Yelin Lapidot Holdings Management Ltd. Diversified Active

CIK: 0001590495 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 5, 2026

Total Value ($000): $499,052 (100.0% shares, 0.0% debt)

Holdings (87)

New Positions (3)

SLGL SOL GEL TECHNOLOGIES 0.1%

Value ($000) $748 Shares 17,753 Est. Cost $38.61 Unrealized 0.0%

QQQM INVESCO EXCH TRADED FD TR II 0.1%

Value ($000) $407 Shares 1,608 Est. Cost $252.92 Unrealized —

CGNT COGNYTE SOFTWARE LTD 0.1%

Value ($000) $251 Shares 26,690 Est. Cost $8.65 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SLGL	SOL GEL TECHNOLOGIES	17,753	$748	0.1%	$38.61	0.0%	SHS NEW	M8694L137
QQQM	INVESCO EXCH TRADED FD TR II	1,608	$407	0.1%	$252.92	—	NASDAQ 100 ETF	46138G649
CGNT	COGNYTE SOFTWARE LTD	26,690	$251	0.1%	$8.65	0.0%	ORD SHS	M25133105

Increased Positions (9)

ZIM ZIM INTEGRATED SHIPPING SERV 13.8%

Value ($000) $68,973 (+110.1%) Shares 3,248,834 (+34.1%) Est. Cost $15.65 Unrealized +7.2%

GOOGL ALPHABET INC 4.8%

Value ($000) $23,708 (+40.2%) Shares 75,744 (+8.9%) Est. Cost $144.61 Unrealized +97.5%

GLBE GLOBAL E ONLINE LTD 6.8%

Value ($000) $33,751 (+12.7%) Shares 858,583 (+2.6%) Est. Cost $36.07 Unrealized +2.8%

ELLO ELLOMAY CAPITAL LIMITED 0.9%

Value ($000) $4,704 (+136.9%) Shares 193,565 (+75.5%) Est. Cost $17.82 Unrealized +16.5%

MSFT MICROSOFT CORP 4.3%

Value ($000) $21,674 (-4.2%) Shares 44,817 (+2.6%) Est. Cost $334.66 Unrealized +49.6%

SN SHARKNINJA INC 0.8%

Value ($000) $3,765 (+25.2%) Shares 33,650 (+15.4%) Est. Cost $101.70 Unrealized -3.1%

IVV ISHARES TR 1.9%

Value ($000) $9,671 (+6.5%) Shares 14,119 (+4.0%) Est. Cost $524.23 Unrealized —

XLK SELECT SECTOR SPDR TR 0.9%

Value ($000) $4,385 (+2.2%) Shares 30,460 (+100.0%) Est. Cost $153.67 Unrealized —

V VISA INC 0.2%

Value ($000) $803 (+4.6%) Shares 2,289 (+1.8%) Est. Cost $240.23 Unrealized +41.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ZIM	ZIM INTEGRATED SHIPPING SERV	3,248,834 (+34.1%)	$68,973 (+110.1%)	13.8%	$15.65	+7.2%	SHS	M9T951109
GOOGL	ALPHABET INC	75,744 (+8.9%)	$23,708 (+40.2%)	4.8%	$144.61	+97.5%	CAP STK CL A	02079K305
GLBE	GLOBAL E ONLINE LTD	858,583 (+2.6%)	$33,751 (+12.7%)	6.8%	$36.07	+2.8%	SHS	M5216V106
ELLO	ELLOMAY CAPITAL LIMITED	193,565 (+75.5%)	$4,704 (+136.9%)	0.9%	$17.82	+16.5%	SHS	M39927120
MSFT	MICROSOFT CORP	44,817 (+2.6%)	$21,674 (-4.2%)	4.3%	$334.66	+49.6%	COM	594918104
SN	SHARKNINJA INC	33,650 (+15.4%)	$3,765 (+25.2%)	0.8%	$101.70	-3.1%	COM SHS	G8068L108
IVV	ISHARES TR	14,119 (+4.0%)	$9,671 (+6.5%)	1.9%	$524.23	—	CORE S&P500 ETF	464287200
XLK	SELECT SECTOR SPDR TR	30,460 (+100.0%)	$4,385 (+2.2%)	0.9%	$153.67	—	STATE STREET TEC	81369Y803
V	VISA INC	2,289 (+1.8%)	$803 (+4.6%)	0.2%	$240.23	+41.7%	COM CL A	92826C839

