Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ZIM INTEGRATED SHIPPING SERV SHS | 1,231,506 | 2,422,986 | +1,191,480 | 19,815 | 32,831 | 6.89% | +13,017 |
| GILAT SATELLITE NETWORKS LTD(GILT) | 181,549 | 681,549 | +500,000 | 1,287 | 8,874 | 1.86% | +7,587 |
| ALPHABET INC(GOOG) | 66,410 | 69,539 | +3,129 | 11,703 | 16,905 | 3.55% | +5,201 |
| ALIBABA GROUP HLDG LTD(BABA) | 69,320 | 69,320 | 0 | 7,862 | 12,390 | 2.60% | +4,528 |
| GLOBAL E ONLINE LTD SHS | 773,183 | 837,183 | +64,000 | 25,933 | 29,938 | 6.29% | +4,005 |
| SPDR S&P 500 ETF TR(SPY) | 60,595 | 60,595 | 0 | 37,439 | 40,367 | 8.48% | +2,929 |
| SPDR SERIES TRUST ST STR SP BIOT | 104,532 | 104,532 | 0 | 8,669 | 10,474 | 2.20% | +1,805 |
| ARISTA NETWORKS INC(ANET) | 38,718 | 38,760 | +42 | 3,961 | 5,648 | 1.19% | +1,686 |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 198,844 | 198,844 | 0 | 4,520 | 6,196 | 1.30% | +1,676 |
| MICROSOFT CORP(MSFT) | 42,315 | 43,687 | +1,372 | 21,048 | 22,628 | 4.75% | +1,580 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA) | 395,504 | 395,504 | 0 | 6,629 | 7,989 | 1.68% | +1,361 |
| ORMAT TECHNOLOGIES INC(ORA) | 106,175 | 106,175 | 0 | 8,893 | 10,219 | 2.15% | +1,326 |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 765,764 | 765,764 | 0 | 40,103 | 41,252 | 8.66% | +1,149 |
| CAMTEK LTD(CAMT) | 35,577 | 35,577 | 0 | 3,008 | 3,737 | 0.78% | +729 |
| NOVA LTD(NVMI) | 15,441 | 15,441 | 0 | 4,249 | 4,936 | 1.04% | +687 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 108,377 | 108,377 | 0 | 1,015 | 1,667 | 0.35% | +652 |
| META PLATFORMS INC(META) | 32,916 | 33,837 | +921 | 24,295 | 24,849 | 5.22% | +554 |
| VIATRIS INC(VTRS) | 487,397 | 487,397 | 0 | 4,352 | 4,825 | 1.01% | +473 |
| PENNANTPARK FLOATING RATE CA(PFLA) | 19,500 | 74,427 | +54,927 | 201 | 662 | 0.14% | +460 |
| ALLOT LTD(ALLT) | 225,943 | 225,943 | 0 | 1,932 | 2,390 | 0.50% | +459 |
| NVIDIA CORPORATION(NVDA) | 15,039 | 15,162 | +123 | 2,376 | 2,829 | 0.59% | +453 |
| SILICOM LTD(SILC) | 206,659 | 205,659 | -1,000 | 3,196 | 3,644 | 0.77% | +448 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 15,230 | 15,230 | 0 | 3,857 | 4,293 | 0.90% | +436 |
| FISERV INC(FISV) | 0 | 3,200 | +3,200 | 0 | 413 | 0.09% | +413 |
| SHARKNINJA INC(SN) | 26,400 | 29,150 | +2,750 | 2,613 | 3,007 | 0.63% | +393 |
| PFIZER INC(PFE) | 297,831 | 297,831 | 0 | 7,219 | 7,589 | 1.59% | +369 |
| SPDR SERIES TRUST ST STR SP AERO | 12,500 | 12,500 | 0 | 2,637 | 2,937 | 0.62% | +300 |
| RADCOM LTD(RDCM) | 506,943 | 492,375 | -14,568 | 6,889 | 7,135 | 1.50% | +245 |
| INVESCO QQQ TR | 4,738 | 4,738 | 0 | 2,614 | 2,845 | 0.60% | +231 |
| AMAZON COM INC(AMZN) | 81,305 | 82,275 | +970 | 17,838 | 18,065 | 3.79% | +228 |
