13F HOLDINGS REPORT
Yelin Lapidot Holdings Management Ltd.
Quarter ended Q2 2025 · Filed August 6, 2025 · Accession 0001213900-25-072432
Total Value
$547.6M
Positions
111
Other Managers
2
Confidential Omitted
No
Holdings (111)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO EXCH TRADED FD TR II | IVZ | 438,933 | $99.7M | 18.20% |
| 2 | SPDR S&P 500 ETF TR | SPY | 60,595 | $37.4M | 6.84% |
| 3 | SELECT SECTOR SPDR TR | 81369Y605 | 696,234 | $36.5M | 6.66% |
| 4 | META PLATFORMS INC | META | 32,916 | $24.3M | 4.44% |
| 5 | MICROSOFT CORP | MSFT | 42,315 | $21.0M | 3.84% |
| 6 | ZIM INTEGRATED SHIPPING SERV | ZIM | 1,231,506 | $19.8M | 3.62% |
| 7 | AMAZON COM INC | AMZN | 81,305 | $17.8M | 3.26% |
| 8 | INVESCO EXCHANGE TRADED FD T | IVZ | 81,510 | $14.8M | 2.71% |
| 9 | GLOBAL E ONLINE LTD | GLBE | 421,117 | $14.1M | 2.58% |
| 10 | ISHARES TR | 464287200 | 20,046 | $12.4M | 2.27% |
| 11 | GLOBAL E ONLINE LTD | GLBE | 352,066 | $11.8M | 2.16% |
| 12 | ALPHABET INC | GOOG | 66,410 | $11.7M | 2.14% |
| 13 | GSK PLC | GLAXF | 275,553 | $10.6M | 1.93% |
| 14 | MEDIWOUND LTD | MDWD | 487,756 | $9.4M | 1.73% |
| 15 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 128,234 | $9.4M | 1.72% |
| 16 | NICE LTD | NCSYF | 54,696 | $9.2M | 1.69% |
| 17 | SPDR SERIES TRUST | 78464A870 | 104,532 | $8.7M | 1.58% |
| 18 | ALIBABA GROUP HLDG LTD | BBAAY | 64,590 | $7.3M | 1.34% |
| 19 | PFIZER INC | PFE | 297,831 | $7.2M | 1.32% |
| 20 | PERRIGO CO PLC | PRGO | 266,539 | $7.1M | 1.30% |
| 21 | RADCOM LTD | RDCM | 506,943 | $6.9M | 1.26% |
| 22 | SCHWAB STRATEGIC TR | 808524797 | 251,541 | $6.7M | 1.22% |
| 23 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 395,504 | $6.6M | 1.21% |
| 24 | MEDIWOUND LTD | MDWD | 328,985 | $6.4M | 1.16% |
| 25 | ELBIT SYS LTD | ESLT | 12,841 | $5.8M | 1.05% |
| 26 | ORMAT TECHNOLOGIES INC | ORA | 65,155 | $5.5M | 1.00% |
| 27 | ENLIGHT RENEWABLE ENERGY LTD | ENLT | 198,844 | $4.5M | 0.83% |
| 28 | RADWARE LTD | RDWR | 149,708 | $4.4M | 0.80% |
| 29 | VIATRIS INC | VTRS | 487,397 | $4.4M | 0.79% |
| 30 | NOVA LTD | NVMI | 15,441 | $4.2M | 0.78% |
| 31 | ARISTA NETWORKS INC | ANET | 38,718 | $4.0M | 0.72% |
| 32 | SELECT SECTOR SPDR TR | 81369Y803 | 15,230 | $3.9M | 0.70% |
| 33 | ICL GROUP LTD | ICL | 537,457 | $3.7M | 0.68% |
| 34 | SELECT SECTOR SPDR TR | 81369Y605 | 69,530 | $3.6M | 0.66% |
