filed on the 13F, all lines: $1.5B.

Portfolio Sells Q1 2025 → Q2 2025

VCIT Vanguard Int-Term Corporate Reduce -59.5% 0.61% −1.27
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -60.2% 0.58% −1.26
USHY iShares Broad Usd High Yield Reduce -73.0% 0.27% −0.98
ITRN Ituran Location and Control Reduce -0.1% 2.13% −0.39
SHLT SHL Telemedicine Ltd.-ADR Sold out 0.00% −0.39
TATT Tat Technologies Ltd. Reduce -4.6% 2.16% −0.37
ICL Icl Group Ltd. Reduce -0.2% 8.34% −0.36
SMWB Similarweb Ltd. Reduce -11.8% 0.67% −0.35
SPOT Spotify Technology SA Reduce -48.8% 0.32% −0.25
PERI Perion Network Ltd. Reduce -93.9% 0.02% −0.25
VEEV Veeva Systems Inc. Class A Reduce -35.8% 0.42% −0.25
MA Mastercard Inc. Class A Reduce -21.6% 0.41% −0.24
V Visa Inc. Class A Reduce -16.0% 0.40% −0.20
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.5% 0.41% −0.18
GLBE Global-E Online Ltd. Reduce -10.0% 0.36% −0.18
NKE Nike Inc. Class B Reduce -67.8% 0.05% −0.13
OPK Opko Health Inc. Reduce -13.8% 0.14% −0.12
CRM Salesforce Inc. Reduce -17.6% 0.23% −0.12
KWEB Kranesh Csi China Internet Reduce -41.2% 0.09% −0.11
AAPL Apple Inc. Reduce -13.4% 0.18% −0.11
IEI iShares 3-7 Year Treasury Bo Reduce -4.6% 0.32% −0.10
CVX Chevron Corp. Reduce -1.1% 0.19% −0.10
XLF SS Financial Select Sector Reduce -18.9% 0.19% −0.09
ESTC Elastic NV Reduce -13.0% 0.15% −0.09
WMT Walmart Inc. Reduce -9.4% 0.35% −0.09
UBER Uber Technologies Inc. Reduce -27.6% 0.25% −0.09
PCTY Paylocity Holding Corp. Reduce -15.2% 0.14% −0.08
ADBE Adobe Inc. Reduce -68.6% 0.03% −0.08
MBLY Mobileye Global Inc. Class A Reduce -75.6% 0.02% −0.07
XYZ Block Inc. Reduce -33.6% 0.11% −0.06
XLE SS Energy Select Sector Reduce -35.8% 0.05% −0.06
XOM Exxon Mobil Corp. Reduce -57.0% 0.03% −0.06
TTWO Take-Two Interactive Softwre Sold out 0.00% −0.06
MCD McDonald's Corp. Reduce -2.2% 0.12% −0.04
FTXN First Trust Nasdaq Oil & Gas Sold out 0.00% −0.04
JPM JPMorgan Chase & Co. Reduce -12.7% 0.18% −0.04
NICE Nice Ltd. - Spon ADR Reduce -69.8% 0.01% −0.04
ABNB Airbnb Inc. Class A Sold out 0.00% −0.04
DOX Amdocs Ltd. Reduce -46.5% 0.03% −0.04
GOOGL Alphabet Inc. Class A Reduce -0.6% 0.29% −0.04
POOL Pool Corp. Reduce -97.6% 0.00% −0.03
ENPH Enphase Energy Inc. Reduce -57.4% 0.01% −0.03
DASH DoorDash Inc. Class A Reduce -20.1% 0.16% −0.03
RSSL Global X Russell 2000 ETF Sold out 0.00% −0.03
ITB iShares U.S. Home Constructi Reduce -12.1% 0.06% −0.03
UNH Unitedhealth Group Inc. Reduce -53.5% 0.01% −0.03
BAC Bank of America Corp. Reduce -15.1% 0.08% −0.03
INTU Intuit Inc. Sold out 0.00% −0.02
IHI iShares U.S. Medical Devices Reduce -19.2% 0.04% −0.02
CMG Chipotle Mexican Grill Inc. Reduce -4.8% 0.11% −0.02

