Latest Yelin Lapidot Holdings Management Ltd. Stock Portfolio

Yelin Lapidot Holdings Management Ltd. Performance:

2025 Q4: 6.76%YTD: 14.3%2024: 15.55%

Performance for 2025 Q4 is 6.76%, and YTD is 14.3%, and 2024 is 15.55%.

About Yelin Lapidot Holdings Management Ltd. and 13F Hedge Fund Stock Holdings

On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Yelin Lapidot Holdings Management Ltd. reported an equity portfolio of $499.1 Millions as of 31 Dec, 2025.

The top stock holdings of Yelin Lapidot Holdings Management Ltd. are , XLB, . The fund has invested 13.8% of it's portfolio in ZIM INTEGRATED SHIPPING SERV and 8.4% of portfolio in SELECT SECTOR SPDR TR.

The fund managers got completely rid off FISERV INC, NEXTERA ENERGY INC (NEE) and CONSTELLATION ENERGY CORP (CEG) stocks. They significantly reduced their stock positions in CAESARSTONE LTD, SPDR S&P 500 ETF TR (SPY) and WILLIAMS COS INC (WMB). Yelin Lapidot Holdings Management Ltd. opened new stock positions in SOL GEL TECHNOLOGIES, INVESCO EXCH TRADED FD TR II (BAB) and COGNYTE SOFTWARE LTD (CGNT). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), ELLOMAY CAPITAL LIMITED (ELLO) and ZIM INTEGRATED SHIPPING SERV.

Yelin Lapidot Holdings Management Ltd. Annual Return Estimates Vs S&P 500

Our best estimate is that Yelin Lapidot Holdings Management Ltd. made a return of 6.76% in the last quarter. In trailing 12 months, it's portfolio return was 14.3%.

Performance
S&P 500

New Buys

Ticker	$ Bought
sol gel technologies	748,111
invesco exch traded fd tr ii	406,695
cognyte software ltd	250,886

New stocks bought by Yelin Lapidot Holdings Management Ltd.

Additions

Ticker	% Inc.
select sector spdr tr	100
ellomay capital limited	75.55
zim integrated shipping serv	34.08
sharkninja inc	15.44
alphabet inc	8.92
ishares tr	4.02
microsoft corp	2.59
global e online ltd	2.56

Additions to existing portfolio by Yelin Lapidot Holdings Management Ltd.

Reductions

Ticker	% Reduced
caesarstone ltd	-74.91
gilat satellite networks ltd	-73.36
spdr s&p 500 etf tr	-44.83
radware ltd	-37.26
williams cos inc	-28.44
american tower corp new	-28.29
radcom ltd	-15.35
verizon communications inc	-15.01

Yelin Lapidot Holdings Management Ltd. reduced stake in above stock

Sold off

Ticker	$ Sold
new fortress energy inc	-33,146
nextera energy inc	-264,592
paypal hldgs inc	-217,945
fiserv inc	-412,576
duke energy corp new	-239,828
constellation energy corp	-257,004

Yelin Lapidot Holdings Management Ltd. got rid off the above stocks

Sector Distribution

Yelin Lapidot Holdings Management Ltd. has about 66.6% of it's holdings in Others sector.

Sector	%
Others	66.6
Communication Services	9.9
Technology	7.4
Healthcare	6.6
Consumer Cyclical	4.1
Utilities	2.4
Basic Materials	1.7

Market Cap. Distribution

Yelin Lapidot Holdings Management Ltd. has about 28.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	67.3
MEGA-CAP	17.7
LARGE-CAP	10.8
MID-CAP	3.1

Stocks belong to which Index?

About 27.9% of the stocks held by Yelin Lapidot Holdings Management Ltd. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	72.1
S&P 500	24.7
RUSSELL 2000	3.2

Top 5 Winners (%)		%
MU	micron technology inc	70.6 %
TEVA	teva pharmaceutical inds ltd	54.5 %
	zim integrated shipping serv	46.1 %
	enlight renewable energy ltd	45.9 %
ARVN	arvinas inc	39.2 %

Top 5 Winners ($)		$
	zim integrated shipping serv	21.8 M
GOOG	alphabet inc	5.1 M
TEVA	teva pharmaceutical inds ltd	4.4 M
	global e online ltd	3.0 M
	enlight renewable energy ltd	2.8 M

Top 5 Losers (%)		%
OB	teads hldg co	-57.3 %
XLB	select sector spdr tr	-41.8 %
	wix com ltd	-41.5 %
PRGO	perrigo co plc	-37.5 %
SCTC	odysight ai inc	-26.7 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-3.2 M
META	meta platforms inc	-2.4 M
BABA	alibaba group hldg ltd	-2.2 M
PRGO	perrigo co plc	-2.2 M
	nice ltd	-1.6 M

Yelin Lapidot Holdings Management Ltd. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Yelin Lapidot Holdings Management Ltd.

Yelin Lapidot Holdings Management Ltd. has 87 stocks in it's portfolio. About 55.9% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. was the most profitable stock for Yelin Lapidot Holdings Management Ltd. last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
ALLT	allot ltd	0.44	225,943	2,221,020	unchanged	0.00

AMT	american tower corp new	0.05	1,407	247,027	reduced	-28.29

AMZN	amazon com inc	3.68	79,575	18,367,500	reduced	-3.28

ANET	arista networks inc	1.02	38,795	5,083,310	added	0.09

ARVN	arvinas inc	0.11	46,665	553,447	unchanged	0.00

BAB	invesco exch traded fd tr ii	0.08	1,608	406,695	new

BABA	alibaba group hldg ltd	2.04	69,320	10,160,900	unchanged	0.00

BIL	spdr series trust	2.55	104,532	12,745,600	unchanged	0.00

BIL	spdr series trust	0.60	12,500	3,015,500	unchanged	0.00

BNDW	vanguard scottsdale fds	0.38	18,850	1,875,950	unchanged	0.00

CEG	constellation energy corp	0.00	0.00	0.00	sold off	-100

CGNT	cognyte software ltd	0.05	26,690	250,886	new

CHKP	check point software tech lt	0.47	12,703	2,357,170	reduced	-0.2

CSCO	cisco sys inc	0.21	13,358	1,028,970	added	0.79

CSD	invesco exchange traded fd t	2.36	61,390	11,759,900	reduced	-8.09

DIS	disney walt co	0.06	2,500	284,425	unchanged	0.00

DLR	digital rlty tr inc	0.07	2,300	355,833	unchanged	0.00

DUK	duke energy corp new	0.00	0.00	0.00	sold off	-100

ELLO	ellomay capital limited	0.94	193,565	4,703,630	added	75.55

FNDA	schwab strategic tr	1.38	251,541	6,899,770	unchanged	0.00