Y.D. More Investments Ltd

Ramat Gan, L3 · CIK 1870364 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityי.ד מור השקעות בע''מ (IL)

$3.2bn reported value +25.7% vs Q1 2026

510positions

63.6%in top 10

63 new 236 added 108 reduced 27 sold out vs Q1 2026

This report includes the holdings of 3 other managers that share the investment decisions:

More Investment House Portfolio Management Ltd – reports through this filing
More Mutual Funds Management (2013) Ltd. – reports through this filing
More Provident Funds & Pension Ltd. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ENLIGHT RENEWABLE ENERGY LTD SHS ENLT	ENLT	5,180,861	$457.5m14.25%	14.25%	Reduced -334.1k	-334,132 -6.1%
2	ELBIT SYS LTD ORD ESLT	ESLT	483,738	$367.1m11.44%	11.44%	Reduced -67.3k	-67,279 -12.2%
3	TOWER SEMICONDUCTOR LTD SHS NEW TSEM	TSEM	949,549	$243.8m7.59%	7.59%	Added +18.9k	+18,859 2.0%
4	NOVA LTD COM NVMI	NVMI	409,690	$216.8m6.75%	6.75%	Added +32.1k	+32,111 8.5%
5	PALO ALTO NETWORKS INC COM PANW	PANW	592,718	$202.1m6.30%	6.30%	Added +29.4k	+29,365 5.2%
6	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	202,142	$129.5m4.03%	4.03%	Added +43.1k	+43,146 27.1%
7	CAMTEK LTD ORD CAMT	CAMT	796,737	$125.9m3.92%	3.92%	Added +13.4k	+13,372 1.7%
8	ORMAT TECHNOLOGIES INC COM ORA	ORA	1,024,426	$111.8m3.48%	3.48%	Added +144.0k	+143,996 16.4%
9	ICL GROUP LTD SHS ICL	ICL	19,497,433	$97.8m3.05%	3.05%	Reduced -119.2k	-119,150 -0.6%
10	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		2,619,250	$88.7m2.76%	2.76%	Added +1.0m	+1,001,450 61.9%
11	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	118,292	$87.1m2.71%	2.71%	Added +50.6k	+50,598 74.8%
12	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	173,610	$82.9m2.58%	2.58%	Added +12.2k	+12,207 7.6%
13	NAYAX LTD SHS NYAX	NYAX	906,477	$58.9m1.84%	1.84%	Added +41.3k	+41,306 4.8%
14	ITURAN LOCATION AND CONTROL SHS ITRN	ITRN	891,274	$54.4m1.69%	1.69%	Unchanged
15	AMAZON COM INC COM AMZN	AMZN	218,841	$52.2m1.62%	1.62%	Added +64.5k	+64,533 41.8%
16	ALPHABET INC CAP STK CL C GOOG	GOOG	133,097	$47.0m1.46%	1.46%	Added +39.3k	+39,327 41.9%
17	NVIDIA CORPORATION COM NVDA	NVDA	186,194	$37.3m1.16%	1.16%	Added +79.2k	+79,207 74.0%
18	KLA CORP COM NEW KLAC	KLAC	117,724	$35.4m1.10%	1.10%	Reduced -18.2k	-18,186 -13.4%
19	TAT TECHNOLOGIES LTD ORD NEW TATT	TATT	703,048	$33.8m1.05%	1.05%	Reduced -107.0k	-106,953 -13.2%
20	META PLATFORMS INC CL A META	META	52,407	$29.5m0.92%	0.92%	Added +15.1k	+15,079 40.4%
21	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	98,990	$28.8m0.90%	0.90%	Added +13.5k	+13,539 15.8%
22	ORMAT TECHNOLOGIES INC NOTE 2.500% 7/1 ORA 2.5 07.15.27	ORA 2.5 07.15.27	20,150,000	$27.9m0.87%	0.87%	Unchanged
