Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICROSOFT CORP(MSFT) | 0 | 2,843,415 | +2,843,415 | 0 | 1,414,343 | 8.13% | +1,414,343 |
| NVIDIA CORPORATION(NVDA) | 0 | 6,440,985 | +6,440,985 | 0 | 1,017,611 | 5.85% | +1,017,611 |
| BROADCOM INC(AVGO) | 1,389,074 | 1,740,574 | +351,500 | 232,573 | 479,789 | 2.76% | +247,217 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 0 | 38,493,294 | +38,493,294 | 0 | 645,148 | 3.71% | +645,148 |
| META PLATFORMS INC(META) | 0 | 951,865 | +951,865 | 0 | 702,562 | 4.04% | +702,562 |
| AMAZON COM INC(AMZN) | 0 | 3,392,020 | +3,392,020 | 0 | 744,175 | 4.28% | +744,175 |
| SPDR SER TR ST STR SP METAL | 858,050 | 2,793,050 | +1,935,000 | 48,042 | 187,749 | 1.08% | +139,707 |
| INVESCO EXCH TRADED FD TR II | 1,488,000 | 3,085,450 | +1,597,450 | 93,402 | 220,980 | 1.27% | +127,578 |
| SELECT SECTOR SPDR TR ST STR DISCR ETF | 552,933 | 1,083,433 | +530,500 | 109,182 | 235,462 | 1.35% | +126,280 |
| NOVA LTD(NVMI) | 1,264,983 | 1,264,983 | 0 | 233,174 | 348,123 | 2.00% | +114,949 |
| LAM RESEARCH CORP(LRCX) | 0 | 1,059,280 | +1,059,280 | 0 | 103,110 | 0.59% | +103,110 |
| ALPHABET INC(GOOG) | 0 | 4,613,966 | +4,613,966 | 0 | 813,119 | 4.68% | +813,119 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 0 | 1,090,250 | +1,090,250 | 0 | 80,755 | 0.46% | +80,755 |
| TESLA INC(TSLA) | 0 | 765,456 | +765,456 | 0 | 243,155 | 1.40% | +243,155 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 1,096,731 | +1,096,731 | 0 | 248,399 | 1.43% | +248,399 |
| JPMORGAN CHASE & CO(JPM) | 1,482,114 | 1,482,114 | 0 | 363,563 | 429,680 | 2.47% | +66,117 |
| APPLIED MATLS INC | 0 | 1,695,664 | +1,695,664 | 0 | 310,425 | 1.79% | +310,425 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 841,840 | 919,870 | +78,030 | 173,823 | 232,939 | 1.34% | +59,116 |
| SELECT SECTOR SPDR TR ST STR SVC ETF | 1,463,175 | 1,838,075 | +374,900 | 141,123 | 199,486 | 1.15% | +58,363 |
| COM(RRC) | 0 | 1,430,000 | +1,430,000 | 0 | 58,158 | 0.33% | +58,158 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 496,500 | 573,500 | +77,000 | 104,995 | 159,938 | 0.92% | +54,943 |
| BJS WHSL CLUB HLDGS INC(BJ) | 0 | 454,250 | +454,250 | 0 | 48,982 | 0.28% | +48,982 |
| TECK RESOURCES LTD(TECK) | 1,581,657 | 2,528,373 | +946,716 | 57,620 | 102,096 | 0.59% | +44,476 |
| CAMTEK LTD(CAMT) | 0 | 1,601,433 | +1,601,433 | 0 | 135,417 | 0.78% | +135,417 |
| SELECT SECTOR SPDR TR ST STR UTIL ETF | 0 | 3,188,194 | +3,188,194 | 0 | 260,348 | 1.50% | +260,348 |
| CROCS INC(CROX) | 0 | 400,000 | +400,000 | 0 | 40,512 | 0.23% | +40,512 |
| MICRON TECHNOLOGY INC(MU) | 1,108,850 | 1,108,850 | 0 | 96,348 | 136,666 | 0.79% | +40,318 |
| BIRKENSTOCK HOLDING PLC(BIRK) | 0 | 771,000 | +771,000 | 0 | 37,918 | 0.22% | +37,918 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 2,404,390 | 2,328,840 | -75,550 | 315,143 | 343,550 | 1.98% | +28,407 |
| FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA | 0 | 9,329,036 | +9,329,036 | 0 | 371,576 | 2.14% | +371,576 |
