Yelin Lapidot Holdings Management’s Silicom SILC Stock Holding History

Yelin Lapidot Holdings Management’s Portfolio SILC Stock Details SILC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.56M	Sell	73,765 -131,894	-64%	-$2.44M	0.32%	48
2025 Q4	$3.02M	Hold	205,659	–	–	0.61%	36
2025 Q3	$3.64M	Sell	205,659 -1,000	-0.5%	-$16.4K	0.77%	32
2025 Q2	$3.2M	Sell	206,659 -29,508	-12%	-$431K	0.58%	34
2025 Q1	$3.51M	Hold	236,167	–	–	0.68%	31
2024 Q4	$3.85M	Sell	236,167 -10,874	-4%	-$154K	0.67%	32
2024 Q3	$3.38M	Buy	247,041 +26,000	+12%	+$357K	0.56%	34
2024 Q2	$3.34M	Hold	221,041	–	–	0.59%	36
2024 Q1	$3.28M	Hold	221,041	–	–	0.68%	35
2023 Q4	$4M	Hold	221,041	–	–	0.97%	27
2023 Q3	$5.57M	Buy	+221,041	New	+$6.56M	1.37%	20

Other funds holding SILC

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

NCNMGF

Nano-Cap New Millennium Growth Fund Staten Island, New York $107M AUM

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Yelin Lapidot Holdings Management's SILC Position: Q1 2026 in Review

Yelin Lapidot Holdings Management reduced its Silicom (SILC) stake by 64% in Q1 2026, selling an estimated $2.44M and leaving 73,765 shares worth $1.56M. The position accounts for 0.32% of the portfolio, ranked #48.

Yelin Lapidot Holdings Management first reported a position in SILC in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.57M in Q3 2023. 31 funds tracked by Wall St. Rank hold SILC as of Q1 2026.

Yelin Lapidot Holdings Management held 73,765 shares of Silicom worth $1.56M as of Q1 2026.
Yelin Lapidot Holdings Management sold 131,894 Silicom shares in Q1 2026, an estimated $2.44M.
Silicom made up 0.32% of Yelin Lapidot Holdings Management's portfolio in Q1 2026, its #48 holding.
Yelin Lapidot Holdings Management first reported a position in Silicom in Q3 2023 and has held it in 11 quarters since.
Yelin Lapidot Holdings Management's Silicom position peaked at $5.57M in Q3 2023.
31 funds tracked by Wall St. Rank held Silicom as of Q1 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q1 2026, filed 22 Apr 2026.