23	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	35,982	$26.8m0.84%	0.84%	Added +10.0k	+9,995 38.5%
24	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	37,169	$24.4m0.76%	0.76%	Added +1.7k	+1,723 4.9%
25	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	32,492	$22.3m0.70%	0.70%	Reduced -9.1k	-9,100 -21.9%
26	BROADCOM INC COM AVGO	AVGO	47,252	$17.8m0.56%	0.56%	Added +8.1k	+8,112 20.7%
27	MICROSOFT CORP COM MSFT	MSFT	46,035	$17.2m0.53%	0.53%	Reduced -9.3k	-9,329 -16.9%
28	INTEL CORP COM INTC	INTC	120,218	$16.8m0.52%	0.52%	Reduced -986	-986 -0.8%
29	COGNYTE SOFTWARE LTD ORD SHS CGNT	CGNT	1,854,798	$16.3m0.51%	0.51%	Unchanged
30	ISHARES TR EXPANDED TECH IGV	IGV	178,220	$16.1m0.50%	0.50%	Added +43.5k	+43,460 32.2%
31	MICRON TECHNOLOGY INC COM MU	MU	13,940	$16.1m0.50%	0.50%	Reduced -4.4k	-4,380 -23.9%
32	ALPHABET INC CAP STK CL A GOOGL	GOOGL	38,665	$13.8m0.43%	0.43%	Added +6.9k	+6,930 21.8%
33	CATERPILLAR INC COM CAT	CAT	12,703	$13.5m0.42%	0.42%	Reduced -504	-504 -3.8%
34	ISHARES TR CORE S&P500 ETF IVV	IVV	16,287	$12.2m0.38%	0.38%	Unchanged
35	SPDR SERIES TRUST AEROSPACE DEF XAR	XAR	32,470	$9.2m0.29%	0.29%	Added +3.6k	+3,560 12.3%
36	SOLAREDGE TECHNOLOGIES INC COM SEDG	SEDG	155,979	$9.1m0.28%	0.28%	Reduced -347.1k	-347,131 -69.0%
37	GILAT SATELLITE NETWORKS LTD SHS NEW GILT	GILT	677,813	$9.0m0.28%	0.28%	Reduced -37.9k	-37,884 -5.3%
38	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	149,999	$8.8m0.27%	0.27%	Added +12.3k	+12,332 9.0%
39	ISHARES TR MSCI ACWI ETF ACWI	ACWI	53,768	$8.4m0.26%	0.26%	Added +11.0k	+11,029 25.8%
40	WALMART INC COM WMT	WMT	66,977	$7.6m0.24%	0.24%	Added +10.0k	+9,962 17.5%
41	LOCKHEED MARTIN CORP COM LMT	LMT	14,675	$7.5m0.23%	0.23%	Added +6.0k	+5,980 68.8%
42	GLOBAL X FDS DAX GERMANY ETF DAX	DAX	168,374	$7.4m0.23%	0.23%	Added +18.5k	+18,480 12.3%
43	VISA INC COM CL A V	V	20,986	$7.2m0.22%	0.22%	Added +5.3k	+5,253 33.4%
44	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	9,347	$7.1m0.22%	0.22%	Reduced -1.7k	-1,746 -15.7%
45	SIMILARWEB LTD SHS SMWB	SMWB	1,147,035	$7.0m0.22%	0.22%	Reduced -4.3k	-4,263 -0.4%
46	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	3,259	$6.5m0.20%	0.20%	Reduced -73	-73 -2.2%
47	LEONARDO DRS INC COM DRS	DRS	150,000	$6.4m0.20%	0.20%	Reduced -148.0k	-148,000 -49.7%
48	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	12,510	$6.3m0.19%	0.19%	Added +743	+743 6.3%
49	MASTERCARD INCORPORATED CL A MA	MA	11,971	$6.1m0.19%	0.19%	Added +2.9k	+2,905 32.0%
50	JPMORGAN CHASE & CO COM JPM	JPM	18,561	$6.1m0.19%	0.19%	Added +882	+882 5.0%
51	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	19,300	$5.8m0.18%	0.18%	Unchanged
52	KENON HLDGS LTD SHS KEN	KEN	80,706	$5.5m0.17%	0.17%	Reduced -130.6k	-130,647 -61.8%