| NICE LTD(NICE) | 1,660,037 | 1,660,037 | 0 | 255,928 | 280,397 | 1.61% | +24,469 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 475,620 | 1,490,637 | +1,015,017 | 7,696 | 30,409 | 0.17% | +22,713 |
| ISHARES TR | 0 | 2,021,051 | +2,021,051 | 0 | 221,305 | 1.27% | +221,305 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 1,879,207 | 2,027,307 | +148,100 | 67,013 | 87,884 | 0.51% | +20,871 |
| UBER TECHNOLOGIES INC(UBER) | 0 | 980,183 | +980,183 | 0 | 91,451 | 0.53% | +91,451 |
| HOWMET AEROSPACE INC(HWM) | 720,950 | 595,450 | -125,500 | 93,529 | 110,831 | 0.64% | +17,302 |
| TEXAS INSTRS INC(TXN) | 0 | 464,887 | +464,887 | 0 | 96,520 | 0.56% | +96,520 |
| M & T BK CORP(MTB) | 773,119 | 773,119 | 0 | 138,195 | 149,977 | 0.86% | +11,782 |
| CF INDS HLDGS INC(CF) | 790,334 | 790,334 | 0 | 61,765 | 72,711 | 0.42% | +10,946 |
| MASTERCARD INCORPORATED(MA) | 689,960 | 689,960 | 0 | 378,181 | 387,716 | 2.23% | +9,535 |
| VANGUARD INDEX FDS | 0 | 23,987 | +23,987 | 0 | 13,625 | 0.08% | +13,625 |
| CBRE GROUP INC(CBRE) | 0 | 776,726 | +776,726 | 0 | 108,835 | 0.63% | +108,835 |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 892,764 | 892,764 | 0 | 14,427 | 20,293 | 0.12% | +5,865 |
| APOLLO GLOBAL MGMT INC(APO) | 1,096,396 | 1,096,396 | 0 | 150,140 | 155,546 | 0.89% | +5,405 |
| NAYAX LTD(NYAX) | 315,777 | 315,777 | 0 | 10,689 | 15,874 | 0.09% | +5,185 |
| BLACKROCK ETF TRUST ISHARES US EQUIT | 137,516 | 212,486 | +74,970 | 6,705 | 11,572 | 0.07% | +4,867 |
| CAPITAL GROUP DIVIDEND VALUE SHS CREAT UNIT | 194,991 | 298,484 | +103,493 | 6,949 | 11,787 | 0.07% | +4,838 |
| T ROWE PRICE ETF INC CAP APPRECIATION | 211,012 | 325,727 | +114,715 | 6,811 | 11,492 | 0.07% | +4,680 |
| S&P GLOBAL INC(SPGI) | 224,011 | 224,011 | 0 | 113,820 | 118,119 | 0.68% | +4,299 |
| VANGUARD WELLINGTON FD | 59,341 | 93,013 | +33,672 | 6,765 | 11,003 | 0.06% | +4,239 |
| VANGUARD INTL EQUITY INDEX F | 125,000 | 190,680 | +65,680 | 5,658 | 9,431 | 0.05% | +3,774 |
| ABBOTT LABS | 1,095,288 | 1,095,288 | 0 | 145,290 | 148,970 | 0.86% | +3,680 |
| AMERICAN CENTY ETF TR | 46,560 | 72,281 | +25,721 | 4,230 | 7,897 | 0.05% | +3,667 |
| NUSHARES ETF TR GET OPP ETF | 139,225 | 216,858 | +77,633 | 4,252 | 7,809 | 0.04% | +3,557 |
| FIDELITY COVINGTON TRUST ENHANCED LARGE | 136,061 | 211,326 | +75,265 | 4,286 | 7,825 | 0.05% | +3,539 |
| CAPITAL GROUP GROWTH ETF SHS CREAT UNIT | 105,026 | 162,380 | +57,354 | 3,597 | 6,601 | 0.04% | +3,004 |
| TABOOLA.COM LTD(TBLA) | 4,212,735 | 4,212,735 | 0 | 12,428 | 15,419 | 0.09% | +2,991 |
| MOBILEYE GLOBAL INC(MBLY) | 830,000 | 830,000 | 0 | 11,948 | 14,923 | 0.09% | +2,976 |
| BOEING CO(BA) | 0 | 311,000 | +311,000 | 0 | 65,164 | 0.37% | +65,164 |
| J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH | 48,873 | 75,791 | +26,918 | 3,606 | 6,523 | 0.04% | +2,917 |
| AMERICAN CENTY ETF TR | 84,065 | 126,408 | +42,343 | 3,965 | 6,769 | 0.04% | +2,804 |
