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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
-3.8%
1 Year Est. Return
+50.16%
3 Year Est. Return
+122.15%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$407M
AUM Growth
–
Cap. Flow
+$429M
Cap. Flow
% of AUM
105.5%
Top 10 Holdings %
Top 10 Hldgs %
54.86%
Holding
80
New
80
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$39M |
| 2 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$29M |
| 3 |
Microsoft
MSFT
|
+$28M |
| 4 |
Meta Platforms (Facebook)
META
|
+$26M |
| 5 |
Amazon
AMZN
|
+$24.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.66% |
| 2 | Communication Services | 15.62% |
| 3 | Healthcare | 12.4% |
| 4 | Consumer Discretionary | 7.92% |
| 5 | Industrials | 3.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Nice
NICE
$6.03B
| $4.07M | 1% |
+24,256
| New | +$4.83M |
|
27
Palo Alto Networks
PANW
$313B
| $3.96M | 0.97% |
+33,678
| New | +$3.99M |
|
28
State Street Technology Select Sector SPDR ETF
XLK
$122B
| $3.66M | 0.9% |
+44,860
| New | +$3.85M |
|
29
Camtek
CAMT
$7.56B
| $3.65M | 0.9% |
+57,301
| New | +$2.83M |
|
30
Elbit Systems
ESLT
$36.9B
| $3.26M | 0.8% |
+16,490
| New | +$3.38M |
|
31
Check Point Software Technologies
CHKP
$13.2B
| $3.16M | 0.78% |
+23,567
| New | +$3.1M |
|
32
Enlight Renewable Energy
ENLT
$11.5B
| $3.09M | 0.76% |
+198,844
| New | +$3.45M |
|
33
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
| $3.01M | 0.74% |
+43,611
| New | +$3.19M |
|
34
Ormat Technologies
ORA
$6.97B
| $2.85M | 0.7% |
+41,020
| New | +$3.18M |
|
35
SolarEdge
SEDG
$2.04B
| $2.8M | 0.69% |
+21,383
| New | +$4.1M |
|
36
Intel
INTC
$494B
| $2.78M | 0.68% |
+79,089
| New | +$2.75M |
|
37
Caesarstone
CSTE
$88.2M
| $2.7M | 0.66% |
+633,433
| New | +$3.05M |
|
38
Vanguard Morningstar Growth ETF
VUG
$230B
| $2.43M | 0.6% |
+53,580
| New | +$2.53M |
|
39
GSK
GSK
$104B
| $2.43M | 0.6% |
+66,128
| New | +$2.35M |
|
40
iShares Core S&P 500 ETF
IVV
$905B
| $2.14M | 0.53% |
+4,965
| New | +$2.22M |
|
41
Berkshire Hathaway Class B
BRK.B
$1.12T
| $1.9M | 0.47% |
+5,315
| New | +$1.89M |
|
42
Global E Online
GLBE
$6.87B
| $1.84M | 0.45% |
+47,474
| New | +$1.91M |
|
43
Syndax Pharmaceuticals
SNDX
$1.82B
| $1.79M | 0.44% |
+114,530
| New | +$2.17M |
|
44
Arista Networks
ANET
$247B
| $1.78M | 0.44% |
+38,704
| New | +$1.72M |
|
45
Ellomay Capital Ltd
ELLO
$276M
| $1.74M | 0.43% |
+110,265
| New | +$1.72M |
|
|
NVMI
46
Nova
NVMI
$12.5B
| $1.71M | 0.42% |
+15,459
| New | +$1.82M |
|
47
NVIDIA
NVDA
$5.32T
| $1.7M | 0.42% |
+39,470
| New | +$1.77M |
|
48
Schwab US Large-Cap Growth ETF
SCHG
$63B
| $1.56M | 0.38% |
+86,000
| New | +$1.62M |
|
49
Vanguard Russell 2000 ETF
VTWO
$17.4B
| $1.35M | 0.33% |
+18,850
| New | +$1.43M |
|
50
Marvell Technology
MRVL
$189B
| $1.35M | 0.33% |
+25,067
| New | +$1.48M |
|
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Yelin Lapidot Holdings Management's Q3 2023 Portfolio in Review
Q3 2023 is the first quarter with a 13F filing on record for Yelin Lapidot Holdings Management, which disclosed 80 positions worth $407M. Its ten largest holdings account for 55% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 87,717 shares worth $37.6M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, followed by Communication Services and Healthcare.
- Yelin Lapidot Holdings Management's largest Q3 2023 buy was State Street SPDR S&P 500 ETF Trust: 87,717 shares worth $37.6M.
- Yelin Lapidot Holdings Management's ten largest holdings make up 55% of its $407M portfolio in Q3 2023.
- Yelin Lapidot Holdings Management disclosed 80 positions in Q3 2023, its first 13F filing on record.
Based on Yelin Lapidot Holdings Management's 13F filing for Q3 2023, filed 30 Oct 2023.