Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 4,613,966 | 4,780,066 | +166,100 | 813,119 | 1,162,034 | 5.90% | +348,915 |
| APPLE INC(AAPL) | 4,782,203 | 4,784,603 | +2,400 | 981,165 | 1,218,303 | 6.18% | +237,139 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 2,328,840 | 3,528,840 | +1,200,000 | 343,550 | 544,253 | 2.76% | +200,703 |
| NVIDIA CORPORATION(NVDA) | 6,440,985 | 6,440,985 | 0 | 1,017,611 | 1,201,759 | 6.10% | +184,148 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 38,493,294 | 38,920,294 | +427,000 | 645,148 | 786,190 | 3.99% | +141,042 |
| TESLA INC(TSLA) | 765,456 | 860,781 | +95,325 | 243,155 | 382,807 | 1.94% | +139,652 |
| BROADCOM INC(AVGO) | 1,740,574 | 1,740,574 | 0 | 479,789 | 574,233 | 2.92% | +94,444 |
| CAMTEK LTD(CAMT) | 1,601,433 | 2,099,351 | +497,918 | 135,417 | 220,537 | 1.12% | +85,120 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 171,932 | 304,632 | +132,700 | 69,712 | 147,753 | 0.75% | +78,041 |
| NETFLIX INC(NFLX) | 0 | 62,500 | +62,500 | 0 | 74,933 | 0.38% | +74,933 |
| SELECT SECTOR SPDR TR ST STR ENERG ETF | 2,936,400 | 3,610,100 | +673,700 | 249,036 | 322,526 | 1.64% | +73,490 |
| UNITEDHEALTH GROUP INC(UNH) | 224,578 | 409,578 | +185,000 | 70,062 | 141,427 | 0.72% | +71,366 |
| BERKSHIRE HATHAWAY INC DEL | 448,151 | 573,501 | +125,350 | 217,698 | 288,322 | 1.46% | +70,624 |
| VANECK ETF TRUST GOLD MINERS ETF | 0 | 919,250 | +919,250 | 0 | 70,231 | 0.36% | +70,231 |
| PROLOGIS INC.(PLD) | 729,377 | 1,280,377 | +551,000 | 76,672 | 146,629 | 0.74% | +69,957 |
| SELECT SECTOR SPDR TR ST STR MATER ETF | 966,350 | 1,636,350 | +670,000 | 84,855 | 146,650 | 0.74% | +61,794 |
| ALEXANDRIA REAL ESTATE EQ IN | 0 | 735,000 | +735,000 | 0 | 61,255 | 0.31% | +61,255 |
| MICROSOFT CORP(MSFT) | 2,843,415 | 2,843,415 | 0 | 1,414,343 | 1,472,747 | 7.48% | +58,404 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 1,096,731 | 1,096,731 | 0 | 248,399 | 306,306 | 1.55% | +57,907 |
| KIMBERLY-CLARK CORP(KMB) | 0 | 450,000 | +450,000 | 0 | 55,953 | 0.28% | +55,953 |
| ABBVIE INC(ABBV) | 1,114,813 | 1,114,813 | 0 | 206,932 | 258,124 | 1.31% | +51,192 |
| MICRON TECHNOLOGY INC(MU) | 1,108,850 | 1,106,350 | -2,500 | 136,666 | 185,114 | 0.94% | +48,449 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 1,090,250 | 1,715,250 | +625,000 | 80,755 | 128,815 | 0.65% | +48,060 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 1,490,637 | 2,103,521 | +612,884 | 30,409 | 77,830 | 0.40% | +47,421 |
| GLOBAL E ONLINE LTD SHS | 27,920 | 1,296,424 | +1,268,504 | 936 | 46,360 | 0.24% | +45,424 |
| LAM RESEARCH CORP(LRCX) | 1,059,280 | 1,059,280 | 0 | 103,110 | 141,838 | 0.72% | +38,727 |
| JPMORGAN CHASE & CO(JPM) | 1,482,114 | 1,482,114 | 0 | 429,680 | 467,503 | 2.37% | +37,824 |
| APPLIED MATLS INC | 1,695,664 | 1,697,664 | +2,000 | 310,425 | 347,580 | 1.76% | +37,155 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 2,027,307 | 1,703,343 | -323,964 | 87,884 | 123,152 | 0.63% | +35,268 |
| SPDR SER TR ST STR SP REGBNK | 17,000 | 527,000 | +510,000 | 1,010 | 33,359 | 0.17% | +32,349 |
