Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SPDR S&P 500 ETF TR(SPY) | 247,558 | 277,823 | +30,265 | 138,827 | 172,176 | 12.46% | +33,350 |
| INVESCO QQQ TR | 259,123 | 274,212 | +15,089 | 121,628 | 151,518 | 10.97% | +29,890 |
| SELECT SECTOR SPDR TR ST STR SVC ETF | 240,156 | 458,927 | +218,771 | 23,151 | 49,837 | 3.61% | +26,686 |
| NOVA LTD(NVMI) | 30,438 | 67,973 | +37,535 | 5,608 | 18,717 | 1.35% | +13,110 |
| AMAZON COM INC(AMZN) | 139,764 | 178,153 | +38,389 | 26,577 | 39,108 | 2.83% | +12,531 |
| NVIDIA CORPORATION(NVDA) | 222,719 | 228,100 | +5,381 | 24,128 | 36,061 | 2.61% | +11,934 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 80,191 | 101,511 | +21,320 | 16,949 | 28,326 | 2.05% | +11,377 |
| COSTCO WHSL CORP NEW(COST) | 13,021 | 21,038 | +8,017 | 12,308 | 20,839 | 1.51% | +8,530 |
| META PLATFORMS INC(META) | 44,298 | 45,730 | +1,432 | 25,518 | 33,773 | 2.44% | +8,255 |
| SALESFORCE INC(CRM) | 40,750 | 70,213 | +29,463 | 10,930 | 19,175 | 1.39% | +8,245 |
| APOLLO GLOBAL MGMT INC(APO) | 0 | 55,650 | +55,650 | 0 | 7,900 | 0.57% | +7,900 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 362,774 | 362,774 | 0 | 47,523 | 53,548 | 3.88% | +6,025 |
| ICL GROUP LTD(ICL) | 4,579,516 | 4,579,516 | 0 | 25,717 | 31,377 | 2.27% | +5,660 |
| ORACLE CORP(ORCL) | 63,925 | 63,925 | 0 | 8,933 | 13,984 | 1.01% | +5,052 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 93,673 | 93,673 | 0 | 19,331 | 23,735 | 1.72% | +4,404 |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 1,618,022 | 1,618,022 | 0 | 80,550 | 84,786 | 6.14% | +4,236 |
| INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN | 166,184 | 166,184 | 0 | 19,358 | 23,561 | 1.71% | +4,202 |
| WISDOMTREE TR(WT) | 978,965 | 987,040 | +8,075 | 42,768 | 46,883 | 3.39% | +4,115 |
| GLOBAL X FDS US INFR DEV ETF | 647,770 | 647,770 | 0 | 24,427 | 28,318 | 2.05% | +3,891 |
| EATON CORP PLC(ETN) | 34,666 | 36,121 | +1,455 | 9,418 | 12,902 | 0.93% | +3,484 |
| FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE | 111,625 | 111,625 | 0 | 12,621 | 15,621 | 1.13% | +2,999 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL IND | 591,126 | 591,126 | 0 | 28,908 | 31,662 | 2.29% | +2,754 |
| SPDR SERIES TRUST ST STR SP CAPMKT | 138,163 | 138,163 | 0 | 17,423 | 20,036 | 1.45% | +2,613 |
| WISDOMTREE TR(WT) | 713,416 | 713,416 | 0 | 22,011 | 24,613 | 1.78% | +2,602 |
| KKR & CO INC(KKR) | 144,922 | 144,922 | 0 | 16,745 | 19,290 | 1.40% | +2,545 |
| FIRST TR EXCHANGE TRADED FD RBA INDL ETF | 177,688 | 177,688 | 0 | 12,127 | 14,472 | 1.05% | +2,345 |
| CAMTEK LTD(CAMT) | 88,039 | 88,039 | 0 | 5,159 | 7,449 | 0.54% | +2,290 |
| TIDAL TRUST I | 495,148 | 495,148 | 0 | 8,994 | 11,237 | 0.81% | +2,242 |
| SELECT SECTOR SPDR TR ST STR DISCR ETF | 90,364 | 90,364 | 0 | 17,834 | 19,650 | 1.42% | +1,817 |
| CYBERARK SOFTWARE LTD | 22,942 | 22,942 | 0 | 7,750 | 9,340 | 0.68% | +1,590 |