53	CLOUDFLARE INC CL A COM NET	NET	21,697	$5.3m0.17%	0.17%	Reduced -1.0k	-1,042 -4.6%
54	VISTRA CORP COM VST	VST	31,600	$5.0m0.16%	0.16%	Added +28.4k	+28,360 875.3%
55	ISHARES TR MSCI POLAND ETF EPOL	EPOL	127,400	$4.9m0.15%	0.15%	New
56	EATON CORP PLC SHS ETN	ETN	11,137	$4.7m0.15%	0.15%	New
57	VERTIV HOLDINGS CO COM CL A VRT	VRT	13,997	$4.7m0.15%	0.15%	Added +795	+795 6.0%
58	UNION PAC CORP COM UNP	UNP	16,987	$4.6m0.14%	0.14%	Added +991	+991 6.2%
59	PARKER-HANNIFIN CORP COM PH	PH	4,601	$4.5m0.14%	0.14%	Added +401	+401 9.6%
60	CORNING INC COM GLW	GLW	16,842	$4.3m0.13%	0.13%	New
61	APPLE INC COM AAPL	AAPL	14,131	$4.1m0.13%	0.13%	Added +361	+361 2.6%
62	FORTINET INC COM FTNT	FTNT	25,757	$4.0m0.12%	0.12%	Reduced -3.4k	-3,446 -11.8%
63	GE VERNOVA INC COM GEV	GEV	8,504	$3.9m0.12%	0.12%	Added +3.2k	+3,167 59.3%
64	JACOBS SOLUTIONS INC COM J	J	30,929	$3.9m0.12%	0.12%	Added +394	+394 1.3%
65	SHARKNINJA INC COM SHS SN	SN	25,190	$3.8m0.12%	0.12%	New
66	MGM RESORTS INTERNATIONAL COM MGM	MGM	77,800	$3.7m0.12%	0.12%	New
67	BRAINSWAY LTD SPONSORED ADS BWAY	BWAY	237,433	$3.7m0.11%	0.11%	Reduced -34.6k	-34,571 -12.7%
68	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	44,414	$3.7m0.11%	0.11%	Reduced -2.5k	-2,480 -5.3%
69	DATADOG INC CL A COM DDOG	DDOG	13,545	$3.5m0.11%	0.11%	Reduced -5.9k	-5,923 -30.4%
70	CONSTELLATION ENERGY CORP COM CEG	CEG	14,022	$3.5m0.11%	0.11%	Reduced -1.8k	-1,785 -11.3%
71	ISHARES TR IBOXX HI YD ETF HYG	HYG	43,470	$3.5m0.11%	0.11%	Added +600	+600 1.4%
72	ISHARES TR IBOXX INV CP ETF LQD	LQD	31,737	$3.5m0.11%	0.11%	Reduced -2.5k	-2,513 -7.3%
73	DELL TECHNOLOGIES INC CL C DELL	DELL	7,920	$3.4m0.11%	0.11%	New
74	SERVICENOW INC COM NOW	NOW	33,348	$3.3m0.10%	0.10%	Added +17.3k	+17,348 108.4%
75	ZIM INTEGRATED SHIPPING SERV SHS ZIM	ZIM	127,030	$3.3m0.10%	0.10%	Reduced -892.8k	-892,843 -87.5%
76	SALESFORCE INC COM CRM	CRM	21,039	$3.3m0.10%	0.10%	Added +16.7k	+16,706 385.6%
77	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	11,657	$3.3m0.10%	0.10%	Added +11.2k	+11,157 2231.4%
78	JOHNSON CTLS INTL PLC SHS JCI	JCI	22,232	$3.2m0.10%	0.10%	New
79	MARVELL TECHNOLOGY INC COM MRVL	MRVL	10,550	$3.1m0.10%	0.10%	Reduced -3.8k	-3,792 -26.4%
80	CUSTOM TRUCK ONE SOURCE INC COM CL A CTOS	CTOS	254,500	$3.0m0.09%	0.09%	New
81	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	33,910	$3.0m0.09%	0.09%	Reduced -13.7k	-13,669 -28.7%
82	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	53,015	$2.8m0.09%	0.09%	Added +2.9k	+2,855 5.7%
83	G WILLI FOOD INTL LTD ORD WILCF	WILCF	82,751	$2.8m0.09%	0.09%	Added +14.0k	+14,001 20.4%
84	ODYSIGHT AI INC COM NEW ODYS	ODYS	648,776	$2.7m0.08%	0.08%	Reduced -324.8k	-324,767 -33.4%
