We are live on ! Find out more
YLHM

Yelin Lapidot Holdings Management Portfolio holdings

AUM $527M
1-Year Est. Return 50.16%
This Fund
S&P 500
This Quarter Est. Return
+13.34%
1 Year Est. Return
+50.16%
3 Year Est. Return
+122.15%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$499M
AUM Growth
+$22.9M
Cap. Flow
-$14.4M
Cap. Flow %
-2.89%
Top 10 Hldgs %
55.89%
Holding
93
New
3
Increased
11
Reduced
21
Closed
6

Top Buys

Rank Stock Value
1
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$13.9M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77M
3
ELLO icon
Ellomay Capital Ltd
ELLO
+$1.73M
4
GLBE icon
Global E Online
GLBE
+$794K
5
SLGL icon
Sol-Gel Technologies
SLGL
+$685K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$18.4M
2
GILT icon
Gilat Satellite Networks
GILT
+$6.42M
3
META icon
Meta Platforms (Facebook)
META
+$1.47M
4
RDWR icon
Radware
RDWR
+$1.05M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.03M

Sector Composition

Rank Sector Weight
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
ZIM icon
1
ZIM Integrated Shipping Services
ZIM
$3.14B
$69M 13.82%
3,248,834
+825,848
+34% +$13.9M
XLF icon
2
State Street Financial Select Sector SPDR ETF
XLF
$58B
$41.9M 8.4%
765,764
– –
GLBE icon
3
Global E Online
GLBE
$6.75B
$33.8M 6.76%
858,583
+21,400
+3% +$794K
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.57T
$23.7M 4.75%
75,744
+6,205
+9% +$1.77M
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$22.8M 4.57%
33,431
-27,164
-45% -$18.4M
MSFT icon
6
Microsoft
MSFT
$3.62T
$21.7M 4.34%
44,817
+1,130
+3% +$566K
META icon
7
Meta Platforms (Facebook)
META
$1.5T
$20.9M 4.18%
31,632
-2,205
-7% -$1.47M
AMZN icon
8
Amazon
AMZN
$3.06T
$18.4M 3.68%
79,575
-2,700
-3% -$618K
MDWD icon
9
MediWound
MDWD
$183M
$14.1M 2.82%
763,069
-46,879
-6% -$857K
XBI icon
10
State Street SPDR S&P Biotech ETF
XBI
$9.62B
$12.7M 2.55%
104,532
– –
TEVA icon
11
Teva Pharmaceuticals
TEVA
$40.2B
$12.3M 2.47%
395,504
– –
RSP icon
12
Invesco S&P 500 Equal Weight ETF
RSP
$98.1B
$11.8M 2.36%
61,390
-5,400
-8% -$1.03M
ORA icon
13
Ormat Technologies
ORA
$6.02B
$11.7M 2.35%
106,175
– –
BABA icon
14
Alibaba
BABA
$305B
$10.2M 2.04%
69,320
– –
IVV icon
15
iShares Core S&P 500 ETF
IVV
$884B
$9.67M 1.94%
14,119
+546
+4% +$371K
ENLT icon
16
Enlight Renewable Energy
ENLT
$11.6B
$9.04M 1.81%
198,844
– –
IFF icon
17
International Flavors & Fragrances
IFF
$20.6B
$8.64M 1.73%
128,234
– –
PFE icon
18
Pfizer
PFE
$143B
$6.98M 1.4%
280,301
-17,530
-6% -$442K
SCHD icon
19
Schwab US Dividend Equity ETF
SCHD
$104B
$6.9M 1.38%
251,541
– –
ESLT icon
20
Elbit Systems
ESLT
$38.9B
$5.94M 1.19%
10,281
– –
NICE icon
21
Nice
NICE
$5.9B
$5.52M 1.11%
48,796
-5,900
-11% -$713K
VTRS icon
22
Viatris
VTRS
$20.5B
$5.51M 1.1%
442,462
-44,935
-9% -$485K
RDCM icon
23
Radcom
RDCM
$169M
$5.45M 1.09%
416,790
-75,585
-15% -$1.01M
ANET icon
24
Arista Networks
ANET
$233B
$5.08M 1.02%
38,795
+35
+0.1% +$4.82K
NVMI
25
Nova
NVMI
$12.5B
$5.07M 1.02%
15,441
– –
1
2 3 4

Similar funds

SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
TM
Taproot Management New York $530M AUM
EPA
Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return

Yelin Lapidot Holdings Management's Q4 2025 Portfolio in Review

As of Q4 2025, Yelin Lapidot Holdings Management held 93 positions worth $499M, up 4.8% from $476M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Yelin Lapidot Holdings Management's Q4 2025 filing shows 3 new, 11 increased, 21 reduced and 6 closed positions. Its largest new stake was Sol-Gel Technologies: 17,753 shares worth $748K. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $18.4M.

By sector, the portfolio is most concentrated in Industrials at 16% of assets, up from 9.1% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Yelin Lapidot Holdings Management's largest Q4 2025 buy was Sol-Gel Technologies: 17,753 shares worth $748K.
  • Yelin Lapidot Holdings Management added most to ZIM Integrated Shipping Services in Q4 2025, an estimated $13.9M increase.
  • Yelin Lapidot Holdings Management's biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $18.4M.
  • Yelin Lapidot Holdings Management fully exited Fiserv Inc in Q4 2025, selling an estimated $413K.
  • Yelin Lapidot Holdings Management's ten largest holdings make up 56% of its $499M portfolio in Q4 2025.
  • Yelin Lapidot Holdings Management opened 3 new positions and closed 6 in Q4 2025.
  • Yelin Lapidot Holdings Management's portfolio value rose 4.8% quarter-over-quarter to $499M.

Based on Yelin Lapidot Holdings Management's 13F filing for Q4 2025, filed 5 Feb 2026.