Exited Positions (6)

FISV FISERV INC 0.1%

Value ($000) $413 Shares 3,200 Est. Cost $143.31 Unrealized -41.5%

NEE NEXTERA ENERGY INC 0.1%

Value ($000) $265 Shares 3,505 Est. Cost $74.94 Unrealized +10.1%

CEG CONSTELLATION ENERGY CORP 0.1%

Value ($000) $257 Shares 781 Est. Cost $263.84 Unrealized +37.7%

DUK DUKE ENERGY CORP NEW 0.0%

Value ($000) $240 Shares 1,938 Est. Cost $107.08 Unrealized +13.5%

PYPL PAYPAL HLDGS INC 0.0%

Value ($000) $218 Shares 3,250 Est. Cost $66.73 Unrealized -2.8%

NFE NEW FORTRESS ENERGY INC 0.0%

Value ($000) $33 Shares 14,998 Est. Cost $4.34 Unrealized -66.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
FISV	FISERV INC	3,200	$413	0.1%	$143.31	-41.5%	—	337738108
NEE	NEXTERA ENERGY INC	3,505	$265	0.1%	$74.94	+10.1%	—	65339F101
CEG	CONSTELLATION ENERGY CORP	781	$257	0.1%	$263.84	+37.7%	—	21037T109
DUK	DUKE ENERGY CORP NEW	1,938	$240	0.0%	$107.08	+13.5%	—	26441C204
PYPL	PAYPAL HLDGS INC	3,250	$218	0.0%	$66.73	-2.8%	—	70450Y103
NFE	NEW FORTRESS ENERGY INC	14,998	$33	0.0%	$4.34	-66.1%	—	644393100

Decreased Positions (19)

SPY SPDR S&P 500 ETF TR 4.6%

Value ($000) $22,797 (-43.5%) Shares 33,431 (-44.8%) Est. Cost $448.69 Unrealized —

GILT GILAT SATELLITE NETWORKS LTD 0.5%

Value ($000) $2,349 (-73.5%) Shares 181,549 (-73.4%) Est. Cost $8.47 Unrealized +51.6%

META META PLATFORMS INC 4.2%

Value ($000) $20,880 (-16.0%) Shares 31,632 (-6.5%) Est. Cost $311.30 Unrealized +114.4%

NICE NICE LTD 1.1%

Value ($000) $5,516 (-30.3%) Shares 48,796 (-10.8%) Est. Cost $161.18 Unrealized —

RDCM RADCOM LTD 1.1%

Value ($000) $5,452 (-23.6%) Shares 416,790 (-15.4%) Est. Cost $9.28 Unrealized +44.2%

RDWR RADWARE LTD 0.3%

Value ($000) $1,741 (-42.9%) Shares 72,277 (-37.3%) Est. Cost $17.59 Unrealized +38.9%

RSP INVESCO EXCHANGE TRADED FD T 2.4%

Value ($000) $11,760 (-7.2%) Shares 61,390 (-8.1%) Est. Cost $153.44 Unrealized —

CSTE CAESARSTONE LTD 0.1%

Value ($000) $290 (-70.7%) Shares 156,042 (-74.9%) Est. Cost $4.82 Unrealized -70.8%

VTRS VIATRIS INC 1.1%

Value ($000) $5,509 (+14.2%) Shares 442,462 (-9.2%) Est. Cost $9.34 Unrealized +14.8%

PFE PFIZER INC 1.4%

Value ($000) $6,979 (-8.0%) Shares 280,301 (-5.9%) Est. Cost $30.57 Unrealized -18.1%

MDWD MEDIWOUND LTD 2.8%

Value ($000) $14,086 (-3.5%) Shares 763,069 (-5.8%) Est. Cost $15.92 Unrealized +14.8%

