Fund HoldingsAnalyst IMS Investment Management Services Ltd.

Total Portfolio Value
$1.60M
Total Bought
$122.1K
Total Sold
$10.2K
Net Transaction
+$111.9K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VANGUARD INDEX FDS550,607682,647+132,04022226916.83%+47
SPDR S&P 500 ETF TR(SPY)1,102,4081,197,248+94,84048351332.14%+30
ISHARES TR326,372381,770+55,39814416410.29%+21
ALEXANDRIA REAL ESTATE EQ IN096,220+96,2200100.60%+10
WIX COM LTD
SHS
298,059298,059023271.70%+4
VANECK ETF TRUST
BDC INCOME ETF
0149,485+149,485020.15%+2
SELECT SECTOR SPDR TR
ST STR INDL ETF
018,200+18,200020.12%+2
ITURAN LOCATION AND CONTROL
SHS
412,671369,085-43,58610110.69%+1
ALPHABET INC(GOOG)97,30397,663+36012130.81%+1
AMAZON COM INC(AMZN)56,90061,462+4,562780.49%0
META PLATFORMS INC(META)16,50016,806+306550.32%0
ISHARES TR04,864+4,864000.03%0
SELECT SECTOR SPDR TR
ST STR SVC ETF
4,5699,954+5,385010.04%0
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,7303,975+2,245010.04%0
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,7743,932+2,158010.04%0
BOSTON PROPERTIES INC(BXP)147,237147,2370890.55%0
ADOBE INC(ADBE)14,87314,850-23770.47%0
TAIWAN SEMICONDUCTOR MFG LTD(TSM)9,25413,754+4,500110.07%0
JOHNSON & JOHNSON(JNJ)01,566+1,566000.02%0
UNITEDHEALTH GROUP INC(UNH)0417+417000.01%0
REGENERON PHARMACEUTICALS(REGN)1,4251,4250110.07%0
INTUIT(INTU)3,2133,191-22120.10%0
COSTCO WHSL CORP NEW(COST)4,1674,182+15220.15%0
MASTERCARD INCORPORATED(MA)12,24212,279+37550.31%0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,5802,630+1,050000.02%0
CHEVRON CORP NEW(CVX)1,6762,331+655000.02%0
CISCO SYS INC(CSCO)47,09147,0910230.16%0
CIENA CORP(CIEN)24,23224,2320110.07%0
COMCAST CORP NEW(CCZ)27,42927,714+285110.08%0
ALPHABET INC(GOOG)5,4055,645+240110.05%0
NEOGAMES S A70,75770,7570220.12%0
BERKSHIRE HATHAWAY INC DEL4,8804,860-20220.11%0
ALIBABA GROUP HLDG LTD(BABA)42,38542,3850440.23%0
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,24510,366+2,121000.02%0
MERCADOLIBRE INC(MELI)691682-9110.05%0
BP PLC(BP)8,9808,9800000.02%0
T-MOBILE US INC(TMUS)9,5319,612+81110.08%0
LAUDER ESTEE COS INC(EL)4,0755,762+1,687110.05%0
FIDELITY NATL INFORMATION SV(FIS)10,75810,7580110.04%0
BERKSHIRE HATHAWAY INC DEL110110.03%0
BOEING CO(BA)1,2041,486+282000.02%0
CHECK POINT SOFTWARE TECH LT
ORD
4,2234,2230110.04%0
TRIP COM GROUP LTD(TCOM)41,55041,5500110.09%0
ELEVANCE HEALTH INC(ELV)1,8941,8940110.05%0
WALMART INC(WMT)1,4001,4000000.01%0
