Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ISHARES TR | 1,255 | 742,736 | +741,481 | 0 | 476 | 2.31% | +476 |
| KLA CORP(KLAC) | 70 | 1,465,650 | +1,465,580 | 0 | 442 | 2.15% | +442 |
| GE VERNOVA INC(GEV) | 120 | 300,168 | +300,048 | 0 | 353 | 1.71% | +353 |
| ISHARES TR | 34,207 | 2,110,162 | +2,075,955 | 5 | 332 | 1.61% | +327 |
| CHENIERE ENERGY INC(LNG) | 0 | 1,308,337 | +1,308,337 | 0 | 313 | 1.52% | +313 |
| MORGAN STANLEY(MS) | 911 | 1,225,291 | +1,224,380 | 0 | 256 | 1.24% | +256 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 45,956,714 | 48,138,805 | +2,182,091 | 1,384 | 1,631 | 7.93% | +247 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 1,989,929 | 2,279,379 | +289,450 | 349 | 594 | 2.89% | +245 |
| FIRST TR EXCHANGE-TRADED FD | 1,340 | 5,312,400 | +5,311,060 | 0 | 243 | 1.18% | +243 |
| ALPHABET INC(GOOG) | 2,482,119 | 2,617,198 | +135,079 | 714 | 935 | 4.55% | +222 |
| NOVA LTD(NVMI) | 2,166,073 | 2,125,473 | -40,600 | 941 | 1,154 | 5.61% | +213 |
| GOLDMAN SACHS GROUP INC(GS) | 201,115 | 371,142 | +170,027 | 170 | 375 | 1.82% | +205 |
| APPLE INC(AAPL) | 2,320,981 | 2,717,869 | +396,888 | 589 | 786 | 3.82% | +197 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 1,390,459 | 1,386,385 | -4,074 | 471 | 662 | 3.22% | +191 |
| NVIDIA CORPORATION(NVDA) | 4,077,941 | 4,421,136 | +343,195 | 711 | 885 | 4.30% | +173 |
| ETORO GROUP LTD(ETOR) | 1,988,552 | 5,858,948 | +3,870,396 | 60 | 231 | 1.12% | +172 |
| SELECT SECTOR SPDR TR ST STR CARE ETF | 2,838,549 | 3,634,449 | +795,900 | 416 | 577 | 2.80% | +160 |
| BROADCOM INC(AVGO) | 736,534 | 986,349 | +249,815 | 228 | 373 | 1.81% | +145 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 7,542 | 2,356,378 | +2,348,836 | 0 | 138 | 0.67% | +137 |
| MICROSOFT CORP(MSFT) | 1,356,359 | 1,695,431 | +339,072 | 502 | 632 | 3.07% | +130 |
| PERSHING SQUARE USA LTD | 0 | 3,600,000 | +3,600,000 | 0 | 128 | 0.62% | +128 |
| AMAZON COM INC(AMZN) | 1,951,562 | 2,237,842 | +286,280 | 406 | 533 | 2.59% | +127 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 2,931,874 | 3,236,426 | +304,552 | 474 | 599 | 2.91% | +125 |
| PIMCO ETF TR SR LN ACTIVE ETF | 0 | 2,320,000 | +2,320,000 | 0 | 114 | 0.56% | +114 |
| MONGODB INC(MDB) | 549,970 | 739,460 | +189,490 | 135 | 248 | 1.21% | +114 |
| HONEYWELL INTL INC | 0 | 479,884 | +479,884 | 0 | 107 | 0.52% | +107 |
| HONEYWELL AEROSPACE INC | 0 | 480,421 | +480,421 | 0 | 106 | 0.52% | +106 |
| SNOWFLAKE INC(SNOW) | 1,171,833 | 1,083,103 | -88,730 | 177 | 276 | 1.34% | +99 |
| DATADOG INC(DDOG) | 1,328,431 | 950,743 | -377,688 | 157 | 248 | 1.20% | +91 |
| GLOBAL X FDS DEFENSE TECH ETF | 4,645,365 | 6,990,465 | +2,345,100 | 329 | 418 | 2.03% | +89 |
