Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 109,831 | 656,760 | +546,929 | 3,169 | 33,528 | 2.20% | +30,359 |
| GE VERNOVA INC(GEV) | 0 | 26,086 | +26,086 | 0 | 22,784 | 1.49% | +22,784 |
| AMAZON COM INC(AMZN) | 168,405 | 285,704 | +117,299 | 38,871 | 59,504 | 3.90% | +20,632 |
| META PLATFORMS INC(META) | 57,484 | 98,479 | +40,995 | 37,945 | 56,343 | 3.69% | +18,398 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 0 | 37,350 | +37,350 | 0 | 18,111 | 1.19% | +18,111 |
| ONDAS INC(ONDS) | 0 | 1,839,742 | +1,839,742 | 0 | 16,631 | 1.09% | +16,631 |
| NVIDIA CORPORATION(NVDA) | 143,457 | 243,507 | +100,050 | 26,755 | 42,470 | 2.78% | +15,715 |
| BWX TECHNOLOGIES INC(BWXT) | 0 | 73,135 | +73,135 | 0 | 14,955 | 0.98% | +14,955 |
| APOLLO GLOBAL MGMT INC(APO) | 55,650 | 174,471 | +118,821 | 8,056 | 19,440 | 1.27% | +11,384 |
| SERVICENOW INC(NOW) | 0 | 85,822 | +85,822 | 0 | 8,973 | 0.59% | +8,973 |
| BER TECHNOLOGIES INC(UBER) | 112,908 | 234,453 | +121,545 | 9,226 | 16,864 | 1.10% | +7,638 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 101,511 | 114,041 | +12,530 | 36,557 | 43,723 | 2.86% | +7,166 |
| VERTIV HOLDINGS CO(VRT) | 65,500 | 65,500 | 0 | 10,612 | 16,413 | 1.08% | +5,801 |
| KKR & CO INC(KKR) | 115,528 | 221,259 | +105,731 | 14,728 | 20,466 | 1.34% | +5,739 |
| NOVA LTD(NVMI) | 39,558 | 39,558 | 0 | 12,990 | 17,179 | 1.13% | +4,189 |
| MASTERCARD INCORPORATED(MA) | 29,143 | 38,695 | +9,552 | 16,637 | 19,334 | 1.27% | +2,697 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 362,774 | 362,774 | 0 | 56,274 | 58,671 | 3.84% | +2,398 |
| BROADCOM INC(AVGO) | 61,102 | 75,930 | +14,828 | 21,170 | 23,550 | 1.54% | +2,380 |
| FIRST TR EXCHANGE TRADED FD RBA INDL ETF | 177,688 | 177,688 | 0 | 17,470 | 19,684 | 1.29% | +2,214 |
| ODYSIGHT AI INC(ODYS) | 624,737 | 624,737 | 0 | 2,062 | 4,105 | 0.27% | +2,043 |
| GLOBAL X FDS US INFR DEV ETF | 647,770 | 647,770 | 0 | 31,170 | 32,913 | 2.16% | +1,744 |
| INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN | 166,184 | 166,184 | 0 | 26,029 | 27,537 | 1.80% | +1,507 |
| D-WAVE QUANTUM INC(QBTS) | 380,350 | 781,195 | +400,845 | 9,946 | 11,273 | 0.74% | +1,326 |
| FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE | 111,625 | 111,625 | 0 | 17,081 | 18,260 | 1.20% | +1,179 |
| SELECT SECTOR SPDR TR ST STR UTIL ETF | 354,912 | 354,912 | 0 | 15,151 | 16,287 | 1.07% | +1,136 |
| ISHARES TR MSCI INDIA ETF | 15,080 | 35,117 | +20,037 | 815 | 1,645 | 0.11% | +830 |
| CELLEBRITE DI LTD(CLBT) | 1,081,078 | 1,454,908 | +373,830 | 19,492 | 20,049 | 1.31% | +557 |
| NETFLIX INC.(NFLX) | 181,004 | 181,004 | 0 | 16,971 | 17,404 | 1.14% | +433 |
| WISDOMTREE TR(WT) | 263,253 | 263,253 | 0 | 10,272 | 10,556 | 0.69% | +284 |
| SELECT SECTOR SPDR TR ST STR REAL ETF | 303,152 | 303,152 | 0 | 12,232 | 12,378 | 0.81% | +146 |
| ISHARES INC MSCI JAPAN ETF | 23,945 | 23,945 | 0 | 1,933 | 2,022 | 0.13% | +89 |