AMZN AMAZON COM INC 3.7%

Value ($000) $18,368 (+1.7%) Shares 79,575 (-3.3%) Est. Cost $135.08 Unrealized +69.4%

QQQ INVESCO QQQ TR 0.5%

Value ($000) $2,603 (-8.5%) Shares 4,238 (-10.6%) Est. Cost $358.01 Unrealized —

AMT AMERICAN TOWER CORP NEW 0.0%

Value ($000) $247 (-34.5%) Shares 1,407 (-28.3%) Est. Cost $203.38 Unrealized -11.4%

WMB WILLIAMS COS INC 0.0%

Value ($000) $203 (-32.1%) Shares 3,371 (-28.4%) Est. Cost $52.13 Unrealized +15.2%

VZ VERIZON COMMUNICATIONS INC 0.1%

Value ($000) $308 (-21.2%) Shares 7,572 (-15.0%) Est. Cost $38.98 Unrealized +3.9%

T AT&T INC 0.1%

Value ($000) $302 (-21.4%) Shares 12,142 (-10.6%) Est. Cost $20.07 Unrealized +26.0%

TMUS T-MOBILE US INC 0.1%

Value ($000) $294 (-20.2%) Shares 1,448 (-5.9%) Est. Cost $205.81 Unrealized +2.7%

KRNT KORNIT DIGITAL LTD 0.6%

Value ($000) $3,164 (+1.8%) Shares 220,031 (-4.5%) Est. Cost $24.64 Unrealized -44.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SPY	SPDR S&P 500 ETF TR	33,431 (-44.8%)	$22,797 (-43.5%)	4.6%	$448.69	—	TR UNIT	78462F103
GILT	GILAT SATELLITE NETWORKS LTD	181,549 (-73.4%)	$2,349 (-73.5%)	0.5%	$8.47	+51.6%	SHS NEW	M51474118
META	META PLATFORMS INC	31,632 (-6.5%)	$20,880 (-16.0%)	4.2%	$311.30	+114.4%	CL A	30303M102
NICE	NICE LTD	48,796 (-10.8%)	$5,516 (-30.3%)	1.1%	$161.18	—	SPONSORED ADR	653656108
RDCM	RADCOM LTD	416,790 (-15.4%)	$5,452 (-23.6%)	1.1%	$9.28	+44.2%	SHS NEW	M81865111
RDWR	RADWARE LTD	72,277 (-37.3%)	$1,741 (-42.9%)	0.3%	$17.59	+38.9%	ORD	M81873107
RSP	INVESCO EXCHANGE TRADED FD T	61,390 (-8.1%)	$11,760 (-7.2%)	2.4%	$153.44	—	S&P500 EQL WGT	46137V357
CSTE	CAESARSTONE LTD	156,042 (-74.9%)	$290 (-70.7%)	0.1%	$4.82	-70.8%	ORD SHS	M20598104
VTRS	VIATRIS INC	442,462 (-9.2%)	$5,509 (+14.2%)	1.1%	$9.34	+14.8%	COM	92556V106
PFE	PFIZER INC	280,301 (-5.9%)	$6,979 (-8.0%)	1.4%	$30.57	-18.1%	COM	717081103
MDWD	MEDIWOUND LTD	763,069 (-5.8%)	$14,086 (-3.5%)	2.8%	$15.92	+14.8%	SHS NEW	M68830112
AMZN	AMAZON COM INC	79,575 (-3.3%)	$18,368 (+1.7%)	3.7%	$135.08	+69.4%	COM	023135106
QQQ	INVESCO QQQ TR	4,238 (-10.6%)	$2,603 (-8.5%)	0.5%	$358.01	—	UNIT SER 1	46090E103
AMT	AMERICAN TOWER CORP NEW	1,407 (-28.3%)	$247 (-34.5%)	0.0%	$203.38	-11.4%	COM	03027X100
WMB	WILLIAMS COS INC	3,371 (-28.4%)	$203 (-32.1%)	0.0%	$52.13	+15.2%	COM	969457100
VZ	VERIZON COMMUNICATIONS INC	7,572 (-15.0%)	$308 (-21.2%)	0.1%	$38.98	+3.9%	COM	92343V104
T	AT&T INC	12,142 (-10.6%)	$302 (-21.4%)	0.1%	$20.07	+26.0%	COM	00206R102
TMUS	T-MOBILE US INC	1,448 (-5.9%)	$294 (-20.2%)	0.1%	$205.81	+2.7%	COM	872590104
KRNT	KORNIT DIGITAL LTD	220,031 (-4.5%)	$3,164 (+1.8%)	0.6%	$24.64	-44.4%	SHS	M6372Q113