Portfolio Buys Q1 2025 → Q2 2025

ESLT Elbit Systems Ltd. Add +35.1% 18.71% +3.55
NVMI Nova Ltd. Add +6.8% 6.19% +1.42
CAMT Camtek Ltd. Add +22.5% 3.82% +1.18
TEVA Teva Pharmaceutical-SP ADR Add +981.5% 1.08% +0.96
NYAX Nayax Ltd. Add +6.6% 4.07% +0.82
ENLT Enlight Renewable Energy Ltd. Add +2.4% 5.79% +0.73
TSM Taiwan Semiconductor-SP ADR Add +13.7% 1.77% +0.32
NVDA Nvidia Corp. Add +52.7% 0.69% +0.30
SPNS Sapiens International Corp. Add +187.2% 0.43% +0.26
IVV iShares Core S&P 500 ETF Add +256.4% 0.31% +0.21
QQQ Invesco QQQ Trust Series 1 Add +33.1% 1.03% +0.19
META Meta Platforms Inc. Class A Add +6.7% 2.07% +0.15
AVGO Broadcom Inc. Add +57.9% 0.29% +0.15
CEG Constellation Energy Add +1050.2% 0.13% +0.12
MSFT Microsoft Corp. Add +2.8% 1.72% +0.12
OKTA Okta Inc. Add +118.6% 0.22% +0.10
VRNS Varonis Systems Inc. Add +311.2% 0.13% +0.10
ZS Zscaler Inc. Add +11.3% 0.31% +0.10
CCJ Cameco Corp. New 0.09% +0.09
XAR SS SPDR S&P Aerospace Def Add +37.0% 0.25% +0.07
KEN Kenon Holdings Ltd. Add +9.1% 0.62% +0.07
DAX Global X Dax Germany ETF Add +39.0% 0.31% +0.06
CLBT Cellebrite Di Ltd. Add +76.2% 0.49% +0.06
FISV Fiserv Inc. Add +317.2% 0.10% +0.06
NET Cloudflare Inc. Class A Add +5.4% 0.39% +0.06
MGIC Magic Software Enterprises Add +8.6% 0.25% +0.05
PAVE Global X US Infrastructure Add +31.8% 0.27% +0.05
SMH Vaneck Semiconductor ETF Add +10.5% 0.33% +0.04
FROG Jfrog Ltd. Add +12.4% 0.20% +0.03
COST Costco Wholesale Corp. Add +64.0% 0.09% +0.03
CRWD CrowdStrike Holdings Inc. Class A Add +1.2% 0.46% +0.03
TSEM Tower Semiconductor Ltd. Add +3.5% 2.69% +0.03
ACWI iShares MSCI Acwi ETF Add +69.1% 0.09% +0.03
DFND Siren Divcon Dividend Defend Add +125.0% 0.05% +0.03
IAU iShares Gold Trust Add +55.6% 0.12% +0.03
SNOW Snowflake Inc. Add +14.3% 0.06% +0.02
INTC Intel Corp. Add +68.9% 0.05% +0.01
IGIB iShares 5-10Y Inv Grade Corp. Add +270.8% 0.02% +0.01
WM Waste Management Inc. New 0.01% +0.01
EXPE Expedia Group Inc. New 0.01% +0.01
XLI SS Industrial Select Sector Add +60.8% 0.03% +0.01
XLP SS Consumer Staples Sel Sect Add +84.1% 0.02% +0.01
VCSH Vanguard S/T Corp. Bond ETF Add +57.4% 0.03% +0.01
CRWV Coreweave Inc. Class A New 0.01% +0.01
SPDW Ste STR SPDR PT DW Eu ETF New 0.01% +0.01
CGDV Cap Group Dividend Value Add +795.8% 0.01% +0.01
ITA iShares U.S. Aerospace & Def Add +43.6% 0.02% +0.00
CYBR Cyberark Software Ltd./Israel Add +12.0% 0.22% +0.00
BBEU JPMorgan Betabuilders Europe New 0.00% +0.00
CSCO Cisco Systems Inc. Add +75.8% 0.01% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 508$3.2BENLT, ESLT, TSEM, NVMI, PANW
Q1 2026 471$2.6BESLT, ENLT, NVMI, TSEM, CAMT
Q4 2025 467$2.1BESLT, ENLT, TSEM, NVMI, ICL
Q3 2025 487$1.8BESLT, ENLT, ICL, NVMI, QQQ
Q2 2025 449$1.5BESLT, ICL, NVMI, ENLT, NYAX
Q1 2025 464$1.1BESLT, ICL, ENLT, NVMI, ORA
Q4 2024 457$1.1BESLT, ICL, NVMI, ENLT, TSEM
Q3 2024 446$954.6MESLT, ICL, NVMI, ENLT, CAMT
Q2 2024 456$980.3MCAMT, ESLT, NVMI, ICL, TSEM
Q1 2024 331$564.1MPSEC, ITRN, MSFT, ODD, TSM