Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Zim Integrated Shipping ServSHS SHS | 3,248,834 | 3,268,773 | +19,939 | $68.97M | $86.13M | 17.94% | +$17.16M |
| Select Sector Spdr TrSTATE STREET FIN ST STR FINL ETF | 765,764 | 765,764 | 0 | $41.94M | $37.81M | 7.87% | -$4.14M |
| Global E Online LtdSHS SHS | 858,583 | 846,829 | -11,754 | $33.75M | $26.12M | 5.44% | -$7.63M |
| Alphabet Inc.CL A(GOOG) | 75,744 | 75,708 | -36 | $23.71M | $21.77M | 4.53% | -$1.94M |
| State Street SPDR S&P 500 ETF TrustTR UNIT(SPY) | 33,431 | 30,656 | -2,775 | $22.80M | $19.94M | 4.15% | -$2.86M |
| Meta Platforms, Inc.CL A(META) | 31,632 | 31,600 | -32 | $20.88M | $18.08M | 3.77% | -$2.80M |
| Amazon.com, Inc.(AMZN) | 79,575 | 79,575 | 0 | $18.37M | $16.57M | 3.45% | -$1.79M |
| Microsoft Corporation(MSFT) | 44,817 | 43,563 | -1,254 | $21.67M | $16.13M | 3.36% | -$5.55M |
| Spdr Series TrustSTATE STREET SPD ST STR SP BIOT | 104,532 | 104,532 | 0 | $12.75M | $13.35M | 2.78% | +$606.3K |
| MediWound Ltd.SHS NEW(MDWD) | 763,069 | 762,817 | -252 | $14.09M | $12.29M | 2.56% | -$1.80M |
| Ormat Technologies, Inc.(ORA) | 106,175 | 106,175 | 0 | $11.73M | $11.88M | 2.47% | +$154.0K |
| Invesco Exchange Traded Fd TS P500 EQL WGT S&P500 EQL WGT | 61,390 | 56,190 | -5,200 | $11.76M | $10.78M | 2.25% | -$975.9K |
| Teva Pharmaceutical Industries LimitedADS(TEVA) | 395,504 | 354,704 | -40,800 | $12.34M | $10.68M | 2.23% | -$1.66M |
| Gilat Satellite Networks Ltd.SHS NEW(GILT) | 181,549 | 645,549 | +464,000 | $2.35M | $9.70M | 2.02% | +$7.35M |
| International Flavors & Fragrances Inc.(IFF) | 128,234 | 128,234 | 0 | $8.64M | $9.30M | 1.94% | +$661.7K |
| Elbit Systems Ltd.(ESLT) | 10,281 | 10,281 | 0 | $5.94M | $8.73M | 1.82% | +$2.79M |
| Alibaba Group Holding LimitedADS(BABA) | 69,320 | 69,320 | 0 | $10.16M | $8.70M | 1.81% | -$1.46M |
| Enlight Renewable Energy LtdSHS(ENLT) | 198,844 | 122,283 | -76,561 | $9.04M | $8.35M | 1.74% | -$692.4K |
| Schwab Strategic TrUS DIVIDEND EQ | 251,541 | 251,541 | 0 | $6.90M | $7.72M | 1.61% | +$817.5K |
| Ishares TrCORE S P500 ETF | 14,119 | 10,486 | -3,633 | $9.67M | $6.85M | 1.43% | -$2.82M |
| Nova Ltd.(NVMI) | 15,441 | 15,441 | 0 | $5.07M | $6.71M | 1.40% | +$1.64M |
| Pfizer Inc.(PFE) | 280,301 | 215,000 | -65,301 | $6.98M | $6.04M | 1.26% | -$942.3K |
| Camtek Ltd.(CAMT) | 35,577 | 35,577 | 0 | $3.78M | $5.39M | 1.12% | +$1.61M |
| InMode Ltd.SHS(INMD) | 297,883 | 387,005 | +89,122 | $4.38M | $5.29M | 1.10% | +$918.3K |
| Micron Technology, Inc.(MU) | 3,885 | 15,285 | +11,400 | $1.11M | $5.16M | 1.08% | +$4.06M |
| RADCOM Ltd.SHS NEW(RDCM) | 416,790 | 404,595 | -12,195 | $5.45M | $4.92M | 1.02% | -$531.7K |
| GSK plcADR(GSK) | 88,500 | 88,500 | 0 | $4.34M | $4.88M | 1.02% | +$544.3K |