| ELI LILLY & CO(LLY) | 246,300 | 293,800 | +47,500 | 191,998 | 224,169 | 1.14% | +32,171 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 573,500 | 576,000 | +2,500 | 159,938 | 187,983 | 0.95% | +28,046 |
| SPDR SER TR ST STR SP METAL | 2,793,050 | 2,303,550 | -489,500 | 187,749 | 214,668 | 1.09% | +26,919 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 919,870 | 921,870 | +2,000 | 232,939 | 259,838 | 1.32% | +26,900 |
| NOVA LTD(NVMI) | 1,264,983 | 1,165,333 | -99,650 | 348,123 | 372,510 | 1.89% | +24,387 |
| HOME DEPOT INC(HD) | 626,732 | 626,732 | 0 | 229,785 | 253,946 | 1.29% | +24,161 |
| INVESCO EXCH TRADED FD TR II | 3,085,450 | 3,089,050 | +3,600 | 220,980 | 241,595 | 1.23% | +20,615 |
| SELECT SECTOR SPDR TR ST STR UTIL ETF | 3,188,194 | 3,202,194 | +14,000 | 260,348 | 279,263 | 1.42% | +18,915 |
| ELLOMAY CAPITAL LIMITED SHS | 0 | 945,000 | +945,000 | 0 | 17,019 | 0.09% | +17,019 |
| CBRE GROUP INC(CBRE) | 776,726 | 776,726 | 0 | 108,835 | 122,381 | 0.62% | +13,546 |
| WALMART INC(WMT) | 2,191,844 | 2,196,244 | +4,400 | 214,319 | 226,345 | 1.15% | +12,026 |
| ISHARES TR | 2,021,051 | 2,028,051 | +7,000 | 221,305 | 233,246 | 1.18% | +11,941 |
| SIMILARWEB LTD(SMWB) | 2,326,742 | 3,208,394 | +881,652 | 18,242 | 29,838 | 0.15% | +11,596 |
| BIRKENSTOCK HOLDING PLC(BIRK) | 771,000 | 1,071,000 | +300,000 | 37,918 | 48,463 | 0.25% | +10,545 |
| FIRST TR EXCHNG TRADED FD VI ACTV FCTR LGCP | 0 | 256,633 | +256,633 | 0 | 9,960 | 0.05% | +9,960 |
| ALLSTATE CORP(ALL) | 742,598 | 742,598 | 0 | 149,492 | 159,399 | 0.81% | +9,906 |
| WISDOMTREE TR(WT) | 0 | 107,749 | +107,749 | 0 | 9,806 | 0.05% | +9,806 |
| MORGAN STANLEY(MS) | 529,127 | 527,449 | -1,678 | 74,533 | 83,843 | 0.43% | +9,310 |
| DIMENSIONAL ETF TRUST EMERGING MKTS CO | 0 | 256,853 | +256,853 | 0 | 8,237 | 0.04% | +8,237 |
| DIMENSIONAL ETF TRUST INTL HIGH PROFIT | 0 | 269,421 | +269,421 | 0 | 8,189 | 0.04% | +8,189 |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 892,764 | 892,764 | 0 | 20,293 | 27,819 | 0.14% | +7,526 |
| UROGEN PHARMA LTD(URGN) | 1,152,531 | 1,152,531 | 0 | 15,790 | 22,993 | 0.12% | +7,203 |
| BLACKROCK ETF TRUST ISHA US THEM ETF | 0 | 174,668 | +174,668 | 0 | 6,613 | 0.03% | +6,613 |
| SELECT SECTOR SPDR TR ST STR CARE ETF | 1,019,882 | 1,025,882 | +6,000 | 137,470 | 142,772 | 0.72% | +5,302 |
| MASTERCARD INCORPORATED(MA) | 689,960 | 690,560 | +600 | 387,716 | 392,797 | 1.99% | +5,081 |
| UBER TECHNOLOGIES INC(UBER) | 980,183 | 980,183 | 0 | 91,451 | 96,029 | 0.49% | +4,577 |
| MCDONALDS CORP(MCD) | 312,177 | 312,177 | 0 | 91,209 | 94,867 | 0.48% | +3,659 |
| UNION PAC CORP(UNP) | 487,200 | 487,200 | 0 | 112,095 | 115,159 | 0.58% | +3,064 |
| M & T BK CORP(MTB) | 773,119 | 773,119 | 0 | 149,977 | 152,784 | 0.78% | +2,806 |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 2,419,942 | 2,403,942 | -16,000 | 126,732 | 129,500 | 0.66% | +2,768 |
| BOEING CO(BA) | 311,000 | 311,000 | 0 | 65,164 | 67,123 | 0.34% | +1,959 |
| T ROWE PRICE ETF INC CAP APPRECIATION | 325,727 | 354,329 | +28,602 | 11,492 | 13,358 | 0.07% | +1,867 |
| J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH | 75,791 | 88,849 | +13,058 | 6,523 | 8,330 | 0.04% | +1,806 |