Unchanged Positions (56)

TEVA TEVA PHARMACEUTICAL INDS LTD 2.5%

Value ($000) $12,344 Shares 395,504 Est. Cost $10.22 Unrealized —

ENLT ENLIGHT RENEWABLE ENERGY LTD 1.8%

Value ($000) $9,039 Shares 198,844 Est. Cost $17.34 Unrealized +115.5%

XBI SPDR SERIES TRUST 2.6%

Value ($000) $12,746 Shares 104,532 Est. Cost $73.77 Unrealized —

BABA ALIBABA GROUP HLDG LTD 2.0%

Value ($000) $10,161 Shares 69,320 Est. Cost $85.54 Unrealized —

PRGO PERRIGO CO PLC 0.7%

Value ($000) $3,710 Shares 266,539 Est. Cost $35.20 Unrealized -52.6%

ORA ORMAT TECHNOLOGIES INC 2.4%

Value ($000) $11,729 Shares 106,175 Est. Cost $68.98 Unrealized +58.5%

WIX WIX COM LTD 0.3%

Value ($000) $1,377 Shares 13,251 Est. Cost $92.66 Unrealized +30.5%

TBLA TABOOLA.COM LTD 0.7%

Value ($000) $3,544 Shares 768,731 Est. Cost $3.46 Unrealized +8.7%

IFF INTERNATIONAL FLAVORS&FRAGRA 1.7%

Value ($000) $8,642 Shares 128,234 Est. Cost $68.77 Unrealized -6.3%

ESLT ELBIT SYS LTD 1.2%

Value ($000) $5,939 Shares 10,281 Est. Cost $200.73 Unrealized +149.4%

XLF SELECT SECTOR SPDR TR 8.4%

Value ($000) $41,941 Shares 765,764 Est. Cost $33.48 Unrealized —

SILC SILICOM LTD 0.6%

Value ($000) $3,023 Shares 205,659 Est. Cost $28.02 Unrealized -44.3%

SNDX SYNDAX PHARMACEUTICALS INC 0.5%

Value ($000) $2,277 Shares 108,377 Est. Cost $18.92 Unrealized -7.8%

ELTK ELTEK LTD 0.4%

Value ($000) $2,186 Shares 252,682 Est. Cost $10.40 Unrealized -2.6%

ANET ARISTA NETWORKS INC 1.0%

Value ($000) $5,083 Shares 38,795 Est. Cost $102.84 Unrealized +33.9%

GSK GSK PLC 0.9%

Value ($000) $4,340 Shares 88,500 Est. Cost $35.34 Unrealized —

MU MICRON TECHNOLOGY INC 0.2%

Value ($000) $1,109 Shares 3,885 Est. Cost $66.28 Unrealized +246.1%

HRMY HARMONY BIOSCIENCES HLDGS IN 0.3%

Value ($000) $1,343 Shares 35,887 Est. Cost $34.72 Unrealized -5.3%

MGIC MAGIC SOFTWARE ENTERPRISES L 0.3%

Value ($000) $1,598 Shares 62,066 Est. Cost $11.00 Unrealized +108.1%

CHKP CHECK POINT SOFTWARE TECH LT 0.5%

Value ($000) $2,357 Shares 12,703 Est. Cost $131.35 Unrealized +47.2%

ICL ICL GROUP LTD 0.6%

Value ($000) $3,069 Shares 537,457 Est. Cost $5.23 Unrealized +10.8%

ODYS ODYSIGHT AI INC 0.1%

Value ($000) $693 Shares 210,111 Est. Cost $7.43 Unrealized -53.3%

ALLT ALLOT LTD 0.4%

Value ($000) $2,221 Shares 225,943 Est. Cost $7.00 Unrealized +37.1%

ARVN ARVINAS INC 0.1%

Value ($000) $553 Shares 46,665 Est. Cost $24.53 Unrealized -55.5%

NVMI NOVA LTD 1.0%

Value ($000) $5,071 Shares 15,441 Est. Cost $117.58 Unrealized +173.4%

XLV SELECT SECTOR SPDR TR 0.3%

Value ($000) $1,322 Shares 8,540 Est. Cost $129.72 Unrealized —

CSCO CISCO SYS INC 0.2%

Value ($000) $1,029 Shares 13,358 Est. Cost $50.53 Unrealized +46.0%

ZM ZOOM COMMUNICATIONS INC 0.4%