| SCHWAB STRATEGIC TR | 251,541 | 251,541 | 0 | 6,666 | 6,867 | 1.44% | +201 |
| VANGUARD SCOTTSDALE FDS VNG RUS2000IDX | 18,850 | 18,850 | 0 | 1,644 | 1,844 | 0.39% | +200 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 11,654 | 11,654 | 0 | 238 | 431 | 0.09% | +193 |
| SIMON PPTY GROUP INC NEW(SPG) | 7,150 | 7,150 | 0 | 1,149 | 1,342 | 0.28% | +192 |
| LOWES COS INC(LOW) | 5,900 | 5,900 | 0 | 1,309 | 1,483 | 0.31% | +174 |
| MICRON TECHNOLOGY INC(MU) | 3,885 | 3,885 | 0 | 479 | 650 | 0.14% | +171 |
| MARVELL TECHNOLOGY INC(MRVL) | 24,824 | 24,824 | 0 | 1,921 | 2,087 | 0.44% | +166 |
| VANGUARD INDEX FDS | 3,835 | 3,835 | 0 | 1,681 | 1,839 | 0.39% | +158 |
| SCHWAB STRATEGIC TR | 57,120 | 57,120 | 0 | 1,668 | 1,823 | 0.38% | +154 |
| INMODE LTD(INMD) | 298,883 | 298,883 | 0 | 4,316 | 4,453 | 0.94% | +137 |
| WIX COM LTD SHS | 14,040 | 13,251 | -789 | 2,225 | 2,354 | 0.49% | +129 |
| ZOOM COMMUNICATIONS INC(ZM) | 25,900 | 25,900 | 0 | 2,020 | 2,137 | 0.45% | +117 |
| JEFFERIES FINL GROUP INC(JEF) | 8,652 | 8,652 | 0 | 473 | 566 | 0.12% | +93 |
| GE AEROSPACE(GE) | 2,137 | 2,137 | 0 | 550 | 643 | 0.13% | +93 |
| ELLOMAY CAPITAL LIMITED SHS | 110,265 | 110,265 | 0 | 1,899 | 1,986 | 0.42% | +87 |
| MAGIC SOFTWARE ENTERPRISES L | 62,066 | 62,066 | 0 | 1,187 | 1,267 | 0.27% | +80 |
| BERKSHIRE HATHAWAY INC DEL | 4,450 | 4,450 | 0 | 2,162 | 2,237 | 0.47% | +76 |
| ELTEK LTD(ELTK) | 252,682 | 252,682 | 0 | 2,709 | 2,767 | 0.58% | +58 |
| ARVINAS INC(ARVN) | 46,665 | 46,665 | 0 | 343 | 398 | 0.08% | +54 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 8,000 | 8,000 | 0 | 1,180 | 1,234 | 0.26% | +54 |
| GE VERNOVA INC(GEV) | 534 | 534 | 0 | 283 | 328 | 0.07% | +46 |
| NVR INC(NVR) | 63 | 63 | 0 | 465 | 506 | 0.11% | +41 |
| SELECT SECTOR SPDR TR ST STR CARE ETF | 8,540 | 8,540 | 0 | 1,151 | 1,189 | 0.25% | +37 |
| CISCO SYS INC(CSCO) | 13,076 | 13,253 | +177 | 907 | 907 | 0.19% | -0 |
| DIGITAL RLTY TR INC(DLR) | 2,300 | 2,300 | 0 | 401 | 398 | 0.08% | -3 |
| AUDIOCODES LTD(AUDC) | 20,113 | 20,113 | 0 | 198 | 191 | 0.04% | -6 |
| VISA INC(V) | 2,202 | 2,249 | +47 | 782 | 768 | 0.16% | -14 |
| PERION NETWORK LTD(PERI) | 42,084 | 42,084 | 0 | 427 | 404 | 0.08% | -23 |
| NEW FORTRESS ENERGY INC(NFE) | 17,072 | 14,998 | -2,074 | 57 | 33 | 0.01% | -24 |
| PAYPAL HLDGS INC(PYPL) | 3,250 | 3,250 | 0 | 242 | 218 | 0.05% | -24 |
| DISNEY WALT CO(DIS) | 2,500 | 2,500 | 0 | 310 | 286 | 0.06% | -24 |
| NEXTERA ENERGY INC(NEE) | 4,198 | 3,505 | -693 | 291 | 265 | 0.06% | -27 |
| DUKE ENERGY CORP NEW(DUK) | 2,280 | 1,938 | -342 | 269 | 240 | 0.05% | -29 |
| CONSTELLATION ENERGY CORP(CEG) | 923 | 781 | -142 | 298 | 257 | 0.05% | -41 |
