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YLHM

Yelin Lapidot Holdings Management Portfolio holdings

AUM $527M
1-Year Est. Return 50.16%
This Fund
S&P 500
This Quarter Est. Return
+18.8%
1 Year Est. Return
+50.16%
3 Year Est. Return
+122.15%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$527M
AUM Growth
+$47.3M
Cap. Flow
-$3.54M
Cap. Flow %
-0.67%
Top 10 Hldgs %
55.75%
Holding
89
New
6
Increased
8
Reduced
26
Closed
4

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$4.82M
2
GLBE icon
Global E Online
GLBE
+$4.49M
3
MSFT icon
Microsoft
MSFT
+$1.96M
4
QXO
QXO Inc
QXO
+$1.86M
5
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$1.03M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$6.72M
2
IFF icon
International Flavors & Fragrances
IFF
+$2.7M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$2.53M
4
MU icon
Micron Technology
MU
+$2.49M
5
SNDX icon
Syndax Pharmaceuticals
SNDX
+$2.25M

Sector Composition

Rank Sector Weight
1 Miscellaneous 23.58%
2 Industrials 18.69%
3 Technology 17.59%
4 Consumer Discretionary 12.64%
5 Communication Services 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLK icon
26
State Street Technology Select Sector SPDR ETF
XLK
$121B
$5.8M 1.1%
30,460
– –
RDCM icon
27
Radcom
RDCM
$171M
$5.7M 1.08%
404,595
– –
INMD icon
28
InMode
INMD
$855M
$5.46M 1.03%
373,250
-13,755
-4% -$192K
PFE icon
29
Pfizer
PFE
$159B
$5.18M 0.98%
215,000
– –
SN icon
30
SharkNinja
SN
$26.9B
$4.97M 0.94%
32,650
– –
GSK icon
31
GSK
GSK
$102B
$4.64M 0.88%
88,500
– –
TBLA icon
32
Taboola.com
TBLA
$1.02B
$3.84M 0.73%
768,731
– –
XAR icon
33
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.96B
$3.55M 0.67%
12,500
– –
ELLO icon
34
Ellomay Capital Ltd
ELLO
$279M
$3.52M 0.67%
190,087
-3,478
-2% -$80.7K
QQQ icon
35
Invesco QQQ Trust
QQQ
$489B
$3.12M 0.59%
4,238
– –
NVDA icon
36
NVIDIA
NVDA
$5.25T
$3.01M 0.57%
15,054
-3,012
-17% -$619K
ICL icon
37
ICL Group
ICL
$7.23B
$2.67M 0.51%
536,410
-1,047
-0.2% -$5.95K
INTC icon
38
Intel
INTC
$473B
$2.6M 0.49%
18,650
– –
NICE icon
39
Nice
NICE
$6.38B
$2.46M 0.47%
27,096
+700
+3% +$67.9K
ELTK icon
40
Eltek
ELTK
$54.2M
$2.4M 0.46%
252,682
– –
VTWO icon
41
Vanguard Russell 2000 ETF
VTWO
$17B
$2.29M 0.43%
18,850
– –
ZM icon
42
Zoom
ZM
$28.7B
$2.24M 0.42%
25,900
– –
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.08T
$2.23M 0.42%
4,450
– –
SILC icon
44
Silicom
SILC
$243M
$2.14M 0.4%
44,537
-29,228
-40% -$1.11M
ALLT icon
45
Allot
ALLT
$381M
$2M 0.38%
225,943
– –
VUG icon
46
Vanguard Morningstar Growth ETF
VUG
$228B
$1.98M 0.38%
23,010
– –
SCHG icon
47
Schwab US Large-Cap Growth ETF
SCHG
$63.1B
$1.93M 0.37%
57,120
– –
PRGO icon
48
Perrigo
PRGO
$2.01B
$1.77M 0.33%
170,000
– –
QXO
49
QXO Inc
QXO
$14B
$1.73M 0.33%
+100,000
New +$1.86M
CHKP icon
50
Check Point Software Technologies
CHKP
$14.1B
$1.67M 0.32%
12,707
-6
-0% -$780
1
2
3 4

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Yelin Lapidot Holdings Management's Q2 2026 Portfolio in Review

As of Q2 2026, Yelin Lapidot Holdings Management held 89 positions worth $527M, up 9.8% from $480M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Yelin Lapidot Holdings Management's Q2 2026 filing shows 6 new, 8 increased, 26 reduced and 4 closed positions. Its largest new stake was QXO Inc: 100,000 shares worth $1.73M. The largest sale was State Street Financial Select Sector SPDR ETF, an estimated $6.72M.

By sector, the portfolio is most concentrated in Miscellaneous at 24% of assets, down from 24% a quarter earlier, followed by Industrials and Technology.

  • Yelin Lapidot Holdings Management's largest Q2 2026 buy was QXO Inc: 100,000 shares worth $1.73M.
  • Yelin Lapidot Holdings Management added most to Meta Platforms (Facebook) in Q2 2026, an estimated $4.82M increase.
  • Yelin Lapidot Holdings Management's biggest Q2 2026 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $6.72M.
  • Yelin Lapidot Holdings Management fully exited Syndax Pharmaceuticals in Q2 2026, selling an estimated $2.25M.
  • Yelin Lapidot Holdings Management's ten largest holdings make up 56% of its $527M portfolio in Q2 2026.
  • Yelin Lapidot Holdings Management opened 6 new positions and closed 4 in Q2 2026.
  • Yelin Lapidot Holdings Management's portfolio value rose 9.8% quarter-over-quarter to $527M.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.