| META PLATFORMS INC(META) | 669,977 | 835,826 | +165,849 | 383 | 471 | 2.29% | +87 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 1,416,839 | 1,397,341 | -19,498 | 188 | 266 | 1.29% | +78 |
| ENPHASE ENERGY INC(ENPH) | 4,870 | 1,567,850 | +1,562,980 | 0 | 77 | 0.38% | +77 |
| VANGUARD WORLD FD INF TECH ETF | 305,172 | 2,421,267 | +2,116,095 | 213 | 289 | 1.41% | +76 |
| LAM RESEARCH CORP(LRCX) | 732,364 | 535,573 | -196,791 | 157 | 232 | 1.13% | +76 |
| GLOBAL X FDS US INFR DEV ETF | 8,938,139 | 8,938,139 | 0 | 454 | 527 | 2.56% | +73 |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 2,701,148 | 2,701,148 | 0 | 184 | 240 | 1.17% | +56 |
| GE AEROSPACE(GE) | 662,739 | 651,524 | -11,215 | 188 | 243 | 1.18% | +55 |
| ISHARES TR | 1,058,741 | 1,370,279 | +311,538 | 103 | 139 | 0.67% | +36 |
| PERSHING SQUARE INC | 0 | 1,080,000 | +1,080,000 | 0 | 34 | 0.17% | +34 |
| FIDELITY COVINGTON TRUST | 3,145,739 | 3,557,848 | +412,109 | 214 | 247 | 1.20% | +33 |
| GLOBAL E ONLINE LTD SHS | 2,041,555 | 2,641,841 | +600,286 | 63 | 92 | 0.45% | +29 |
| WISDOMTREE TR(WT) | 0 | 266,800 | +266,800 | 0 | 27 | 0.13% | +27 |
| CLOUDFLARE INC(NET) | 0 | 100,500 | +100,500 | 0 | 25 | 0.12% | +25 |
| ARM HOLDINGS PLC | 2,850 | 66,345 | +63,495 | 0 | 24 | 0.11% | +23 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 534,268 | 347,156 | -187,112 | 205 | 228 | 1.11% | +23 |
| MICRON TECHNOLOGY INC(MU) | 24,232 | 26,357 | +2,125 | 8 | 30 | 0.15% | +22 |
| DELL TECHNOLOGIES INC(DELL) | 5,298 | 46,425 | +41,127 | 1 | 20 | 0.10% | +19 |
| INTEL CORP(INTC) | 18,008 | 123,593 | +105,585 | 1 | 17 | 0.08% | +16 |
| GLOBALFOUNDRIES INC(GFS) | 0 | 196,100 | +196,100 | 0 | 16 | 0.08% | +16 |
| ADVANCED MICRO DEVICES INC(AMD) | 10,593 | 31,059 | +20,466 | 2 | 18 | 0.09% | +16 |
| TEXAS INSTRS INC(TXN) | 600 | 53,591 | +52,991 | 0 | 16 | 0.08% | +16 |
| ALPHABET INC(GOOG) | 41,530 | 78,301 | +36,771 | 12 | 28 | 0.13% | +16 |
| CAMTEK LTD(CAMT) | 2,302,009 | 2,225,589 | -76,420 | 349 | 363 | 1.76% | +14 |
| ORMAT TECHNOLOGIES INC(ORA) | 1,147,863 | 1,297,863 | +150,000 | 128 | 141 | 0.69% | +13 |
| GLOBAL X FDS GLOBAL X COPPER | 2,290,355 | 2,431,155 | +140,800 | 175 | 188 | 0.91% | +13 |
| ON SEMICONDUCTOR CORP(ON) | 0 | 133,220 | +133,220 | 0 | 13 | 0.06% | +13 |
| INVESCO QQQ TR | 75,513 | 75,878 | +365 | 44 | 56 | 0.27% | +12 |
| UBER TECHNOLOGIES INC(UBER) | 0 | 0 | 0 | 0 | 12 | 0.06% | +12 |
| SPDR SERIES TRUST ST STR SP HOME | 0 | 102,250 | +102,250 | 0 | 12 | 0.06% | +12 |
| NU HLDGS LTD(NU) | 9,350 | 873,746 | +864,396 | 0 | 12 | 0.06% | +12 |
| FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA | 8,700 | 330,200 | +321,500 | 0 | 12 | 0.06% | +11 |
| ANALOG DEVICES INC(ADI) | 400 | 28,700 | +28,300 | 0 | 11 | 0.06% | +11 |
| SPDR SERIES TRUST ST STR SP BIOT | 0 | 70,565 | +70,565 | 0 | 11 | 0.05% | +11 |