| ALPHABET INC(GOOG) | 49,895 | 49,895 | 0 | 7,712 | 8,798 | 0.64% | +1,087 |
| SPDR DOW JONES INDL AVERAGE(DIA) | 48,431 | 48,431 | 0 | 20,363 | 21,412 | 1.55% | +1,049 |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 141,550 | 141,550 | 0 | 2,286 | 3,219 | 0.23% | +933 |
| BLACKSTONE INC(BX) | 87,585 | 87,585 | 0 | 12,236 | 13,109 | 0.95% | +873 |
| ISHARES TR MSCI CHINA ETF | 553,891 | 560,714 | +6,823 | 30,115 | 30,914 | 2.24% | +798 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 98,463 | 98,463 | 0 | 3,509 | 4,271 | 0.31% | +762 |
| NIKE INC(NKE) | 99,513 | 99,513 | 0 | 6,387 | 7,113 | 0.51% | +727 |
| SELECT SECTOR SPDR TR ST STR UTIL ETF | 177,456 | 177,456 | 0 | 13,985 | 14,500 | 1.05% | +515 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 109,831 | 109,831 | 0 | 1,776 | 2,242 | 0.16% | +466 |
| MASTERCARD INCORPORATED(MA) | 29,143 | 29,143 | 0 | 15,965 | 16,386 | 1.19% | +421 |
| VISA INC(V) | 81,188 | 81,188 | 0 | 28,438 | 28,843 | 2.09% | +405 |
| PERION NETWORK LTD | 186,750 | 186,750 | 0 | 1,519 | 1,897 | 0.14% | +377 |
| SPDR SERIES TRUST ST STR SP HOME | 147,504 | 147,504 | 0 | 14,285 | 14,548 | 1.05% | +263 |
| ISHARES INC MSCI JAPAN ETF | 23,945 | 23,945 | 0 | 1,641 | 1,796 | 0.13% | +155 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 20,071 | 19,802 | -269 | 3,475 | 3,601 | 0.26% | +126 |
| ISHARES TR MSCI INDIA ETF | 15,080 | 15,080 | 0 | 776 | 840 | 0.06% | +64 |
| SENTINELONE INC(S) | 12,925 | 12,925 | 0 | 235 | 236 | 0.02% | +2 |
| ODYSIGHT AI INC | 624,737 | 624,737 | 0 | 4,383 | 4,382 | 0.32% | -1 |
| GSK PLC(GSK) | 201,301 | 201,301 | 0 | 7,875 | 7,821 | 0.57% | -54 |
| SELECT SECTOR SPDR TR ST STR REAL ETF | 303,152 | 303,152 | 0 | 12,680 | 12,564 | 0.91% | -116 |
| PROLOGIS INC.(PLD) | 59,816 | 59,816 | 0 | 6,744 | 6,352 | 0.46% | -392 |
| SELECT SECTOR SPDR TR ST STR CARE ETF | 210,574 | 210,574 | 0 | 30,729 | 28,400 | 2.06% | -2,329 |
| CELLEBRITE DI LTD(CLBT) | 1,099,715 | 1,081,078 | -18,637 | 21,356 | 17,308 | 1.25% | -4,048 |
| BROADCOM INC(AVGO) | 90,517 | 34,852 | -55,665 | 15,200 | 9,633 | 0.70% | -5,567 |
| INVESCO EXCH TRADED FD TR II SOLAR ETF | 184,729 | 0 | -184,729 | 5,624 | 0 | — | -5,624 |
| UBER TECHNOLOGIES INC(UBER) | 88,474 | 0 | -88,474 | 6,443 | 0 | — | -6,443 |
| ADOBE INC(ADBE) | 54,905 | 36,158 | -18,747 | 21,046 | 13,997 | 1.01% | -7,049 |
| VERTIV HOLDINGS CO(VRT) | 102,245 | 0 | -102,245 | 7,378 | 0 | — | -7,378 |
| WIX COM LTD SHS | 45,919 | 0 | -45,919 | 7,498 | 0 | — | -7,498 |
| APPLIED MATLS INC | 53,530 | 0 | -53,530 | 7,764 | 0 | — | -7,764 |
| NEXTERA ENERGY INC(NEE) | 311,887 | 206,317 | -105,570 | 22,098 | 14,331 | 1.04% | -7,767 |
| APPLE INC(AAPL) | 56,750 | 23,215 | -33,535 | 12,599 | 4,766 | 0.34% | -7,833 |
| CARRIER GLOBAL CORPORATION(CARR) | 300,018 | 151,228 | -148,790 | 19,011 | 11,075 | 0.80% | -7,936 |
| BERKSHIRE HATHAWAY INC DEL | 28,808 | 14,798 | -14,010 | 15,334 | 7,193 | 0.52% | -8,142 |