Top Holdings by value as of 2025-09-30:

1. ELBIT SYS LTD - $304.4M (17%)
2. ENLIGHT RENEWABLE ENERGY LTD - $172.1M (10%)
3. ICL GROUP LTD - $111.2M (6%)
4. NOVA LTD - $104.7M (6%)
5. ORMAT TECHNOLOGIES INC - $78.8M (4%)

When compared to holdings as of 2025-06-30:

New Positions:

• AIRBNB INC
• ANALOG DEVICES INC
• APPLOVIN CORP
• ARM HOLDINGS PLC
• ASTRAZENECA PLC
• ... and 56 more

Closed Positions:

• AMERICAN CENTY ETF TR
• AUDIOCODES LTD
• DELTA AIR LINES INC DEL
• DIGITAL RLTY TR INC
• DOW INC
• ... and 18 more

Increase Position by 25% or more:

• ADVANCED DRAIN SYS INC DEL
• ADVANCED MICRO DEVICES INC
• AIR PRODS & CHEMS INC
• ALPHABET INC - CAP STK CL A
• ALPHABET INC - CAP STK CL C
• ... and 57 more

Reduce Position by 25% or more:

• ADOBE INC
• AMDOCS LTD
• AMENTUM HOLDINGS INC
• AT&T INC
• CAPITAL GROUP DIVIDEND VALUE
• ... and 57 more

Y.D. More Investments Ltd is headquartered in Ramat Gan, Israel.

Source