| 35 | ORMAT TECHNOLOGIES INC | ORA | 41,020 | $3.4M | 0.63% |
| 36 | GSK PLC | GLAXF | 88,500 | $3.4M | 0.62% |
| 37 | CAMTEK LTD | CAMT | 35,577 | $3.0M | 0.55% |
| 38 | CHECK POINT SOFTWARE TECH LT | M22465104 | 12,725 | $2.8M | 0.51% |
| 39 | INMODE LTD | INMD | 190,486 | $2.8M | 0.50% |
| 40 | ELTEK LTD | ELTK | 252,682 | $2.7M | 0.49% |
| 41 | SPDR SERIES TRUST | 78464A631 | 12,500 | $2.6M | 0.48% |
| 42 | INVESCO QQQ TR | IVZ | 4,738 | $2.6M | 0.48% |
| 43 | SHARKNINJA INC | SN | 26,400 | $2.6M | 0.48% |
| 44 | NVIDIA CORPORATION | NVDA | 15,039 | $2.4M | 0.43% |
| 45 | KORNIT DIGITAL LTD | KRNT | 118,254 | $2.4M | 0.43% |
| 46 | KORNIT DIGITAL LTD | KRNT | 112,077 | $2.2M | 0.41% |
| 47 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,450 | $2.2M | 0.39% |
| 48 | WIX COM LTD | WIX | 13,251 | $2.1M | 0.38% |
| 49 | SILICOM LTD | SILC | 131,894 | $2.0M | 0.37% |
| 50 | ZOOM COMMUNICATIONS INC | ZM | 25,900 | $2.0M | 0.37% |
| 51 | KKR & CO INC | KKRT | 14,827 | $2.0M | 0.36% |
| 52 | ALLOT LTD | ALLT | 225,943 | $1.9M | 0.35% |
| 53 | MARVELL TECHNOLOGY INC | MRVL | 24,824 | $1.9M | 0.35% |
| 54 | ELLOMAY CAPITAL LIMITED | ELLO | 110,265 | $1.9M | 0.35% |
| 55 | TABOOLA.COM LTD | TBLAW | 472,313 | $1.7M | 0.32% |
| 56 | VANGUARD INDEX FDS | 922908736 | 3,835 | $1.7M | 0.31% |
| 57 | SCHWAB STRATEGIC TR | 808524300 | 57,120 | $1.7M | 0.30% |
| 58 | VANGUARD SCOTTSDALE FDS | 92206C664 | 18,850 | $1.6M | 0.30% |
| 59 | INMODE LTD | INMD | 108,397 | $1.6M | 0.29% |
| 60 | INTEL CORP | INTC | 60,000 | $1.3M | 0.25% |
| 61 | LOWES COS INC | 548661107 | 5,900 | $1.3M | 0.24% |
| 62 | GILAT SATELLITE NETWORKS LTD | GILT | 181,549 | $1.3M | 0.24% |
| 63 | MAGIC SOFTWARE ENTERPRISES L | RMTHF | 62,066 | $1.2M | 0.22% |
| 64 | SELECT SECTOR SPDR TR | 81369Y704 | 8,000 | $1.2M | 0.22% |
| 65 | SILICOM LTD | SILC | 74,765 | $1.2M | 0.21% |
| 66 | SELECT SECTOR SPDR TR | 81369Y209 | 8,540 | $1.2M | 0.21% |
| 67 | SIMON PPTY GROUP INC NEW | 828806109 | 7,150 | $1.1M | 0.21% |
| 68 | HARMONY BIOSCIENCES HLDGS IN | HRMY | 35,887 | $1.1M | 0.21% |
| 69 | CAESARSTONE LTD | CSTE | 555,927 | $1.1M | 0.20% |
| 70 | TABOOLA.COM LTD | TBLAW | 296,418 | $1.1M | 0.20% |
| 71 | ODYSIGHT AI INC | ODYS | 211,335 | $1.1M | 0.20% |
| 72 | SYNDAX PHARMACEUTICALS INC | SNDX | 108,377 | $1.0M | 0.19% |
| 73 | CISCO SYS INC | CSCO | 13,076 | $907,213 | 0.17% |
