Yelin Lapidot Holdings Management as of Sept. 30, 2025
Portfolio Holdings for Yelin Lapidot Holdings Management
Yelin Lapidot Holdings Management holds 90 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Select Sector Spdr Tr Financial (XLF) | 8.7 | $41M | 766k | 53.87 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.5 | $40M | 61k | 666.18 | |
| Zim Integrated Shipping Serv SHS (ZIM) | 6.9 | $33M | 2.4M | 13.55 | |
| Global E Online SHS (GLBE) | 6.3 | $30M | 837k | 35.76 | |
| Meta Platforms Cl A (META) | 5.2 | $25M | 34k | 734.38 | |
| Microsoft Corporation (MSFT) | 4.8 | $23M | 44k | 517.95 | |
| Amazon (AMZN) | 3.8 | $18M | 82k | 219.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $17M | 70k | 243.10 | |
| Mediwound Shs New (MDWD) | 3.1 | $15M | 810k | 18.02 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.7 | $13M | 67k | 189.70 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.6 | $12M | 69k | 178.73 | |
| Spdr Series Trust S&p Biotech (XBI) | 2.2 | $11M | 105k | 100.20 | |
| Ormat Technologies (ORA) | 2.1 | $10M | 106k | 96.25 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $9.1M | 14k | 669.30 | |
| Gilat Satellite Networks Shs New (GILT) | 1.9 | $8.9M | 682k | 13.02 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.7 | $8.0M | 396k | 20.20 | |
| Nice Sponsored Adr (NICE) | 1.7 | $7.9M | 55k | 144.78 | |
| International Flavors & Fragrances (IFF) | 1.7 | $7.9M | 128k | 61.54 | |
| Pfizer (PFE) | 1.6 | $7.6M | 298k | 25.48 | |
| Radcom Shs New (RDCM) | 1.5 | $7.1M | 492k | 14.49 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.4 | $6.9M | 252k | 27.30 | |
| Enlight Renewable Energy SHS (ENLT) | 1.3 | $6.2M | 199k | 31.16 | |
| Perrigo SHS (PRGO) | 1.2 | $5.9M | 267k | 22.27 | |
| Arista Networks Com Shs (ANET) | 1.2 | $5.6M | 39k | 145.71 | |
| Elbit Sys Ord (ESLT) | 1.1 | $5.2M | 10k | 509.80 | |
| NOVA MEASURING Instruments L (NVMI) | 1.0 | $4.9M | 15k | 319.66 | |
| Viatris (VTRS) | 1.0 | $4.8M | 487k | 9.90 | |
| Inmode SHS (INMD) | 0.9 | $4.5M | 299k | 14.90 | |
| Select Sector Spdr Tr Technology (XLK) | 0.9 | $4.3M | 15k | 281.86 | |
| GSK Sponsored Adr (GSK) | 0.8 | $3.8M | 89k | 43.16 | |
| Camtek Ord (CAMT) | 0.8 | $3.7M | 36k | 105.05 | |
| Silicom Ord (SILC) | 0.8 | $3.6M | 206k | 17.72 | |
| Icl Group SHS (ICL) | 0.7 | $3.3M | 538k | 6.22 | |
| Kornit Digital SHS (KRNT) | 0.7 | $3.1M | 230k | 13.50 | |
| Radware Ord (RDWR) | 0.6 | $3.1M | 115k | 26.49 | |
| Sharkninja Com Shs (SN) | 0.6 | $3.0M | 29k | 103.15 | |
| Spdr Series Trust Aerospace Def (XAR) | 0.6 | $2.9M | 13k | 234.96 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $2.8M | 4.7k | 600.37 | |
| NVIDIA Corporation (NVDA) | 0.6 | $2.8M | 15k | 186.58 | |
| Eltek SHS (ELTK) | 0.6 | $2.8M | 253k | 10.95 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.6 | $2.6M | 13k | 206.91 | |
| Taboola.com Ord Shs (TBLA) | 0.6 | $2.6M | 769k | 3.41 | |