| T ROWE PRICE ETF INC US EQUI RESH ETF | 106,025 | 164,111 | +58,086 | 3,728 | 6,382 | 0.04% | +2,654 |
| FIDELITY COVINGTON TRUST | 145,859 | 227,554 | +81,695 | 3,681 | 6,187 | 0.04% | +2,506 |
| FIDELITY COVINGTON TRUST | 69,450 | 108,710 | +39,260 | 2,776 | 5,244 | 0.03% | +2,468 |
| ISHARES INC MSCI JAPAN ETF | 0 | 20,200 | +20,200 | 0 | 1,514 | 0.01% | +1,514 |
| ADOBE INC(ADBE) | 345,780 | 346,680 | +900 | 132,617 | 134,124 | 0.77% | +1,507 |
| SPDR INDEX SHS FDS ST STR EU 50 ETF | 0 | 20,000 | +20,000 | 0 | 1,195 | 0.01% | +1,195 |
| INVESCO QQQ TR | 12,493 | 12,433 | -60 | 5,858 | 6,859 | 0.04% | +1,000 |
| ICL GROUP LTD(ICL) | 777,571 | 777,571 | 0 | 4,424 | 5,350 | 0.03% | +925 |
| SCHWAB STRATEGIC TR | 194,792 | 196,932 | +2,140 | 4,878 | 5,752 | 0.03% | +875 |
| GLOBAL X FDS DEFENSE TECH ETF | 0 | 22,050 | +22,050 | 0 | 1,329 | 0.01% | +1,329 |
| SAPIENS INTL CORP N V | 322,401 | 322,401 | 0 | 8,734 | 9,430 | 0.05% | +696 |
| SPDR SER TR ST STR SP REGBNK | 7,000 | 17,000 | +10,000 | 398 | 1,010 | 0.01% | +612 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 19,500 | 21,265 | +1,765 | 3,378 | 3,865 | 0.02% | +487 |
| ISHARES TR | 9,946 | 11,446 | +1,500 | 1,984 | 2,470 | 0.01% | +486 |
| ISHARES TR | 7,600 | 12,700 | +5,100 | 487 | 870 | 0.01% | +384 |
| SPDR S&P 500 ETF TR(SPY) | 6,040 | 6,040 | 0 | 3,379 | 3,732 | 0.02% | +353 |
| MEDIWOUND LTD | 0 | 17,500 | +17,500 | 0 | 339 | 0.00% | +339 |
| SPDR SER TR ST STR SP RETAIL | 0 | 4,000 | +4,000 | 0 | 308 | 0.00% | +308 |
| GLOBAL E ONLINE LTD SHS | 19,370 | 27,920 | +8,550 | 691 | 936 | 0.01% | +246 |
| KRANESHARES TRUST | 34,000 | 39,900 | +5,900 | 1,187 | 1,370 | 0.01% | +183 |
| FIDELITY COVINGTON TRUST | 0 | 10,815 | +10,815 | 0 | 169 | 0.00% | +169 |
| ISHARES TR | 0 | 11,208 | +11,208 | 0 | 147 | 0.00% | +147 |
| MAGIC SOFTWARE ENTERPRISES L | 21,000 | 21,000 | 0 | 273 | 402 | 0.00% | +129 |
| ISHARES TR | 2,400 | 2,400 | 0 | 367 | 453 | 0.00% | +85 |
| ISHARES TR | 1,007 | 1,007 | 0 | 364 | 428 | 0.00% | +64 |
| HONEYWELL INTL INC(HON) | 2,300 | 2,300 | 0 | 487 | 536 | 0.00% | +49 |
| NIKE INC(NKE) | 6,000 | 6,000 | 0 | 381 | 426 | 0.00% | +45 |
| FRANKLIN TEMPLETON ETF TR FTSE CANADA | 8,000 | 8,000 | 0 | 298 | 334 | 0.00% | +36 |
| GLOBAL X FDS | 14,879 | 16,696 | +1,817 | 148 | 179 | 0.00% | +31 |
| ISHARES INC | 9,000 | 9,000 | 0 | 334 | 362 | 0.00% | +28 |
| ISHARES TR | 2,290 | 2,290 | 0 | 267 | 294 | 0.00% | +28 |
| TABOOLA.COM LTD(TBLA)(Call) | 0 | 0 | 0 | 35 | 51 | — | +17 |
| SPDR SER TR ST STR SP BIOT | 5,000 | 5,000 | 0 | 406 | 415 | 0.00% | +9 |
| VISA INC(V) | 1,000 | 1,000 | 0 | 350 | 355 | 0.00% | +5 |
| INNOVID CORP(Call) | 0 | 0 | 0 | 8 | 8 | — | 0 |
| ISHARES TR | 0 | 8,500 | +8,500 | 0 | 700 | 0.00% | +700 |
| SOL GEL TECHNOLOGIES | 76,114 | 0 | -76,114 | 40 | 0 | — | -40 |
| VANECK ETF TRUST OIL SERVICES ETF | 3,250 | 3,250 | 0 | 852 | 748 | 0.00% | -103 |
| NOVO-NORDISK A S(NVO) | 0 | 270,168 | +270,168 | 0 | 18,647 | 0.11% | +18,647 |