Value ($000) $2,235 Shares 25,900 Est. Cost $79.14 Unrealized +6.4%

SEDG SOLAREDGE TECHNOLOGIES INC 0.1%

Value ($000) $336 Shares 11,654 Est. Cost $185.08 Unrealized -81.2%

TEAD TEADS HLDG CO 0.0%

Value ($000) $68 Shares 96,643 Est. Cost $5.28 Unrealized -79.9%

XAR SPDR SERIES TRUST 0.6%

Value ($000) $3,016 Shares 12,500 Est. Cost $160.69 Unrealized —

INMD INMODE LTD 0.9%

Value ($000) $4,376 Shares 297,883 Est. Cost $35.68 Unrealized -58.8%

INTC INTEL CORP 0.1%

Value ($000) $688 Shares 18,650 Est. Cost $34.22 Unrealized +10.4%

LOW LOWES COS INC 0.3%

Value ($000) $1,423 Shares 5,900 Est. Cost $214.91 Unrealized +11.6%

NVR NVR INC 0.1%

Value ($000) $459 Shares 63 Est. Cost $6210.32 Unrealized +20.4%

CAMT CAMTEK LTD 0.8%

Value ($000) $3,783 Shares 35,577 Est. Cost $48.58 Unrealized +131.2%

DLR DIGITAL RLTY TR INC 0.1%

Value ($000) $356 Shares 2,300 Est. Cost $113.60 Unrealized +43.6%

SCHG SCHWAB STRATEGIC TR 0.4%

Value ($000) $1,863 Shares 57,120 Est. Cost $39.08 Unrealized —

KKR KKR & CO INC 0.4%

Value ($000) $1,890 Shares 14,827 Est. Cost $59.78 Unrealized +107.9%

SCHD SCHWAB STRATEGIC TR 1.4%

Value ($000) $6,900 Shares 251,541 Est. Cost $48.67 Unrealized —

VTWO VANGUARD SCOTTSDALE FDS 0.4%

Value ($000) $1,876 Shares 18,850 Est. Cost $71.85 Unrealized —

VUG VANGUARD INDEX FDS 0.4%

Value ($000) $1,871 Shares 3,835 Est. Cost $272.04 Unrealized —

JEF JEFFERIES FINL GROUP INC 0.1%

Value ($000) $536 Shares 8,652 Est. Cost $33.34 Unrealized +70.0%

PFLT PENNANTPARK FLOATING RATE CA 0.1%

Value ($000) $690 Shares 74,427 Est. Cost $9.14 Unrealized -4.5%

MRVL MARVELL TECHNOLOGY INC 0.4%

Value ($000) $2,110 Shares 24,824 Est. Cost $58.53 Unrealized +49.4%

GEV GE VERNOVA INC 0.1%

Value ($000) $349 Shares 534 Est. Cost $415.97 Unrealized +46.4%

CPAY CORPAY INC 0.1%

Value ($000) $451 Shares 1,500 Est. Cost $286.94 Unrealized +1.2%

CGEN COMPUGEN LTD 0.1%

Value ($000) $488 Shares 318,852 Est. Cost $2.33 Unrealized -28.7%

SPG SIMON PPTY GROUP INC NEW 0.3%

Value ($000) $1,324 Shares 7,150 Est. Cost $103.23 Unrealized +74.4%

AUDC AUDIOCODES LTD 0.0%

Value ($000) $176 Shares 20,113 Est. Cost $9.33 Unrealized -5.1%

GE GE AEROSPACE 0.1%

Value ($000) $658 Shares 2,137 Est. Cost $88.66 Unrealized +239.3%

XLI SELECT SECTOR SPDR TR 0.2%

Value ($000) $1,241 Shares 8,000 Est. Cost $101.92 Unrealized —

NVDA NVIDIA CORPORATION 0.6%

Value ($000) $2,831 Shares 15,180 Est. Cost $92.73 Unrealized +100.7%

DIS DISNEY WALT CO 0.1%

Value ($000) $284 Shares 2,500 Est. Cost $83.44 Unrealized +31.3%

PERI PERION NETWORK LTD 0.1%

Value ($000) $403 Shares 42,084 Est. Cost $33.55 Unrealized -71.1%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%