| Arista Networks, Inc.(ANET) | 38,795 | 38,737 | -58 | $5.08M | $4.76M | 0.99% | -$327.2K |
| Ellomay Capital LimitedSHS SHS | 193,565 | 193,565 | 0 | $4.70M | $4.71M | 0.98% | +$1.9K |
| Select Sector Spdr TrSTATE STREET TEC ST STR TECHN ETF | 30,460 | 30,460 | 0 | $4.39M | $4.05M | 0.84% | -$337.2K |
| SharkNinja, Inc.(SN) | 33,650 | 32,650 | -1,000 | $3.77M | $3.46M | 0.72% | -$307.8K |
| Spdr Series TrustSTATE STREET SPD ST STR SP AERO | 12,500 | 12,500 | 0 | $3.02M | $3.17M | 0.66% | +$159.3K |
| NVIDIA Corporation(NVDA) | 15,180 | 18,066 | +2,886 | $2.83M | $3.15M | 0.66% | +$319.6K |
| NICE Ltd.ADR(NICE) | 48,796 | 26,396 | -22,400 | $5.52M | $2.91M | 0.61% | -$2.61M |
| ICL Group LtdSHS(ICL) | 537,457 | 537,457 | 0 | $3.07M | $2.78M | 0.58% | -$284.9K |
| Marvell Technology, Inc.(MRVL) | 24,824 | 24,824 | 0 | $2.11M | $2.46M | 0.51% | +$349.3K |
| Invesco Qqq TrUNIT SER 1 | 4,238 | 4,238 | 0 | $2.60M | $2.45M | 0.51% | -$157.4K |
| Taboola.com Ltd.(TBLA) | 768,731 | 768,731 | 0 | $3.54M | $2.38M | 0.50% | -$1.16M |
| Syndax Pharmaceuticals, Inc.(SNDX) | 108,377 | 96,297 | -12,080 | $2.28M | $2.25M | 0.47% | -$27.5K |
| Berkshire Hathaway Inc DelCL B | 4,450 | 4,450 | 0 | $2.24M | $2.13M | 0.44% | -$104.4K |
| Zoom Communications, Inc.CL A(ZM) | 25,900 | 25,900 | 0 | $2.23M | $2.08M | 0.43% | -$152.8K |
| Eltek Ltd.SHS(ELTK) | 252,682 | 252,682 | 0 | $2.19M | $2.02M | 0.42% | -$161.7K |
| Vanguard Scottsdale FdsVNG RUS2000IDX VNG RUS2000IDX | 18,850 | 18,850 | 0 | $1.88M | $1.89M | 0.39% | +$12.3K |
| Perrigo Company plcSHS(PRGO) | 266,539 | 170,000 | -96,539 | $3.71M | $1.83M | 0.38% | -$1.88M |
| Check Point Software Tech Lt ORD | 12,703 | 12,713 | +10 | $2.36M | $1.82M | 0.38% | -$541.1K |
| Vanguard Index FdsGROWTH ETF | 3,835 | 3,835 | 0 | $1.87M | $1.68M | 0.35% | -$195.9K |
| Schwab Strategic TrUS LCAP GR ETF | 57,120 | 57,120 | 0 | $1.86M | $1.66M | 0.35% | -$199.3K |
| Silicom Ltd.(SILC) | 205,659 | 73,765 | -131,894 | $3.02M | $1.56M | 0.32% | -$1.47M |
| Kornit Digital Ltd.SHS(KRNT) | 220,031 | 103,028 | -117,003 | $3.16M | $1.51M | 0.31% | -$1.65M |
| Allot Ltd.SHS(ALLT) | 225,943 | 225,943 | 0 | $2.22M | $1.50M | 0.31% | -$716.2K |
| Odysight.ai Inc.(ODYS) | 210,111 | 210,111 | 0 | $693.4K | $1.46M | 0.30% | +$766.9K |
| Sol-Gel Technologies LtdSHS NEW SHS NEW | 17,753 | 17,753 | 0 | $748.1K | $1.41M | 0.29% | +$658.3K |
| Lowe's Companies, Inc.(LOW) | 5,900 | 5,900 | 0 | $1.42M | $1.39M | 0.29% | -$28.8K |
| KKR & Co. Inc.(KKR) | 14,827 | 14,827 | 0 | $1.89M | $1.37M | 0.29% | -$518.6K |
| Simon Property Group, Inc.(SPG) | 7,150 | 7,150 | 0 | $1.32M | $1.33M | 0.28% | +$10.2K |
| Select Sector Spdr TrSTATE STREET IND ST STR INDL ETF | 8,000 | 8,000 | 0 | $1.24M | $1.29M | 0.27% | +$52.9K |
| Select Sector Spdr TrSTATE STREET HEA ST STR CARE ETF | 8,540 | 8,540 | 0 | $1.32M | $1.25M | 0.26% | -$69.9K |
