Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 39,368 | 224,325 | +184,957 | 1,136 | 11,452 | 2.27% | +10,316 |
| GE VERNOVA INC(GEV) | 0 | 8,882 | +8,882 | 0 | 7,758 | 1.53% | +7,758 |
| AMAZON COM INC(AMZN) | 56,634 | 96,485 | +39,851 | 13,072 | 20,095 | 3.97% | +7,023 |
| META PLATFORMS INC(META) | 19,544 | 33,369 | +13,825 | 12,901 | 19,091 | 3.78% | +6,191 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 0 | 12,750 | +12,750 | 0 | 6,183 | 1.22% | +6,183 |
| ONDAS INC(ONDS) | 0 | 623,808 | +623,808 | 0 | 5,639 | 1.12% | +5,639 |
| NVIDIA CORPORATION(NVDA) | 51,574 | 85,564 | +33,990 | 9,619 | 14,923 | 2.95% | +5,305 |
| BWX TECHNOLOGIES INC(BWXT) | 0 | 24,865 | +24,865 | 0 | 5,085 | 1.01% | +5,085 |
| APOLLO GLOBAL MGMT INC(APO) | 18,850 | 59,129 | +40,279 | 2,729 | 6,588 | 1.30% | +3,859 |
| SERVICENOW INC(NOW) | 0 | 29,178 | +29,178 | 0 | 3,051 | 0.60% | +3,051 |
| BER TECHNOLOGIES INC(UBER) | 38,342 | 79,597 | +41,255 | 3,133 | 5,725 | 1.13% | +2,592 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 36,861 | 41,131 | +4,270 | 13,275 | 15,770 | 3.12% | +2,495 |
| VERTIV HOLDINGS CO(VRT) | 22,500 | 22,500 | 0 | 3,645 | 5,638 | 1.12% | +1,993 |
| KKR & CO INC(KKR) | 39,081 | 75,120 | +36,039 | 4,982 | 6,949 | 1.37% | +1,967 |
| NOVA LTD(NVMI) | 13,442 | 13,442 | 0 | 4,414 | 5,838 | 1.15% | +1,423 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 149,120 | 149,120 | 0 | 23,131 | 24,117 | 4.77% | +986 |
| MASTERCARD INCORPORATED(MA) | 10,780 | 14,028 | +3,248 | 6,154 | 7,009 | 1.39% | +855 |
| BROADCOM INC(AVGO) | 20,898 | 25,970 | +5,072 | 7,241 | 8,055 | 1.59% | +814 |
| FIRST TR EXCHANGE TRADED FD RBA INDL ETF | 61,712 | 61,712 | 0 | 6,068 | 6,836 | 1.35% | +769 |
| ODYSIGHT AI INC(ODYS) | 196,000 | 196,000 | 0 | 647 | 1,288 | 0.25% | +641 |
| GLOBAL X FDS US INFR DEV ETF | 229,190 | 229,190 | 0 | 11,028 | 11,645 | 2.30% | +617 |
| INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN | 61,165 | 61,165 | 0 | 9,580 | 10,135 | 2.00% | +555 |
| D-WAVE QUANTUM INC(QBTS) | 129,650 | 266,805 | +137,155 | 3,390 | 3,850 | 0.76% | +460 |
| FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE | 37,976 | 37,976 | 0 | 5,811 | 6,212 | 1.23% | +401 |
| SELECT SECTOR SPDR TR ST STR UTIL ETF | 122,724 | 122,724 | 0 | 5,239 | 5,632 | 1.11% | +393 |
| ISHARES TR MSCI INDIA ETF | 4,248 | 9,410 | +5,162 | 230 | 441 | 0.09% | +211 |
| CELLEBRITE DI LTD(CLBT) | 373,768 | 499,938 | +126,170 | 6,739 | 6,889 | 1.36% | +150 |
| NETFLIX INC.(NFLX) | 61,276 | 61,276 | 0 | 5,745 | 5,892 | 1.17% | +146 |
| SELECT SECTOR SPDR TR ST STR ENERG ETF | 7,406 | 7,406 | 0 | 331 | 454 | 0.09% | +123 |
| SELECT SECTOR SPDR TR ST STR REAL ETF | 104,758 | 104,758 | 0 | 4,227 | 4,277 | 0.85% | +50 |
| ISHARES INC MSCI JAPAN ETF | 6,423 | 6,423 | 0 | 519 | 542 | 0.11% | +24 |
| TATE STR SPDR DOW JONES IND(DIA) | 1,147 | 1,147 | 0 | 552 | 532 | 0.11% | -20 |