85	TESLA INC COM TSLA	TSLA	6,458	$2.7m0.08%	0.08%	Added +41	+41 0.6%
86	UNITED RENTALS INC COM URI	URI	2,283	$2.6m0.08%	0.08%	Added +109	+109 5.0%
87	CHEVRON CORP NEW COM CVX	CVX	14,483	$2.4m0.07%	0.07%	Added +3.5k	+3,476 31.6%
88	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	12,442	$2.4m0.07%	0.07%	Added +220	+220 1.8%
89	TABOOLA.COM LTD ORD SHS TBLA	TBLA	472,918	$2.4m0.07%	0.07%	Added +172.9k	+172,918 57.6%
90	OKTA INC CL A OKTA	OKTA	15,915	$2.2m0.07%	0.07%	Added +1.4k	+1,444 10.0%
91	ARBE ROBOTICS LTD ORDINARY SHARES ARBE	ARBE	2,844,422	$2.1m0.07%	0.07%	Unchanged
92	ZSCALER INC COM ZS	ZS	14,930	$2.1m0.07%	0.07%	Added +1.7k	+1,651 12.4%
93	SNOWFLAKE INC CL A SNOW	SNOW	8,120	$2.1m0.06%	0.06%	Added +4.1k	+4,120 103.0%
94	ROCKWELL AUTOMATION INC COM ROK	ROK	4,055	$2.0m0.06%	0.06%	Added +178	+178 4.6%
95	SPDR SER TR S&P BIOTECH XBI	XBI	12,500	$2.0m0.06%	0.06%	Unchanged
96	OPKO HEALTH INC COM OPK	OPK	1,257,568	$1.9m0.06%	0.06%	Reduced -41.9k	-41,905 -3.2%
97	APPLIED MATLS INC COM AMAT	AMAT	2,560	$1.9m0.06%	0.06%	Unchanged
98	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	19,503	$1.8m0.06%	0.06%	Unchanged
99	STERLING INFRASTRUCTURE INC COM STRL	STRL	2,155	$1.8m0.06%	0.06%	New
100	ROCKET LAB CORP COM RKLB	RKLB	17,300	$1.8m0.05%	0.05%	Added +7.3k	+7,300 73.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
LAM RESEARCH CORP LRCX	LRCX	14,023	$3.0m14.0k shares
WIX COM LTD WIX	WIX	16,500	$1.5m16.5k shares
KRANESHARES TRUST KWEB	KWEB	50,000	$1.4m50.0k shares
NUTRIEN LTD NTR	NTR	17,500	$1.3m17.5k shares
OLLIES BARGAIN OUTLET HLDGS OLLI	OLLI	5,500	$506.2k5.5k shares
TASEKO MINES LTD		75,000	$484.7k75.0k shares
GLOBAL E ONLINE LTD GLBE	GLBE	8,500	$262.2k8.5k shares
ZOOZ STRATEGY LTD ZOOZ	ZOOZ	721,999	$228.6k722.0k shares
NIKE INC NKE	NKE	3,850	$198.1k3.9k shares
UNITED PARCEL SERVICE INC UPS	UPS	1,700	$161.4k1.7k shares
COTERRA ENERGY INC CTRA	CTRA	2,724	$95.7k2.7k shares
INVESCO ACTIVELY MANAGED EXC GTO	GTO	1,500	$70.0k1.5k shares
HONEYWELL INTL INC		138	$62.0k138 shares
FIRST TR EXCHNG TRADED FD VI QMNV	QMNV	1,504	$33.6k1.5k shares
AMPLIFY ETF TR IPAY	IPAY	800	$33.4k800 shares
INVESCO EXCHANGE TRADED FD T XLG	XLG	460	$24.5k460 shares
ISHARES TR XT	XT	360	$23.7k360 shares
ISHARES TR ITB	ITB	200	$18.1k200 shares
ALIBABA GROUP HLDG LTD BABA	BABA	90	$11.0k90 shares
ABBOTT LABS ABT	ABT	80	$8.2k80 shares
OMEGA HEALTHCARE INVS INC OHI	OHI	170	$7.4k170 shares
MEDTRONIC PLC MDT	MDT	75	$6.5k75 shares
INVESCO EXCH TRADED FD TR II SPHD	SPHD	120	$6.0k120 shares
SIMON PPTY GROUP INC NEW SPG	SPG	10	$1.9k10 shares
TABOOLA.COM LTD		80,000	$80080.0k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
DUKE ROBOTICS CORP DUKR · 13D · filed 2026-06-02	DUKR	20.0%≈ $4.3m		13D	2026-06-02