Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 0 | 636,382 | +636,382 | 0 | 34,116 | 6.47% | +34,116 |
| SPDR SERIES TRUST ST STR SP BIOT | 0 | 104,532 | +104,532 | 0 | 16,542 | 3.14% | +16,542 |
| MICRON TECHNOLOGY INC(MU) | 15,285 | 11,960 | -3,325 | 5,164 | 13,805 | 2.62% | +8,641 |
| GLOBAL E ONLINE LTD SHS | 846,829 | 988,629 | +141,800 | 26,125 | 34,335 | 6.51% | +8,210 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 0 | 30,460 | +30,460 | 0 | 5,803 | 1.10% | +5,803 |
| ALPHABET INC(GOOG) | 75,708 | 75,704 | -4 | 21,771 | 27,054 | 5.13% | +5,284 |
| MARVELL TECHNOLOGY INC(MRVL) | 24,824 | 24,824 | 0 | 2,459 | 7,395 | 1.40% | +4,936 |
| META PLATFORMS INC(META) | 31,600 | 39,487 | +7,887 | 18,079 | 22,243 | 4.22% | +4,163 |
| SPDR SERIES TRUST ST STR SP AERO | 0 | 12,500 | +12,500 | 0 | 3,547 | 0.67% | +3,547 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 30,656 | 30,656 | 0 | 19,937 | 22,893 | 4.34% | +2,956 |
| AMAZON COM INC(AMZN) | 79,575 | 79,575 | 0 | 16,573 | 18,966 | 3.60% | +2,393 |
| MICROSOFT CORP(MSFT) | 43,563 | 48,411 | +4,848 | 16,126 | 18,058 | 3.42% | +1,933 |
| ARISTA NETWORKS INC(ANET) | 38,737 | 38,733 | -4 | 4,756 | 6,580 | 1.25% | +1,824 |
| INTEL CORP(INTC) | 18,650 | 18,650 | 0 | 823 | 2,604 | 0.49% | +1,781 |
| QXO INC(QXO) | 0 | 100,000 | +100,000 | 0 | 1,728 | 0.33% | +1,728 |
| NOVA LTD(NVMI) | 15,441 | 15,441 | 0 | 6,706 | 8,384 | 1.59% | +1,678 |
| SHARKNINJA INC(SN) | 32,650 | 32,650 | 0 | 3,458 | 4,972 | 0.94% | +1,514 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 0 | 8,000 | +8,000 | 0 | 1,482 | 0.28% | +1,482 |
| TABOOLA.COM LTD(TBLA) | 768,731 | 768,731 | 0 | 2,383 | 3,844 | 0.73% | +1,461 |
| SELECT SECTOR SPDR TR ST STR CARE ETF | 0 | 8,540 | +8,540 | 0 | 1,355 | 0.26% | +1,355 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 354,704 | 352,579 | -2,125 | 10,684 | 11,945 | 2.26% | +1,262 |
| ISHARES TR | 10,486 | 10,721 | +235 | 6,850 | 8,029 | 1.52% | +1,179 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 56,190 | 56,190 | 0 | 10,784 | 11,956 | 2.27% | +1,172 |
| INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | 0 | 3,406 | +3,406 | 0 | 1,032 | 0.20% | +1,032 |
| CF INDUSTRIES HOLD(CF) | 0 | 8,000 | +8,000 | 0 | 866 | 0.16% | +866 |
| RADCOM LTD | 404,595 | 404,595 | 0 | 4,920 | 5,705 | 1.08% | +785 |
| INVESCO QQQ TR | 4,238 | 4,238 | 0 | 2,446 | 3,121 | 0.59% | +675 |
| SILICOM LTD | 73,765 | 44,537 | -29,228 | 1,556 | 2,135 | 0.40% | +579 |
| CISCO SYS INC(CSCO) | 13,144 | 13,111 | -33 | 1,020 | 1,540 | 0.29% | +520 |
| ALLOT LTD | 225,943 | 225,943 | 0 | 1,505 | 2,000 | 0.38% | +495 |