Value ($000) $2,237 Shares 4,450 Est. Cost $354.77 Unrealized +40.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TEVA	TEVA PHARMACEUTICAL INDS LTD	395,504	$12,344	2.5%	$10.22	—	SPONSORED ADS	881624209
ENLT	ENLIGHT RENEWABLE ENERGY LTD	198,844	$9,039	1.8%	$17.34	+115.5%	SHS	M4056D110
XBI	SPDR SERIES TRUST	104,532	$12,746	2.6%	$73.77	—	STATE STREET SPD	78464A870
BABA	ALIBABA GROUP HLDG LTD	69,320	$10,161	2.0%	$85.54	—	SPONSORED ADS	01609W102
PRGO	PERRIGO CO PLC	266,539	$3,710	0.7%	$35.20	-52.6%	SHS	G97822103
ORA	ORMAT TECHNOLOGIES INC	106,175	$11,729	2.4%	$68.98	+58.5%	COM	686688102
WIX	WIX COM LTD	13,251	$1,377	0.3%	$92.66	+30.5%	SHS	M98068105
TBLA	TABOOLA.COM LTD	768,731	$3,544	0.7%	$3.46	+8.7%	ORD SHS	M8744T106
IFF	INTERNATIONAL FLAVORS&FRAGRA	128,234	$8,642	1.7%	$68.77	-6.3%	COM	459506101
ESLT	ELBIT SYS LTD	10,281	$5,939	1.2%	$200.73	+149.4%	ORD	M3760D101
XLF	SELECT SECTOR SPDR TR	765,764	$41,941	8.4%	$33.48	—	STATE STREET FIN	81369Y605
SILC	SILICOM LTD	205,659	$3,023	0.6%	$28.02	-44.3%	ORD	M84116108
SNDX	SYNDAX PHARMACEUTICALS INC	108,377	$2,277	0.5%	$18.92	-7.8%	COM	87164F105
ELTK	ELTEK LTD	252,682	$2,186	0.4%	$10.40	-2.6%	SHS	M40184208
ANET	ARISTA NETWORKS INC	38,795	$5,083	1.0%	$102.84	+33.9%	COM SHS	040413205
GSK	GSK PLC	88,500	$4,340	0.9%	$35.34	—	SPONSORED ADR	37733W204
MU	MICRON TECHNOLOGY INC	3,885	$1,109	0.2%	$66.28	+246.1%	COM	595112103
HRMY	HARMONY BIOSCIENCES HLDGS IN	35,887	$1,343	0.3%	$34.72	-5.3%	COM	413197104
MGIC	MAGIC SOFTWARE ENTERPRISES L	62,066	$1,598	0.3%	$11.00	+108.1%	ORD	559166103
CHKP	CHECK POINT SOFTWARE TECH LT	12,703	$2,357	0.5%	$131.35	+47.2%	ORD	M22465104
ICL	ICL GROUP LTD	537,457	$3,069	0.6%	$5.23	+10.8%	SHS	M53213100
ODYS	ODYSIGHT AI INC	210,111	$693	0.1%	$7.43	-53.3%	COM NEW	81063V204
ALLT	ALLOT LTD	225,943	$2,221	0.4%	$7.00	+37.1%	SHS	M0854Q105
ARVN	ARVINAS INC	46,665	$553	0.1%	$24.53	-55.5%	COM	04335A105
NVMI	NOVA LTD	15,441	$5,071	1.0%	$117.58	+173.4%	COM	M7516K103
XLV	SELECT SECTOR SPDR TR	8,540	$1,322	0.3%	$129.72	—	STATE STREET HEA	81369Y209
CSCO	CISCO SYS INC	13,358	$1,029	0.2%	$50.53	+46.0%	COM	17275R102