| Allot SHS (ALLT) | 0.5 | $2.4M | 226k | 10.58 | |
| Wix SHS (WIX) | 0.5 | $2.4M | 13k | 177.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.2M | 4.5k | 502.74 | |
| Zoom Communications Cl A (ZM) | 0.4 | $2.1M | 26k | 82.50 | |
| Marvell Technology (MRVL) | 0.4 | $2.1M | 25k | 84.07 | |
| Ellomay Capital SHS (ELLO) | 0.4 | $2.0M | 110k | 18.01 | |
| Kkr & Co (KKR) | 0.4 | $1.9M | 15k | 129.95 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.4 | $1.8M | 19k | 97.82 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.8M | 3.8k | 479.61 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $1.8M | 57k | 31.91 | |
| Syndax Pharmaceuticals (SNDX) | 0.4 | $1.7M | 108k | 15.38 | |
| Lowe's Companies (LOW) | 0.3 | $1.5M | 5.9k | 251.31 | |
| Simon Property (SPG) | 0.3 | $1.3M | 7.2k | 187.67 | |
| Magic Software Enterprises L Ord (MGIC) | 0.3 | $1.3M | 62k | 20.41 | |
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $1.2M | 8.0k | 154.23 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.2M | 8.5k | 139.17 | |
| Harmony Biosciences Hldgs In (HRMY) | 0.2 | $989k | 36k | 27.56 | |
| Caesarstone Ord Shs (CSTE) | 0.2 | $989k | 622k | 1.59 | |
| Odysight Ai Com New (ODYS) | 0.2 | $946k | 210k | 4.50 | |
| Cisco Systems (CSCO) | 0.2 | $907k | 13k | 68.42 | |
| Visa Com Cl A (V) | 0.2 | $768k | 2.2k | 341.38 | |
| Pennantpark Floating Rate Capi (PFLT) | 0.1 | $662k | 74k | 8.89 | |
| Micron Technology (MU) | 0.1 | $650k | 3.9k | 167.32 | |
| Ge Aerospace Com New (GE) | 0.1 | $643k | 2.1k | 300.82 | |
| Intel Corporation (INTC) | 0.1 | $626k | 19k | 33.55 | |
| Jefferies Finl Group (JEF) | 0.1 | $566k | 8.7k | 65.42 | |
| NVR (NVR) | 0.1 | $506k | 63.00 | 8034.67 | |
| Compugen Ord (CGEN) | 0.1 | $469k | 319k | 1.47 | |
| Corpay Com Shs (CPAY) | 0.1 | $432k | 1.5k | 288.06 | |
| Solaredge Technologies (SEDG) | 0.1 | $431k | 12k | 37.00 | |
| Fiserv (FI) | 0.1 | $413k | 3.2k | 128.93 | |
| Perion Network Shs New (PERI) | 0.1 | $404k | 42k | 9.60 | |
| Digital Realty Trust (DLR) | 0.1 | $398k | 2.3k | 172.88 | |
| Arvinas Ord (ARVN) | 0.1 | $398k | 47k | 8.52 | |
| Verizon Communications (VZ) | 0.1 | $392k | 8.9k | 43.95 | |
| At&t (T) | 0.1 | $384k | 14k | 28.24 | |
| American Tower Reit (AMT) | 0.1 | $377k | 2.0k | 192.32 | |
| Metropcs Communications (TMUS) | 0.1 | $368k | 1.5k | 239.38 | |
| Ge Vernova (GEV) | 0.1 | $328k | 534.00 | 614.90 | |
| Williams Companies (WMB) | 0.1 | $298k | 4.7k | 63.35 | |
| Walt Disney Company (DIS) | 0.1 | $286k | 2.5k | 114.50 | |
| Nextera Energy (NEE) | 0.1 | $265k | 3.5k | 75.49 | |
| Constellation Energy (CEG) | 0.1 | $257k | 781.00 | 329.07 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $240k | 1.9k | 123.75 | |
| Paypal Holdings (PYPL) | 0.0 | $218k | 3.3k | 67.06 | |
| Audiocodes Ord (AUDC) | 0.0 | $192k | 20k | 9.52 | |
| Outbrain (TEAD) | 0.0 | $160k | 97k | 1.65 | |
| New Fortress Energy Com Cl A (NFE) | 0.0 | $33k | 15k | 2.21 |
