YLHM
Yelin Lapidot Holdings Management Portfolio holdings
AUM
$548M
This Quarter Return
+7.21%
1 Year Return
+17.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$607M
AUM Growth
+$607M
(+7%)
Cap. Flow
+$9.51M
Cap. Flow
% of AUM
1.57%
Top 10 Holdings %
Top 10 Hldgs %
56.96%
Holding
91
New
9
Increased
6
Reduced
28
Closed
–
Top Buys
| 1 |
ZIM Integrated Shipping Services
ZIM
|
$14.3M |
| 2 |
MediWound
MDWD
|
$8.36M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$3.04M |
| 4 |
CMMB
Chemomab Therapeutics
CMMB
|
$1.27M |
| 5 |
Eltek
ELTK
|
$744K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.26M |
| 2 |
Radcom
RDCM
|
$4.06M |
| 3 |
Radware
RDWR
|
$2.22M |
| 4 |
Meta Platforms (Facebook)
META
|
$2.12M |
| 5 |
Check Point Software Technologies
CHKP
|
$1.35M |
Sector Composition
| 1 | Technology | 11.47% |
| 2 | Healthcare | 9.87% |
| 3 | Communication Services | 9.57% |
| 4 | Industrials | 8.65% |
| 5 | Consumer Discretionary | 7.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Viatris
VTRS
$12.3B
| $5.93M | 0.98% | 510,700 | – | – |
|
27
Palo Alto Networks
PANW
$127B
| $5.43M | 0.89% | 15,877 -10 | -0.1% | -$3.42K |
|
28
InMode
INMD
$944M
| $5.2M | 0.86% | 306,902 +8,750 | +3% | +$148K |
|
29
Technology Select Sector SPDR Fund
XLK
$83.9B
| $5.06M | 0.83% | 22,430 | – | – |
|
30
Nice
NICE
$8.73B
| $4.32M | 0.71% | 24,856 | – | – |
|
31
Arista Networks
ANET
$172B
| $3.71M | 0.61% | 9,676 | – | – |
|
32
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $3.62M | 0.6% | 43,611 | – | – |
|
33
Invesco QQQ Trust
QQQ
$364B
| $3.42M | 0.56% | 7,008 -1,665 | -19% | -$813K |
|
34
Silicom
SILC
$93.3M
| $3.38M | 0.56% | 247,041 +26,000 | +12% | +$356K |
|
35
Enlight Renewable Energy
ENLT
$3.36B
| $3.36M | 0.55% | 198,844 | – | – |
|
36
Nova
NVMI
$7.74B
| $3.22M | 0.53% | 15,444 -17 | -0.1% | -$3.54K |
|
37
Elbit Systems
ESLT
$22.3B
| $3.01M | 0.5% | 15,025 | – | – |
|
38
Caesarstone
CSTE
$49.1M
| $2.89M | 0.48% | 633,433 | – | – |
|
39
Camtek
CAMT
$3.78B
| $2.84M | 0.47% | 35,581 -23 | -0.1% | -$1.84K |
|
|
40
Check Point Software Technologies
CHKP
$20.7B
| $2.82M | 0.46% | 14,607 -7,011 | -32% | -$1.35M |
|
41
GSK
GSK
$79.9B
| $2.56M | 0.42% | 62,613 -3,515 | -5% | -$144K |
|
42
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.3M | 0.38% | 5,000 | – | – |
|
43
WIX.com
WIX
$7.85B
| $2.24M | 0.37% | 13,390 | – | – |
|
44
Syndax Pharmaceuticals
SNDX
$1.41B
| $2.09M | 0.34% | 108,377 -6,153 | -5% | -$118K |
|
45
KKR & Co
KKR
$124B
| $1.94M | 0.32% | 14,827 | – | – |
|
46
Intel
INTC
$107B
| $1.85M | 0.3% | 78,784 -450 | -0.6% | -$10.6K |
|
47
NVIDIA
NVDA
$4.24T
| $1.82M | 0.3% | 15,025 -139 | -0.9% | -$16.9K |
|
48
Marvell Technology
MRVL
$54.2B
| $1.79M | 0.3% | 24,860 -211 | -0.8% | -$15.2K |
|
49
Vanguard Russell 2000 ETF
VTWO
$12.6B
| $1.68M | 0.28% | 18,850 | – | – |
|
50
Lowe's Companies
LOW
$145B
| $1.6M | 0.26% | 5,900 | – | – |
|