| WIX COM LTD SHS | 88,252 | 88,252 | 0 | 13,984 | 15,676 | 0.08% | +1,692 |
| CAPITAL GROUP GROWTH ETF SHS CREAT UNIT | 162,380 | 187,745 | +25,365 | 6,601 | 8,246 | 0.04% | +1,645 |
| ISHARES TR | 11,446 | 16,346 | +4,900 | 2,470 | 3,955 | 0.02% | +1,485 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 21,265 | 27,765 | +6,500 | 3,865 | 5,267 | 0.03% | +1,402 |
| FIDELITY COVINGTON TRUST | 108,710 | 123,533 | +14,823 | 5,244 | 6,629 | 0.03% | +1,385 |
| CAPITAL GROUP DIVIDEND VALUE SHS CREAT UNIT | 298,484 | 310,856 | +12,372 | 11,787 | 13,065 | 0.07% | +1,278 |
| INVESCO QQQ TR | 12,433 | 13,493 | +1,060 | 6,859 | 8,101 | 0.04% | +1,242 |
| VANGUARD INTL EQUITY INDEX F | 190,680 | 194,680 | +4,000 | 9,431 | 10,548 | 0.05% | +1,117 |
| MEDIWOUND LTD(MDWD) | 17,500 | 78,539 | +61,039 | 339 | 1,415 | 0.01% | +1,076 |
| AMAZON COM INC(AMZN) | 3,392,020 | 3,394,020 | +2,000 | 744,175 | 745,225 | 3.78% | +1,050 |
| FRANKLIN TEMPLETON ETF TR FRANKLN SWZLND | 0 | 15,200 | +15,200 | 0 | 583 | 0.00% | +583 |
| FIDELITY COVINGTON TRUST ENHANCED LARGE | 211,326 | 203,631 | -7,695 | 7,825 | 8,373 | 0.04% | +548 |
| SCHWAB STRATEGIC TR | 196,932 | 196,932 | 0 | 5,752 | 6,284 | 0.03% | +532 |
| VANGUARD WELLINGTON FD | 93,013 | 89,411 | -3,602 | 11,003 | 11,403 | 0.06% | +400 |
| FREEPORT-MCMORAN INC(FCX) | 0 | 10,000 | +10,000 | 0 | 392 | 0.00% | +392 |
| ISHARES INC | 9,000 | 18,000 | +9,000 | 362 | 706 | 0.00% | +344 |
| VISA INC(V) | 1,000 | 2,000 | +1,000 | 355 | 683 | 0.00% | +328 |
| FIDELITY COVINGTON TRUST | 227,554 | 223,010 | -4,544 | 6,187 | 6,514 | 0.03% | +327 |
| SPDR S&P 500 ETF TR(SPY) | 6,040 | 6,040 | 0 | 3,732 | 4,024 | 0.02% | +292 |
| T ROWE PRICE ETF INC US EQUI RESH ETF | 164,111 | 158,733 | -5,378 | 6,382 | 6,653 | 0.03% | +270 |
| SOL GEL TECHNOLOGIES | 0 | 7,611 | +7,611 | 0 | 222 | 0.00% | +222 |
| GLOBAL X FDS DEFENSE TECH ETF | 22,050 | 22,050 | 0 | 1,329 | 1,549 | 0.01% | +220 |
| INVESCO EXCH TRADED FD TR II | 0 | 10,970 | +10,970 | 0 | 203 | 0.00% | +203 |
| VANECK ETF TRUST ENVIRONMENTAL SR | 0 | 5,162 | +5,162 | 0 | 201 | 0.00% | +201 |
| ISHARES TR | 8,000 | 8,000 | 0 | 745 | 858 | 0.00% | +113 |
| VANECK ETF TRUST OIL SERVICES ETF | 3,250 | 3,250 | 0 | 748 | 845 | 0.00% | +96 |
| BLACKROCK ETF TRUST ISHARES US EQUIT | 212,486 | 197,062 | -15,424 | 11,572 | 11,666 | 0.06% | +94 |
| SPDR SER TR ST STR SP BIOT | 5,000 | 5,000 | 0 | 415 | 501 | 0.00% | +86 |
| SPDR INDEX SHS FDS ST STR EU 50 ETF | 20,000 | 20,000 | 0 | 1,195 | 1,242 | 0.01% | +48 |
| ISHARES TR | 1,007 | 1,007 | 0 | 428 | 472 | 0.00% | +44 |
| ISHARES TR | 12,700 | 12,700 | 0 | 870 | 911 | 0.00% | +40 |
| SPDR SER TR ST STR SP RETAIL | 4,000 | 4,000 | 0 | 308 | 345 | 0.00% | +36 |
| FRANKLIN TEMPLETON ETF TR FTSE CANADA | 8,000 | 8,000 | 0 | 334 | 363 | 0.00% | +29 |
| ISHARES TR | 11,208 | 11,276 | +68 | 147 | 175 | 0.00% | +28 |
| ISHARES TR | 8,500 | 8,500 | 0 | 700 | 722 | 0.00% | +22 |
| ISHARES TR | 2,290 | 2,290 | 0 | 294 | 317 | 0.00% | +22 |
| NIKE INC(NKE) | 6,000 | 6,000 | 0 | 426 | 418 | 0.00% | -8 |