| CAMTEK LTD(CAMT) | 35,577 | 35,577 | 0 | 5,394 | 5,803 | 1.10% | +409 |
| VANGUARD SCOTTSDALE FDS VNG RUS2000IDX | 18,850 | 18,850 | 0 | 1,888 | 2,289 | 0.43% | +401 |
| ELTEK LTD | 252,682 | 252,682 | 0 | 2,024 | 2,400 | 0.46% | +376 |
| BROADCOM INC(AVGO) | 2,730 | 3,229 | +499 | 845 | 1,220 | 0.23% | +375 |
| VANGUARD INDEX FDS | 3,835 | 23,010 | +19,175 | 1,675 | 1,982 | 0.38% | +307 |
| HARMONY BIOSCIENCES HLDGS IN(HRMY) | 35,887 | 35,887 | 0 | 1,005 | 1,307 | 0.25% | +301 |
| ISHARES INC | 0 | 1,436 | +1,436 | 0 | 291 | 0.06% | +291 |
| SCHWAB STRATEGIC TR | 57,120 | 57,120 | 0 | 1,664 | 1,933 | 0.37% | +269 |
| SIMON PPTY GROUP INC NEW(SPG) | 7,150 | 7,150 | 0 | 1,334 | 1,599 | 0.30% | +265 |
| SCHWAB STRATEGIC TR | 251,541 | 251,541 | 0 | 7,717 | 7,976 | 1.51% | +259 |
| ANHEUSER BUSCH INBEV SA NV(BUD) | 0 | 2,780 | +2,780 | 0 | 229 | 0.04% | +229 |
| UNITED PARCEL SVCS INC(UPS) | 0 | 1,995 | +1,995 | 0 | 214 | 0.04% | +214 |
| GE AEROSPACE(GE) | 2,137 | 2,137 | 0 | 606 | 799 | 0.15% | +192 |
| INMODE LTD(INMD) | 387,005 | 373,250 | -13,755 | 5,294 | 5,457 | 1.03% | +163 |
| GE VERNOVA INC(GEV) | 534 | 534 | 0 | 466 | 627 | 0.12% | +161 |
| ZOOM COMMUNICATIONS INC(ZM) | 25,900 | 25,900 | 0 | 2,082 | 2,235 | 0.42% | +153 |
| COGNYTE SOFTWARE LTD | 100,979 | 104,944 | +3,965 | 818 | 921 | 0.17% | +103 |
| BERKSHIRE HATHAWAY INC DEL | 4,450 | 4,450 | 0 | 2,132 | 2,227 | 0.42% | +94 |
| VISA INC(V) | 2,224 | 2,220 | -4 | 672 | 762 | 0.14% | +89 |
| JEFFERIES FINANCIAL GROUP IN(JEF) | 8,652 | 8,652 | 0 | 357 | 432 | 0.08% | +75 |
| CORPAY INC(CPAY) | 1,500 | 1,500 | 0 | 436 | 500 | 0.09% | +63 |
| CAESARSTONE LTD | 66,042 | 53,287 | -12,755 | 71 | 112 | 0.02% | +41 |
| NVR INC(NVR) | 63 | 63 | 0 | 415 | 429 | 0.08% | +14 |
| DISNEY WALT CO(DIS) | 2,500 | 2,500 | 0 | 241 | 241 | 0.05% | -0 |
| DIGITAL RLTY TR INC(DLR) | 2,300 | 2,300 | 0 | 414 | 413 | 0.08% | -1 |
| TEADS HLDG CO | 96,643 | 79,959 | -16,684 | 64 | 61 | 0.01% | -2 |
| KKR & CO INC(KKR) | 14,827 | 14,827 | 0 | 1,371 | 1,361 | 0.26% | -11 |
| PERION NETWORK LTD | 42,084 | 42,084 | 0 | 420 | 409 | 0.08% | -12 |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 122,283 | 93,583 | -28,700 | 8,347 | 8,331 | 1.58% | -16 |
| PERRIGO CO PLC(PRGO) | 170,000 | 170,000 | 0 | 1,826 | 1,766 | 0.33% | -59 |
| T-MOBILE US INC(TMUS) | 1,343 | 1,297 | -46 | 282 | 218 | 0.04% | -65 |
| COMPUGEN LTD | 318,852 | 281,983 | -36,869 | 679 | 603 | 0.11% | -76 |
| VERIZON COMMUNICATIONS INC(VZ) | 5,979 | 5,231 | -748 | 300 | 221 | 0.04% | -79 |
| LOWES COS INC(LOW) | 5,900 | 5,900 | 0 | 1,394 | 1,301 | 0.25% | -93 |