ZM	ZOOM COMMUNICATIONS INC	25,900	$2,235	0.4%	$79.14	+6.4%	CL A	98980L101
SEDG	SOLAREDGE TECHNOLOGIES INC	11,654	$336	0.1%	$185.08	-81.2%	COM	83417M104
TEAD	TEADS HLDG CO	96,643	$68	0.0%	$5.28	-79.9%	COM	69002R103
XAR	SPDR SERIES TRUST	12,500	$3,016	0.6%	$160.69	—	STATE STREET SPD	78464A631
INMD	INMODE LTD	297,883	$4,376	0.9%	$35.68	-58.8%	SHS	M5425M103
INTC	INTEL CORP	18,650	$688	0.1%	$34.22	+10.4%	COM	458140100
LOW	LOWES COS INC	5,900	$1,423	0.3%	$214.91	+11.6%	COM	548661107
NVR	NVR INC	63	$459	0.1%	$6210.32	+20.4%	COM	62944T105
CAMT	CAMTEK LTD	35,577	$3,783	0.8%	$48.58	+131.2%	ORD	M20791105
DLR	DIGITAL RLTY TR INC	2,300	$356	0.1%	$113.60	+43.6%	COM	253868103
SCHG	SCHWAB STRATEGIC TR	57,120	$1,863	0.4%	$39.08	—	US LCAP GR ETF	808524300
KKR	KKR & CO INC	14,827	$1,890	0.4%	$59.78	+107.9%	COM	48251W104
SCHD	SCHWAB STRATEGIC TR	251,541	$6,900	1.4%	$48.67	—	US DIVIDEND EQ	808524797
VTWO	VANGUARD SCOTTSDALE FDS	18,850	$1,876	0.4%	$71.85	—	VNG RUS2000IDX	92206C664
VUG	VANGUARD INDEX FDS	3,835	$1,871	0.4%	$272.04	—	GROWTH ETF	922908736
JEF	JEFFERIES FINL GROUP INC	8,652	$536	0.1%	$33.34	+70.0%	COM	47233W109
PFLT	PENNANTPARK FLOATING RATE CA	74,427	$690	0.1%	$9.14	-4.5%	COM	70806A106
MRVL	MARVELL TECHNOLOGY INC	24,824	$2,110	0.4%	$58.53	+49.4%	COM	573874104
GEV	GE VERNOVA INC	534	$349	0.1%	$415.97	+46.4%	COM	36828A101
CPAY	CORPAY INC	1,500	$451	0.1%	$286.94	+1.2%	COM SHS	219948106
CGEN	COMPUGEN LTD	318,852	$488	0.1%	$2.33	-28.7%	ORD	M25722105
SPG	SIMON PPTY GROUP INC NEW	7,150	$1,324	0.3%	$103.23	+74.4%	COM	828806109
AUDC	AUDIOCODES LTD	20,113	$176	0.0%	$9.33	-5.1%	ORD	M15342104
GE	GE AEROSPACE	2,137	$658	0.1%	$88.66	+239.3%	COM NEW	369604301
XLI	SELECT SECTOR SPDR TR	8,000	$1,241	0.2%	$101.92	—	STATE STREET IND	81369Y704
NVDA	NVIDIA CORPORATION	15,180	$2,831	0.6%	$92.73	+100.7%	COM	67066G104
DIS	DISNEY WALT CO	2,500	$284	0.1%	$83.44	+31.3%	COM	254687106
PERI	PERION NETWORK LTD	42,084	$403	0.1%	$33.55	-71.1%	SHS NEW	M78673114
BRK/B	BERKSHIRE HATHAWAY INC DEL	4,450	$2,237	0.4%	$354.77	+40.2%	CL B NEW	084670702