| 74 | VISA INC | V | 2,202 | $781,820 | 0.14% |
| 75 | CHEMOMAB THERAPEUTICS LTD | CMMB | 578,291 | $670,818 | 0.12% |
| 76 | INVESCO EXCH TRADED FD TR II | IVZ | 2,554 | $580,013 | 0.11% |
| 77 | COMPUGEN LTD | CGEN | 318,852 | $567,557 | 0.10% |
| 78 | GE AEROSPACE | 369604301 | 2,137 | $550,042 | 0.10% |
| 79 | ALIBABA GROUP HLDG LTD | BBAAY | 4,730 | $536,429 | 0.10% |
| 80 | AMERICAN TOWER CORP NEW | 03027X100 | 2,265 | $500,610 | 0.09% |
| 81 | CORPAY INC | CPAY | 1,500 | $497,730 | 0.09% |
| 82 | MICRON TECHNOLOGY INC | MU | 3,885 | $478,826 | 0.09% |
| 83 | AT&T INC | T-PC | 16,488 | $477,163 | 0.09% |
| 84 | JEFFERIES FINL GROUP INC | 47233W109 | 8,652 | $473,178 | 0.09% |
| 85 | NVR INC | NVR | 63 | $465,297 | 0.08% |
| 86 | VERIZON COMMUNICATIONS INC | VZ | 10,328 | $446,893 | 0.08% |
| 87 | T-MOBILE US INC | TMUSZ | 1,845 | $439,590 | 0.08% |
| 88 | PERION NETWORK LTD | PERI | 42,084 | $427,153 | 0.08% |
| 89 | INTEL CORP | INTC | 18,650 | $417,760 | 0.08% |
| 90 | DIGITAL RLTY TR INC | 253868103 | 2,300 | $400,959 | 0.07% |
| 91 | ARVINAS INC | ARVN | 46,665 | $343,454 | 0.06% |
| 92 | WILLIAMS COS INC | 969457100 | 5,441 | $341,749 | 0.06% |
| 93 | DISNEY WALT CO | 254687106 | 2,500 | $310,025 | 0.06% |
| 94 | CONSTELLATION ENERGY CORP | CEG | 923 | $297,907 | 0.05% |
| 95 | NEXTERA ENERGY INC | NEE-PW | 4,198 | $291,425 | 0.05% |
| 96 | GE VERNOVA INC | GEV | 534 | $282,566 | 0.05% |
| 97 | DUKE ENERGY CORP NEW | DUKB | 2,280 | $269,040 | 0.05% |
| 98 | PAYPAL HLDGS INC | PYPL | 3,250 | $241,540 | 0.04% |
| 99 | TEADS HLDG CO | TEAD | 96,643 | $239,675 | 0.04% |
| 100 | ONEOK INC NEW | OKE | 2,930 | $239,176 | 0.04% |
| 101 | SOLAREDGE TECHNOLOGIES INC | SEDG | 11,654 | $237,742 | 0.04% |
| 102 | CROWN CASTLE INC | CCI | 2,022 | $207,720 | 0.04% |
| 103 | NATIONAL GRID PLC | NMPWP | 2,718 | $202,246 | 0.04% |
| 104 | PENNANTPARK FLOATING RATE CA | PFLT | 19,500 | $201,435 | 0.04% |
| 105 | UNITED PARCEL SERVICE INC | UPS | 1,995 | $201,375 | 0.04% |
| 106 | AUDIOCODES LTD | AUDC | 20,113 | $197,510 | 0.04% |
| 107 | SOL GEL TECHNOLOGIES | SLGL | 17,753 | $131,372 | 0.02% |
| 108 | CAESARSTONE LTD | CSTE | 66,042 | $130,103 | 0.02% |
| 109 | WIX COM LTD | WIX | 789 | $125,025 | 0.02% |
| 110 | NEW FORTRESS ENERGY INC | NFE | 17,072 | $56,679 | 0.01% |
| 111 | RADWARE LTD | RDWR | 233 | $6,860 | 0.00% |