| AT&T INC(T) | 10,863 | 10,234 | -629 | 315 | 212 | 0.04% | -103 |
| ZIM INTEGRATED SHIPPING SERV SHS | 3,268,773 | 3,308,773 | +40,000 | 86,132 | 86,028 | 16.31% | -104 |
| ARVINAS INC | 46,665 | 46,665 | 0 | 495 | 388 | 0.07% | -107 |
| ICL GROUP LTD(ICL) | 537,457 | 536,410 | -1,047 | 2,784 | 2,671 | 0.51% | -113 |
| NVIDIA CORPORATION(NVDA) | 18,066 | 15,054 | -3,012 | 3,151 | 3,012 | 0.57% | -139 |
| CHECK POINT SOFTWARE TECH LT ORD | 12,713 | 12,707 | -6 | 1,816 | 1,670 | 0.32% | -146 |
| AUDIOCODES LTD | 20,113 | 0 | -20,113 | 169 | 0 | — | -169 |
| PENNANTPARK FLOATING RATE CA(PFLA) | 74,427 | 54,927 | -19,500 | 598 | 411 | 0.08% | -188 |
| AMERICAN TOWER CORP(AMT) | 1,256 | 0 | -1,256 | 217 | 0 | — | -217 |
| WILLIAMS COS INC(WMB) | 3,023 | 0 | -3,023 | 220 | 0 | — | -220 |
| GSK PLC(GSK) | 88,500 | 88,500 | 0 | 4,884 | 4,639 | 0.88% | -245 |
| KORNIT DIGITAL LTD | 103,028 | 76,440 | -26,588 | 1,510 | 1,242 | 0.24% | -268 |
| ORMAT TECHNOLOGIES INC(ORA) | 106,175 | 106,175 | 0 | 11,883 | 11,562 | 2.19% | -321 |
| NICE LTD(NICE) | 26,396 | 27,096 | +700 | 2,910 | 2,462 | 0.47% | -449 |
| WIX COM LTD SHS | 13,251 | 13,251 | 0 | 1,194 | 601 | 0.11% | -592 |
| ODYSIGHT AI INC | 210,111 | 205,629 | -4,482 | 1,460 | 855 | 0.16% | -605 |
| SOL-GEL TECHNOLOGIES LTD SHS NEW | 17,753 | 10,384 | -7,369 | 1,406 | 770 | 0.15% | -637 |
| PFIZER INC(PFE) | 215,000 | 215,000 | 0 | 6,037 | 5,177 | 0.98% | -860 |
| ELBIT SYS LTD(ESLT) | 10,281 | 10,281 | 0 | 8,729 | 7,800 | 1.48% | -929 |
| GILAT SATELLITE NETWORKS LTD(GILT) | 645,549 | 645,549 | 0 | 9,696 | 8,592 | 1.63% | -1,104 |
| MEDIWOUND LTD | 762,817 | 758,169 | -4,648 | 12,289 | 11,145 | 2.11% | -1,144 |
| ELLOMAY CAPITAL LIMITED SHS | 193,565 | 190,087 | -3,478 | 4,706 | 3,517 | 0.67% | -1,189 |
| SELECT SECTOR SPDR TR ST STR CARE ETF | 8,540 | 0 | -8,540 | 1,252 | 0 | — | -1,252 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 8,000 | 0 | -8,000 | 1,294 | 0 | — | -1,294 |
| INTERNATIONAL FLAVORS&FRAGRA(IFF) | 128,234 | 92,004 | -36,230 | 9,303 | 7,289 | 1.38% | -2,015 |
| ALIBABA GROUP HLDG LTD(BABA) | 69,320 | 69,320 | 0 | 8,697 | 6,653 | 1.26% | -2,044 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 96,297 | 0 | -96,297 | 2,249 | 0 | — | -2,249 |
| SPDR SERIES TRUST ST STR SP AERO | 12,500 | 0 | -12,500 | 3,175 | 0 | — | -3,175 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 30,460 | 0 | -30,460 | 4,048 | 0 | — | -4,048 |
| SPDR SERIES TRUST ST STR SP BIOT | 104,532 | 0 | -104,532 | 13,352 | 0 | — | -13,352 |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 765,764 | 0 | -765,764 | 37,806 | 0 | — | -37,806 |