| WILLIAMS COS INC(WMB) | 5,441 | 4,711 | -730 | 342 | 298 | 0.06% | -43 |
| KKR & CO INC(KKR) | 14,827 | 14,827 | 0 | 1,972 | 1,927 | 0.40% | -46 |
| VERIZON COMMUNICATIONS INC(VZ) | 10,328 | 8,909 | -1,419 | 447 | 392 | 0.08% | -55 |
| CORPAY INC(CPAY) | 1,500 | 1,500 | 0 | 498 | 432 | 0.09% | -66 |
| T-MOBILE US INC(TMUS) | 1,845 | 1,539 | -306 | 440 | 368 | 0.08% | -71 |
| TEADS HLDG CO(TEAD) | 96,643 | 96,643 | 0 | 240 | 159 | 0.03% | -80 |
| AT&T INC(T) | 16,488 | 13,582 | -2,906 | 477 | 384 | 0.08% | -94 |
| COMPUGEN LTD(CGEN) | 318,852 | 318,852 | 0 | 568 | 469 | 0.10% | -99 |
| AMERICAN TOWER CORP NEW(AMT) | 2,265 | 1,962 | -303 | 501 | 377 | 0.08% | -123 |
| SOL GEL TECHNOLOGIES | 17,753 | 0 | -17,753 | 131 | 0 | — | -131 |
| ODYSIGHT AI INC(ODYS) | 211,335 | 210,111 | -1,224 | 1,078 | 946 | 0.20% | -132 |
| HARMONY BIOSCIENCES HLDGS IN(HRMY) | 35,887 | 35,887 | 0 | 1,134 | 989 | 0.21% | -145 |
| CHECK POINT SOFTWARE TECH LT ORD | 12,725 | 12,729 | +4 | 2,815 | 2,634 | 0.55% | -182 |
| TABOOLA.COM LTD(TBLA) | 768,731 | 768,731 | 0 | 2,814 | 2,621 | 0.55% | -192 |
| UNITED PARCEL SERVICE INC(UPS) | 1,995 | 0 | -1,995 | 201 | 0 | — | -201 |
| NATIONAL GRID PLC(NGG) | 2,718 | 0 | -2,718 | 202 | 0 | — | -202 |
| CROWN CASTLE INC(CCI) | 2,022 | 0 | -2,022 | 208 | 0 | — | -208 |
| CAESARSTONE LTD(CSTE) | 621,969 | 621,969 | 0 | 1,225 | 989 | 0.21% | -236 |
| ONEOK INC NEW(OKE) | 2,930 | 0 | -2,930 | 239 | 0 | — | -239 |
| ICL GROUP LTD(ICL) | 537,457 | 537,457 | 0 | 3,698 | 3,343 | 0.70% | -355 |
| ELBIT SYS LTD(ESLT) | 12,841 | 10,281 | -2,560 | 5,772 | 5,241 | 1.10% | -531 |
| CHEMOMAB THERAPEUTICS LTD | 578,291 | 0 | -578,291 | 671 | 0 | — | -671 |
| INTEL CORP(INTC) | 78,650 | 18,650 | -60,000 | 1,762 | 626 | 0.13% | -1,136 |
| PERRIGO CO PLC(PRGO) | 266,539 | 266,539 | 0 | 7,122 | 5,936 | 1.25% | -1,186 |
| MEDIWOUND LTD(MDWD) | 816,741 | 809,948 | -6,793 | 15,820 | 14,595 | 3.06% | -1,225 |
| NICE LTD(NICE) | 54,696 | 54,696 | 0 | 9,239 | 7,919 | 1.66% | -1,320 |
| RADWARE LTD(RDWR) | 149,941 | 115,210 | -34,731 | 4,414 | 3,052 | 0.64% | -1,362 |
| KORNIT DIGITAL LTD(KRNT) | 230,331 | 230,331 | 0 | 4,586 | 3,109 | 0.65% | -1,476 |
| INTERNATIONAL FLAVORS&FRAGRA(IFF) | 128,234 | 128,234 | 0 | 9,432 | 7,892 | 1.66% | -1,540 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 81,510 | 66,790 | -14,720 | 14,814 | 12,670 | 2.66% | -2,144 |
| ISHARES TR | 20,046 | 13,573 | -6,473 | 12,447 | 9,084 | 1.91% | -3,362 |
| GSK PLC(GSK) | 364,053 | 88,500 | -275,553 | 13,980 | 3,820 | 0.80% | -10,160 |
| INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | 441,487 | 0 | -441,487 | 100,262 | 0 | — | -100,262 |