| UROGEN PHARMA LTD(URGN) | 21,823 | 21,823 | 0 | 511 | 392 | 0.08% | -119 |
| SPDR SERIES TRUST ST STR SP HCEQ | 20,635 | 20,635 | 0 | 1,821 | 1,614 | 0.32% | -206 |
| IDAL TRUST I | 234,127 | 234,127 | 0 | 5,797 | 5,589 | 1.11% | -208 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 6,463 | 5,099 | -1,364 | 1,238 | 979 | 0.19% | -259 |
| APPLE INC(AAPL) | 16,192 | 16,192 | 0 | 4,402 | 4,109 | 0.81% | -293 |
| ICL GROUP LTD(ICL) | 2,084,911 | 2,242,921 | +158,010 | 11,960 | 11,473 | 2.27% | -487 |
| SPDR SERIES TRUST ST STR SP CAPMKT | 47,687 | 47,687 | 0 | 7,150 | 6,562 | 1.30% | -588 |
| PERION NETWORK LTD(PERI) | 65,880 | 0 | -65,880 | 631 | 0 | — | -631 |
| ELECT SECTOR SPDR TR ST STR DISCR ETF | 63,624 | 63,624 | 0 | 7,597 | 6,934 | 1.37% | -664 |
| ISHARES TR MSCI CHINA ETF | 189,144 | 189,144 | 0 | 11,362 | 10,626 | 2.10% | -736 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 68,492 | 68,492 | 0 | 9,876 | 9,103 | 1.80% | -773 |
| ATON CORP PLC(ETN) | 15,893 | 11,624 | -4,269 | 5,062 | 4,158 | 0.82% | -905 |
| NEXTERA ENERGY INC(NEE) | 53,702 | 36,281 | -17,421 | 4,311 | 3,370 | 0.67% | -941 |
| BLACKSTONE INC(BX) | 29,915 | 29,915 | 0 | 4,611 | 3,440 | 0.68% | -1,171 |
| CHECK POINT SOFTWARE TECH LT ORD | 29,361 | 29,361 | 0 | 5,448 | 4,194 | 0.83% | -1,254 |
| SELECT SECTOR SPDR TR ST STR SVC ETF | 164,249 | 162,083 | -2,166 | 19,335 | 17,969 | 3.55% | -1,367 |
| VISA INC(V) | 31,182 | 31,182 | 0 | 10,936 | 9,424 | 1.86% | -1,511 |
| SPDR SERIES TRUST ST STR SP HOME | 53,230 | 38,138 | -15,092 | 5,481 | 3,765 | 0.74% | -1,716 |
| WISDOMTREE TR(WT) | 342,373 | 342,373 | 0 | 15,848 | 13,969 | 2.76% | -1,880 |
| ENLIGHT RENEWABLE ENERGY LTD(ENLT) | 50,630 | 0 | -50,630 | 2,302 | 0 | — | -2,302 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL IND | 209,374 | 154,563 | -54,811 | 11,857 | 8,900 | 1.76% | -2,957 |
| EQT CORP(EQT) | 56,035 | 0 | -56,035 | 3,003 | 0 | — | -3,003 |
| CAMTEK LTD(CAMT) | 29,997 | 0 | -29,997 | 3,190 | 0 | — | -3,190 |
| ALPHABET INC(GOOG) | 18,305 | 8,568 | -9,737 | 5,729 | 2,464 | 0.49% | -3,266 |
| COSTCO WHOLESALE CORPORATION(COST) | 8,934 | 3,947 | -4,987 | 7,704 | 3,933 | 0.78% | -3,771 |
| NIKE INC(NKE) | 69,111 | 0 | -69,111 | 4,431 | 0 | — | -4,431 |
| SELECT SECTOR SPDR TR ST STR CARE ETF | 123,027 | 99,240 | -23,787 | 19,045 | 14,550 | 2.88% | -4,495 |
| ADOBE INC(ADBE) | 12,888 | 0 | -12,888 | 4,511 | 0 | — | -4,511 |
| TATE STR SPDR S&P 500 ETF T(SPY) | 65,902 | 61,881 | -4,021 | 45,071 | 40,355 | 7.98% | -4,716 |
| CARRIER GLOBAL CORPORATION(CARR) | 92,933 | 0 | -92,933 | 4,911 | 0 | — | -4,911 |
| INVESCO QQQ TR | 90,881 | 88,147 | -2,734 | 55,901 | 50,877 | 10.06% | -5,025 |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 537,641 | 470,998 | -66,643 | 29,447 | 23,253 | 4.60% | -6,193 |
| SALESFORCE INC(CRM) | 24,187 | 0 | -24,187 | 6,417 | 0 | — | -6,417 |
| VISTRA CORP(VST) | 43,475 | 0 | -43,475 | 7,014 | 0 | — | -7,014 |