| COHERENT CORP(COHR) | 55,600 | 61,670 | +6,070 | 13 | 24 | 0.12% | +11 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 0 | 240,000 | +240,000 | 0 | 11 | 0.05% | +11 |
| INVESCO EXCH TRADED FD TR II | 1,340 | 62,282 | +60,942 | 0 | 11 | 0.05% | +11 |
| MICROCHIP TECHNOLOGY INC.(MCHP) | 0 | 116,350 | +116,350 | 0 | 11 | 0.05% | +11 |
| MOBILEYE GLOBAL INC(MBLY) | 3,585,733 | 3,585,733 | 0 | 25 | 35 | 0.17% | +10 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL DIS | 871,842 | 1,010,429 | +138,587 | 47 | 57 | 0.28% | +10 |
| ICL GROUP LTD(ICL) | 0 | 1,909,030 | +1,909,030 | 0 | 10 | 0.05% | +10 |
| SNOWFLAKE INC(SNOW) | 0 | 0 | 0 | 0 | 9 | 0.04% | +9 |
| CITIGROUP INC(C) | 10,079 | 70,862 | +60,783 | 1 | 10 | 0.05% | +9 |
| NAYAX LTD(NYAX) | 380,000 | 454,560 | +74,560 | 21 | 30 | 0.14% | +8 |
| DOORDASH INC(DASH) | 817 | 44,013 | +43,196 | 0 | 8 | 0.04% | +8 |
| AIRBNB INC | 16,650 | 67,274 | +50,624 | 2 | 10 | 0.05% | +8 |
| WISDOMTREE TR(WT) | 137,735 | 169,215 | +31,480 | 22 | 29 | 0.14% | +8 |
| PEPSICO INC(PEP) | 2,112 | 56,518 | +54,406 | 0 | 8 | 0.04% | +7 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 31,200,000 | 0 | -31,200,000 | 55 | 61 | 0.30% | +6 |
| CATERPILLAR INC(CAT) | 16,135 | 16,039 | -96 | 11 | 17 | 0.08% | +6 |
| FACTSET RESH SYS INC(FDS) | 430 | 22,623 | +22,193 | 0 | 5 | 0.03% | +5 |
| ALPHABET INC | 0 | 100,000 | +100,000 | 0 | 5 | 0.02% | +5 |
| VANGUARD INDEX FDS | 216,309 | 216,309 | 0 | 42 | 47 | 0.23% | +5 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 25,741 | 42,463 | +16,722 | 5 | 9 | 0.05% | +5 |
| WALMART INC(WMT) | 1,141,116 | 1,289,594 | +148,478 | 142 | 146 | 0.71% | +4 |
| FIRST TR EXCHANGE TRADED FD RBA INDL ETF | 0 | 31,201 | +31,201 | 0 | 4 | 0.02% | +4 |
| ROCKET LAB CORP(RKLB) | 106,167 | 106,475 | +308 | 7 | 11 | 0.05% | +4 |
| BATH & BODY WORKS INC | 0 | 172,500 | +172,500 | 0 | 4 | 0.02% | +4 |
| ISHARES TR MSCI POLAND ETF | 0 | 103,370 | +103,370 | 0 | 4 | 0.02% | +4 |
| F5 INC(FFIV) | 30,799 | 30,955 | +156 | 9 | 13 | 0.06% | +4 |
| DLOCAL LTD(DLO) | 0 | 295,000 | +295,000 | 0 | 4 | 0.02% | +4 |
| CLOUDFLARE INC | 0 | 0 | 0 | 0 | 4 | 0.02% | +4 |
| ABERCROMBIE & FITCH CO | 41,600 | 83,800 | +42,200 | 4 | 8 | 0.04% | +4 |
| FORESTAR GROUP INC(FOR) | 157,313 | 231,000 | +73,687 | 4 | 7 | 0.04% | +3 |
| MERCADOLIBRE INC(MELI) | 4,327 | 6,407 | +2,080 | 7 | 11 | 0.05% | +3 |
| SERVICENOW INC(NOW) | 3,645 | 35,160 | +31,515 | 0 | 4 | 0.02% | +3 |
| DBX ETF TR | 735,613 | 734,945 | -668 | 24 | 27 | 0.13% | +3 |
| ISHARES INC MSCI JAPAN ETF | 285,045 | 285,806 | +761 | 24 | 27 | 0.13% | +3 |
| ISHARES TR | 18,270 | 37,500 | +19,230 | 1 | 4 | 0.02% | +2 |
| ISHARES INC | 1 | 10,820 | +10,819 | 0 | 2 | 0.01% | +2 |