| IDAL TRUST I | 678,413 | 678,413 | 0 | 16,798 | 16,194 | 1.06% | -604 |
| APPLE INC(AAPL) | 42,990 | 42,990 | 0 | 11,687 | 10,910 | 0.71% | -777 |
| TATE STR SPDR DOW JONES IND(DIA) | 48,431 | 48,431 | 0 | 23,325 | 22,481 | 1.47% | -844 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 19,802 | 14,466 | -5,336 | 3,793 | 2,776 | 0.18% | -1,017 |
| ICL GROUP LTD(ICL) | 6,060,600 | 6,535,590 | +474,990 | 34,768 | 33,432 | 2.19% | -1,336 |
| SPDR SERIES TRUST ST STR SP CAPMKT | 138,163 | 138,163 | 0 | 20,715 | 19,011 | 1.25% | -1,703 |
| PERION NETWORK LTD(PERI) | 186,750 | 0 | -186,750 | 1,789 | 0 | — | -1,789 |
| ELECT SECTOR SPDR TR ST STR DISCR ETF | 180,728 | 180,728 | 0 | 21,581 | 19,696 | 1.29% | -1,885 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 187,346 | 187,346 | 0 | 27,013 | 24,898 | 1.63% | -2,115 |
| ISHARES TR MSCI CHINA ETF | 560,714 | 560,714 | 0 | 33,682 | 31,501 | 2.06% | -2,181 |
| ATON CORP PLC(ETN) | 46,299 | 33,833 | -12,466 | 14,747 | 12,101 | 0.79% | -2,646 |
| NEXTERA ENERGY INC(NEE) | 153,398 | 102,119 | -51,279 | 12,315 | 9,485 | 0.62% | -2,830 |
| SELECT SECTOR SPDR TR ST STR SVC ETF | 458,927 | 458,927 | 0 | 54,025 | 50,877 | 3.33% | -3,148 |
| BLACKSTONE INC(BX) | 87,585 | 87,585 | 0 | 13,500 | 10,071 | 0.66% | -3,429 |
| CHECK POINT SOFTWARE TECH LT ORD | 86,599 | 86,599 | 0 | 16,069 | 12,371 | 0.81% | -3,699 |
| VISA INC(V) | 81,188 | 81,188 | 0 | 28,473 | 24,538 | 1.61% | -3,935 |
| SPDR SERIES TRUST ST STR SP HOME | 147,504 | 103,396 | -44,108 | 15,187 | 10,207 | 0.67% | -4,980 |
| WISDOMTREE TR(WT) | 987,040 | 987,040 | 0 | 45,690 | 40,271 | 2.64% | -5,419 |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 141,550 | 0 | -141,550 | 6,435 | 0 | — | -6,435 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL IND | 591,126 | 430,937 | -160,189 | 33,475 | 24,813 | 1.63% | -8,662 |
| EQT CORP(EQT) | 165,965 | 0 | -165,965 | 8,896 | 0 | — | -8,896 |
| CAMTEK LTD(CAMT) | 88,039 | 0 | -88,039 | 9,363 | 0 | — | -9,363 |
| ALPHABET INC(GOOG) | 49,895 | 21,447 | -28,448 | 15,617 | 6,167 | 0.40% | -9,450 |
| COSTCO WHOLESALE CORPORATION(COST) | 25,991 | 11,378 | -14,613 | 22,413 | 11,337 | 0.74% | -11,076 |
| SELECT SECTOR SPDR TR ST STR CARE ETF | 334,240 | 269,341 | -64,899 | 51,740 | 39,488 | 2.59% | -12,252 |
| ADOBE INC(ADBE) | 36,158 | 0 | -36,158 | 12,655 | 0 | — | -12,655 |
| NIKE INC(NKE) | 205,082 | 0 | -205,082 | 13,150 | 0 | — | -13,150 |
| INVESCO QQQ TR | 281,155 | 275,776 | -5,379 | 172,940 | 159,172 | 10.43% | -13,767 |
| CARRIER GLOBAL CORPORATION(CARR) | 271,207 | 0 | -271,207 | 14,331 | 0 | — | -14,331 |
| TATE STR SPDR S&P 500 ETF T(SPY) | 258,348 | 245,982 | -12,366 | 176,688 | 160,414 | 10.51% | -16,274 |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 1,618,022 | 1,436,292 | -181,730 | 88,619 | 70,910 | 4.65% | -17,709 |
| SALESFORCE INC(CRM) | 70,213 | 0 | -70,213 | 18,629 | 0 | — | -18,629 |
| VISTRA CORP(VST) | 118,725 | 0 | -118,725 | 19,154 | 0 | — | -19,154 |