YLHM
Yelin Lapidot Holdings Management Portfolio holdings
AUM
$499M
1-Year Est. Return
30.33%
This Fund
S&P 500
1 Year Est. Return
+30.33%
AUM
$499M
AUM Growth
+$22.9M
(+4.8%)
Holding
93
Top Buys
| 1 | +$13.9M | |
| 2 | +$1.77M | |
| 3 | +$1.73M | |
| 4 |
Global E Online
GLBE
|
+$794K |
| 5 |
Sol-Gel Technologies
SLGL
|
+$685K |
Top Sells
| 1 | +$18.4M | |
| 2 | +$6.42M | |
| 3 | +$1.47M | |
| 4 |
Radware
RDWR
|
+$1.05M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.03M |
Sector Composition
| 1 | Industrials | 15.9% |
| 2 | Technology | 14% |
| 3 | Consumer Discretionary | 13.61% |
| 4 | Healthcare | 11.37% |
| 5 | Communication Services | 11.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
GE Vernova
GEV
$235B
| $349K | 0.07% |
534
|
|
||
77
SolarEdge
SEDG
$2.14B
| $336K | 0.07% |
11,654
|
|
||
78
Verizon
VZ
$211B
| $308K | 0.06% |
7,572
-1,337
|
|
||
79
AT&T
T
$196B
| $302K | 0.06% |
12,142
-1,440
|
|
||
80
T-Mobile US
TMUS
$239B
| $294K | 0.06% |
1,448
-91
|
|
||
81
Caesarstone
CSTE
$47.4M
| $290K | 0.06% |
156,042
-465,927
|
|
||
82
Walt Disney
DIS
$188B
| $284K | 0.06% |
2,500
|
|
||
83
Cognyte Software
CGNT
$518M
| $251K | 0.05% |
+26,690
|
|
||
84
American Tower
AMT
$89.8B
| $247K | 0.05% |
1,407
-555
|
|
||
85
Williams Companies
WMB
$91.3B
| $203K | 0.04% |
3,371
-1,340
|
|
||
86
AudioCodes
AUDC
$205M
| $176K | 0.04% |
20,113
|
|
||
|
TEAD
87
Teads Holding Co
TEAD
$81.7M
| $68K | 0.01% |
96,643
|
|
||
88
Constellation Energy
CEG
$119B
| – | – |
-781
|
|
||
89
Duke Energy
DUK
$102B
| – | – |
-1,938
|
|
||
|
FISV
90
Fiserv Inc
FISV
$33.5B
| – | – |
-3,200
|
|
||
91
NextEra Energy
NEE
$195B
| – | – |
-3,505
|
|
||
92
New Fortress Energy
NFE
$310M
| – | – |
-14,998
|
|
||
93
PayPal
PYPL
$42.5B
| – | – |
-3,250
|
|