| Wix Com LtdSHS SHS | 13,251 | 13,251 | 0 | $1.38M | $1.19M | 0.25% | -$183.1K |
| Cisco Systems, Inc.(CSCO) | 13,358 | 13,144 | -214 | $1.03M | $1.02M | 0.21% | -$9.1K |
| Harmony Biosciences Holdings, Inc.(HRMY) | 35,887 | 35,887 | 0 | $1.34M | $1.01M | 0.21% | -$337.7K |
| Broadcom Inc.(AVGO) | 0 | 2,730 | +2,730 | $0 | $845.0K | 0.18% | +$845.0K |
| Intel Corporation(INTC) | 18,650 | 18,650 | 0 | $688.2K | $823.0K | 0.17% | +$134.8K |
| Cognyte Software Ltd.(CGNT) | 26,690 | 100,979 | +74,289 | $250.9K | $817.9K | 0.17% | +$567.0K |
| Compugen Ltd.(CGEN) | 318,852 | 318,852 | 0 | $487.8K | $679.2K | 0.14% | +$191.3K |
| Visa Inc.CL A(V) | 2,289 | 2,224 | -65 | $802.8K | $672.2K | 0.14% | -$130.6K |
| GE Aerospace(GE) | 2,137 | 2,137 | 0 | $658.3K | $606.4K | 0.13% | -$51.8K |
| PennantPark Floating Rate Capital Ltd.(PFLA) | 74,427 | 74,427 | 0 | $689.9K | $598.4K | 0.12% | -$91.5K |
| Arvinas, Inc.(ARVN) | 46,665 | 46,665 | 0 | $553.4K | $494.6K | 0.10% | -$58.8K |
| GE Vernova Inc.(GEV) | 534 | 534 | 0 | $349.0K | $466.1K | 0.10% | +$117.1K |
| Corpay, Inc.(CPAY) | 1,500 | 1,500 | 0 | $451.4K | $436.5K | 0.09% | -$14.9K |
| Perion Network Ltd.SHS NEW(PERI) | 42,084 | 42,084 | 0 | $403.2K | $420.4K | 0.09% | +$17.3K |
| NVR, Inc.(NVR) | 63 | 63 | 0 | $459.4K | $415.2K | 0.09% | -$44.3K |
| Digital Realty Trust, Inc.(DLR) | 2,300 | 2,300 | 0 | $355.8K | $414.5K | 0.09% | +$58.6K |
| Jefferies Financial Group Inc.(JEF) | 8,652 | 8,652 | 0 | $536.2K | $357.1K | 0.07% | -$179.1K |
| AT&T Inc.(T) | 12,142 | 10,863 | -1,279 | $301.6K | $314.9K | 0.07% | +$13.3K |
| Verizon Communications Inc.(VZ) | 7,572 | 5,979 | -1,593 | $308.4K | $300.1K | 0.06% | -$8.3K |
| T-Mobile US, Inc.(TMUS) | 1,448 | 1,343 | -105 | $294.0K | $282.1K | 0.06% | -$11.9K |
| The Walt Disney Company(DIS) | 2,500 | 2,500 | 0 | $284.4K | $240.9K | 0.05% | -$43.5K |
| The Williams Companies, Inc.(WMB) | 3,371 | 3,023 | -348 | $202.6K | $220.0K | 0.05% | +$17.4K |
| American Tower Corporation(AMT) | 1,407 | 1,256 | -151 | $247.0K | $216.8K | 0.05% | -$30.3K |
| AudioCodes Ltd.(AUDC) | 20,113 | 20,113 | 0 | $175.6K | $169.2K | 0.04% | -$6.4K |
| Caesarstone Ltd.(CSTE) | 156,042 | 66,042 | -90,000 | $290.2K | $70.7K | 0.01% | -$219.6K |
| Teads Holding Co.(TEAD) | 96,643 | 96,643 | 0 | $68.0K | $63.6K | 0.01% | -$4.4K |
| Invesco Exch Traded Fd Tr IiNASDAQ 100 ETF NASDAQ 100 ETF | 1,608 | 0 | -1,608 | $406.7K | $0 | — | -$406.7K |
| Magic Software Enterprises L | 62,066 | 0 | -62,066 | $1.60M | $0 | — | -$1.60M |
| Radware Ltd.(RDWR) | 72,277 | 0 | -72,277 | $1.74M | $0 | — | -$1.74M |
| SolarEdge Technologies, Inc.(SEDG) | 11,654 | 0 | -11,654 | $336.2K | $0 | — | -$336.2K |
| Viatris Inc.(VTRS) | 442,462 | 0 | -442,462 | $5.51M | $0 | — | -$5.51M |