NOVARTIS AG(NVS)2,5002,5000000.02%0
FORTIVE CORP(FTV)3,8003,8000000.02%0
NXP SEMICONDUCTORS N V
COM
3,7203,7200110.05%0
UNION PAC CORP(UNP)5,4595,480+21110.07%0
LINDE PLC(LIN)1,0761,090+14000.03%-0
TARO PHARMACEUTICAL INDS LTD13,55713,5570110.03%-0
BANK AMERICA CORP9,2519,525+274000.02%-0
HOME DEPOT INC(HD)7167160000.01%-0
VISA INC(V)1,3401,3400000.02%-0
SCHWAB STRATEGIC TR4,2004,2000000.01%-0
NORTHROP GRUMMAN CORP(NOC)5305300000.01%-0
VANGUARD WORLD FDS
HEALTH CAR ETF
1,9801,9800000.03%-0
PROCTER AND GAMBLE CO(PG)8,4738,555+82110.08%-0
MERCK & CO INC(MRK)2,2502,2500000.01%-0
PERRIGO CO PLC(PRGO)10,59810,5980000.02%-0
SPDR DOW JONES INDL AVERAGE(DIA)4,8404,8400220.10%-0
WELLS FARGO CO NEW(WFC)17,52717,5270110.04%-0
HONEYWELL INTL INC(HON)1,4841,480-4000.02%-0
PLUG POWER INC(PLUG)12,08111,892-189000.01%-0
BIOGEN INC(BIIB)1,4881,4880000.02%-0
BROADCOM INC(AVGO)2,1052,130+25220.11%-0
VANGUARD INTL EQUITY INDEX F142,446145,237+2,791660.36%-0
ADVANCED MICRO DEVICES INC(AMD)6,7036,7030110.04%-0
QUALCOMM INC(QCOM)7,9067,816-90110.05%-0
STARBUCKS CORP(SBUX)9,9689,9680110.06%-0
WORKDAY INC(WDAY)4,0974,048-49110.05%-0
VANGUARD INTL EQUITY INDEX F17,13816,529-609110.06%-0
SELECT SECTOR SPDR TR
ST STR STAPL ETF
6,3255,454-871000.02%-0
ISHARES TR33,75833,7580440.26%-0
FISERV INC(FISV)10,92810,9280110.08%-0
SEA LTD(SE)8,3318,3310000.02%-0
PEPSICO INC(PEP)9,1549,201+47220.10%-0
CITIGROUP INC(C)24,65324,6530110.06%-0
KIMCO RLTY CORP(KIM)65,12265,1220110.07%-0
APPLIED MATLS INC21,42121,341-80330.18%-0
PALO ALTO NETWORKS INC(PANW)7,7307,7300220.11%-0
CAESARSTONE LTD156,361156,3610110.04%-0
SELECT SECTOR SPDR TR
ST STR CARE ETF
97,15797,207+5013130.79%-0
ISHARES TR125,411125,227-184550.30%-0
FORTINET INC(FTNT)13,39313,693+300110.05%-0
MCDONALDS CORP(MCD)7000-70000-0
SILICOM LTD20,68020,6800110.03%-0
NIKE INC(NKE)10,49210,607+115110.06%-0
NEXTERA ENERGY INC(NEE)16,61116,634+23110.06%-0
ORACLE CORP(ORCL)26,71126,944+233330.18%-0
PAYPAL HLDGS INC(PYPL)13,96410,539-3,425110.04%-0
EBAY INC.(EBAY)7,4320-7,43200-0
SIMON PPTY GROUP INC NEW(SPG)67,18967,1890870.46%-0
ASML HOLDING N V
N Y REGISTRY SHS
2,8272,812-15220.10%-0
INVESCO QQQ TR816,661828,613+11,95229729718.58%-0
FIVERR INTL LTD261,607261,6070760.39%-0
COGNYTE SOFTWARE LTD351,521351,5210220.10%-1
ISHARES TR
MSCI CHINA ETF
498,181497,985-19622211.34%-1
ISHARES TR87,22587,225016150.97%-1
MICROSOFT CORP(MSFT)43,10743,490+38314140.85%-1
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